StockDriftsStockDriftsTop 50 WealthCare Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 8.04% | 45.0K | $33.1M | +1.63%(+720) | $374.85(+95.42%) | 2026-06-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 3.74% | 319.9K | $15.4M | +4.10%(+12.61K) | $41.72(+21.28%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.41% | 297.8K | $14.1M | +1.94%(+5.68K) | $35.16(+33.76%) | 2026-06-30 | |
| ITA | ISHARES TR | 3.05% | 51.8K | $12.6M | -0.60%(-312) | $123.79(+102.98%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.99% | 249.9K | $12.3M | +1.48%(+3.65K) | $38.54(+31.98%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.86% | 72.9K | $11.8M | +6.22%(+4.27K) | $85.88(+78.52%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.42% | 273.1K | $10.0M | -3.36%(-9.50K) | $32.62(+14.74%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.25% | 13.5K | $9.3M | +16.69%(+1.93K) | $528.50(+34.85%) | 2026-06-30 | |
| RECS | COLUMBIA ETF TR I | 2.08% | 197.9K | $8.6M | +13.22%(+23.11K) | $39.19(+16.13%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 2.05% | 160.2K | $8.4M | +15.08%(+20.99K) | $34.69(+60.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.67% | +50.77% | — | — | +34.50% |
| Top 20 Holdings Unweighted | +13.25% | +45.24% | — | — | +30.43% |
WealthCare Investment Partners, LLC reports $411.75M in US-listed equity holdings across 206 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (8.0%), FVD (3.7%) and CGGR (3.4%). The top 20 holdings account for 47.82% of reported assets. Its disclosed equity book has returned +50.77% on a three-year cumulative basis. 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.
Sign up free to track WealthCare Investment Partners, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from WealthCare Investment Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908462). View WealthCare Investment Partners, LLC’s 13F filings on SEC