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Wealthcare Capital Partners, LLC

Q1 2026 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    153

  • Value ($000)

    $213,460

  • Date Filed
    04/15/2026
  • Form type
    13F-HR
  • CIK
    0002053307
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$32.79M
15 %

651,298

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$22.04M
10 %

68,686

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$11.49M
5 %

150,145

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$8.57M
4 %

57,835

S
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
808524870
$6.65M
3 %

249,995

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$5.65M
3 %

54,642

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$4.45M
2 %

44,860

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$3.81M
2 %

39,890

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$3.74M
2 %

49,809

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$3.35M
2 %

7,001

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