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 $411.7M across 206 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($33.1M, 8.04%), FVD ($15.4M, 3.74%), CGGR ($14.1M, 3.41%), ITA ($12.6M, 3.05%), CGDV ($12.3M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $33.1M | 8.04% | 44,954 | Added |
| 2 | FVD | FIRST TR EXCHANGE-TRADED FD | $15.4M | 3.74% | 319,921 | Added |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | $14.1M | 3.41% | 297,842 | Added |
| 4 | ITA | ISHARES TR | $12.6M | 3.05% | 51,841 | Trimmed |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.3M | 2.99% | 249,935 | Added |
| 6 | SPMO | INVESCO EXCH TRADED FD TR II | $11.8M | 2.86% | 72,886 | Added |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | $10.0M | 2.42% | 273,071 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $9.3M | 2.25% | 13,506 | Added |
| 9 | RECS | COLUMBIA ETF TR I | $8.6M | 2.08% | 197,881 | Added |
| 10 | FNDF | SCHWAB STRATEGIC TR | $8.4M | 2.05% | 160,155 | Added |
| 11 | IDMO | INVESCO EXCH TRADED FD TR II | $7.9M | 1.92% | 131,304 | Trimmed |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $7.2M | 1.76% | 159,091 | Trimmed |
| 13 | IAU | ISHARES GOLD TR | $7.1M | 1.73% | 94,552 | Trimmed |
| 14 | GRPM | INVESCO EXCHANGE TRADED FD T | $6.0M | 1.46% | 46,040 | Added |
| 15 | CIBR | FIRST TR EXCHANGE-TRADED FD | $5.8M | 1.41% | 64,437 | Trimmed |
| 16 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.8M | 1.41% | 71,866 | Added |
| 17 | CGBL | CAPITAL GROUP CORE BALANCED | $5.5M | 1.34% | 145,243 | Trimmed |
| 18 | GOVT | ISHARES TR | $5.5M | 1.33% | 240,628 | Added |
| 19 | XLE | SELECT SECTOR SPDR TR | $5.3M | 1.30% | 100,666 | Added |
| 20 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $5.2M | 1.27% | 139,637 | Added |
| 21 | IJR | ISHARES TR | $4.8M | 1.18% | 32,655 | Added |
| 22 | FNDE | SCHWAB STRATEGIC TR | $4.8M | 1.17% | 121,786 | Added |
| 23 | XLC | SELECT SECTOR SPDR TR | $4.7M | 1.13% | 43,406 | Trimmed |
| 24 | XMHQ | INVESCO EXCHANGE TRADED FD T | $4.4M | 1.07% | 38,997 | Trimmed |
| 25 | XLI | SELECT SECTOR SPDR TR | $4.4M | 1.07% | 23,736 | Added |
Source: SEC Form 13F filings · as of 2026-06-30