StockDriftsStockDriftsTop 50 Wealthcare Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 16.3% | 799.4K | $40.3M | +23.49%(+152.05K) | $50.29(+0.42%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 9.91% | 65.4K | $24.5M | -3.38%(-2.29K) | $286.80(+31.94%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 5.72% | 157.4K | $14.1M | +4.74%(+7.12K) | $69.82(+30.08%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 4.04% | 64.3K | $10.0M | +5.54%(+3.38K) | $137.43(+17.15%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 2.65% | 260.9K | $6.6M | +1.53%(+3.93K) | $26.38(-3.65%) | 2026-09-30 | |
| STIP | ISHARES TR | 2.41% | 59.8K | $6.0M | +1.38%(+814) | $101.47(-0.95%) | 2026-09-30 | |
| AGG | ISHARES TR | 1.91% | 50.0K | $4.7M | +1.74%(+855) | $99.13(-4.02%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.78% | 13.2K | $4.4M | +0.49%(+65) | $233.02(+47.40%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.66% | 49.5K | $4.1M | -1.04%(-520) | $61.30(+33.65%) | 2026-09-30 | |
| IEF | ISHARES TR | 1.54% | 42.5K | $3.8M | +1.64%(+686) | $95.26(-5.45%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.60% |
Wealthcare Capital Partners LLC reports $247.09M in US-listed equity holdings across 168 positions in its most recent 13F filing. Its largest disclosed positions are USFR (16.3%), VTI (9.9%) and SPYM (5.7%). The top 20 holdings account for 59.6% of reported assets. Its disclosed equity book has returned +5.56% cumulatively over 7 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 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