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: $213.5M144 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$257K	0.1%Prev: 0.1%	1,182 SH	Decreased-73 SH
AGCO CORP	COM	$215K	0.1%	1,859 SH	New
ALPHABET INC	CAP STK CL A	$500K	0.2%	1,740 SH	New
ALPHABET INC	CAP STK CL C	$579K	0.3%Prev: 0.2%	2,017 SH	Increased+58 SH
ALPS ETF TR	ALERIAN MLP	$284K	0.1%Prev: 0.1%	5,398 SH	Increased+423 SH
ALPS ETF TR	SECTR DIV DOGS	$538K	0.3%Prev: 0.2%	8,272 SH	Increased
AMAZON COM INC	COM	$1.2M	0.6%Prev: 0.6%	5,862 SH	Increased+169 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$608K	0.3%Prev: 0.3%	8,103 SH	Increased-245 SH
APPLE INC	COM	$3.3M	1.6%Prev: 1.8%	13,068 SH	Decreased-2,841 SH
APPLIED MATLS INC	COM	$325K	0.2%	952 SH	New
ARES CAPITAL CORP	COM	$525K	0.2%Prev: 0.3%	29,138 SH	Decreased+4,469 SH
BANK AMERICA CORP	COM	$405K	0.2%Prev: 0.2%	8,302 SH	Increased+643 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.4M	1.6%Prev: 2.0%	7,001 SH	Decreased-136 SH
BHP BILLITON LIMITED	SPONSORED ADS	$268K	0.1%	3,685 SH	New
BLACKSTONE INC	COM	$1.7M	0.8%Prev: 0.9%	14,746 SH	Decreased+1,914 SH
BROADCOM INC	COM	$1.0M	0.5%Prev: 0.2%	3,231 SH	Increased+375 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.9M	0.9%Prev: 0.2%	45,744 SH	Increased+35,203 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.3M	0.6%Prev: 0.1%	33,153 SH	Increased+25,627 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$894K	0.4%Prev: 0.2%	30,321 SH	Increased+10,926 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$707K	0.3%Prev: 0.2%	31,635 SH	Increased+17,767 SH
CASEYS GEN STORES INC	COM	$512K	0.2%Prev: 0.2%	704 SH	Increased-3 SH
CATERPILLAR INC	COM	$457K	0.2%Prev: 0.1%	645 SH	Increased+29 SH
CENTERPOINT ENERGY INC	COM	$244K	0.1%Prev: 0.1%	5,645 SH	Increased+103 SH
CHENIERE ENERGY INC	COM NEW	$250K	0.1%	881 SH	New
CHESAPEAKE UTILS CORP	COM	$569K	0.3%Prev: 0.3%	4,506 SH	Decreased+22 SH
CHEVRON CORPORATION	COM	$710K	0.3%	3,431 SH	New
CISCO SYS INC	COM	$959K	0.4%	12,365 SH	New
COCA COLA CO	COM	$225K	0.1%Prev: 0.1%	2,961 SH	Decreased-954 SH
CONSTELLATION ENERGY CORP	COM	$1.2M	0.6%Prev: 0.5%	4,434 SH	Increased-361 SH
COSTCO WHOLESALE CORPORATION	COM	$350K	0.2%	351 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.7M	0.8%Prev: 0.7%	33,787 SH	Increased+254 SH
DUKE ENERGY CORP NEW	COM NEW	$430K	0.2%Prev: 0.2%	3,282 SH	Increased+470 SH
EA SERIES TRUST	ALPHA ARCHITECT	$763K	0.4%	8,410 SH	New
ELI LILLY & CO	COM	$486K	0.2%	529 SH	New
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$255K	0.1%	2,375 SH	New
EXELON CORP	COM	$531K	0.2%Prev: 0.4%	10,828 SH	Decreased-4,927 SH
EXXON MOBIL CORP	COM	$301K	0.1%Prev: 0.3%	1,773 SH	Decreased-3,158 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$376K	0.2%	7,494 SH	New
