WEALTHCARE CAPITAL MANAGEMENT LLC - Portfolio Stock Holdings
WEALTHCARE CAPITAL MANAGEMENT LLC disclosed 109 stock positions in a recent SEC 13F filing. $1,053,847,044 of stock holdings were filed, with the largest holdings including VTI, IEF, and STIP. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $3,928,651,410 and has 54 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
109Est. Stock Holding Value:
$1,053,847,044Top Stock Holdings By Sector
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Portfolio Stock Holdings - WEALTHCARE CAPITAL MANAGEMENT LLC
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% of Portfolio
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