Wealthcare Capital Partners, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    west chester, PA
  • CIK
    0002053307
  • All SEC filings
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

149

$213.42M
USFR, VTI, KRE, VYM
13F-HR
Jan 14, 2026
000195175726000086

148

$217.58M
USFR, VTI, UNH, KRE
13F-HR
Nov 7, 2025
000195175725001338

143

$198.91M
USFR, VTI, UNH, KRE
13F-HR
Jul 22, 2025
000195175725000907

128

$194.49M
USFR, UNH, VTI, KRE
13F-HR
Apr 14, 2025
000195175725000346

118

$191.97M
USFR, VTI, UNH, KRE
13F-HR
Jan 29, 2025
000195175725000152
Wealthcare Capital Partners, Llc 13F Filings