Wealthcare Capital Partners, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $199 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $35.6B, Vanguard Total Stock Market Et with a value of $21.6B, Unitedhealth Group Inc with a value of $12.4B, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.4B, and Schwab Strategic Us Tips ETF with a value of $6.2B.

Examining the 13F form we can see an increase of $4.42B in the current position value, from $194B to 199B.

Wealthcare Capital Partners, LLC is based out at West Chester, PA

Below you can find more details about Wealthcare Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $199 Billion
ETFs: $146 Billion
Healthcare: $13.5 Billion
Financial Services: $11.4 Billion
Technology: $10.1 Billion
Utilities: $3.32 Billion
Consumer Cyclical: $3.3 Billion
Consumer Defensive: $2.8 Billion
Communication Services: $2.56 Billion
Other: $3.74 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $199 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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