FIRST COMWLTH FINL CORP PA	COM	$249K	0.1%	14,156 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$885K	0.4%	5,409 SH	New
GE AEROSPACE	COM NEW	$625K	0.3%Prev: 0.2%	2,204 SH	Increased+489 SH
GE VERNOVA INC	COM	$443K	0.2%	507 SH	New
GLOBAL X FDS	RBTCS ARTFL INTE	$359K	0.2%Prev: 0.2%	10,795 SH	Increased-232 SH
GLOBAL X FDS	US INFR DEV ETF	$1.1M	0.5%Prev: 0.4%	21,642 SH	Increased-837 SH
GOLDMAN SACHS GROUP INC	COM	$928K	0.4%Prev: 0.3%	1,097 SH	Increased-40 SH
HERSHEY CO	COM	$308K	0.1%Prev: 0.1%	1,484 SH	Increased+43 SH
HOME DEPOT INC	COM	$270K	0.1%Prev: 0.1%	821 SH	Decreased+53 SH
HOULIHAN LOKEY INC	CL A	$335K	0.2%Prev: 0.2%	2,334 SH	Decreased+32 SH
I-80 GOLD CORP	COM	$20K	0.0%	13,243 SH	New
INVESCO EXCH TRADED FD TR II	FLOATING RATE MU	$457K	0.2%	18,375 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$259K	0.1%	4,319 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$238K	0.1%Prev: 0.1%	3,253 SH	Decreased-8 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$676K	0.3%Prev: 0.2%	33,124 SH	Increased+12,030 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$471K	0.2%Prev: 0.2%	2,455 SH	Increased-59 SH
INVESCO QQQ TR	UNIT SER 1	$512K	0.2%Prev: 0.3%	887 SH	Increased-201 SH
ISHARES INC	MSCI EMRG CHN	$1.3M	0.6%Prev: 0.4%	16,961 SH	Increased+3,753 SH
ISHARES SILVER TR	ISHARES	$598K	0.3%	8,781 SH	New
ISHARES TR	0-3 MNTH TREASRY	$295K	0.1%Prev: 0.1%	2,934 SH	Increased+799 SH
ISHARES TR	0-5 YR TIPS ETF	$5.7M	2.6%Prev: 2.6%	54,642 SH	Increased+6,662 SH
ISHARES TR	7-10 YR TRSY BD	$3.8M	1.8%Prev: 1.8%	39,890 SH	Increased+2,816 SH
ISHARES TR	CORE MSCI TOTAL	$408K	0.2%Prev: 0.2%	4,710 SH	Decreased-1,332 SH
ISHARES TR	CORE S&P MCP ETF	$204K	0.1%Prev: 0.2%	3,020 SH	Decreased-4,520 SH
ISHARES TR	CORE S&P TTL STK	$489K	0.2%Prev: 0.2%	3,435 SH	Increased+933 SH
ISHARES TR	CORE US AGGBD ET	$4.5M	2.1%Prev: 1.6%	44,860 SH	Increased+12,865 SH
ISHARES TR	CRE U S REIT ETF	$1.7M	0.8%	29,439 SH	New
ISHARES TR	EAFE SML CP ETF	$891K	0.4%Prev: 0.4%	11,367 SH	Increased-311 SH
ISHARES TR	FUTURE EXPONENTI	$2.1M	1.0%	30,359 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.5%Prev: 0.5%	11,000 SH	Increased+1,373 SH
ISHARES TR	NORTH AMERN NAT	$2.2M	1.0%	34,417 SH	New
ISHARES TR	PFD AND INCM SEC	$945K	0.4%	31,160 SH	New
ISHARES TR	RUS 1000 ETF	$485K	0.2%	1,359 SH	New
ISHARES TR	RUS 1000 GRW ETF	$272K	0.1%Prev: 0.1%	639 SH	Increased+33 SH
ISHARES TR	RUS 1000 VAL ETF	$536K	0.3%Prev: 0.2%	2,506 SH	Increased+10 SH
ISHARES TR	RUSSELL 2000 ETF	$394K	0.2%Prev: 0.2%	1,590 SH	Increased+59 SH
ISHARES TR	SELECT DIVID ETF	$294K	0.1%Prev: 0.1%	1,942 SH	Increased+71 SH
ISHARES TR	SHRT NAT MUN ETF	$667K	0.3%Prev: 0.2%	6,266 SH	Increased+2,493 SH
ISHARES TR	US AER DEF ETF	$230K	0.1%	1,053 SH	New
