Wealthcare Capital Management LLC Reduced Holdings in Q2 2025

Wealthcare Capital Management LLC

  • $927 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-214K
- 10.77%
$93.15 - $96.56 $19.9M - $20.7M
1.77M $170M
PHYS
Sprott Physical Gold Trust

Financial Services
-621K
- 36.56%
$22.82 - $26.29 $14.2M - $16.3M
1.08M $27.3M
PSLV
Sprott Physical Silver Trust

Financial Services
-1.26M
- 34.09%
$9.98 - $12.51 $12.6M - $15.8M
2.44M $29.9M
AAPL
Apple Inc.

Technology
-3.74K
- 27.42%
$172.42 - $223.89 $645K - $838K
9.9K $2.03M
IXUS
Ishares Tr

ETFs
-12.4K
- 21.29%
$62.37 - $77.63 $774K - $963K
45.9K $3.55M
NVDA
Nvidia Corp

Technology
-6.33K
- 60.7%
$94.31 - $157.99 $597K - $1M
4.1K $647K
MSFT
Microsoft Corp

Technology
-1.68K
- 53.75%
$354.56 - $497.45 $594K - $834K
1.44K $717K
MGV
Vanguard Mega Cap Value

ETFs
-3.08K
- 46.99%
$114.87 - $131.25 $353K - $404K
3.47K $455K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-391
- 11.63%
$483.48 - $539.8 $189K - $211K
2.97K $1.44M
XT
Ishares Tr Exponential Technol

ETFs
-5.73K
- 51.86%
$49.86 - $65.25 $286K - $374K
5.32K $347K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.71K
- 3.14%
$116.93 - $119.39 $317K - $324K
83.6K $9.95M
META
Meta Platforms, Inc.

Communication Services
-486
- 55.29%
$484.66 - $738.09 $236K - $359K
393 $290K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-4.9K
- 16.03%
$38.18 - $45.52 $187K - $223K
25.7K $1.12M
GOOGL
Alphabet Inc.

Communication Services
-1.45K
- 53.67%
$144.7 - $178.6 $210K - $259K
1.25K $220K
IVZ
Invesco Ltd.

Financial Services
-33K
- 5.52%
$12.14 - $15.77 $401K - $520K
565K $8.9M
COST
Costco Wholesale Corp

Consumer Defensive
-156
- 30.23%
$908.13 - $1056.85 $142K - $165K
360 $356K
TSLA
Tesla, Inc.

Consumer Cyclical
-747
- 40.16%
$221.86 - $362.89 $166K - $271K
1.11K $353K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.35K
- 8.08%
$96.84 - $99.46 $131K - $134K
15.4K $1.53M
JPM
Jpmorgan Chase & CO

Financial Services
-604
- 44.64%
$210.28 - $289.91 $127K - $175K
749 $217K
CGDV
Capital Group Divid Value ETF

ETFs
-4.56K
- 25.91%
$31.93 - $39.49 $146K - $180K
13.1K $515K
IWV
Ishares Russell 3000 ETF

ETFs
-1.23K
- 11.58%
$281.67 - $351.0 $346K - $432K
9.39K $3.3M
NFLX
Netflix Inc

Communication Services
-128
- 43.84%
$855.86 - $1339.13 $110K - $171K
164 $219K
IFRA
Ishares Tr

ETFs
-1.74K
- 21.9%
$40.97 - $49.19 $71.3K - $85.6K
6.2K $305K
VNQ
Vanguard Specialized Funds Van

ETFs
-484
- 6.11%
$79.79 - $91.42 $38.6K - $44.2K
7.44K $662K
MUB
Ishares National Muni Bond ETF

ETFs
-46
- 0.08%
$102.31 - $105.8 $4.71K - $4.87K
57.9K $6.05M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-11.6K
- 10.59%
$58.41 - $72.69 $675K - $840K
97.6K $7.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.09K
- 7.27%
$20.12 - $21.0 $42K - $43.8K
26.7K $557K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-712
- 8.98%
$44.68 - $45.96 $31.8K - $32.7K
7.22K $330K
CGXU
Capital Group Intl Focus Equit

ETFs
-1.71K
- 18.59%
$21.44 - $27.35 $36.6K - $46.6K
7.47K $202K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-721
- 9.43%
$33.77 - $41.16 $24.3K - $29.7K
6.93K $277K
SPMD
Spdr Portfolio

ETFs
-2.04K
- 7.16%
$44.89 - $54.38 $91.4K - $111K
26.4K $1.43M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-381
- 13.42%
$72.96 - $90.39 $27.8K - $34.4K
2.46K $219K
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-77.3K
- 15.93%
N/A
408K $0
EFV
Msci Eafe Value ETF

ETFs
-186
- 5.33%
$52.4 - $64.65 $9.75K - $12K
3.3K $209K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-979
- 7.76%
$52.84 - $65.52 $51.7K - $64.1K
11.6K $762K
IWM
Ishares Russell 2000 ETF

ETFs
-1
- 0.09%
$174.82 - $215.79 $175 - $216
1.15K $248K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.48K
- 10.37%
$50.08 - $63.14 $73.9K - $93.1K
12.7K $804K
AVGO
Broadcom Inc.

Technology
-699
- 35.59%
$146.29 - $275.65 $102K - $193K
1.27K $348K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-101
- 1.35%
$51.16 - $62.02 $5.17K - $6.26K
7.38K $457K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.55K
- 8.79%
$57.14 - $72.68 $88.4K - $112K
16.1K $1.17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.57K
- 7.23%
$19.6 - $24.44 $69.9K - $87.2K
45.8K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
-1.63K
- 7.28%
$45.65 - $57.01 $74.2K - $92.6K
20.7K $1.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-34
- 3.05%
$456.74 - $568.03 $15.5K - $19.3K
1.08K $614K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-498
- 1.71%
$19.1 - $23.83 $9.51K - $11.9K
28.6K $681K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-626
- 1.46%
$35.35 - $42.68 $22.1K - $26.7K
42.1K $1.79M
VEU
Vanguard Ftse All World Ex Us

ETFs
-84.1K
- 7.87%
$54.19 - $67.22 $4.56M - $5.66M
985K $66.2M
VTI
Vanguard Total Stock Market Et

ETFs
-50.7K
- 4.11%
$243.75 - $303.93 $12.4M - $15.4M
1.18M $359M
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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