StockDriftsStockDriftsTop 50 Wealthcare Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 13.47% | 647.4K | $32.6M | -0.60%(-3.90K) | $50.27(+0.29%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 10.36% | 67.7K | $25.1M | -1.38%(-950) | $286.80(+33.21%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.46% | 150.3K | $13.2M | +0.08%(+118) | $68.92(+32.10%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.98% | 61.0K | $9.6M | +5.41%(+3.13K) | $136.33(+22.17%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 2.81% | 257.0K | $6.8M | +2.78%(+6.96K) | $26.38(-1.78%) | 2026-06-30 | |
| STIP | ISHARES TR | 2.49% | 59.0K | $6.0M | +7.94%(+4.34K) | $101.47(-0.76%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.01% | 49.2K | $4.9M | +9.63%(+4.32K) | $99.18(-1.77%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.73% | 50.0K | $4.2M | +0.42%(+207) | $61.30(+39.16%) | 2026-06-30 | |
| IEF | ISHARES TR | 1.63% | 41.8K | $4.0M | +4.80%(+1.91K) | $95.32(-2.40%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.57% | 13.2K | $3.8M | +0.79%(+103) | $232.63(+31.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.81% |
Wealthcare Capital Partners, LLC reports $242.01M in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are USFR (13.5%), VTI (10.4%) and SPYM (5.5%). The top 20 holdings account for 57.01% of reported assets. Its disclosed equity book has returned +5.75% cumulatively over 6 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 Capital Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053307). View Wealthcare Capital Partners, LLC’s 13F filings on SEC