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: $217.6M148 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$315K	0.1%Prev: 0.1%	1,362 SH	Increased+178 SH
AGCO CORP	COM	$229K	0.1%Prev: 0.1%	2,135 SH	Increased+436 SH
ALPHABET INC	CAP STK CL A	$346K	0.2%Prev: 0.3%	1,421 SH	Decreased-425 SH
ALPHABET INC	CAP STK CL C	$484K	0.2%Prev: 0.3%	1,986 SH	Decreased-192 SH
ALPS ETF TR	ALERIAN MLP	$240K	0.1%Prev: 0.1%	5,123 SH	Decreased-153 SH
ALPS ETF TR	SECTR DIV DOGS	$498K	0.2%Prev: 0.2%	8,272 SH	Decreased
AMAZON COM INC	COM	$1.2M	0.6%Prev: 0.6%	5,669 SH	Decreased-26 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$716K	0.3%Prev: 0.4%	8,248 SH	Decreased-112 SH
APPLE INC	COM	$3.9M	1.8%Prev: 1.6%	15,430 SH	Increased+2,259 SH
APPLIED MATLS INC	COM	$206K	0.1%Prev: 0.3%	1,004 SH	Decreased+78 SH
ARES CAPITAL CORP	COM	$565K	0.3%Prev: 0.2%	27,658 SH	Increased-2,662 SH
BANK AMERICA CORP	COM	$431K	0.2%	8,356 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	1.7%Prev: 1.4%	7,263 SH	Increased+262 SH
BLACKSTONE INC	COM	$2.3M	1.1%Prev: 0.7%	13,605 SH	Increased-1,300 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$502K	0.2%	19,273 SH	New
BROADCOM INC	COM	$976K	0.4%Prev: 0.7%	2,957 SH	Decreased-1,450 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.4M	0.6%	33,096 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.0M	0.5%	22,835 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$878K	0.4%	29,638 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$641K	0.3%Prev: 0.3%	28,196 SH	Decreased-3,553 SH
CASEYS GEN STORES INC	COM	$400K	0.2%Prev: 0.2%	707 SH	Decreased+3 SH
CATERPILLAR INC	COM	$307K	0.1%Prev: 0.3%	643 SH	Decreased-3 SH
CENTERPOINT ENERGY INC	COM	$217K	0.1%Prev: 0.1%	5,594 SH	Decreased-76 SH
CHENIERE ENERGY INC	COM NEW	$202K	0.1%	860 SH	New
CHESAPEAKE UTILS CORP	COM	$603K	0.3%Prev: 0.2%	4,476 SH	Increased-45 SH
CHEVRON CORP NEW	COM	$599K	0.3%	3,859 SH	New
COCA COLA CO	COM	$280K	0.1%Prev: 0.1%	4,224 SH	Increased+1,259 SH
CONSTELLATION ENERGY CORP	COM	$1.6M	0.7%Prev: 0.4%	4,790 SH	Increased+428 SH
COSTCO WHSL CORP NEW	COM	$397K	0.2%	429 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.5M	0.7%Prev: 0.8%	32,729 SH	Decreased-1,049 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$302K	0.1%	7,836 SH	New
DISNEY WALT CO	COM	$207K	0.1%	1,809 SH	New
DUKE ENERGY CORP NEW	COM NEW	$350K	0.2%Prev: 0.1%	2,829 SH	Increased+81 SH
EA SERIES TRUST	ALPHA ARCHITECT	$754K	0.3%Prev: 0.3%	8,426 SH	Decreased-94 SH
ELI LILLY & CO	COM	$403K	0.2%Prev: 0.3%	528 SH	Decreased-21 SH
EXELON CORP	COM	$719K	0.3%Prev: 0.2%	15,968 SH	Increased+5,324 SH
EXXON MOBIL CORP	COM	$577K	0.3%	5,115 SH	New
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$277K	0.1%Prev: 0.2%	5,155 SH	Decreased-2,867 SH
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$838K	0.4%	5,546 SH	New
FLEXSHARES TR	MORNSTAR UPSTR	$1.1M	0.5%	25,691 SH	New
