Wealthcare Capital Partners, LLC
Net buyer this quarter
$242M
90
+$6.47M
13.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VYM | $9.63M | 3.98% | Not reported | +5.4% | Q4 2024 |
 AAPL | $3.81M | 1.57% | 0.00% | +0.8% | Q4 2024 |
 BRK.B | $3.5M | 1.45% | Not reported | Not reported | Q4 2024 |
 SPMD | $3.38M | 1.40% | Not reported | +0.7% | Q4 2024 |
 NVDA | $2.24M | 0.92% | 0.00% | +1.4% | Q4 2024 |
 USRT | $2.13M | 0.88% | Not reported | +8.7% | Q4 2025 |
| SPY | $2.09M | 0.86% | Not reported | +20.9% | Q4 2024 |
 QQQ | $1.91M | 0.79% | Not reported | +192.7% | Q4 2024 |
 BX | $1.75M | 0.72% | 0.00% | +1.1% | Q4 2024 |
 AVGO | $1.66M | 0.69% | 0.00% | +36.4% | Q4 2024 |
| EMXC | $1.63M | 0.67% | Not reported | -5.9% | Q4 2024 |
 MSFT | $1.63M | 0.67% | 0.00% | -9.2% | Q4 2024 |
 CSCO | $1.45M | 0.60% | 0.00% | 0.0% | Q4 2025 |
 AMZN | $1.36M | 0.56% | 0.00% | -2.9% | Q4 2024 |
| GLDM | $1.33M | 0.55% | 0.00% | +2.6% | Q4 2024 |
 TSM | $1.24M | 0.51% | 0.00% | +1.0% | Q4 2024 |
 WMT | $1.24M | 0.51% | 0.00% | +0.1% | Q4 2024 |
 REMX | $1.22M | 0.50% | Not reported | 0.0% | Q4 2025 |
 JPM | $1.22M | 0.50% | 0.00% | +0.2% | Q4 2024 |
 GS | $1.09M | 0.45% | 0.00% | -1.6% | Q4 2024 |
 TROW | $1.09M | 0.45% | 0.00% | +1.0% | Q4 2024 |
 CEG | $1.08M | 0.45% | 0.00% | -1.6% | Q4 2024 |
 META | $1.08M | 0.45% | Not reported | -4.3% | Q4 2024 |
 UNH | $950K | 0.39% | 0.00% | +3.2% | Q4 2024 |
| SCZ | $948K | 0.39% | Not reported | +1.3% | Q4 2024 |
 GE | $833K | 0.34% | 0.00% | +1.1% | Q4 2024 |
 NOBL | $822K | 0.34% | Not reported | +0.2% | Q4 2024 |
 GOOG | $769K | 0.32% | Not reported | +8.0% | Q4 2024 |
 QTUM | $718K | 0.30% | Not reported | +82.9% | Q4 2025 |
 CGCP | $708K | 0.29% | Not reported | +0.4% | Q1 2025 |
 CAT | $688K | 0.28% | 0.00% | +0.2% | Q4 2024 |
 TSLA | $672K | 0.28% | 0.00% | +9.2% | Q4 2024 |
 AMAT | $670K | 0.28% | 0.00% | -2.7% | Q3 2025 |
 JNJ | $669K | 0.28% | 0.00% | +0.2% | Q4 2024 |
| GOOGL | $660K | 0.27% | 0.00% | +6.1% | Q4 2024 |
 LLY | $659K | 0.27% | 0.00% | +3.8% | Q2 2025 |
 PH | $628K | 0.26% | 0.00% | +0.3% | Q4 2024 |
 GEV | $623K | 0.26% | 0.00% | +4.5% | Q2 2025 |
 RTX | $600K | 0.25% | 0.00% | +0.3% | Q4 2024 |
 LOW | $567K | 0.23% | 0.00% | +1.8% | Q4 2024 |
 ARCC | $562K | 0.23% | 0.00% | +4.1% | Q1 2025 |
 CASY | $560K | 0.23% | 0.00% | Not reported | Q4 2024 |
 CPK | $554K | 0.23% | 0.02% | +0.3% | Q4 2024 |
 CVX | $540K | 0.22% | 0.00% | -5.1% | Q4 2024 |
 EXC | $496K | 0.21% | 0.00% | -1.7% | Q4 2024 |
 BAC | $474K | 0.20% | 0.00% | +0.3% | Q4 2024 |
 AMD | $472K | 0.19% | 0.00% | New | Q2 2026 |
| SLV | $456K | 0.19% | 0.00% | -2.9% | Q4 2025 |
 REG | $440K | 0.18% | 0.00% | Not reported | Q4 2024 |
