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 Investment Partners, LLC (CIK 1908462) reported $360.4M across 191 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($26.0M, 7.21%), FVD ($14.5M, 4.01%), CGGR ($12.0M, 3.32%), ITA ($11.8M, 3.27%), CGDV ($10.6M, 2.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $26.0M | 7.21% | 44,234 | Trimmed |
| 2 | FVD | FIRST TR EXCHANGE-TRADED FD | $14.5M | 4.01% | 307,314 | Added |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | $12.0M | 3.32% | 292,161 | Trimmed |
| 4 | ITA | ISHARES TR | $11.8M | 3.27% | 52,153 | Added |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $10.6M | 2.95% | 246,289 | Added |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $9.6M | 2.66% | 282,571 | Trimmed |
| 7 | IAU | ISHARES GOLD TR | $8.9M | 2.48% | 104,708 | Trimmed |
| 8 | SPMO | INVESCO EXCH TRADED FD TR II | $7.9M | 2.20% | 68,615 | Added |
| 9 | FBND | FIDELITY MERRIMACK STR TR | $7.6M | 2.11% | 165,990 | Added |
| 10 | IDMO | INVESCO EXCH TRADED FD TR II | $7.4M | 2.06% | 135,394 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $7.0M | 1.94% | 11,574 | Added |
| 12 | RECS | COLUMBIA ETF TR I | $6.8M | 1.90% | 174,774 | Added |
| 13 | FNDF | SCHWAB STRATEGIC TR | $6.8M | 1.88% | 139,168 | Trimmed |
| 14 | XLE | SELECT SECTOR SPDR TR | $6.0M | 1.68% | 99,833 | Trimmed |
| 15 | XLC | SELECT SECTOR SPDR TR | $5.8M | 1.60% | 51,770 | Added |
| 16 | JMUB | J P MORGAN EXCHANGE TRADED F | $5.5M | 1.53% | 110,344 | Added |
| 17 | GRPM | INVESCO EXCHANGE TRADED FD T | $5.4M | 1.48% | 45,135 | Trimmed |
| 18 | CGBL | CAPITAL GROUP CORE BALANCED | $5.1M | 1.41% | 146,172 | Trimmed |
| 19 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $5.0M | 1.38% | 139,160 | Trimmed |
| 20 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.0M | 1.38% | 71,603 | Added |
| 21 | GOVT | ISHARES TR | $4.9M | 1.37% | 215,981 | Added |
| 22 | XMHQ | INVESCO EXCHANGE TRADED FD T | $4.6M | 1.28% | 44,411 | Trimmed |
| 23 | CIBR | FIRST TR EXCHANGE-TRADED FD | $4.5M | 1.25% | 70,960 | Trimmed |
| 24 | RSPU | INVESCO EXCHANGE TRADED FD T | $3.9M | 1.08% | 48,962 | Added |
| 25 | IJR | ISHARES TR | $3.9M | 1.08% | 31,216 | Added |
Source: SEC Form 13F filings · as of 2026-03-31