Wealthcare Capital Partners, LLC

CIK 0002053307 • 7 13F filings • Apr 14, 2025 – Oct 21, 2026

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Filer information

Filed by: Wealthcare Capital Partners, LLC, Chief Compliance Officer
Address: 1065 ANDREW DRIVE, WEST CHESTER, PA, 19380
Phone: 804.644.4711
AUM: $213.4M

AUM over time

$247.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $213.4M140 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$255K	0.1%Prev: 0.1%	1,118 SH	Decreased-50 SH
AGCO CORP	COM	$209K	0.1%	2,000 SH	New
AGILON HEALTH INC	COM	$13K	0.0%	18,349 SH	New
ALPHABET INC	CAP STK CL A	$529K	0.2%Prev: 0.3%	1,689 SH	Decreased-158 SH
ALPHABET INC	CAP STK CL C	$631K	0.3%Prev: 0.3%	2,011 SH	Decreased-220 SH
ALPS ETF TR	ALERIAN MLP	$240K	0.1%Prev: 0.1%	5,111 SH	Decreased-247 SH
ALPS ETF TR	SECTR DIV DOGS	$500K	0.2%Prev: 0.2%	8,272 SH	Decreased
AMAZON COM INC	COM	$1.4M	0.6%Prev: 0.6%	5,913 SH	Decreased+285 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$651K	0.3%Prev: 0.4%	8,103 SH	Decreased-277 SH
APPLE INC	COM	$4.1M	1.9%Prev: 1.8%	14,908 SH	Decreased+1,672 SH
APPLIED MATLS INC	COM	$259K	0.1%Prev: 0.2%	1,007 SH	Decreased+93 SH
ARES CAPITAL CORP	COM	$621K	0.3%Prev: 0.2%	30,714 SH	Increased+202 SH
BANK AMERICA CORP	COM	$451K	0.2%	8,192 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.6M	1.7%Prev: 1.4%	7,094 SH	Increased+93 SH
BHP GROUP LTD	SPONSORED ADS	$219K	0.1%	3,635 SH	New
BLACKSTONE INC	COM	$2.1M	1.0%Prev: 0.7%	13,498 SH	Increased-1,480 SH
BROADCOM INC	COM	$1.0M	0.5%Prev: 0.7%	3,012 SH	Decreased-1,574 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.7M	0.8%	39,081 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.2M	0.6%	27,723 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$897K	0.4%	30,340 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$577K	0.3%Prev: 0.3%	25,494 SH	Decreased-6,810 SH
CASEYS GEN STORES INC	COM	$390K	0.2%Prev: 0.2%	705 SH	Decreased+1 SH
CATERPILLAR INC	COM	$369K	0.2%Prev: 0.2%	645 SH	Decreased-2 SH
CENTERPOINT ENERGY INC	COM	$215K	0.1%Prev: 0.1%	5,621 SH	Increased-77 SH
CHESAPEAKE UTILS CORP	COM	$560K	0.3%Prev: 0.2%	4,490 SH	Decreased-44 SH
CHEVRON CORP NEW	COM	$580K	0.3%	3,805 SH	New
CISCO SYS INC	COM	$920K	0.4%Prev: 0.5%	11,947 SH	Decreased-421 SH
COCA COLA CO	COM	$207K	0.1%Prev: 0.1%	2,961 SH	Decreased-7 SH
COMMERCIAL METALS CO	COM	$224K	0.1%Prev: 0.1%	3,238 SH	Increased-26 SH
CONSTELLATION ENERGY CORP	COM	$1.7M	0.8%Prev: 0.4%	4,684 SH	Increased+318 SH
COSTCO WHSL CORP NEW	COM	$303K	0.1%	351 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.6M	0.7%Prev: 0.9%	32,664 SH	Decreased-5,791 SH
DUKE ENERGY CORP NEW	COM NEW	$334K	0.2%Prev: 0.1%	2,849 SH	Increased+32 SH
EA SERIES TRUST	ALPHA ARCHITECT	$744K	0.3%Prev: 0.3%	8,285 SH	Decreased-377 SH
ELI LILLY & CO	COM	$568K	0.3%Prev: 0.3%	529 SH	Decreased-20 SH
