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: $247.1M168 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$306K	0.1%Prev: 0.1%	1,168 SH	Decreased-194 SH
ADVANCED MICRO DEVICES INC	COM	$497K	0.2%	812 SH	New
ALPHABET INC	CAP STK CL A	$635K	0.3%Prev: 0.2%	1,847 SH	Increased+426 SH
ALPHABET INC	CAP STK CL C	$760K	0.3%Prev: 0.2%	2,231 SH	Increased+245 SH
ALPS ETF TR	ALERIAN MLP	$278K	0.1%Prev: 0.1%	5,358 SH	Increased+235 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%	5,628 SH	Increased-41 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$1.0M	0.4%Prev: 0.3%	8,380 SH	Increased+132 SH
APPLE INC	COM	$4.4M	1.8%Prev: 1.8%	13,236 SH	Increased-2,194 SH
APPLIED MATLS INC	COM	$467K	0.2%Prev: 0.1%	914 SH	Increased-90 SH
ARES CAPITAL CORP	COM	$583K	0.2%Prev: 0.3%	30,512 SH	Increased+2,854 SH
BANK OF AMER CORP	COM	$455K	0.2%	8,355 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	1.4%Prev: 1.7%	7,001 SH	Decreased-262 SH
BHP BILLITON LIMITED	SPONSORED ADS	$319K	0.1%	3,762 SH	New
BLACKSTONE INC	COM	$1.7M	0.7%Prev: 1.1%	14,978 SH	Decreased+1,373 SH
BROADCOM INC	COM	$1.6M	0.7%Prev: 0.4%	4,586 SH	Increased+1,629 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$222K	0.1%	5,989 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$2.6M	1.0%	52,438 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$1.9M	0.8%	39,270 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$1.1M	0.4%	31,780 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$684K	0.3%Prev: 0.3%	32,304 SH	Increased+4,108 SH
CASEYS GEN STORES INC	COM	$428K	0.2%Prev: 0.2%	704 SH	Increased-3 SH
CATERPILLAR INC	COM	$525K	0.2%Prev: 0.1%	647 SH	Increased+4 SH
CENTERPOINT ENERGY INC	COM	$210K	0.1%Prev: 0.1%	5,698 SH	Decreased+104 SH
CHENIERE ENERGY INC	COM NEW	$221K	0.1%Prev: 0.1%	822 SH	Increased-38 SH
CHESAPEAKE UTILS CORP	COM	$582K	0.2%Prev: 0.3%	4,534 SH	Decreased+58 SH
CHEVRON CORPORATION	COM	$727K	0.3%	3,558 SH	New
CISCO SYS INC	COM	$1.3M	0.5%	12,368 SH	New
COCA COLA CO	COM	$255K	0.1%Prev: 0.1%	2,968 SH	Decreased-1,256 SH
COMMERCIAL METALS CO	COM	$203K	0.1%	3,264 SH	New
CONSTELLATION ENERGY CORP	COM	$1.1M	0.4%Prev: 0.7%	4,366 SH	Decreased-424 SH
COSTCO WHOLESALE CORPORATION	COM	$320K	0.1%	352 SH	New
CUMMINS INC	COM	$234K	0.1%	453 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$2.1M	0.9%Prev: 0.7%	38,455 SH	Increased+5,726 SH
DUKE ENERGY CORP NEW	COM NEW	$321K	0.1%Prev: 0.2%	2,817 SH	Decreased-12 SH
EA SERIES TRUST	ALPHA ARCHITECT	$784K	0.3%Prev: 0.3%	8,662 SH	Increased+236 SH
ELI LILLY & CO	COM	$636K	0.3%Prev: 0.2%	549 SH	Increased+21 SH
EMERSON ELEC CO	COM	$229K	0.1%	1,475 SH	New
ETF SER SOLUTIONS	DEFIA QUANT ETF	$606K	0.2%	3,997 SH	New
EXELON CORP	COM	$413K	0.2%Prev: 0.3%	10,235 SH	Decreased-5,733 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$300K	0.1%	1,845 SH	New
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$558K	0.2%Prev: 0.1%	8,832 SH	Increased+3,677 SH
FIRST COMWLTH FINL CORP PA	COM	$286K	0.1%	14,156 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$904K	0.4%	5,107 SH	New
GE AEROSPACE	COM NEW	$697K	0.3%Prev: 0.3%	2,231 SH	Increased+161 SH