FS KKR CAP CORP	COM	$472K	0.2%	31,620 SH	New
GE AEROSPACE	COM NEW	$623K	0.3%Prev: 0.3%	2,070 SH	Decreased-159 SH
GE VERNOVA INC	COM	$312K	0.1%Prev: 0.3%	508 SH	Decreased-22 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$382K	0.2%Prev: 0.2%	10,782 SH	Decreased-357 SH
GLOBAL X FDS	US INFR DEV ETF	$1.1M	0.5%Prev: 0.5%	22,306 SH	Decreased+835 SH
GOLDMAN SACHS GROUP INC	COM	$925K	0.4%Prev: 0.5%	1,161 SH	Decreased+81 SH
HERSHEY CO	COM	$274K	0.1%Prev: 0.1%	1,465 SH	Increased-31 SH
HOME DEPOT INC	COM	$320K	0.1%	789 SH	New
HOULIHAN LOKEY INC	CL A	$476K	0.2%Prev: 0.1%	2,316 SH	Increased-83 SH
I-80 GOLD CORP	COM	$13K	0.0%Prev: 0.0%	13,243 SH	Decreased
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$229K	0.1%Prev: 0.1%	4,323 SH	Decreased+699 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$252K	0.1%Prev: 0.1%	3,434 SH	Increased+171 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$558K	0.3%Prev: 0.3%	26,649 SH	Decreased-10,253 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$498K	0.2%Prev: 0.2%	2,626 SH	Decreased+145 SH
INVESCO QQQ TR	UNIT SER 1	$546K	0.3%Prev: 0.8%	910 SH	Decreased-1,686 SH
ISHARES INC	MSCI EMRG CHN	$1.1M	0.5%Prev: 0.7%	16,998 SH	Decreased+1,045 SH
ISHARES TR	0-3 MNTH TREASRY	$212K	0.1%	2,102 SH	New
ISHARES TR	0-5 YR TIPS ETF	$5.0M	2.3%Prev: 2.5%	48,554 SH	Decreased-10,427 SH
ISHARES TR	7-10 YR TRSY BD	$3.8M	1.8%Prev: 1.6%	39,679 SH	Decreased-2,124 SH
ISHARES TR	CORE MSCI TOTAL	$396K	0.2%Prev: 0.2%	4,792 SH	Decreased+210 SH
ISHARES TR	CORE S&P TTL STK	$443K	0.2%Prev: 0.3%	3,044 SH	Decreased-784 SH
ISHARES TR	CORE US AGGBD ET	$3.9M	1.8%Prev: 2.0%	38,949 SH	Decreased-10,231 SH
ISHARES TR	EAFE SML CP ETF	$872K	0.4%Prev: 0.4%	11,363 SH	Decreased-156 SH
ISHARES TR	FUTURE EXPONENTI	$2.3M	1.1%	31,885 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.0M	0.5%Prev: 0.5%	9,704 SH	Decreased-1,437 SH
ISHARES TR	PFD AND INCM SEC	$587K	0.3%Prev: 0.5%	18,562 SH	Decreased-17,736 SH
ISHARES TR	RUS 1000 ETF	$280K	0.1%Prev: 0.3%	766 SH	Decreased-1,017 SH
ISHARES TR	RUS 1000 GRW ETF	$282K	0.1%Prev: 0.1%	603 SH	Decreased-2,317 SH
ISHARES TR	RUS 1000 VAL ETF	$510K	0.2%Prev: 0.3%	2,504 SH	Decreased-3 SH
ISHARES TR	RUSSELL 2000 ETF	$376K	0.2%Prev: 0.3%	1,553 SH	Decreased-585 SH
ISHARES TR	SELECT DIVID ETF	$271K	0.1%Prev: 0.1%	1,906 SH	Decreased-52 SH
ISHARES TR	SHRT NAT MUN ETF	$465K	0.2%Prev: 0.3%	4,353 SH	Decreased-2,724 SH
ISHARES TR	US AER DEF ETF	$211K	0.1%Prev: 0.1%	1,009 SH	Decreased-212 SH
ISHARES TR	US INFRASTRUC	$1.2M	0.6%Prev: 0.7%	22,949 SH	Decreased-3,179 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.3M	1.1%Prev: 0.5%	40,840 SH	Increased+21,077 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$489K	0.2%Prev: 0.4%	9,634 SH	Decreased-10,770 SH
JOHNSON & JOHNSON	COM	$402K	0.2%Prev: 0.3%	2,165 SH	Decreased-468 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.5%	3,693 SH	New
KRANESHARES TRUST	MOUNT LUCAS ETF	$1.0M	0.5%	38,292 SH	New