 V | $435K | 0.18% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| VYM | $8.57M | 4.01% | Not reported | +16.8% | Q4 2024 |
| BRK.B | $3.35M | 1.57% | Not reported | -1.3% | Q4 2024 |
| AAPL | $3.32M | 1.55% | 0.00% | -12.3% | Q4 2024 |
| SPMD | $2.94M | 1.38% | Not reported | +9.0% | Q4 2024 |
| NVDA | $1.92M | 0.90% | 0.00% | -0.9% | Q4 2024 |
| MSFT | $1.78M | 0.83% | 0.00% | +3.4% | Q4 2024 |
| USRT | $1.74M | 0.82% | Not reported | +54.2% | Q4 2025 |
| BX | $1.7M | 0.79% | 0.00% | +9.3% | Q4 2024 |
| GLDM | $1.51M | 0.71% | 0.01% | -1.9% | Q4 2024 |
| SPY | $1.51M | 0.71% | Not reported | -1.0% | Q4 2024 |
| WMT | $1.36M | 0.64% | 0.00% | +36.8% | Q4 2024 |
| EMXC | $1.33M | 0.63% | Not reported | -0.4% | Q4 2024 |
| CEG | $1.24M | 0.58% | 0.00% | -5.3% | Q4 2024 |
| AMZN | $1.22M | 0.57% | 0.00% | -0.9% | Q4 2024 |
| REMX | $1.21M | 0.57% | Not reported | +112.1% | Q4 2025 |
| META | $1.14M | 0.54% | Not reported | +0.1% | Q4 2024 |
| JPM | $1.09M | 0.51% | 0.00% | +2.3% | Q4 2024 |
| AVGO | $1M | 0.47% | 0.00% | +7.3% | Q4 2024 |
| CSCO | $959K | 0.45% | 0.00% | +3.5% | Q4 2025 |
| GS | $928K | 0.43% | 0.00% | -1.6% | Q4 2024 |
| SCZ | $891K | 0.42% | Not reported | +1.3% | Q4 2024 |
| TSM | $872K | 0.41% | 0.00% | Not reported | Q4 2024 |
| TROW | $854K | 0.40% | 0.00% | -0.2% | Q4 2024 |
| NOBL | $774K | 0.36% | Not reported | -0.1% | Q4 2024 |
| CVX | $710K | 0.33% | 0.00% | -9.8% | Q4 2024 |
| CGCP | $707K | 0.33% | Not reported | +24.1% | Q1 2025 |
| JNJ | $642K | 0.30% | 0.00% | +2.6% | Q4 2024 |
| GE | $625K | 0.29% | 0.00% | +0.1% | Q4 2024 |
| RTX | $608K | 0.28% | 0.00% | +0.3% | Q4 2024 |
| UNH | $599K | 0.28% | 0.00% | -2.9% | Q4 2024 |
| SLV | $598K | 0.28% | 0.00% | -3.7% | Q4 2025 |
| LOW | $597K | 0.28% | 0.00% | +4.3% | Q4 2024 |
| GOOG | $579K | 0.27% | Not reported | +0.3% | Q4 2024 |
| PH | $573K | 0.27% | 0.00% | +0.2% | Q4 2024 |
| CPK | $569K | 0.27% | 0.02% | +0.4% | Q4 2024 |
| TSLA | $544K | 0.25% | 0.00% | +1.4% | Q4 2024 |
| EXC | $531K | 0.25% | 0.00% | -6.6% | Q4 2024 |
| ARCC | $525K | 0.25% | 0.00% | -5.1% | Q1 2025 |
| CASY | $512K | 0.24% | 0.00% | -0.1% | Q4 2024 |
| QQQ | $512K | 0.24% | Not reported | Not reported | Q4 2024 |
| GOOGL | $500K | 0.23% | 0.00% | +3.0% | Q4 2024 |
| LLY | $486K | 0.23% | 0.00% | Not reported | Q2 2025 |
| CAT | $457K | 0.21% | 0.00% | Not reported | Q4 2024 |
| GEV | $443K | 0.21% | 0.00% | Not reported | Q2 2025 |
 PLTR | $439K | 0.21% | 0.00% | -26.7% | Q4 2024 |
| DUK | $430K | 0.20% | 0.00% | +15.2% | Q4 2024 |
| REG | $418K | 0.20% | 0.00% | Not reported | Q4 2024 |
| BAC | $405K | 0.19% | 0.00% | +1.3% | Q4 2024 |
| V | $383K | 0.18% | 0.00% | -5.7% | Q4 2024 |
