Institutional Fund
Wealthcare Capital Partners, LLC
West Chester, PACIK 20533075 filings on record
Portfolio Value
$213.46M
Q1 2026
Holdings
153
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+0.0%
from $213.42M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr15.4%
- Vanguard Index Fds10.3%
- Spdr Series Trust5.4%
- Vanguard Whitehall Fds4.0%
- Schwab Strategic Tr3.1%
- Ishares Tr2.6%
- Other59.2%
Portfolio Holdings
153 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 651.3K | $32.79M | 15.4% | −74.5K | Reduced |
| 2 | Vanguard Index Fds | 68.7K | $22.04M | 10.3% | −1.7K | Reduced |
| 3 | Spdr Series Trust | 150.1K | $11.49M | 5.4% | +10.2K | Added |
| 4 | Vanguard Whitehall Fds | 57.8K | $8.57M | 4.0% | +8.3K | Added |
| 5 | Schwab Strategic Tr | 250.0K | $6.65M | 3.1% | −2.2K | Reduced |
| 6 | Ishares Tr | 54.6K | $5.65M | 2.6% | +4.1K | Added |
| 7 | Ishares Tr | 44.9K | $4.45M | 2.1% | +3.9K | Added |
| 8 | Ishares Tr | 39.9K | $3.81M | 1.8% | +336 | Added |
| 9 | Vanguard Intl Equity Index F | 49.8K | $3.74M | 1.8% | +74 | Added |
| 10 | Berkshire Hathaway Inc Del | 7.0K | $3.35M | 1.6% | −93 | Reduced |
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