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$211K	0.1%	1,920 SH	New
EXELON CORP	COM	$505K	0.2%Prev: 0.2%	11,589 SH	Increased+1,354 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$343K	0.2%Prev: 0.2%	6,249 SH	Decreased-2,583 SH
FIRST COMWLTH FINL CORP PA	COM	$239K	0.1%Prev: 0.1%	14,156 SH	Decreased
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$860K	0.4%	5,623 SH	New
GE AEROSPACE	COM NEW	$678K	0.3%Prev: 0.3%	2,202 SH	Decreased-29 SH
GE VERNOVA INC	COM	$331K	0.2%Prev: 0.2%	507 SH	Decreased-33 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$397K	0.2%Prev: 0.1%	10,959 SH	Increased+597 SH
GLOBAL X FDS	US INFR DEV ETF	$1.1M	0.5%Prev: 0.5%	22,035 SH	Decreased+633 SH
GOLDMAN SACHS GROUP INC	COM	$980K	0.5%Prev: 0.4%	1,115 SH	Increased+30 SH
HERSHEY CO	COM	$268K	0.1%Prev: 0.1%	1,474 SH	Increased-35 SH
HOME DEPOT INC	COM	$275K	0.1%	799 SH	New
HOULIHAN LOKEY INC	CL A	$405K	0.2%Prev: 0.1%	2,324 SH	Increased+114 SH
I-80 GOLD CORP	COM	$19K	0.0%Prev: 0.0%	13,243 SH	Decreased
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$245K	0.1%Prev: 0.1%	4,321 SH	Decreased+260 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$228K	0.1%Prev: 0.1%	3,194 SH	Decreased-79 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$579K	0.3%Prev: 0.3%	27,593 SH	Decreased-8,748 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$496K	0.2%Prev: 0.2%	2,589 SH	Decreased-149 SH
INVESCO QQQ TR	UNIT SER 1	$545K	0.3%Prev: 0.8%	887 SH	Decreased-1,757 SH
ISHARES INC	MSCI EMRG CHN	$1.2M	0.6%Prev: 0.6%	17,035 SH	Decreased+1,711 SH
ISHARES SILVER TR	ISHARES	$587K	0.3%Prev: 0.2%	9,118 SH	Increased+17 SH
ISHARES TR	0-3 MNTH TREASRY	$295K	0.1%	2,934 SH	New
ISHARES TR	0-5 YR TIPS ETF	$5.2M	2.4%Prev: 2.4%	50,568 SH	Decreased-9,227 SH
ISHARES TR	7-10 YR TRSY BD	$3.8M	1.8%Prev: 1.5%	39,554 SH	Increased-2,935 SH
ISHARES TR	CORE MSCI TOTAL	$406K	0.2%Prev: 0.2%	4,797 SH	Decreased+215 SH
ISHARES TR	CORE S&P TTL STK	$396K	0.2%Prev: 0.3%	2,666 SH	Decreased-1,502 SH
ISHARES TR	CORE US AGGBD ET	$4.1M	1.9%Prev: 1.9%	40,985 SH	Decreased-9,050 SH
ISHARES TR	CRE U S REIT ETF	$1.1M	0.5%Prev: 0.8%	19,092 SH	Decreased-11,662 SH
ISHARES TR	EAFE SML CP ETF	$870K	0.4%Prev: 0.5%	11,222 SH	Decreased-2,598 SH
ISHARES TR	FUTURE EXPONENTI	$2.2M	1.0%	31,219 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.1M	0.5%Prev: 0.5%	9,884 SH	Decreased-1,636 SH
ISHARES TR	NORTH AMERN NAT	$1.2M	0.5%Prev: 0.9%	23,211 SH	Decreased-11,964 SH
ISHARES TR	PFD AND INCM SEC	$770K	0.4%Prev: 0.4%	24,881 SH	Decreased-12,360 SH
ISHARES TR	RUS 1000 ETF	$285K	0.1%Prev: 0.3%	764 SH	Decreased-1,195 SH
ISHARES TR	RUS 1000 GRW ETF	$285K	0.1%Prev: 0.2%	603 SH	Decreased-2,793 SH
ISHARES TR	RUS 1000 VAL ETF	$527K	0.2%Prev: 0.3%	2,505 SH	Decreased-3 SH
ISHARES TR	RUSSELL 2000 ETF	$391K	0.2%Prev: 0.2%	1,587 SH	Decreased-117 SH
ISHARES TR	SELECT DIVID ETF	$272K	0.1%Prev: 0.1%	1,927 SH	Decreased-256 SH
