account_balance

Investment manager · 13F filer · SEC CIK 1908462

WealthCare Investment Partners, LLC

Reported value$422Mas of Sep 30, 2026
Positions207 8 new, 7 sold out
Top 10 weight33.6%QQQ alone is 8%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 8.4% Added +6%
CGGR Capital Group Growth ETF 4.0% Added +20%
RDVY First Tr Exchange Traded Fd 3.8% Added +188%
CGDV Capital Group Dividend Value 3.2% Added +9%
SPMO Invesco Exch Traded Fd Tr II 2.7% Held
ITA iShares Tr 2.5% Held
BUFR First Tr Exchng Traded Fd Vi 2.4% Held
RECS Columbia ETF Tr I 2.3% Added +8%
VOO Vanguard Index FDS 2.2% Held
FNDF Schwab Strategic Tr 2.1% Held
IDMO Invesco Exch Traded Fd Tr II 2.0% Added +4%
CIBR First Tr Exchange-Traded Fd 1.6% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • SGOV $1M
  • BKDV $998K
  • CGIE $714K
  • XOM $672K
arrow_upwardAdded
  • VZ +4787%
  • FMTL +212%
  • RDVY +188%
  • VB +82%
arrow_downwardTrimmed
  • FVD −68%
  • NVDA −31%
  • XLC −28%
  • SLV −24%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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