Sponsored

The Analysis of Wealthcare Capital Partners, LLC's Holdings & P&L

Currently, Wealthcare Capital Partners, LLC holds 153 types of securities in its portfolio with a total value $213.5M. In the most recent quarter, they have increased their positions in VYM (+8.3K shares, valued at $1.2M), SPYM (+10.2K shares, valued at $778.6K), IGE (+11.2K shares, valued at $705.3K); decreased their positions in USFR (-74.5K shares, valued at $3.8M), VNQ (-19.6K shares, valued at $1.7M), VTI (-1.7K shares, valued at $548.3K); initiated new positions in PVI (+18.4K shares, valued at $457.0K), XOM (+1.8K shares, valued at $300.9K), VDE (+1.5K shares, valued at $262.1K).

1M P&L

+3.9M+1.82%

3M P&L

+3.4M+1.58%

HY P&L

+13.5M+6.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A170.7M

83.9%

2Consumer Electronics3.3M

1.6%

3Semiconductors2.8M

1.4%

Top Industries by Stock Count

1N/A87 stocks

61.7%

2Drug Manufacturers - General3 stocks

2.1%

3Software - Infrastructure3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

USFR WISDOMTREE TR651.3K shares-10.27%2026-03-312026-04-15

VTI VANGUARD INDEX FDS68.7K shares-2.43%2026-03-312026-04-15

SPYM SPDR SERIES TRUST150.1K shares7.27%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS57.8K shares16.79%2026-03-312026-04-15

SCHP SCHWAB STRATEGIC TR250.0K shares-0.87%2026-03-312026-04-15

STIP ISHARES TR54.6K shares8.06%2026-03-312026-04-15

AGG ISHARES TR44.9K shares9.45%2026-03-312026-04-15

IEF ISHARES TR39.9K shares0.85%2026-03-312026-04-15

Sponsored

VEU VANGUARD INTL EQUITY INDEX F49.8K shares0.15%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.0K shares-1.31%2026-03-312026-04-15

AAPL APPLE INC13.1K shares-12.34%2026-03-312026-04-15

SPSM SPDR SERIES TRUST63.3K shares2.95%2026-03-312026-04-15

SPMD SPDR SERIES TRUST49.6K shares8.95%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F46.5K shares4.53%2026-03-312026-04-15

MGV VANGUARD WORLD FD17.1K shares-3.23%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS11.3K shares-0.40%2026-03-312026-04-15

Sponsored

DTH WISDOMTREE TR42.1K shares7.06%2026-03-312026-04-15

IGE ISHARES TR34.4K shares48.28%2026-03-312026-04-15

XT ISHARES TR30.4K shares-2.75%2026-03-312026-04-15

CGDV CAPITAL GROUP DIVIDEND VALUE45.7K shares17.05%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS30.0K shares-1.32%2026-03-312026-04-15

NVDA NVIDIA CORPORATION11.0K shares-0.90%2026-03-312026-04-15

MSFT MICROSOFT CORP4.8K shares3.40%2026-03-312026-04-15

DON WISDOMTREE TR33.6K shares9.45%2026-03-312026-04-15

Sponsored

USRT ISHARES TR29.4K shares54.20%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC14.7K shares9.25%2026-03-312026-04-15

DBEF DBX ETF TR33.8K shares3.44%2026-03-312026-04-15

SPDW SPDR INDEX SHS FDS34.1K shares-6.59%2026-03-312026-04-15

GLDM WORLD GOLD TR16.3K shares-1.89%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T2.3K shares-0.98%2026-03-312026-04-15

IFRA ISHARES TR25.9K shares4.17%2026-03-312026-04-15

VFH VANGUARD WORLD FD11.9K shares0.77%2026-03-312026-04-15

Sponsored

SPTM SPDR SERIES TRUST18.2K shares-10.17%2026-03-312026-04-15

WMT WALMART INC10.9K shares36.77%2026-03-312026-04-15

EMXC ISHARES INC17.0K shares-0.43%2026-03-312026-04-15

CGGR CAPITAL GROUP GROWTH ETF33.2K shares19.59%2026-03-312026-04-15

DES WISDOMTREE TR36.6K shares13.09%2026-03-312026-04-15

VTV VANGUARD INDEX FDS6.7K shares3.13%2026-03-312026-04-15

CEG CONSTELLATION ENERGY CORP4.4K shares-5.34%2026-03-312026-04-15

AMZN AMAZON COM INC5.9K shares-0.86%2026-03-312026-04-15

Sponsored

REMX VANECK ETF TRUST13.8K shares112.11%2026-03-312026-04-15

MUB ISHARES TR11.0K shares11.29%2026-03-312026-04-15

META META PLATFORMS INC2.0K shares0.10%2026-03-312026-04-15

PAVE GLOBAL X FDS21.6K shares-1.78%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO3.7K shares2.32%2026-03-312026-04-15

