Institutional Fund
Wealthcare Investment Partners, LLC
Portsmouth, RICIK 19084625 filings on record
Portfolio Value
$360.41M
Q1 2026
Holdings
191
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+5.0%
from $343.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr7.2%
- First Tr Exchange-Traded Fd4.0%
- Capital Group Growth ETF3.3%
- Ishares Tr3.3%
- Capital Group Dividend Value3.0%
- First Tr Exchng Traded Fd Vi2.7%
- Other76.6%
Portfolio Holdings
191 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 44.2K | $26.00M | 7.2% | −302 | Reduced |
| 2 | First Tr Exchange-Traded Fd | 307.3K | $14.46M | 4.0% | +4.1K | Added |
| 3 | Capital Group Growth ETF | 292.2K | $11.96M | 3.3% | −603 | Reduced |
| 4 | Ishares Tr | 52.2K | $11.78M | 3.3% | +155 | Added |
| 5 | Capital Group Dividend Value | 246.3K | $10.65M | 3.0% | +76.6K | Added |
| 6 | First Tr Exchng Traded Fd Vi | 282.6K | $9.59M | 2.7% | −3.0K | Reduced |
| 7 | Ishares Gold Tr | 104.7K | $8.93M | 2.5% | −6.5K | Reduced |
| 8 | Invesco Exch Traded Fd Tr II | 68.6K | $7.91M | 2.2% | +1.2K | Added |
| 9 | Fidelity Merrimack Str Tr | 166.0K | $7.59M | 2.1% | +1.2K | Added |
| 10 | Invesco Exch Traded Fd Tr II | 135.4K | $7.44M | 2.1% | +15.2K | Added |
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