StockDriftsStockDriftsTop 50 WealthCare Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.09% | 59.5K | $40.8M | new | $633.87(+12.43%) | 2026-06-30 | |
| ORLY | OREILLY AUTOMOTIVE INC | 15.86% | 411.7K | $37.9M | +94.57%(+200.10K) | $94.89(-4.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.36% | 44.2K | $12.8M | +132.83%(+25.24K) | $265.95(+14.82%) | 2026-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 5.21% | 150.0K | $12.5M | new | $82.47(+4.38%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 5.1% | 76.9K | $12.2M | new | $151.24(+10.63%) | 2026-06-30 | |
| ZMAY | INNOVATOR ETFS TRUST | 4.99% | 459.0K | $11.9M | +82.88%(+208.01K) | $124.31(-78.87%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 4.95% | 222.7K | $11.8M | +97.48%(+109.95K) | $52.21(+19.90%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4% | 40.2K | $9.6M | +86.75%(+18.65K) | $222.62(+17.93%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.41% | 27.0K | $5.8M | new | $200.42(+10.65%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.37% | 7.7K | $5.7M | new | $628.74(+16.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -3.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.29% |
WealthCare Asset Management, LLC reports $240.70M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are VOO (17.1%), ORLY (15.9%) and AAPL (5.4%). The top 20 holdings account for 83.14% of reported assets. Its disclosed equity book has returned -3.71% cumulatively over 2 quarters. Figures reflect the Q2 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