ISHARES TR	SHRT NAT MUN ETF	$518K	0.2%Prev: 0.3%	4,852 SH	Decreased-3,372 SH
ISHARES TR	US AER DEF ETF	$202K	0.1%Prev: 0.1%	942 SH	Decreased-260 SH
ISHARES TR	US INFRASTRUC	$1.3M	0.6%Prev: 0.6%	24,908 SH	Decreased-1,920 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.5M	1.2%Prev: 0.5%	44,448 SH	Increased+23,575 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$668K	0.3%Prev: 0.4%	13,202 SH	Decreased-7,987 SH
JOHNSON & JOHNSON	COM	$530K	0.2%Prev: 0.3%	2,560 SH	Decreased-77 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.5%	3,627 SH	New
LEGG MASON ETF INVT	FRANKLIN US LOW	$646K	0.3%Prev: 0.4%	16,190 SH	Decreased-8,780 SH
LEIDOS HOLDINGS INC	COM	$355K	0.2%Prev: 0.1%	1,968 SH	Increased-21 SH
LOWES COS INC	COM	$584K	0.3%Prev: 0.2%	2,421 SH	Increased-210 SH
MASTERCARD INCORPORATED	CL A	$371K	0.2%Prev: 0.1%	650 SH	Increased+63 SH
MCDONALDS CORP	COM	$360K	0.2%Prev: 0.1%	1,177 SH	Increased+197 SH
META PLATFORMS INC	CL A	$1.3M	0.6%Prev: 0.6%	1,996 SH	Decreased+60 SH
MICROSOFT CORP	COM	$2.2M	1.1%Prev: 0.8%	4,649 SH	Increased+861 SH
NETFLIX INC	COM	$210K	0.1%	2,235 SH	New
NVIDIA CORPORATION	COM	$2.1M	1.0%Prev: 1.1%	11,130 SH	Decreased-661 SH
ORACLE CORP	COM	$293K	0.1%	1,502 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$729K	0.3%Prev: 0.2%	4,100 SH	Increased+1,150 SH
PARKER-HANNIFIN CORP	COM	$562K	0.3%Prev: 0.2%	639 SH	Decreased-4 SH
PHILLIPS 66	COM	$206K	0.1%Prev: 0.2%	1,597 SH	Decreased-103 SH
PRICE T ROWE GROUP INC	COM	$971K	0.5%Prev: 0.4%	9,488 SH	Increased+979 SH
PROCTER AND GAMBLE CO	COM	$428K	0.2%	2,989 SH	New
PROSHARES TR	S&P 500 DV ARIST	$761K	0.4%Prev: 0.3%	7,309 SH	Decreased-8,463 SH
QUALCOMM INC	COM	$209K	0.1%	1,222 SH	New
QUANTA SVCS INC	COM	$234K	0.1%Prev: 0.1%	555 SH	Decreased
REGENCY CTRS CORP	COM	$381K	0.2%Prev: 0.2%	5,523 SH	Decreased
RTX CORPORATION	COM	$576K	0.3%Prev: 0.2%	3,143 SH	Decreased-29 SH
SANFILIPPO JOHN B & SON INC	COM	$321K	0.2%Prev: 0.1%	4,551 SH	Increased+422 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$244K	0.1%	10,000 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$6.7M	3.1%Prev: 2.7%	252,178 SH	Increased-8,708 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$473K	0.2%	10,588 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$659K	0.3%	12,032 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.6M	0.8%	36,480 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.6M	0.7%	2,339 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$21.2M	9.9%	320,239 SH	New
T ROWE PRICE ETF INC	PRICE DIV GRWT	$472K	0.2%	10,488 SH	New
T ROWE PRICE ETF INC	TECHNOLOGY ETF	$322K	0.2%	9,888 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$784K	0.4%	2,581 SH	New
TE CONNECTIVITY PLC	ORD SHS	$436K	0.2%Prev: 0.2%	1,915 SH	Increased+88 SH
TESLA INC	COM	$649K	0.3%Prev: 0.2%	1,444 SH	Increased-154 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$243K	0.1%	9,797 SH	New
