account_balance

Investment manager · 13F filer · SEC CIK 2053307

Wealthcare Capital Partners, LLC

Reported value$247Mas of Sep 30, 2026
Positions168 6 new, 17 sold out
Top 10 weight47.9%USFR alone is 16%
FiledOct 2121 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
USFR Wisdomtree Tr 16.3% Added +23%
VTI Vanguard Index FDS 9.9% Trimmed −3%
SPYM SPDR Series Trust 5.7% Added +5%
VYM Vanguard Whitehall FDS 4.0% Added +6%
SCHP Schwab Strategic Tr 2.7% Held
STIP iShares Tr 2.4% Held
AGG iShares Tr 1.9% Held
AAPL Apple Inc. 1.8% Held
VEU Vanguard Intl Equity Index F 1.7% Held
IEF iShares Tr 1.5% Held
VIG Vanguard Specialized Funds 1.5% Added +31%
BRK-B Berkshire Hathaway Inc 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
  • VIG +31%
  • USFR +23%
  • SCZ +20%
  • SUB +16%
arrow_downwardTrimmed
  • MSFT −13%
  • TROW −11%
  • QTUM −8%
  • XT −5%
remove_circleSold out
  • SCHM $522K
  • VTIP $306K
  • ISTB $295K
  • SPTS $262K

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.

This is data, not investment advice. About StockToast · Your watchlist