Wealthcare Capital Partners, LLC

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

Import this data to Google Sheets with:

=jivedata("wealthcare-capital-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $242.0M179 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$298K	0.1%Prev: 0.1%	1,184 SH	Increased-175 SH
ADVANCED MICRO DEVICES INC	COM	$472K	0.2%	812 SH	New
AGCO CORP	COM	$203K	0.1%Prev: 0.1%	1,699 SH	Decreased-431 SH
ALPHABET INC	CAP STK CL A	$660K	0.3%Prev: 0.1%	1,846 SH	Increased+493 SH
ALPHABET INC	CAP STK CL C	$769K	0.3%Prev: 0.2%	2,178 SH	Increased+287 SH
ALPS ETF TR	ALERIAN MLP	$274K	0.1%Prev: 0.1%	5,276 SH	Increased+236 SH
ALPS ETF TR	SECTR DIV DOGS	$564K	0.2%Prev: 0.2%	8,272 SH	Increased
AMAZON COM INC	COM	$1.4M	0.6%Prev: 0.6%	5,695 SH	Increased+122 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$877K	0.4%Prev: 0.4%	8,360 SH	Increased+112 SH
APPLE INC	COM	$3.8M	1.6%Prev: 1.6%	13,171 SH	Increased-2,388 SH
APPLIED MATLS INC	COM	$670K	0.3%	926 SH	New
ARES CAPITAL CORP	COM	$562K	0.2%Prev: 0.2%	30,320 SH	Increased+7,874 SH
BANK OF AMER CORP	COM	$474K	0.2%	8,326 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	1.4%Prev: 1.8%	7,001 SH	Decreased-249 SH
BHP BILLITON LIMITED	SPONSORED ADS	$307K	0.1%	3,685 SH	New
BLACKSTONE INC	COM	$1.8M	0.7%Prev: 1.0%	14,905 SH	Decreased+1,388 SH
BROADCOM INC	COM	$1.7M	0.7%Prev: 0.4%	4,407 SH	Increased+1,401 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$234K	0.1%	6,229 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$2.5M	1.0%	51,296 SH	New
CAPITAL GROUP GLOBAL EQUITY	SHS	$213K	0.1%	6,047 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$1.9M	0.8%	39,876 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$1.1M	0.5%	31,561 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$708K	0.3%Prev: 0.3%	31,749 SH	Increased+7,073 SH
CASEYS GEN STORES INC	COM	$560K	0.2%Prev: 0.2%	704 SH	Increased-3 SH
CATERPILLAR INC	COM	$688K	0.3%Prev: 0.1%	646 SH	Increased+54 SH
CENTERPOINT ENERGY INC	COM	$250K	0.1%Prev: 0.1%	5,670 SH	Increased+103 SH
CHESAPEAKE UTILS CORP	COM	$554K	0.2%Prev: 0.3%	4,521 SH	Increased+24 SH
CHEVRON CORPORATION	COM	$540K	0.2%	3,255 SH	New
CISCO SYS INC	COM	$1.5M	0.6%	12,366 SH	New
COCA COLA CO	COM	$241K	0.1%Prev: 0.2%	2,965 SH	Decreased-1,306 SH
COMMERCIAL METALS CO	COM	$204K	0.1%	3,255 SH	New
COMMUNITY FINANCIAL SYSTEM I	COM	$201K	0.1%	2,998 SH	New
COMPASS THERAPEUTICS INC	COM	$43K	0.0%	19,654 SH	New
CONSTELLATION ENERGY CORP	COM	$1.1M	0.4%Prev: 0.8%	4,362 SH	Decreased-439 SH
COSTCO WHOLESALE CORPORATION	COM	$329K	0.1%	351 SH	New
CUMMINS INC	COM	$323K	0.1%	453 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.8M	0.8%Prev: 0.7%	33,778 SH	Increased+1,106 SH
DUKE ENERGY CORP NEW	COM NEW	$348K	0.1%Prev: 0.2%	2,748 SH	Increased-74 SH
EA SERIES TRUST	ALPHA ARCHITECT	$770K	0.3%Prev: 0.3%	8,520 SH	Increased+923 SH
ELI LILLY & CO	COM	$659K	0.3%Prev: 0.1%	549 SH	Increased+221 SH
EMERSON ELEC CO	COM	$211K	0.1%	1,471 SH	New
ETF SER SOLUTIONS	DEFIA QUANT ETF	$718K	0.3%	4,343 SH	New
EXELON CORP	COM	$496K	0.2%Prev: 0.3%	10,644 SH	Decreased-5,231 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$498K	0.2%	8,022 SH	New
FIRST COMWLTH FINL CORP PA	COM	$288K	0.1%	14,156 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$976K	0.4%	5,092 SH	New
GE AEROSPACE	COM NEW	$833K	0.3%Prev: 0.3%	2,229 SH	Increased+279 SH