GE VERNOVA INC	COM	$514K	0.2%Prev: 0.1%	540 SH	Increased+32 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$365K	0.1%Prev: 0.2%	10,362 SH	Decreased-420 SH
GLOBAL X FDS	US INFR DEV ETF	$1.1M	0.5%Prev: 0.5%	21,402 SH	Increased-904 SH
GOLDMAN SACHS GROUP INC	COM	$977K	0.4%Prev: 0.4%	1,085 SH	Increased-76 SH
HERSHEY CO	COM	$238K	0.1%Prev: 0.1%	1,509 SH	Decreased+44 SH
HOULIHAN LOKEY INC	CL A	$279K	0.1%Prev: 0.2%	2,210 SH	Decreased-106 SH
I-80 GOLD CORP	COM	$22K	0.0%Prev: 0.0%	13,243 SH	Increased
INVESCO EXCH TRADED FD TR II	FLOAT RATE ETF	$354K	0.1%	14,191 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$328K	0.1%Prev: 0.1%	4,061 SH	Increased-262 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$231K	0.1%Prev: 0.1%	3,273 SH	Decreased-161 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$742K	0.3%Prev: 0.3%	36,341 SH	Increased+9,692 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$570K	0.2%Prev: 0.2%	2,738 SH	Increased+112 SH
INVESCO EXCHANGE TRADED FD T	SEMICONDUCTORS	$205K	0.1%	1,345 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.8%Prev: 0.3%	2,644 SH	Increased+1,734 SH
ISHARES INC	MSCI EMRG CHN	$1.5M	0.6%Prev: 0.5%	15,324 SH	Increased-1,674 SH
ISHARES SILVER TR	ISHARES	$496K	0.2%	9,101 SH	New
ISHARES TR	0-5 YR TIPS ETF	$6.0M	2.4%Prev: 2.3%	59,795 SH	Increased+11,241 SH
ISHARES TR	7-10 YR TRSY BD	$3.8M	1.5%Prev: 1.8%	42,489 SH	Decreased+2,810 SH
ISHARES TR	CORE MSCI TOTAL	$435K	0.2%Prev: 0.2%	4,582 SH	Increased-210 SH
ISHARES TR	CORE S&P MCP ETF	$242K	0.1%	3,359 SH	New
ISHARES TR	CORE S&P TTL STK	$693K	0.3%Prev: 0.2%	4,168 SH	Increased+1,124 SH
ISHARES TR	CORE S&P500 ETF	$299K	0.1%	390 SH	New
ISHARES TR	CORE US AGGBD ET	$4.7M	1.9%Prev: 1.8%	50,035 SH	Increased+11,086 SH
ISHARES TR	CRE U S REIT ETF	$1.9M	0.8%	30,754 SH	New
ISHARES TR	EAFE SML CP ETF	$1.2M	0.5%Prev: 0.4%	13,820 SH	Increased+2,457 SH
ISHARES TR	FUTU EXPO TE ETF	$2.3M	0.9%	27,546 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.5%Prev: 0.5%	11,520 SH	Increased+1,816 SH
ISHARES TR	NORTH AMERN NAT	$2.2M	0.9%	35,175 SH	New
ISHARES TR	PFD AND INCM SEC	$1.1M	0.4%Prev: 0.3%	37,241 SH	Increased+18,679 SH
ISHARES TR	RUS 1000 ETF	$815K	0.3%Prev: 0.1%	1,959 SH	Increased+1,193 SH
ISHARES TR	RUS 1000 GRW ETF	$425K	0.2%Prev: 0.1%	3,396 SH	Increased+2,793 SH
ISHARES TR	RUS 1000 VAL ETF	$622K	0.3%Prev: 0.2%	2,508 SH	Increased+4 SH
ISHARES TR	RUSSELL 2000 ETF	$474K	0.2%Prev: 0.2%	1,704 SH	Increased+151 SH
ISHARES TR	SELECT DIVID ETF	$332K	0.1%Prev: 0.1%	2,183 SH	Increased+277 SH
ISHARES TR	SHRT NAT MUN ETF	$860K	0.3%Prev: 0.2%	8,224 SH	Increased+3,871 SH
ISHARES TR	US AER DEF ETF	$249K	0.1%Prev: 0.1%	1,202 SH	Increased+193 SH
ISHARES TR	US INFRASTRUC	$1.5M	0.6%Prev: 0.6%	26,828 SH	Increased+3,879 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	0.5%Prev: 1.1%	20,873 SH	Decreased-19,967 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.1M	0.4%Prev: 0.2%	21,189 SH	Increased+11,555 SH
JOHNSON & JOHNSON	COM	$698K	0.3%Prev: 0.2%	2,637 SH	Increased+472 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.5%	3,729 SH	New
LEGG MASON ETF INVT	FRANKLIN US LOW	$1.0M	0.4%Prev: 0.2%	24,970 SH	Increased+13,441 SH
LEIDOS HOLDINGS INC	COM	$242K	0.1%Prev: 0.2%	1,989 SH	Decreased-348 SH