ISHARES TR	US INFRASTRUC	$1.5M	0.7%Prev: 0.4%	25,947 SH	Increased+7,226 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.6M	1.2%Prev: 0.9%	46,460 SH	Increased+14,631 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$874K	0.4%Prev: 0.1%	17,361 SH	Increased+13,160 SH
JOHNSON & JOHNSON	COM	$642K	0.3%Prev: 0.2%	2,627 SH	Increased-162 SH
JPMORGAN CHASE & CO	COM	$1.1M	0.5%	3,711 SH	New
LEGG MASON ETF INVT	FRANKLIN US LOW	$888K	0.4%	20,855 SH	New
LEIDOS HOLDINGS INC	COM	$307K	0.1%Prev: 0.2%	1,973 SH	Increased-213 SH
LOWES COS INC	COM	$597K	0.3%Prev: 0.3%	2,526 SH	Decreased-198 SH
MASTERCARD INCORPORATED	CL A	$291K	0.1%Prev: 0.2%	582 SH	Decreased-60 SH
MCDONALDS CORP	COM	$368K	0.2%Prev: 0.2%	1,185 SH	Decreased-107 SH
META PLATFORMS INC	CL A	$1.1M	0.5%Prev: 0.6%	1,998 SH	Increased+29 SH
MICROSOFT CORP	COM	$1.8M	0.8%Prev: 1.1%	4,807 SH	Decreased-648 SH
NVIDIA CORPORATION	COM	$1.9M	0.9%Prev: 0.5%	11,030 SH	Increased+1,757 SH
ORACLE CORP	COM	$216K	0.1%	1,470 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$439K	0.2%Prev: 0.1%	3,004 SH	Increased+219 SH
PARKER-HANNIFIN CORP	COM	$573K	0.3%Prev: 0.2%	640 SH	Increased-9 SH
PHILLIPS 66	COM	$293K	0.1%Prev: 0.1%	1,609 SH	Increased-175 SH
PRICE T ROWE GROUP INC	COM	$854K	0.4%Prev: 0.4%	9,472 SH	Decreased+43 SH
PROCTER & GAMBLE CO	COM	$308K	0.1%	2,134 SH	New
PROSHARES TR	S&P 500 DV ARIST	$774K	0.4%Prev: 0.4%	7,300 SH	Increased+32 SH
QUANTA SVCS INC	COM	$305K	0.1%	555 SH	New
REGENCY CTRS CORP	COM	$418K	0.2%Prev: 0.2%	5,523 SH	Increased
RTX CORPORATION	COM	$608K	0.3%Prev: 0.2%	3,152 SH	Increased+141 SH
SANFILIPPO JOHN B & SON INC	COM	$324K	0.2%Prev: 0.2%	4,090 SH	Decreased-2,070 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$243K	0.1%	10,000 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$6.7M	3.1%Prev: 3.3%	249,995 SH	Increased+14,588 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$659K	0.3%	10,755 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$591K	0.3%	11,974 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$1.6M	0.7%	34,076 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$21.7M	10.2%	333,782 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	0.7%	2,316 SH	New
T ROWE PRICE ETF INC	PRICE DIV GRWT	$481K	0.2%Prev: 0.1%	10,784 SH	Increased+4,396 SH
T ROWE PRICE ETF INC	TECHNOLOGY ETF	$310K	0.1%	10,255 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$872K	0.4%	2,581 SH	New
TE CONNECTIVITY PLC	ORD SHS	$368K	0.2%Prev: 0.1%	1,763 SH	Increased-186 SH
TESLA INC	COM	$544K	0.3%Prev: 0.2%	1,464 SH	Increased+220 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$217K	0.1%	9,094 SH	New
UNITEDHEALTH GROUP INC	COM	$599K	0.3%Prev: 10.8%	2,215 SH	Decreased-37,828 SH
VANECK ETF TRUST	GOLD MINERS ETF	$244K	0.1%	2,660 SH	New
VANECK ETF TRUST	RARE EARTH AND S	$1.2M	0.6%	13,766 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$203K	0.1%Prev: 0.2%	465 SH	Decreased-396 SH
