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: $198.9M143 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$252K	0.1%Prev: 0.1%	1,359 SH	Decreased+177 SH
AGCO CORP	COM	$220K	0.1%Prev: 0.1%	2,130 SH	Increased+271 SH
ALPHABET INC	CAP STK CL A	$238K	0.1%Prev: 0.2%	1,353 SH	Decreased-387 SH
ALPHABET INC	CAP STK CL C	$335K	0.2%Prev: 0.3%	1,891 SH	Decreased-126 SH
ALPS ETF TR	ALERIAN MLP	$246K	0.1%Prev: 0.1%	5,040 SH	Decreased-358 SH
ALPS ETF TR	SECTR DIV DOGS	$475K	0.2%Prev: 0.3%	8,272 SH	Decreased
AMAZON COM INC	COM	$1.2M	0.6%Prev: 0.6%	5,573 SH	Increased-289 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$712K	0.4%Prev: 0.3%	8,248 SH	Increased+145 SH
APPLE INC	COM	$3.2M	1.6%Prev: 1.6%	15,559 SH	Decreased+2,491 SH
ARES CAPITAL CORP	COM	$493K	0.2%Prev: 0.2%	22,446 SH	Decreased-6,692 SH
BANK AMERICA CORP	COM	$396K	0.2%Prev: 0.2%	8,373 SH	Decreased+71 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	1.8%Prev: 1.6%	7,250 SH	Increased+249 SH
BLACKSTONE INC	COM	$2.0M	1.0%Prev: 0.8%	13,517 SH	Increased-1,229 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$434K	0.2%	14,107 SH	New
BROADCOM INC	COM	$829K	0.4%Prev: 0.5%	3,006 SH	Decreased-225 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$957K	0.5%Prev: 0.9%	24,241 SH	Decreased-21,503 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$672K	0.3%Prev: 0.6%	16,521 SH	Decreased-16,632 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$654K	0.3%Prev: 0.4%	24,093 SH	Decreased-6,228 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$555K	0.3%Prev: 0.3%	24,676 SH	Decreased-6,959 SH
CASEYS GEN STORES INC	COM	$361K	0.2%Prev: 0.2%	707 SH	Decreased+3 SH
CATERPILLAR INC	COM	$230K	0.1%Prev: 0.2%	592 SH	Decreased-53 SH
CENTERPOINT ENERGY INC	COM	$205K	0.1%Prev: 0.1%	5,567 SH	Decreased-78 SH
CHENIERE ENERGY INC	COM NEW	$209K	0.1%Prev: 0.1%	858 SH	Decreased-23 SH
CHESAPEAKE UTILS CORP	COM	$541K	0.3%Prev: 0.3%	4,497 SH	Decreased-9 SH
CHEVRON CORP NEW	COM	$529K	0.3%	3,697 SH	New
COCA COLA CO	COM	$302K	0.2%Prev: 0.1%	4,271 SH	Increased+1,310 SH
CONSTELLATION ENERGY CORP	COM	$1.5M	0.8%Prev: 0.6%	4,801 SH	Increased+367 SH
COSTCO WHSL CORP NEW	COM	$424K	0.2%	429 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.4M	0.7%Prev: 0.8%	32,672 SH	Decreased-1,115 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$291K	0.1%	8,131 SH	New
DISNEY WALT CO	COM	$261K	0.1%	2,109 SH	New
DUKE ENERGY CORP NEW	COM NEW	$333K	0.2%Prev: 0.2%	2,822 SH	Decreased-460 SH
EA SERIES TRUST	ALPHA ARCHITECT	$675K	0.3%Prev: 0.4%	7,597 SH	Decreased-813 SH
ELI LILLY & CO	COM	$256K	0.1%Prev: 0.2%	328 SH	Decreased-201 SH
EXELON CORP	COM	$689K	0.3%Prev: 0.2%	15,875 SH	Increased+5,047 SH
EXXON MOBIL CORP	COM	$560K	0.3%Prev: 0.1%	5,192 SH	Increased+3,419 SH
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$756K	0.4%	5,438 SH	New