LEGG MASON ETF INVT	FRANKLIN US LOW	$477K	0.2%Prev: 0.4%	11,529 SH	Decreased-12,851 SH
LEIDOS HOLDINGS INC	COM	$442K	0.2%Prev: 0.1%	2,337 SH	Increased+355 SH
LOWES COS INC	COM	$605K	0.3%Prev: 0.2%	2,406 SH	Increased-165 SH
MASTERCARD INCORPORATED	CL A	$367K	0.2%Prev: 0.1%	646 SH	Increased+59 SH
MCDONALDS CORP	COM	$400K	0.2%Prev: 0.1%	1,315 SH	Increased+165 SH
MEDTRONIC PLC	SHS	$207K	0.1%	2,176 SH	New
META PLATFORMS INC	CL A	$1.5M	0.7%Prev: 0.4%	1,990 SH	Increased+77 SH
MICROSOFT CORP	COM	$2.5M	1.2%Prev: 0.7%	4,865 SH	Increased+501 SH
NETFLIX INC	COM	$251K	0.1%	209 SH	New
NVIDIA CORPORATION	COM	$2.0M	0.9%Prev: 0.9%	10,962 SH	Decreased-225 SH
ORACLE CORP	COM	$427K	0.2%Prev: 0.1%	1,517 SH	Increased+73 SH
PALANTIR TECHNOLOGIES INC	CL A	$763K	0.4%Prev: 0.1%	4,181 SH	Increased+1,468 SH
PARKER-HANNIFIN CORP	COM	$484K	0.2%Prev: 0.3%	638 SH	Decreased-4 SH
PHILLIPS 66	COM	$216K	0.1%Prev: 0.1%	1,585 SH	Decreased-53 SH
PRICE T ROWE GROUP INC	COM	$1.0M	0.5%Prev: 0.4%	9,813 SH	Decreased+248 SH
PROCTER AND GAMBLE CO	COM	$426K	0.2%	2,770 SH	New
PROSHARES TR	S&P 500 DV ARIST	$784K	0.4%Prev: 0.3%	7,604 SH	Decreased-7,028 SH
QUALCOMM INC	COM	$204K	0.1%	1,228 SH	New
QUANTA SVCS INC	COM	$221K	0.1%Prev: 0.2%	533 SH	Decreased-22 SH
REGENCY CTRS CORP	COM	$403K	0.2%Prev: 0.2%	5,528 SH	Decreased+5 SH
RTX CORPORATION	COM	$508K	0.2%Prev: 0.2%	3,037 SH	Decreased-125 SH
SANFILIPPO JOHN B & SON INC	COM	$373K	0.2%Prev: 0.1%	5,799 SH	Increased+1,709 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	$213K	0.1%Prev: 0.3%	8,099 SH	Decreased-20,677 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$6.7M	3.1%Prev: 2.8%	248,466 SH	Decreased-8,489 SH
SELECT SECTOR SPDR TR	ENERGY	$487K	0.2%	5,454 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$639K	0.3%	11,869 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.5M	0.7%	35,473 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.5M	0.7%	2,320 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$599K	0.3%	6,534 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$710K	0.3%	15,583 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$485K	0.2%	10,053 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$1.6M	0.7%	19,827 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$301K	0.1%	8,884 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$2.4M	1.1%	41,996 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$11.2M	5.2%	143,578 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.7M	1.2%	58,086 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$306K	0.1%	10,435 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$528K	0.2%	3,772 SH	New
T ROWE PRICE ETF INC	PRICE DIV GRWT	$426K	0.2%	9,686 SH	New
T ROWE PRICE ETF INC	TECHNOLOGY ETF	$279K	0.1%	8,639 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$709K	0.3%	2,538 SH	New
TE CONNECTIVITY PLC	ORD SHS	$420K	0.2%Prev: 0.2%	1,915 SH	Increased+88 SH
