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Wealthcare Capital Partners, LLC - Portfolio Stock Holdings

Wealthcare Capital Partners, LLC disclosed 184 stock positions in a recent SEC 13F filing. $241,799,092 of stock holdings were filed, with the largest holdings including USFR, VTI, and SPYM. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $407,400,746 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

184

Est. Stock Holding Value:

$241,799,092

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Wealthcare Capital Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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