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 Partners, LLC (CIK 2053307) reported $213.5M across 153 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($32.8M, 15.36%), VTI ($22.0M, 10.32%), SPLG ($11.5M, 5.38%), VYM ($8.6M, 4.01%), SCHP ($6.7M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $32.8M | 15.36% | 651,298 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $22.0M | 10.32% | 68,686 | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST | $11.5M | 5.38% | 150,145 | Added |
| 4 | VYM | VANGUARD WHITEHALL FDS | $8.6M | 4.01% | 57,835 | Added |
| 5 | SCHP | SCHWAB STRATEGIC TR | $6.7M | 3.12% | 249,995 | Trimmed |
| 6 | STIP | ISHARES TR | $5.7M | 2.65% | 54,642 | Added |
| 7 | AGG | ISHARES TR | $4.5M | 2.09% | 44,860 | Added |
| 8 | IEF | ISHARES TR | $3.8M | 1.78% | 39,890 | Added |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $3.7M | 1.75% | 49,809 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.4M | 1.57% | 7,001 | Trimmed |
| 11 | AAPL | APPLE INC | $3.3M | 1.55% | 13,068 | Trimmed |
| 12 | SPSM | SPDR SERIES TRUST | $3.1M | 1.43% | 63,300 | Added |
| 13 | SPMD | SPDR SERIES TRUST | $2.9M | 1.38% | 49,613 | Added |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.23% | 46,460 | Added |
| 15 | MGV | VANGUARD WORLD FD | $2.5M | 1.16% | 17,112 | Trimmed |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 1.14% | 11,293 | Trimmed |
| 17 | DTH | WISDOMTREE TR | $2.3M | 1.07% | 42,143 | Added |
| 18 | IGE | ISHARES TR | $2.2M | 1.01% | 34,417 | Added |
| 19 | XT | ISHARES TR | $2.1M | 0.97% | 30,359 | Trimmed |
| 20 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.9M | 0.91% | 45,744 | Added |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.9M | 0.90% | 30,026 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $1.9M | 0.90% | 11,030 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $1.8M | 0.83% | 4,807 | Added |
| 24 | DON | WISDOMTREE TR | $1.8M | 0.83% | 33,646 | Added |
| 25 | USRT | ISHARES TR | $1.7M | 0.82% | 29,439 | Added |
Source: SEC Form 13F filings · as of 2026-03-31