FLEXSHARES TR	MORNSTAR UPSTR	$952K	0.5%	23,731 SH	New
FS KKR CAP CORP	COM	$491K	0.2%	23,641 SH	New
GE AEROSPACE	COM NEW	$502K	0.3%Prev: 0.3%	1,950 SH	Decreased-254 SH
GE VERNOVA INC	COM	$246K	0.1%Prev: 0.2%	464 SH	Decreased-43 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$352K	0.2%Prev: 0.2%	10,767 SH	Decreased-28 SH
GLOBAL X FDS	US INFR DEV ETF	$907K	0.5%Prev: 0.5%	20,805 SH	Decreased-837 SH
GOLDMAN SACHS GROUP INC	COM	$821K	0.4%Prev: 0.4%	1,161 SH	Decreased+64 SH
HERSHEY CO	COM	$241K	0.1%Prev: 0.1%	1,453 SH	Decreased-31 SH
HOME DEPOT INC	COM	$289K	0.1%Prev: 0.1%	788 SH	Increased-33 SH
HOULIHAN LOKEY INC	CL A	$416K	0.2%Prev: 0.2%	2,310 SH	Increased-24 SH
I-80 GOLD CORP	COM	$9K	0.0%Prev: 0.0%	14,247 SH	Decreased+1,004 SH
INTERNATIONAL BUSINESS MACHS	COM	$234K	0.1%	793 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$204K	0.1%Prev: 0.1%	4,401 SH	Decreased+82 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$246K	0.1%Prev: 0.1%	3,384 SH	Increased+131 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$483K	0.2%Prev: 0.3%	23,106 SH	Decreased-10,018 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$501K	0.3%Prev: 0.2%	2,758 SH	Increased+303 SH
INVESCO QQQ TR	UNIT SER 1	$561K	0.3%Prev: 0.2%	1,017 SH	Increased+130 SH
ISHARES INC	MSCI EMRG CHN	$911K	0.5%Prev: 0.6%	14,426 SH	Decreased-2,535 SH
ISHARES TR	0-3 MNTH TREASRY	$257K	0.1%Prev: 0.1%	2,553 SH	Decreased-381 SH
ISHARES TR	0-5 YR TIPS ETF	$4.5M	2.3%Prev: 2.6%	43,686 SH	Decreased-10,956 SH
ISHARES TR	7-10 YR TRSY BD	$3.6M	1.8%Prev: 1.8%	37,077 SH	Decreased-2,813 SH
ISHARES TR	CORE MSCI TOTAL	$370K	0.2%Prev: 0.2%	4,792 SH	Decreased+82 SH
ISHARES TR	CORE S&P TTL STK	$416K	0.2%Prev: 0.2%	3,083 SH	Decreased-352 SH
ISHARES TR	CORE US AGGBD ET	$3.4M	1.7%Prev: 2.1%	33,826 SH	Decreased-11,034 SH
ISHARES TR	EAFE SML CP ETF	$831K	0.4%Prev: 0.4%	11,432 SH	Decreased+65 SH
ISHARES TR	EXPONENTIAL TECH	$2.1M	1.0%	31,725 SH	New
ISHARES TR	NATIONAL MUN ETF	$856K	0.4%Prev: 0.5%	8,195 SH	Decreased-2,805 SH
ISHARES TR	PFD AND INCM SEC	$361K	0.2%Prev: 0.4%	11,775 SH	Decreased-19,385 SH
ISHARES TR	RUS 1000 ETF	$277K	0.1%Prev: 0.2%	816 SH	Decreased-543 SH
ISHARES TR	RUS 1000 GRW ETF	$256K	0.1%Prev: 0.1%	603 SH	Decreased-36 SH
ISHARES TR	RUS 1000 VAL ETF	$485K	0.2%Prev: 0.3%	2,497 SH	Decreased-9 SH
ISHARES TR	RUSSELL 2000 ETF	$304K	0.2%Prev: 0.2%	1,407 SH	Decreased-183 SH
ISHARES TR	SELECT DIVID ETF	$251K	0.1%Prev: 0.1%	1,889 SH	Decreased-53 SH
ISHARES TR	SHRT NAT MUN ETF	$399K	0.2%Prev: 0.3%	3,748 SH	Decreased-2,518 SH
ISHARES TR	US INFRASTRUC	$1.1M	0.5%Prev: 0.7%	21,601 SH	Decreased-4,346 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.8M	0.9%Prev: 1.2%	32,187 SH	Decreased-14,273 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$272K	0.1%Prev: 0.4%	5,353 SH	Decreased-12,008 SH