 TEL | $368K | 0.17% | 0.00% | -7.9% | Q4 2024 |
| Q4 2025 | |||||
| VYM | $7.11M | 3.33% | Not reported | +19.0% | Q4 2024 |
| AAPL | $4.05M | 1.90% | 0.00% | -3.4% | Q4 2024 |
| BRK.B | $3.57M | 1.67% | Not reported | -2.3% | Q4 2024 |
| SPMD | $2.64M | 1.24% | Not reported | +8.4% | Q4 2024 |
| MSFT | $2.25M | 1.05% | 0.00% | -4.4% | Q4 2024 |
| BX | $2.08M | 0.97% | 0.00% | -0.8% | Q4 2024 |
| NVDA | $2.08M | 0.97% | 0.00% | +1.5% | Q4 2024 |
| CEG | $1.65M | 0.78% | 0.00% | -2.2% | Q4 2024 |
| SPY | $1.6M | 0.75% | Not reported | +0.8% | Q4 2024 |
| GLDM | $1.42M | 0.66% | 0.01% | +35.3% | Q4 2024 |
| AMZN | $1.36M | 0.64% | 0.00% | +4.3% | Q4 2024 |
| META | $1.32M | 0.62% | Not reported | +0.3% | Q4 2024 |
| EMXC | $1.24M | 0.58% | Not reported | +0.2% | Q4 2024 |
| JPM | $1.17M | 0.55% | 0.00% | -1.8% | Q4 2024 |
| USRT | $1.09M | 0.51% | Not reported | New | Q4 2025 |
| AVGO | $1.04M | 0.49% | 0.00% | +1.9% | Q4 2024 |
| GS | $980K | 0.46% | 0.00% | -4.0% | Q4 2024 |
| TROW | $971K | 0.46% | 0.00% | -3.3% | Q4 2024 |
| CSCO | $920K | 0.43% | 0.00% | New | Q4 2025 |
| WMT | $891K | 0.42% | 0.00% | -1.1% | Q4 2024 |
| SCZ | $870K | 0.41% | Not reported | -1.2% | Q4 2024 |
| TSM | $784K | 0.37% | 0.00% | +1.7% | Q4 2024 |
| NOBL | $761K | 0.36% | Not reported | -3.9% | Q4 2024 |
| UNH | $753K | 0.35% | 0.00% | -94.3% | Q4 2024 |
| PLTR | $729K | 0.34% | 0.00% | -1.9% | Q4 2024 |
| GE | $678K | 0.32% | 0.00% | +6.4% | Q4 2024 |
| TSLA | $649K | 0.30% | 0.00% | +12.8% | Q4 2024 |
| GOOG | $631K | 0.30% | Not reported | +1.3% | Q4 2024 |
| ARCC | $621K | 0.29% | 0.00% | +11.1% | Q1 2025 |
| SLV | $587K | 0.28% | 0.00% | New | Q4 2025 |
| LOW | $584K | 0.27% | 0.00% | +0.6% | Q4 2024 |
| CVX | $580K | 0.27% | 0.00% | -1.4% | Q4 2024 |
| CGCP | $577K | 0.27% | Not reported | -9.6% | Q1 2025 |
| RTX | $576K | 0.27% | 0.00% | +3.5% | Q4 2024 |
| LLY | $568K | 0.27% | 0.00% | +0.2% | Q2 2025 |
| PH | $562K | 0.26% | 0.00% | +0.2% | Q4 2024 |
| CPK | $560K | 0.26% | 0.00% | +0.3% | Q4 2024 |
| QQQ | $545K | 0.26% | Not reported | -2.5% | Q4 2024 |
| JNJ | $530K | 0.25% | 0.00% | +18.2% | Q4 2024 |
| GOOGL | $529K | 0.25% | 0.00% | +18.9% | Q4 2024 |
| EXC | $505K | 0.24% | 0.00% | -27.4% | Q4 2024 |
| REMX | $480K | 0.22% | Not reported | New | Q4 2025 |
| V | $471K | 0.22% | 0.00% | -0.3% | Q4 2024 |
| BAC | $451K | 0.21% | 0.00% | -2.0% | Q4 2024 |
| TEL | $436K | 0.20% | 0.00% | Not reported | Q4 2024 |
 PG | $428K | 0.20% | 0.00% | +7.9% | Q4 2024 |
 HLI | $405K | 0.19% | 0.40% | +0.4% | Q4 2024 |
| CASY | $390K | 0.18% | 0.00% | -0.3% | Q4 2024 |
| REG | $381K | 0.18% | 0.00% | -0.1% | Q4 2024 |