LOCKHEED MARTIN CORP	COM	$216K	0.1%	424 SH	New
LOWES COS INC	COM	$485K	0.2%Prev: 0.3%	2,631 SH	Decreased+225 SH
MARATHON PETE CORP	COM	$218K	0.1%	552 SH	New
MARVELL TECHNOLOGY INC	COM	$280K	0.1%	1,061 SH	New
MASTERCARD INCORPORATED	CL A	$324K	0.1%Prev: 0.2%	587 SH	Decreased-59 SH
MCDONALDS CORP	COM	$226K	0.1%Prev: 0.2%	980 SH	Decreased-335 SH
META PLATFORMS INC	CL A	$1.4M	0.6%Prev: 0.7%	1,936 SH	Decreased-54 SH
MICRON TECHNOLOGY INC	COM	$420K	0.2%	395 SH	New
MICROSOFT CORP	COM	$1.9M	0.8%Prev: 1.2%	3,788 SH	Decreased-1,077 SH
NVIDIA CORPORATION	COM	$2.7M	1.1%Prev: 0.9%	11,791 SH	Increased+829 SH
PALANTIR TECHNOLOGIES INC	CL A	$552K	0.2%Prev: 0.4%	2,950 SH	Decreased-1,231 SH
PARKER-HANNIFIN CORP	COM	$614K	0.2%Prev: 0.2%	643 SH	Increased+5 SH
PHILLIPS 66	COM	$434K	0.2%Prev: 0.1%	1,700 SH	Increased+115 SH
PRICE T ROWE GROUP INC	COM	$885K	0.4%Prev: 0.5%	8,509 SH	Decreased-1,304 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$216K	0.1%	1,930 SH	New
PROCTER & GAMBLE CO	COM	$406K	0.2%	2,794 SH	New
PROSHARES TR	S&P 500 DV ARIST	$853K	0.3%Prev: 0.4%	15,772 SH	Increased+8,168 SH
QUANTA SVCS INC	COM	$357K	0.1%Prev: 0.1%	555 SH	Increased+22 SH
REGENCY CTRS CORP	COM	$397K	0.2%Prev: 0.2%	5,523 SH	Decreased-5 SH
RTX CORPORATION	COM	$589K	0.2%Prev: 0.2%	3,172 SH	Increased+135 SH
SANFILIPPO JOHN B & SON INC	COM	$275K	0.1%Prev: 0.2%	4,129 SH	Decreased-1,670 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$306K	0.1%Prev: 0.1%	10,201 SH	Increased+2,102 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$6.6M	2.7%Prev: 3.1%	260,886 SH	Decreased+12,420 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$208K	0.1%	225 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$677K	0.3%	11,003 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$649K	0.3%	12,149 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$410K	0.2%	2,092 SH	New
SES AI CORPORATION	CL A COM	$7K	0.0%	11,541 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$254K	0.1%	1,683 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$1.8M	0.7%	35,177 SH	New
SPDR SERIES TRUST	ST INTER BD ETF	$345K	0.1%	10,673 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$379K	0.2%	8,135 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$622K	0.3%	14,545 SH	New
SPDR SERIES TRUST	ST STR P400MID	$3.4M	1.4%	53,208 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$14.1M	5.7%	157,380 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$220K	0.1%	3,597 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$1.6M	0.7%	17,622 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$525K	0.2%	3,583 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$3.4M	1.4%	64,565 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	0.8%	2,745 SH	New
STEEL DYNAMICS INC	COM	$229K	0.1%	1,034 SH	New
T ROWE PRICE EXCHANGE-TRADED	PRICE DIV GRWT	$547K	0.2%	11,344 SH	New
T ROWE PRICE EXCHANGE-TRADED	TECHNOLOGY ETF	$504K	0.2%	11,330 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.2M	0.5%	2,721 SH	New
TE CONNECTIVITY PLC	ORD SHS	$386K	0.2%Prev: 0.2%	1,827 SH	Decreased-88 SH
TESLA INC	COM	$567K	0.2%Prev: 0.3%	1,598 SH	Decreased+318 SH
