StockDriftsStockDriftsTop 50 Wealthcare Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | 13.92% | 188.2K | $16.1M | -54.28%(-223.47K) | $94.89(-5.34%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 8.3% | 48.9K | $9.6M | +577.64%(+41.72K) | $188.10(-2.53%) | 2026-09-30 | |
| XLB | SELECT SECTOR SPDR TR | 8.05% | 190.8K | $9.3M | new | $49.77(+3.66%) | 2026-09-30 | |
| XLV | SELECT SECTOR SPDR TR | 7.07% | 48.5K | $8.2M | -36.98%(-28.44K) | $151.24(+18.52%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.06% | 21.0K | $7.0M | -52.47%(-23.21K) | $265.95(+30.51%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.04% | 18.7K | $4.7M | -53.38%(-21.43K) | $222.62(+13.69%) | 2026-09-30 | |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 3.76% | 67.3K | $4.3M | -29.48%(-28.13K) | $48.63(+28.15%) | 2026-09-30 | |
| UGA | UNITED STS GASOLINE FD LP | 3.69% | 29.0K | $4.3M | -35.18%(-15.75K) | $104.41(+35.24%) | 2026-09-30 | |
| USO | UNITED STS OIL FD LP | 3.22% | 25.5K | $3.7M | -29.70%(-10.77K) | $118.14(+38.72%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.86% | 4.5K | $3.3M | -42.05%(-3.23K) | $628.74(+14.71%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.61% |
Wealthcare Asset Management LLC reports $116.36M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are ORLY (13.9%), XLK (8.3%) and XLB (8.1%). The top 20 holdings account for 82.46% of reported assets. Its disclosed equity book has returned +0.60% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthcare Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2034181). View Wealthcare Asset Management LLC’s 13F filings on SEC