JOHNSON & JOHNSON	COM	$323K	0.2%Prev: 0.3%	2,115 SH	Decreased-512 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.5%	3,655 SH	New
KRANESHARES TRUST	MOUNT LUCAS ETF	$900K	0.5%	34,112 SH	New
LEGG MASON ETF INVT	FRANKLIN US LOW	$255K	0.1%Prev: 0.4%	6,403 SH	Decreased-14,452 SH
LEIDOS HOLDINGS INC	COM	$331K	0.2%Prev: 0.1%	2,098 SH	Increased+125 SH
LESLIES INC	COM	$4K	0.0%	10,592 SH	New
LOWES COS INC	COM	$551K	0.3%Prev: 0.3%	2,482 SH	Decreased-44 SH
MASTERCARD INCORPORATED	CL A	$360K	0.2%Prev: 0.1%	640 SH	Increased+58 SH
MCDONALDS CORP	COM	$385K	0.2%Prev: 0.2%	1,317 SH	Increased+132 SH
META PLATFORMS INC	CL A	$1.4M	0.7%Prev: 0.5%	1,964 SH	Increased-34 SH
MICROSOFT CORP	COM	$2.4M	1.2%Prev: 0.8%	4,862 SH	Increased+55 SH
NETFLIX INC	COM	$279K	0.1%	208 SH	New
NVIDIA CORPORATION	COM	$1.7M	0.8%Prev: 0.9%	10,454 SH	Decreased-576 SH
ORACLE CORP	COM	$323K	0.2%Prev: 0.1%	1,476 SH	Increased+6 SH
PALANTIR TECHNOLOGIES INC	CL A	$593K	0.3%Prev: 0.2%	4,349 SH	Increased+1,345 SH
PARKER-HANNIFIN CORP	COM	$449K	0.2%Prev: 0.3%	643 SH	Decreased+3 SH
PRICE T ROWE GROUP INC	COM	$942K	0.5%Prev: 0.4%	9,761 SH	Increased+289 SH
PROCTER AND GAMBLE CO	COM	$609K	0.3%	3,823 SH	New
PROSHARES TR	S&P 500 DV ARIST	$759K	0.4%Prev: 0.4%	7,541 SH	Decreased+241 SH
QUANTA SVCS INC	COM	$201K	0.1%Prev: 0.1%	533 SH	Decreased-22 SH
REGENCY CTRS CORP	COM	$394K	0.2%Prev: 0.2%	5,528 SH	Decreased+5 SH
RTX CORPORATION	COM	$445K	0.2%Prev: 0.3%	3,046 SH	Decreased-106 SH
SANFILIPPO JOHN B & SON INC	COM	$384K	0.2%Prev: 0.2%	6,078 SH	Increased+1,988 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$289K	0.1%Prev: 0.1%	11,860 SH	Increased+1,860 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$332K	0.2%	13,589 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$6.2M	3.1%Prev: 3.1%	232,503 SH	Decreased-17,492 SH
SELECT SECTOR SPDR TR	ENERGY	$460K	0.2%	5,428 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$598K	0.3%	11,421 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.5M	0.8%	37,709 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.5M	0.7%	2,362 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$607K	0.3%	6,619 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$709K	0.4%	15,877 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$408K	0.2%	8,540 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$1.5M	0.8%	20,521 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$265K	0.1%	7,884 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$2.2M	1.1%	41,267 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$10.4M	5.2%	143,554 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.5M	1.2%	57,862 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$306K	0.2%	10,435 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$509K	0.3%	3,753 SH	New
T ROWE PRICE ETF INC	PRICE DIV GRWT	$390K	0.2%Prev: 0.2%	9,202 SH	Decreased-1,582 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$575K	0.3%	2,538 SH	New