GE VERNOVA INC	COM	$623K	0.3%Prev: 0.1%	530 SH	Increased+66 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$423K	0.2%Prev: 0.2%	11,139 SH	Increased+372 SH
GLOBAL X FDS	US INFR DEV ETF	$1.3M	0.5%Prev: 0.5%	21,471 SH	Increased+666 SH
GOLDMAN SACHS GROUP INC	COM	$1.1M	0.5%Prev: 0.4%	1,080 SH	Increased-81 SH
HERSHEY CO	COM	$262K	0.1%Prev: 0.1%	1,496 SH	Increased+43 SH
HOULIHAN LOKEY INC	CL A	$322K	0.1%Prev: 0.2%	2,399 SH	Decreased+89 SH
I-80 GOLD CORP	COM	$19K	0.0%Prev: 0.0%	13,243 SH	Increased-1,004 SH
INVESCO EXCH TRADED FD TR II	FLOAT RATE ETF	$352K	0.1%	14,143 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$335K	0.1%Prev: 0.1%	3,624 SH	Increased-777 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$244K	0.1%Prev: 0.1%	3,263 SH	Decreased-121 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$752K	0.3%Prev: 0.2%	36,902 SH	Increased+13,796 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$528K	0.2%Prev: 0.3%	2,481 SH	Increased-277 SH
INVESCO EXCHANGE TRADED FD T	SEMICONDUCTORS	$253K	0.1%	1,345 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.8%Prev: 0.3%	2,596 SH	Increased+1,579 SH
ISHARES INC	MSCI EMRG CHN	$1.6M	0.7%Prev: 0.5%	15,953 SH	Increased+1,527 SH
ISHARES SILVER TR	ISHARES	$456K	0.2%	8,524 SH	New
ISHARES TR	0-5 YR TIPS ETF	$6.0M	2.5%Prev: 2.3%	58,981 SH	Increased+15,295 SH
ISHARES TR	7-10 YR TRSY BD	$4.0M	1.6%Prev: 1.8%	41,803 SH	Increased+4,726 SH
ISHARES TR	CORE 1 5 YR USD	$295K	0.1%	6,107 SH	New
ISHARES TR	CORE MSCI TOTAL	$437K	0.2%Prev: 0.2%	4,582 SH	Increased-210 SH
ISHARES TR	CORE S&P MCP ETF	$269K	0.1%	3,493 SH	New
ISHARES TR	CORE S&P TTL STK	$629K	0.3%Prev: 0.2%	3,828 SH	Increased+745 SH
ISHARES TR	CORE S&P500 ETF	$235K	0.1%	313 SH	New
ISHARES TR	CORE US AGGBD ET	$4.9M	2.0%Prev: 1.7%	49,180 SH	Increased+15,354 SH
ISHARES TR	CRE U S REIT ETF	$2.1M	0.9%	31,994 SH	New
ISHARES TR	EAFE SML CP ETF	$948K	0.4%Prev: 0.4%	11,519 SH	Increased+87 SH
ISHARES TR	FUTU EXPO TE ETF	$2.4M	1.0%	29,056 SH	New
ISHARES TR	MSCI USA QLT FCT	$217K	0.1%	989 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.5%Prev: 0.4%	11,141 SH	Increased+2,946 SH
ISHARES TR	NORTH AMERN NAT	$2.0M	0.8%	35,583 SH	New
ISHARES TR	PFD AND INCM SEC	$1.1M	0.5%Prev: 0.2%	36,298 SH	Increased+24,523 SH
ISHARES TR	RUS 1000 ETF	$730K	0.3%Prev: 0.1%	1,783 SH	Increased+967 SH
ISHARES TR	RUS 1000 GRW ETF	$363K	0.1%Prev: 0.1%	2,920 SH	Increased+2,317 SH
ISHARES TR	RUS 1000 VAL ETF	$608K	0.3%Prev: 0.2%	2,507 SH	Increased+10 SH
ISHARES TR	RUSSELL 2000 ETF	$642K	0.3%Prev: 0.2%	2,138 SH	Increased+731 SH
ISHARES TR	SELECT DIVID ETF	$306K	0.1%Prev: 0.1%	1,958 SH	Increased+69 SH
ISHARES TR	SHRT NAT MUN ETF	$753K	0.3%Prev: 0.2%	7,077 SH	Increased+3,329 SH
ISHARES TR	US AER DEF ETF	$296K	0.1%	1,221 SH	New
ISHARES TR	US INFRASTRUC	$1.6M	0.7%Prev: 0.5%	26,128 SH	Increased+4,527 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.1M	0.5%Prev: 0.9%	19,763 SH	Decreased-12,424 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.0M	0.4%Prev: 0.1%	20,404 SH	Increased+15,051 SH
JOHNSON & JOHNSON	COM	$669K	0.3%Prev: 0.2%	2,633 SH	Increased+518 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.5%	3,720 SH	New
LEGG MASON ETF INVT	FRANKLIN US LOW	$1.1M	0.4%Prev: 0.1%	24,380 SH	Increased+17,977 SH
LEIDOS HOLDINGS INC	COM	$204K	0.1%Prev: 0.2%	1,982 SH	Decreased-116 SH
LOCKHEED MARTIN CORP	COM	$208K	0.1%	409 SH	New
LOWES COS INC	COM	$567K	0.2%Prev: 0.3%	2,571 SH	Increased+89 SH
