Wealthcare Capital Partners, LLC: 13F holdings
CIK 20533072026Q2
| Positions | 179 |
|---|---|
| Reported value | $242.0m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| USFR WISDOMTREE TR | 647,400 | $32.6m | 13.5% |
| VTI VANGUARD INDEX FDS | 67,736 | $25.1m | 10.4% |
| SPYM SPDR SERIES TRUST | 150,263 | $13.2m | 5.5% |
| VYM VANGUARD WHITEHALL FDS | 60,963 | $9.6m | 4.0% |
| SCHP SCHWAB STRATEGIC TR | 256,955 | $6.8m | 2.8% |
| STIP ISHARES TR | 58,981 | $6.0m | 2.5% |
| AGG ISHARES TR | 49,180 | $4.9m | 2.0% |
| VEU VANGUARD INTL EQUITY INDEX F | 50,016 | $4.2m | 1.7% |
| IEF ISHARES TR | 41,803 | $4.0m | 1.6% |
| AAPL APPLE INC | 13,171 | $3.8m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053307")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.