TE CONNECTIVITY PLC	ORD SHS	$327K	0.2%Prev: 0.2%	1,937 SH	Decreased+174 SH
TESLA INC	COM	$485K	0.2%Prev: 0.3%	1,526 SH	Decreased+62 SH
UNITEDHEALTH GROUP INC	COM	$12.4M	6.2%Prev: 0.3%	39,823 SH	Increased+37,608 SH
VANGUARD INDEX FDS	GROWTH ETF	$316K	0.2%Prev: 0.1%	720 SH	Increased+255 SH
VANGUARD INDEX FDS	MID CAP ETF	$409K	0.2%Prev: 0.2%	1,460 SH	Decreased-29 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.6M	1.3%Prev: 0.1%	28,844 SH	Increased+25,333 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$21.6M	10.9%Prev: 10.3%	71,086 SH	Decreased+2,400 SH
VANGUARD INDEX FDS	VALUE ETF	$1.1M	0.5%Prev: 0.6%	6,136 SH	Decreased-556 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.4M	1.7%Prev: 1.8%	50,985 SH	Decreased+1,176 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$255K	0.1%Prev: 0.1%	3,288 SH	Increased+638 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$301K	0.2%Prev: 0.3%	3,787 SH	Decreased-3,786 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.2M	1.1%Prev: 1.1%	10,815 SH	Decreased-478 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.8%Prev: 0.9%	26,512 SH	Decreased-3,514 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.7M	1.8%Prev: 4.0%	27,499 SH	Decreased-30,336 SH
VANGUARD WORLD FD	FINANCIALS ETF	$1.5M	0.7%Prev: 0.7%	11,442 SH	Increased-490 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$228K	0.1%Prev: 0.1%	815 SH	Decreased-66 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.2M	1.1%Prev: 1.2%	17,099 SH	Decreased-13 SH
VISA INC	COM CL A	$476K	0.2%Prev: 0.2%	1,342 SH	Increased+75 SH
WALMART INC	COM	$841K	0.4%Prev: 0.6%	8,599 SH	Decreased-2,334 SH
WISDOMTREE TR	FLOATNG RAT TREA	$35.6M	17.9%Prev: 15.4%	708,479 SH	Increased+57,181 SH
WISDOMTREE TR	INTL MIDCAP DV	$202K	0.1%Prev: 0.1%	2,678 SH	Decreased-32 SH
WISDOMTREE TR	ITL HIGH DIV FD	$915K	0.5%Prev: 1.1%	19,743 SH	Decreased-22,400 SH
WISDOMTREE TR	US MIDCAP DIVID	$1.1M	0.6%Prev: 0.8%	22,792 SH	Decreased-10,854 SH
WISDOMTREE TR	US S CAP QTY DIV	$393K	0.2%Prev: 0.2%	8,441 SH	Decreased-141 SH
WISDOMTREE TR	US SMALLCAP DIVD	$642K	0.3%Prev: 0.6%	20,222 SH	Decreased-16,378 SH
WORLD GOLD TR	SPDR GLD MINIS	$375K	0.2%Prev: 0.7%	5,717 SH	Decreased-10,571 SH
ZOETIS INC	CL A	$279K	0.1%Prev: 0.1%	1,787 SH	Increased-338 SH

Sold (vs prior filing)

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ETF SER SOLUTIONS — $255K
FIDELITY COVINGTON TRUST — $376K
FIRST COMWLTH FINL CORP PA — $249K
FIRST TR EXCHANGE-TRADED FD — $885K
INVESCO EXCH TRADED FD TR II — $457K
ISHARES SILVER TR — $598K
ISHARES TR — $204K
ISHARES TR — $1.7M
ISHARES TR — $2.1M
ISHARES TR — $2.2M
ISHARES TR — $230K
JPMORGAN CHASE & CO — $1.1M
PHILLIPS 66 — $293K
PROCTER & GAMBLE CO — $308K
SELECT SECTOR SPDR TR — $659K
… and 12 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