Wealthcare Capital Management LLC Portfolio Holdings

Wealthcare Capital Management LLC

  • $927 Million
  • Q2 2025

Wealthcare Capital Management LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $927 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $359M, Ishares Barclays with a value of $170M, Ishares Barclays 0 5 Year Tips with a value of $82.7M, Wisdomtree Floating Rate Treas with a value of $81.5M, and Vanguard Ftse All World Ex Us with a value of $66.2M.

Examining the 13F form we can see an decrease of $35.4M in the current position value, from $962M to 927M.

Wealthcare Capital Management LLC is based out at Richmond, VA

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

Portfolio value $927 Million
ETFs: $852 Million
Financial Services: $67.8 Million
Technology: $3.74 Million
Energy: $1.38 Million
Consumer Cyclical: $734,000
Communication Services: $729,000
Consumer Defensive: $356,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $927 Million
  • Prior Value $962 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track Wealthcare Capital Management LLC Portfolio

Follow Wealthcare Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email