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Wealthcare Capital Partners, LLC

Q2 2026 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    179

  • Value ($000)

    $242,012

  • Date Filed
    07/09/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$32.6M
14 %

647,400

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$25.07M
10 %

67,736

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$13.21M
6 %

150,263

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$9.63M
4 %

60,963

S
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
808524870
$6.81M
3 %

256,955

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$6.03M
3 %

58,981

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$4.87M
2 %

49,180

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$4.19M
2 %

50,016

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$3.95M
2 %

41,803

A
AAPL

APPLE INC

COM
037833100
$3.81M
2 %

13,171

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