TIDAL TRUST I	FUND GRAN US ETF	$225K	0.1%	8,078 SH	New
TORONTO DOMINION BK ONT	COM NEW	$213K	0.1%	1,810 SH	New
TRUST FOR PROFESSIONAL MANAG	CONVERGENCE LNG	$932K	0.4%	27,411 SH	New
UNION PAC CORP	COM	$227K	0.1%	833 SH	New
UNITEDHEALTH GROUP INC	COM	$841K	0.3%Prev: 6.3%	2,291 SH	Decreased-37,556 SH
VANECK ETF TRUST	GOLD MINERS ETF	$235K	0.1%Prev: 0.1%	2,680 SH	Increased+49 SH
VANECK ETF TRUST	RARE EAR STR ETF	$901K	0.4%	14,018 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$213K	0.1%	3,032 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$424K	0.2%	5,408 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$24.5M	9.9%	65,446 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$1.5M	0.6%	6,869 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$316K	0.1%Prev: 1.4%	3,526 SH	Decreased-28,870 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.1M	1.7%Prev: 1.6%	49,496 SH	Increased-286 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$568K	0.2%Prev: 0.2%	7,359 SH	Increased+647 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.7M	1.5%Prev: 1.1%	15,741 SH	Increased+4,577 SH
VANGUARD STAR FDS	VG TL INTL STK F	$220K	0.1%	2,585 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	0.9%Prev: 0.8%	31,317 SH	Increased+805 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$10.0M	4.0%Prev: 2.7%	64,338 SH	Increased+22,722 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$272K	0.1%	2,885 SH	New
VANGUARD WORLD FD	ENERGY ETF	$288K	0.1%	1,676 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$1.5M	0.6%Prev: 0.7%	11,676 SH	Decreased-114 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$293K	0.1%Prev: 0.1%	915 SH	Increased+38 SH
VANGUARD WORLD FD	MRNGSTR VAL ETF	$2.6M	1.1%	16,420 SH	New
VERTIV HOLDINGS CO	COM CL A	$245K	0.1%	1,016 SH	New
VISA INC	COM CL A	$456K	0.2%Prev: 0.2%	1,268 SH	Decreased-79 SH
WALMART INC	COM	$1.1M	0.5%Prev: 0.4%	10,991 SH	Increased+2,911 SH
WISDOMTREE TR	FLOATNG RAT TREA	$40.3M	16.3%Prev: 15.1%	799,449 SH	Increased+144,034 SH
WISDOMTREE TR	INTL MIDCAP DV	$239K	0.1%Prev: 0.1%	2,777 SH	Increased+83 SH
WISDOMTREE TR	ITL HIGH DIV FD	$2.5M	1.0%Prev: 0.8%	45,151 SH	Increased+7,781 SH
WISDOMTREE TR	US MIDCAP DIVID	$2.0M	0.8%Prev: 0.7%	37,217 SH	Increased+9,387 SH
WISDOMTREE TR	US S CAP QTY DIV	$483K	0.2%Prev: 0.2%	8,627 SH	Increased+126 SH
WISDOMTREE TR	US SMALLCAP DIVD	$1.5M	0.6%Prev: 0.4%	40,064 SH	Increased+12,308 SH
WORLD GOLD TR	SPDR GLD MINIS	$1.4M	0.6%Prev: 0.4%	17,038 SH	Increased+4,769 SH
ZOETIS INC	CL A	$276K	0.1%Prev: 0.1%	3,954 SH	Increased+2,161 SH

Sold (vs prior filing)

AGCO CORP — $229K
BANK AMERICA CORP — $431K
BLACKSTONE SECD LENDING FD — $502K
CAPITAL GROUP DIVIDEND VALUE — $1.4M
CAPITAL GROUP GROWTH ETF — $1.0M
CAPITAL GROUP INTL FOCUS EQT — $878K
CHEVRON CORP NEW — $599K
COSTCO WHSL CORP NEW — $397K
DIMENSIONAL ETF TRUST — $302K
DISNEY WALT CO — $207K
EXXON MOBIL CORP — $577K
FIRST TR EXCHANGE TRADED FD — $838K
FLEXSHARES TR — $1.1M
FS KKR CAP CORP — $472K
HOME DEPOT INC — $320K
ISHARES TR — $212K
ISHARES TR — $2.3M
JPMORGAN CHASE & CO. — $1.2M
KRANESHARES TRUST — $1.0M
MEDTRONIC PLC — $207K
… and 27 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