Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEALTHCARE CAPITAL MANAGEMENT LLC (CIK 1516450) reported $1000.0M across 94 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($348.3M, 34.83%), IEF ($172.8M, 17.28%), STIP ($94.9M, 9.49%), CAOS ($92.6M, 9.26%), VEU ($71.3M, 7.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $348.3M | 34.83% | 1.1M | Trimmed |
| 2 | IEF | ISHARES TR | $172.8M | 17.28% | 1.8M | Trimmed |
| 3 | STIP | ISHARES TR | $94.9M | 9.49% | 917,536 | Added |
| 4 | CAOS | EA SERIES TRUST | $92.6M | 9.26% | 1.0M | Added |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $71.3M | 7.13% | 949,678 | Trimmed |
| 6 | PSLV | SPROTT ASSET MANAGEMENT LP | $25.9M | 2.59% | 1.1M | Trimmed |
| 7 | UTEN | RBB FD INC | $17.4M | 1.74% | 398,188 | Added |
| 8 | PHYS | SPROTT ASSET MANAGEMENT LP | $16.6M | 1.66% | 469,559 | Trimmed |
| 9 | IEI | ISHARES TR | $11.5M | 1.15% | 96,821 | Added |
| 10 | MUB | ISHARES TR | $11.4M | 1.14% | 107,021 | Added |
| 11 | SCHP | SCHWAB STRATEGIC TR | $11.4M | 1.14% | 430,154 | Added |
| 12 | IVZ | INVESCO LTD | $11.3M | 1.13% | 465,545 | Trimmed |
| 13 | ITOT | ISHARES TR | $9.9M | 0.99% | 69,753 | Added |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $9.6M | 0.96% | 199,865 | New |
| 15 | USFR | WISDOMTREE TR | $9.3M | 0.93% | 184,836 | Added |
| 16 | TFI | SPDR SERIES TRUST | $8.3M | 0.83% | 183,337 | Added |
| 17 | SPLG | SPDR SERIES TRUST | $8.0M | 0.80% | 104,665 | Trimmed |
| 18 | IXUS | ISHARES TR | $3.3M | 0.33% | 37,833 | Trimmed |
| 19 | IWV | ISHARES TR | $3.1M | 0.31% | 8,434 | Hold |
| 20 | DSI | ISHARES TR | $2.9M | 0.29% | 24,189 | Trimmed |
| 21 | SUB | ISHARES TR | $2.9M | 0.29% | 27,043 | Added |
| 22 | SPSM | SPDR SERIES TRUST | $2.8M | 0.28% | 58,622 | Trimmed |
| 23 | IVV | ISHARES TR | $2.6M | 0.26% | 3,974 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $2.4M | 0.24% | 14,022 | Added |
| 25 | SPMD | SPDR SERIES TRUST | $2.3M | 0.23% | 38,478 | Added |
Source: SEC Form 13F filings · as of 2026-03-31