BROADCOM INC BROADCOM INC3.2K shares7.27%2026-03-312026-04-15

CSCO CISCO SYS INC12.4K shares3.50%2026-03-312026-04-15

PFF ISHARES TR31.2K shares25.24%2026-03-312026-04-15

Sponsored

GS GOLDMAN SACHS GROUP INC1.1K shares-1.61%2026-03-312026-04-15

CGXU CAPITAL GROUP INTL FOCUS EQT30.3K shares-0.06%2026-03-312026-04-15

SCZ ISHARES TR11.4K shares1.29%2026-03-312026-04-15

LVHD LEGG MASON ETF INVT20.9K shares28.81%2026-03-312026-04-15

GRID FIRST TR EXCHANGE-TRADED FD5.4K shares-3.81%2026-03-312026-04-15

JAAA JANUS DETROIT STR TR17.4K shares31.50%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC2.6K shares0.00%2026-03-312026-04-15

TROW PRICE T ROWE GROUP INC9.5K shares-0.17%2026-03-312026-04-15

Sponsored

NOBL PROSHARES TR7.3K shares-0.12%2026-03-312026-04-15

CAOS EA SERIES TRUST8.4K shares1.51%2026-03-312026-04-15

CVX CHEVRON CORPORATION3.4K shares-9.83%2026-03-312026-04-15

CGCP CAPITAL GRP FIXED INCM ETF T31.6K shares24.09%2026-03-312026-04-15

BKLN INVESCO EXCH TRADED FD TR II33.1K shares20.04%2026-03-312026-04-15

SUB ISHARES TR6.3K shares29.14%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR10.8K shares1.58%2026-03-312026-04-15

TFI SPDR SERIES TRUST14.2K shares-1.73%2026-03-312026-04-15

Sponsored

JNJ JOHNSON & JOHNSON2.6K shares2.62%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE2.2K shares0.09%2026-03-312026-04-15

HACK AMPLIFY ETF TR8.1K shares0.00%2026-03-312026-04-15

RTX RTX CORPORATION3.2K shares0.29%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS7.6K shares0.40%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC2.2K shares-2.89%2026-03-312026-04-15

SLV ISHARES SILVER TR8.8K shares-3.70%2026-03-312026-04-15

LOW LOWES COS INC2.5K shares4.34%2026-03-312026-04-15

Sponsored

XLF SELECT SECTOR SPDR TR12.0K shares-0.48%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.0K shares0.30%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP640 shares0.16%2026-03-312026-04-15

CPK CHESAPEAKE UTILS CORP4.5K shares0.36%2026-03-312026-04-15

TSLA TESLA INC1.5K shares1.39%2026-03-312026-04-15

SDOG ALPS ETF TR8.3K shares0.00%2026-03-312026-04-15

IWD ISHARES TR2.5K shares0.04%2026-03-312026-04-15

BIL SPDR SERIES TRUST5.8K shares2.85%2026-03-312026-04-15

Sponsored

EXC EXELON CORP10.8K shares-6.57%2026-03-312026-04-15

SDY SPDR SERIES TRUST3.6K shares0.59%2026-03-312026-04-15

ARCC ARES CAPITAL CORP29.1K shares-5.13%2026-03-312026-04-15

CASY CASEYS GEN STORES INC704 shares-0.14%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR887 shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.7K shares3.02%2026-03-312026-04-15

ITOT ISHARES TR3.4K shares28.84%2026-03-312026-04-15

LLY ELI LILLY & CO529 shares0.00%2026-03-312026-04-15

Sponsored

IWB ISHARES TR1.4K shares77.88%2026-03-312026-04-15

TDVG T ROWE PRICE ETF INC10.8K shares2.82%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.5K shares-5.18%2026-03-312026-04-15

CAT CATERPILLAR INC645 shares0.00%2026-03-312026-04-15

PVI INVESCO EXCH TRADED FD TR II18.4K sharesnew addition2026-03-312026-04-15

DGRS WISDOMTREE TR8.6K shares0.35%2026-03-312026-04-15

SHM SPDR SERIES TRUST9.3K shares-4.43%2026-03-312026-04-15

GEV GE VERNOVA INC507 shares0.00%2026-03-312026-04-15

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.0K shares-26.73%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.3K shares15.20%2026-03-312026-04-15