 MA | $371K | 0.17% | 0.00% | +0.6% | Q4 2024 |
| Q3 2025 | |||||
| UNH | $13.8M | 6.32% | 0.00% | +0.1% | Q4 2024 |
| VYM | $5.87M | 2.70% | Not reported | +51.3% | Q4 2024 |
| AAPL | $3.93M | 1.81% | 0.00% | -0.8% | Q4 2024 |
| BRK.B | $3.65M | 1.68% | Not reported | +0.2% | Q4 2024 |
| MSFT | $2.52M | 1.16% | 0.00% | +0.1% | Q4 2024 |
| SPMD | $2.4M | 1.10% | Not reported | +1.8% | Q4 2024 |
| BX | $2.32M | 1.07% | 0.00% | +0.7% | Q4 2024 |
| NVDA | $2.05M | 0.94% | 0.00% | +4.9% | Q4 2024 |
| CEG | $1.58M | 0.72% | 0.00% | -0.2% | Q4 2024 |
| SPY | $1.55M | 0.71% | Not reported | -1.8% | Q4 2024 |
| META | $1.46M | 0.67% | Not reported | +1.3% | Q4 2024 |
| AMZN | $1.24M | 0.57% | 0.00% | +1.7% | Q4 2024 |
| JPM | $1.16M | 0.54% | 0.00% | +1.0% | Q4 2024 |
| EMXC | $1.15M | 0.53% | Not reported | +17.8% | Q4 2024 |
| TROW | $1.01M | 0.46% | 0.00% | +0.5% | Q4 2024 |
| AVGO | $976K | 0.45% | 0.00% | -1.6% | Q4 2024 |
| GLDM | $938K | 0.43% | 0.01% | +114.6% | Q4 2024 |
| GS | $925K | 0.42% | 0.00% | Not reported | Q4 2024 |
| SCZ | $872K | 0.40% | Not reported | -0.6% | Q4 2024 |
| WMT | $833K | 0.38% | 0.00% | -6.0% | Q4 2024 |
| NOBL | $784K | 0.36% | Not reported | +0.8% | Q4 2024 |
| PLTR | $763K | 0.35% | 0.00% | -3.9% | Q4 2024 |
| EXC | $719K | 0.33% | 0.00% | +0.6% | Q4 2024 |
| TSM | $709K | 0.33% | 0.00% | Not reported | Q4 2024 |
| CGCP | $641K | 0.29% | Not reported | +14.3% | Q1 2025 |
| GE | $623K | 0.29% | 0.00% | +6.2% | Q4 2024 |
| LOW | $605K | 0.28% | 0.00% | -3.1% | Q4 2024 |
| CPK | $603K | 0.28% | 0.00% | -0.5% | Q4 2024 |
| CVX | $599K | 0.28% | 0.00% | +4.4% | Q4 2024 |
 XOM | $577K | 0.27% | 0.00% | -1.5% | Q4 2024 |
| TSLA | $569K | 0.26% | 0.00% | -16.1% | Q4 2024 |
| ARCC | $565K | 0.26% | 0.00% | +23.2% | Q1 2025 |
| QQQ | $546K | 0.25% | Not reported | -10.5% | Q4 2024 |
| RTX | $508K | 0.23% | 0.00% | -0.3% | Q4 2024 |
| BXSL | $502K | 0.23% | 0.01% | +36.6% | Q1 2025 |
| GOOG | $484K | 0.22% | Not reported | +5.0% | Q4 2024 |
| PH | $484K | 0.22% | 0.00% | -0.8% | Q4 2024 |
| HLI | $476K | 0.22% | 0.39% | +0.3% | Q4 2024 |
 FSK | $472K | 0.22% | 0.01% | +33.8% | Q1 2025 |
| V | $460K | 0.21% | 0.00% | +0.4% | Q4 2024 |
 LDOS | $442K | 0.20% | 0.00% | +11.4% | Q4 2024 |
| BAC | $431K | 0.20% | 0.00% | -0.2% | Q4 2024 |
 ORCL | $427K | 0.20% | 0.00% | +2.8% | Q2 2025 |
| PG | $426K | 0.20% | 0.00% | -27.5% | Q4 2024 |
| TEL | $420K | 0.19% | 0.00% | -1.1% | Q4 2024 |
| LLY | $403K | 0.19% | 0.00% | +61.0% | Q2 2025 |
| REG | $403K | 0.19% | 0.00% | Not reported | Q4 2024 |
| JNJ | $402K | 0.18% | 0.00% | +2.4% | Q4 2024 |
 MCD | $400K | 0.18% | 0.00% | -0.2% | Q4 2024 |
| CASY | $400K | 0.18% | 0.00% | Not reported | Q4 2024 |