TESLA INC	COM	$569K	0.3%Prev: 0.3%	1,280 SH	Decreased-318 SH
UNITEDHEALTH GROUP INC	COM	$13.8M	6.3%Prev: 0.4%	39,847 SH	Increased+37,562 SH
VANECK ETF TRUST	GOLD MINERS ETF	$201K	0.1%Prev: 0.1%	2,631 SH	Decreased-49 SH
VANGUARD INDEX FDS	GROWTH ETF	$293K	0.1%Prev: 0.1%	611 SH	Increased-1,764 SH
VANGUARD INDEX FDS	MID CAP ETF	$429K	0.2%Prev: 0.2%	1,460 SH	Decreased-4,549 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	1.4%Prev: 0.1%	32,396 SH	Increased+28,835 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$22.9M	10.5%Prev: 10.4%	69,822 SH	Decreased+2,086 SH
VANGUARD INDEX FDS	VALUE ETF	$1.1M	0.5%Prev: 0.6%	6,037 SH	Decreased-810 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.6M	1.6%Prev: 1.7%	49,782 SH	Decreased-234 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$536K	0.2%Prev: 0.2%	6,712 SH	Decreased-911 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.4M	1.1%Prev: 1.2%	11,164 SH	Decreased-839 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.8M	0.8%Prev: 0.9%	30,512 SH	Decreased+887 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.9M	2.7%Prev: 4.0%	41,616 SH	Decreased-19,347 SH
VANGUARD WORLD FD	FINANCIALS ETF	$1.5M	0.7%Prev: 0.6%	11,790 SH	Increased+154 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$260K	0.1%Prev: 0.1%	877 SH	Decreased-6 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.4M	1.1%Prev: 1.1%	17,607 SH	Decreased+692 SH
VISA INC	COM CL A	$460K	0.2%Prev: 0.2%	1,347 SH	Increased+80 SH
WALMART INC	COM	$833K	0.4%Prev: 0.5%	8,080 SH	Decreased-2,866 SH
WISDOMTREE TR	FLOATNG RAT TREA	$32.9M	15.1%Prev: 13.5%	655,415 SH	Increased+8,015 SH
WISDOMTREE TR	INTL MIDCAP DV	$208K	0.1%Prev: 0.1%	2,694 SH	Decreased-66 SH
WISDOMTREE TR	ITL HIGH DIV FD	$1.8M	0.8%Prev: 1.0%	37,370 SH	Decreased-5,502 SH
WISDOMTREE TR	US MIDCAP DIVID	$1.5M	0.7%Prev: 0.8%	27,830 SH	Decreased-7,635 SH
WISDOMTREE TR	US S CAP QTY DIV	$425K	0.2%Prev: 0.2%	8,501 SH	Decreased-418 SH
WISDOMTREE TR	US SMALLCAP DIVD	$935K	0.4%Prev: 0.6%	27,756 SH	Decreased-10,059 SH
WORLD GOLD TR	SPDR GLD MINIS	$938K	0.4%Prev: 0.5%	12,269 SH	Decreased-4,437 SH
ZOETIS INC	CL A	$262K	0.1%Prev: 0.1%	1,793 SH	Decreased-2,402 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $472K
BANK OF AMER CORP — $474K
BHP BILLITON LIMITED — $307K
CAPITAL GROUP DIVIDEND GROWE — $234K
CAPITAL GROUP DIVIDEND VALUE — $2.5M
CAPITAL GROUP GLOBAL EQUITY — $213K
CAPITAL GROUP GROWTH ETF — $1.9M
CAPITAL GROUP INTL FOCUS EQT — $1.1M
CHEVRON CORPORATION — $540K
CISCO SYS INC — $1.5M
COMMERCIAL METALS CO — $204K
COMMUNITY FINANCIAL SYSTEM I — $201K
COMPASS THERAPEUTICS INC — $43K
COSTCO WHOLESALE CORPORATION — $329K
CUMMINS INC — $323K
EMERSON ELEC CO — $211K
ETF SER SOLUTIONS — $718K
FIRST COMWLTH FINL CORP PA — $288K
FIRST TR EXCHANGE-TRADED FD — $976K
INVESCO EXCH TRADED FD TR II — $352K
… and 51 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