VO VANGUARD INDEX FDS1.5K shares2.13%2026-03-312026-04-15

REG REGENCY CTRS CORP5.5K shares0.00%2026-03-312026-04-15

IXUS ISHARES TR4.7K shares-1.81%2026-03-312026-04-15

BAC BANK AMERICA CORP8.3K shares1.34%2026-03-312026-04-15

IWM ISHARES TR1.6K shares0.19%2026-03-312026-04-15

V VISA INC1.3K shares-5.66%2026-03-312026-04-15

Sponsored

FBCG FIDELITY COVINGTON TRUST7.5K shares19.92%2026-03-312026-04-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.8K shares-7.94%2026-03-312026-04-15

MCD MCDONALDS CORP1.2K shares0.68%2026-03-312026-04-15

SPIB SPDR SERIES TRUST10.7K shares0.33%2026-03-312026-04-15

BOTZ GLOBAL X FDS10.8K shares-1.50%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION351 shares0.00%2026-03-312026-04-15

HLI HOULIHAN LOKEY INC2.3K shares0.43%2026-03-312026-04-15

AMAT APPLIED MATLS INC952 shares-5.46%2026-03-312026-04-15

Sponsored

JBSS SANFILIPPO JOHN B & SON INC4.1K shares-10.13%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS3.5K shares-84.82%2026-03-312026-04-15

TTEQ T ROWE PRICE ETF INC10.3K shares3.71%2026-03-312026-04-15

HSY HERSHEY CO1.5K shares0.68%2026-03-312026-04-15

PG PROCTER & GAMBLE CO2.1K shares-28.60%2026-03-312026-04-15

LDOS LEIDOS HOLDINGS INC2.0K shares0.25%2026-03-312026-04-15

PWR QUANTA SVCS INC555 shares0.00%2026-03-312026-04-15

XOM EXXON MOBIL CORP1.8K sharesnew addition2026-03-312026-04-15

Sponsored

SGOV ISHARES TR2.9K shares0.00%2026-03-312026-04-15

DVY ISHARES TR1.9K shares0.78%2026-03-312026-04-15

PSX PHILLIPS 661.6K shares0.75%2026-03-312026-04-15

MA MASTERCARD INCORPORATED582 shares-10.46%2026-03-312026-04-15

ALPS ETF TR ALPS ETF TR5.4K shares5.62%2026-03-312026-04-15

VIS VANGUARD WORLD FD881 shares0.23%2026-03-312026-04-15

IWF ISHARES TR639 shares5.97%2026-03-312026-04-15

HD HOME DEPOT INC821 shares2.75%2026-03-312026-04-15

Sponsored

BHP BHP BILLITON LIMITED3.7K shares1.38%2026-03-312026-04-15

VDE VANGUARD WORLD FD1.5K sharesnew addition2026-03-312026-04-15

PSCT INVESCO EXCH TRADED FD TR II4.3K shares-0.05%2026-03-312026-04-15

SPTS SPDR SERIES TRUST8.9K shares0.00%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO1.0K sharesnew addition2026-03-312026-04-15

ABBV ABBVIE INC1.2K shares5.72%2026-03-312026-04-15

QTUM ETF SER SOLUTIONS2.4K shares23.70%2026-03-312026-04-15

ZTS ZOETIS INC2.1K shares19.31%2026-03-312026-04-15

Sponsored

LNG CHENIERE ENERGY INC881 sharesnew addition2026-03-312026-04-15

FCF FIRST COMWLTH FINL CORP PA14.2K shares0.00%2026-03-312026-04-15

GDX VANECK ETF TRUST2.7K shares0.45%2026-03-312026-04-15

CNP CENTERPOINT ENERGY INC5.6K shares0.43%2026-03-312026-04-15

SCHO SCHWAB STRATEGIC TR10.0K shares0.00%2026-03-312026-04-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.3K shares1.85%2026-03-312026-04-15