MARVELL TECHNOLOGY INC	COM	$293K	0.1%	983 SH	New
MASTERCARD INCORPORATED	CL A	$302K	0.1%Prev: 0.2%	587 SH	Decreased-53 SH
MCDONALDS CORP	COM	$311K	0.1%Prev: 0.2%	1,150 SH	Decreased-167 SH
META PLATFORMS INC	CL A	$1.1M	0.4%Prev: 0.7%	1,913 SH	Decreased-51 SH
MICRON TECHNOLOGY INC	COM	$320K	0.1%	278 SH	New
MICROSOFT CORP	COM	$1.6M	0.7%Prev: 1.2%	4,364 SH	Decreased-498 SH
NVIDIA CORPORATION	COM	$2.2M	0.9%Prev: 0.8%	11,187 SH	Increased+733 SH
ORACLE CORP	COM	$212K	0.1%Prev: 0.2%	1,444 SH	Decreased-32 SH
PALANTIR TECHNOLOGIES INC	CL A	$317K	0.1%Prev: 0.3%	2,713 SH	Decreased-1,636 SH
PARKER-HANNIFIN CORP	COM	$628K	0.3%Prev: 0.2%	642 SH	Increased-1 SH
PHILLIPS 66	COM	$277K	0.1%	1,638 SH	New
PRICE T ROWE GROUP INC	COM	$1.1M	0.4%Prev: 0.5%	9,565 SH	Increased-196 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$207K	0.1%	1,921 SH	New
PROCTER & GAMBLE CO	COM	$411K	0.2%	2,802 SH	New
PROSHARES TR	RUSS 2000 DIVD	$202K	0.1%	2,618 SH	New
PROSHARES TR	S&P 500 DV ARIST	$822K	0.3%Prev: 0.4%	14,632 SH	Increased+7,091 SH
QUANTA SVCS INC	COM	$400K	0.2%Prev: 0.1%	555 SH	Increased+22 SH
REGENCY CTRS CORP	COM	$440K	0.2%Prev: 0.2%	5,523 SH	Increased-5 SH
ROUNDHILL ETF TRUST	MEMORY ETF	$203K	0.1%	2,748 SH	New
RTX CORPORATION	COM	$600K	0.2%Prev: 0.2%	3,162 SH	Increased+116 SH
SANFILIPPO JOHN B & SON INC	COM	$352K	0.1%Prev: 0.2%	4,090 SH	Decreased-1,988 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$241K	0.1%Prev: 0.1%	10,000 SH	Decreased-1,860 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$847K	0.3%Prev: 0.2%	28,776 SH	Increased+15,187 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$522K	0.2%	14,149 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$6.8M	2.8%Prev: 3.1%	256,955 SH	Increased+24,452 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$217K	0.1%	225 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$582K	0.2%	10,963 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$644K	0.3%	12,014 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$418K	0.2%	2,191 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$214K	0.1%	1,250 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$1.6M	0.7%	32,681 SH	New
SPDR SERIES TRUST	ST INTER BD ETF	$356K	0.1%	10,637 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$444K	0.2%	9,261 SH	New
SPDR SERIES TRUST	ST SHO TREAS ETF	$262K	0.1%	9,046 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$643K	0.3%	14,049 SH	New
SPDR SERIES TRUST	ST STR P400MID	$3.4M	1.4%	49,981 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$13.2M	5.5%	150,263 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$219K	0.1%	3,610 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$1.6M	0.7%	17,991 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$549K	0.2%	3,604 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$3.7M	1.5%	64,971 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	0.9%	2,799 SH	New
STEEL DYNAMICS INC	COM	$237K	0.1%	1,032 SH	New
T ROWE PRICE EXCHANGE-TRADED	PRICE DIV GRWT	$541K	0.2%	11,027 SH	New
T ROWE PRICE EXCHANGE-TRADED	TECHNOLOGY ETF	$476K	0.2%	10,677 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.2M	0.5%	2,606 SH	New
TE CONNECTIVITY PLC	ORD SHS	$368K	0.2%Prev: 0.2%	1,827 SH	Increased-110 SH
TESLA INC	COM	$672K	0.3%Prev: 0.2%	1,598 SH	Increased+72 SH
TIDAL TRUST I	FUND GRAN US ETF	$242K	0.1%	8,769 SH	New
TORONTO DOMINION BK ONT	COM NEW	$220K	0.1%	1,810 SH	New