VANGUARD INDEX FDS	MID CAP ETF	$428K	0.2%Prev: 0.2%	1,489 SH	Increased-30 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$311K	0.1%Prev: 1.3%	3,511 SH	Decreased-24,072 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$22.0M	10.3%Prev: 10.1%	68,686 SH	Increased-2,637 SH
VANGUARD INDEX FDS	VALUE ETF	$1.3M	0.6%Prev: 0.6%	6,692 SH	Increased-325 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.7M	1.8%Prev: 1.4%	49,809 SH	Increased+5,382 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$218K	0.1%Prev: 0.2%	2,650 SH	Decreased-1,934 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$600K	0.3%	7,573 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.4M	1.1%Prev: 1.1%	11,293 SH	Increased+543 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	0.9%Prev: 0.7%	30,026 SH	Increased+4,811 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$8.6M	4.0%Prev: 1.3%	57,835 SH	Increased+38,527 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$226K	0.1%	2,552 SH	New
VANGUARD WORLD FD	ENERGY ETF	$262K	0.1%	1,515 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$1.4M	0.7%Prev: 0.7%	11,932 SH	Increased+895 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$275K	0.1%Prev: 0.1%	881 SH	Increased+68 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.5M	1.2%Prev: 1.2%	17,112 SH	Increased-499 SH
VERTIV HOLDINGS CO	COM CL A	$258K	0.1%	1,031 SH	New
VISA INC	COM CL A	$383K	0.2%Prev: 0.2%	1,267 SH	Decreased-29 SH
WALMART INC	COM	$1.4M	0.6%Prev: 0.3%	10,933 SH	Increased+3,801 SH
WISDOMTREE TR	FLOATNG RAT TREA	$32.8M	15.4%Prev: 20.1%	651,298 SH	Decreased-123,729 SH
WISDOMTREE TR	INTL MIDCAP DV	$224K	0.1%	2,710 SH	New
WISDOMTREE TR	ITL HIGH DIV FD	$2.3M	1.1%Prev: 0.4%	42,143 SH	Increased+24,660 SH
WISDOMTREE TR	US MIDCAP DIVID	$1.8M	0.8%Prev: 0.5%	33,646 SH	Increased+13,537 SH
WISDOMTREE TR	US S CAP QTY DIV	$454K	0.2%Prev: 0.2%	8,582 SH	Increased+221 SH
WISDOMTREE TR	US SMALLCAP DIVD	$1.3M	0.6%Prev: 0.3%	36,600 SH	Increased+19,155 SH
WORLD GOLD TR	SPDR GLD MINIS	$1.5M	0.7%Prev: 0.3%	16,288 SH	Increased+8,340 SH
ZOETIS INC	CL A	$251K	0.1%Prev: 0.2%	2,125 SH	Decreased+205 SH

Sold (vs prior filing)

BLACKSTONE SECD LENDING FD — $511K
CHEVRON CORP NEW — $620K
COSTCO WHSL CORP NEW — $386K
DIMENSIONAL ETF TRUST — $259K
DISNEY WALT CO — $237K
FIRST TR EXCHANGE TRADED FD — $616K
FLEXSHARES TR — $830K
FS KKR CAP CORP — $529K
ISHARES TR — $1.9M
JPMORGAN CHASE & CO. — $854K
KRANESHARES TRUST — $880K
MEDTRONIC PLC — $205K
PROCTER AND GAMBLE CO — $669K
QUALCOMM INC — $207K
SCHWAB STRATEGIC TR — $365K
SELECT SECTOR SPDR TR — $502K
SELECT SECTOR SPDR TR — $567K
SPDR GOLD TR — $258K
SPDR INDEX SHS FDS — $1.4M
SPDR S&P 500 ETF TR — $1.5M
… and 10 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