ITA ISHARES TR1.1K shares11.78%2026-03-312026-04-15

VIGI VANGUARD WHITEHALL FDS2.6K sharesnew addition2026-03-312026-04-15

Sponsored

KO COCA COLA CO3.0K shares0.00%2026-03-312026-04-15

DIM WISDOMTREE TR2.7K shares0.07%2026-03-312026-04-15

VGK VANGUARD INTL EQUITY INDEX F2.6K sharesnew addition2026-03-312026-04-15

GRNY TIDAL TRUST I9.1K shares-7.18%2026-03-312026-04-15

ORCL ORACLE CORP1.5K shares-2.13%2026-03-312026-04-15

AGCO AGCO CORP1.9K shares-7.05%2026-03-312026-04-15

IJH ISHARES TR3.0K sharesnew addition2026-03-312026-04-15

VUG VANGUARD INDEX FDS465 shares-12.76%2026-03-312026-04-15

Sponsored

IAUX I-80 GOLD CORP13.2K shares0.00%2026-03-312026-04-15

USFR

WISDOMTREE TR

-10.27%

Shares651.3K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

-2.43%

Shares68.7K

Event2026-03-31

Filed2026-04-15

SPYM

SPDR SERIES TRUST

7.27%

Shares150.1K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

16.79%

Shares57.8K

Event2026-03-31

Filed2026-04-15

SCHP

SCHWAB STRATEGIC TR

-0.87%

Shares250.0K

Event2026-03-31

Filed2026-04-15

STIP

ISHARES TR

8.06%

Shares54.6K

Event2026-03-31

Filed2026-04-15

AGG

ISHARES TR

9.45%

Shares44.9K

Event2026-03-31

Filed2026-04-15

IEF

ISHARES TR

0.85%

Shares39.9K

Event2026-03-31

Filed2026-04-15

VEU

VANGUARD INTL EQUITY INDEX F

0.15%

Shares49.8K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-1.31%

Shares7.0K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-12.34%

Shares13.1K

Event2026-03-31

Filed2026-04-15

SPSM

SPDR SERIES TRUST

2.95%

Shares63.3K

Event2026-03-31

Filed2026-04-15

SPMD

SPDR SERIES TRUST

8.95%

Shares49.6K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

4.53%

Shares46.5K

Event2026-03-31

Filed2026-04-15

MGV

VANGUARD WORLD FD

-3.23%

Shares17.1K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

-0.40%

Shares11.3K

Event2026-03-31

Filed2026-04-15

DTH

WISDOMTREE TR

7.06%

Shares42.1K

Event2026-03-31

Filed2026-04-15

IGE

ISHARES TR

48.28%

Shares34.4K

Event2026-03-31

Filed2026-04-15

ISHARES TR

-2.75%

Shares30.4K

Event2026-03-31

Filed2026-04-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

17.05%

Shares45.7K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

-1.32%

Shares30.0K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-0.90%

Shares11.0K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

3.40%

Shares4.8K

Event2026-03-31

Filed2026-04-15

DON

WISDOMTREE TR

9.45%

Shares33.6K

Event2026-03-31

Filed2026-04-15

USRT

ISHARES TR

54.20%

Shares29.4K

Event2026-03-31

Filed2026-04-15

BLACKSTONE INC

9.25%

Shares14.7K

Event2026-03-31

Filed2026-04-15

DBEF

DBX ETF TR

3.44%

Shares33.8K

Event2026-03-31

Filed2026-04-15

SPDW

SPDR INDEX SHS FDS

-6.59%

Shares34.1K

Event2026-03-31

Filed2026-04-15

GLDM

WORLD GOLD TR

-1.89%

Shares16.3K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.98%

Shares2.3K

Event2026-03-31

Filed2026-04-15

IFRA

ISHARES TR

4.17%

Shares25.9K

Event2026-03-31

Filed2026-04-15

VFH

VANGUARD WORLD FD

0.77%

Shares11.9K

Event2026-03-31

Filed2026-04-15

SPTM

SPDR SERIES TRUST

-10.17%

Shares18.2K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

36.77%

Shares10.9K

Event2026-03-31

Filed2026-04-15

EMXC

ISHARES INC

-0.43%

Shares17.0K

Event2026-03-31

Filed2026-04-15

CGGR

CAPITAL GROUP GROWTH ETF

19.59%

Shares33.2K

Event2026-03-31

Filed2026-04-15

DES

WISDOMTREE TR

13.09%

Shares36.6K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

3.13%

Shares6.7K

Event2026-03-31

Filed2026-04-15

CEG

CONSTELLATION ENERGY CORP

-5.34%

Shares4.4K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-0.86%

Shares5.9K

Event2026-03-31

Filed2026-04-15

REMX

VANECK ETF TRUST

112.11%

Shares13.8K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

11.29%

Shares11.0K

Event2026-03-31

Filed2026-04-15