UNITEDHEALTH GROUP INC	COM	$753K	0.4%Prev: 0.3%	2,281 SH	Decreased-10 SH
VANECK ETF TRUST	GOLD MINERS ETF	$227K	0.1%Prev: 0.1%	2,648 SH	Decreased-32 SH
VANECK ETF TRUST	RARE EARTH AND S	$480K	0.2%	6,490 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$260K	0.1%	533 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$423K	0.2%	1,458 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.0M	1.0%Prev: 0.1%	23,132 SH	Increased+19,606 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$23.6M	11.1%	70,395 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.2M	0.6%	6,489 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.7M	1.7%Prev: 1.7%	49,735 SH	Decreased+239 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$601K	0.3%Prev: 0.2%	7,543 SH	Increased+184 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	1.2%Prev: 1.5%	11,338 SH	Decreased-4,403 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	0.9%Prev: 0.9%	30,428 SH	Decreased-889 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.1M	3.3%Prev: 4.0%	49,522 SH	Decreased-14,816 SH
VANGUARD WORLD FD	FINANCIALS ETF	$1.6M	0.7%Prev: 0.6%	11,841 SH	Increased+165 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$262K	0.1%Prev: 0.1%	879 SH	Decreased-36 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.5M	1.2%	17,683 SH	New
VISA INC	COM CL A	$471K	0.2%Prev: 0.2%	1,343 SH	Increased+75 SH
WALMART INC	COM	$891K	0.4%Prev: 0.5%	7,994 SH	Decreased-2,997 SH
WISDOMTREE TR	FLOATNG RAT TREA	$36.5M	17.1%Prev: 16.3%	725,811 SH	Decreased-73,638 SH
WISDOMTREE TR	INTL MIDCAP DV	$218K	0.1%Prev: 0.1%	2,708 SH	Decreased-69 SH
WISDOMTREE TR	ITL HIGH DIV FD	$2.0M	1.0%Prev: 1.0%	39,364 SH	Decreased-5,787 SH
WISDOMTREE TR	US MIDCAP DIVID	$1.6M	0.7%Prev: 0.8%	30,740 SH	Decreased-6,477 SH
WISDOMTREE TR	US S CAP QTY DIV	$424K	0.2%Prev: 0.2%	8,552 SH	Decreased-75 SH
WISDOMTREE TR	US SMALLCAP DIVD	$1.1M	0.5%Prev: 0.6%	32,365 SH	Decreased-7,699 SH
WORLD GOLD TR	SPDR GLD MINIS	$1.4M	0.7%Prev: 0.6%	16,601 SH	Increased-437 SH
ZOETIS INC	CL A	$224K	0.1%Prev: 0.1%	1,781 SH	Decreased-2,173 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $497K
BANK OF AMER CORP — $455K
BHP BILLITON LIMITED — $319K
CAPITAL GROUP DIVIDEND GROWE — $222K
CAPITAL GROUP DIVIDEND VALUE — $2.6M
CAPITAL GROUP GROWTH ETF — $1.9M
CAPITAL GROUP INTL FOCUS EQT — $1.1M
CHENIERE ENERGY INC — $221K
CHEVRON CORPORATION — $727K
COSTCO WHOLESALE CORPORATION — $320K
CUMMINS INC — $234K
EMERSON ELEC CO — $229K
ETF SER SOLUTIONS — $606K
EXXONMOBIL HOLDINGS CORP — $300K
FIRST TR EXCHANGE-TRADED FD — $904K
INVESCO EXCH TRADED FD TR II — $354K
INVESCO EXCHANGE TRADED FD T — $205K
ISHARES TR — $242K
ISHARES TR — $299K
ISHARES TR — $2.3M
… and 43 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001951757-26-000086	$213.4M	View
Oct 21, 2026	Q3 2026	13F-HR	0001951757-26-001745	$247.1M	View
Nov 7, 2025	Q3 2025