TRUST FOR PROFESSIONAL MANAG	CONVERGENCE LNG	$961K	0.4%	28,162 SH	New
UNION PAC CORP	COM	$226K	0.1%	833 SH	New
UNITED AIRLS HLDGS INC	COM	$209K	0.1%	1,540 SH	New
UNITEDHEALTH GROUP INC	COM	$950K	0.4%Prev: 6.2%	2,285 SH	Decreased-37,538 SH
VANECK ETF TRUST	GOLD MINERS ETF	$202K	0.1%	2,680 SH	New
VANECK ETF TRUST	RARE EAR STR ETF	$1.2M	0.5%	13,772 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$205K	0.1%Prev: 0.2%	2,375 SH	Decreased+1,655 SH
VANGUARD INDEX FDS	MID CAP ETF	$484K	0.2%Prev: 0.2%	6,009 SH	Increased+4,549 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$343K	0.1%Prev: 1.3%	3,561 SH	Decreased-25,283 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$203K	0.1%	295 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$25.1M	10.4%Prev: 10.9%	67,736 SH	Increased-3,350 SH
VANGUARD INDEX FDS	VALUE ETF	$1.5M	0.6%Prev: 0.5%	6,847 SH	Increased+711 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.2M	1.7%Prev: 1.7%	50,016 SH	Increased-969 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$306K	0.1%	6,096 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$602K	0.2%Prev: 0.2%	7,623 SH	Increased+3,836 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.8M	1.2%Prev: 1.1%	12,003 SH	Increased+1,188 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	0.9%Prev: 0.8%	29,625 SH	Increased+3,113 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$9.6M	4.0%Prev: 1.8%	60,963 SH	Increased+33,464 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$243K	0.1%	2,602 SH	New
VANGUARD WORLD FD	ENERGY ETF	$250K	0.1%	1,665 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$1.5M	0.6%Prev: 0.7%	11,636 SH	Increased+194 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$318K	0.1%Prev: 0.1%	883 SH	Increased+68 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.8M	1.1%Prev: 1.1%	16,915 SH	Increased-184 SH
VERTIV HOLDINGS CO	COM CL A	$345K	0.1%	1,031 SH	New
VISA INC	COM CL A	$435K	0.2%Prev: 0.2%	1,267 SH	Decreased-75 SH
WALMART INC	COM	$1.2M	0.5%Prev: 0.4%	10,946 SH	Increased+2,347 SH
WISDOMTREE TR	FLOATNG RAT TREA	$32.6M	13.5%Prev: 17.9%	647,400 SH	Decreased-61,079 SH
WISDOMTREE TR	INTL MIDCAP DV	$235K	0.1%Prev: 0.1%	2,760 SH	Increased+82 SH
WISDOMTREE TR	ITL HIGH DIV FD	$2.3M	1.0%Prev: 0.5%	42,872 SH	Increased+23,129 SH
WISDOMTREE TR	US MIDCAP DIVID	$2.0M	0.8%Prev: 0.6%	35,465 SH	Increased+12,673 SH
WISDOMTREE TR	US S CAP QTY DIV	$529K	0.2%Prev: 0.2%	8,919 SH	Increased+478 SH
WISDOMTREE TR	US SMALLCAP DIVD	$1.5M	0.6%Prev: 0.3%	37,815 SH	Increased+17,593 SH
WISDOMTREE TR	US SMALLCAP FUND	$204K	0.1%	3,008 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$1.3M	0.5%Prev: 0.2%	16,706 SH	Increased+10,989 SH
ZOETIS INC	CL A	$301K	0.1%Prev: 0.1%	4,195 SH	Increased+2,408 SH

Sold (vs prior filing)

BANK AMERICA CORP — $396K
BLACKSTONE SECD LENDING FD — $434K
CAPITAL GROUP DIVIDEND VALUE — $957K
CAPITAL GROUP GROWTH ETF — $672K
CAPITAL GROUP INTL FOCUS EQT — $654K
CHENIERE ENERGY INC — $209K
CHEVRON CORP NEW — $529K
COSTCO WHSL CORP NEW — $424K
DIMENSIONAL ETF TRUST — $291K
DISNEY WALT CO — $261K
EXXON MOBIL CORP — $560K
FIRST TR EXCHANGE TRADED FD — $756K
FLEXSHARES TR — $952K
FS KKR CAP CORP — $491K
HOME DEPOT INC — $289K
INTERNATIONAL BUSINESS MACHS — $234K
ISHARES TR — $257K
ISHARES TR — $2.1M
JPMORGAN CHASE & CO. — $1.1M
KRANESHARES TRUST — $900K
… and 20 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