Wealthcare Capital Partners, LLC
Q2 2025 13F Holdings
- Locationwest chester, PA
- Num holdings
143
- Value ($000)
$198,906
- Date Filed07/22/2025
- Form type13F-HR
- CIK0002053307
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $35.64M | 18 % | 708,479 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $21.61M | 11 % | 71,086 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $12.42M | 6 % | 39,823 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $10.43M | 5 % | 143,554 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $6.20M | 3 % | 232,503 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $4.50M | 2 % | 43,686 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $3.67M | 2 % | 27,499 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $3.55M | 2 % | 37,077 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.52M | 2 % | 7,250 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $3.43M | 2 % | 50,985 |
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