Wealthcare Capital Partners, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$198.9B
Holdings
143
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (143 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFRWISDOMTREE TR | 708,479 | $35.6B | 17.92% | |
| 2 | VTIVANGUARD INDEX FDS | 71,086 | $21.6B | 10.86% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 39,823 | $12.4B | 6.25% | |
| 4 | SPYMSPDR SERIES TRUST | 143,554 | $10.4B | 5.25% | |
| 5 | SCHPSCHWAB STRATEGIC TR | 232,503 | $6.2B | 3.12% | |
| 6 | STIPISHARES TR | 43,686 | $4.5B | 2.26% | |
| 7 | VYMVANGUARD WHITEHALL FDS | 27,499 | $3.7B | 1.84% | |
| 8 | IEFISHARES TR | 37,077 | $3.6B | 1.79% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,250 | $3.5B | 1.77% | |
| 10 | VEUVANGUARD INTL EQUITY INDEX F | 50,985 | $3.4B | 1.72% | |
| 11 | AGGISHARES TR | 33,826 | $3.4B | 1.69% | |
| 12 | AAPLAPPLE INC | 15,559 | $3.2B | 1.60% | |
| 13 | VNQVANGUARD INDEX FDS | 28,844 | $2.6B | 1.29% | |
| 14 | SPSMSPDR SERIES TRUST | 57,862 | $2.5B | 1.24% | |
| 15 | MSFTMICROSOFT CORP | 4,862 | $2.4B | 1.22% | |
| 16 | SPMDSPDR SERIES TRUST | 41,267 | $2.2B | 1.13% | |
| 17 | MGVVANGUARD WORLD FD | 17,099 | $2.2B | 1.13% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 10,815 | $2.2B | 1.11% | |
| 19 | XTISHARES TR | 31,725 | $2.1B | 1.04% | |
| 20 | BXBLACKSTONE INC | 13,517 | $2.0B | 1.02% | |
| 21 | JEPIJ P MORGAN EXCHANGE TRADED F | 32,187 | $1.8B | 0.92% | |
| 22 | NVDANVIDIA CORPORATION | 10,454 | $1.7B | 0.83% | |
| 23 | CEGCONSTELLATION ENERGY CORP | 4,801 | $1.5B | 0.78% | |
| 24 | SPTMSPDR SERIES TRUST | 20,521 | $1.5B | 0.77% | |
| 25 | SPDWSPDR INDEX SHS FDS | 37,709 | $1.5B | 0.77% | |
| 26 | VEAVANGUARD TAX-MANAGED FDS | 26,512 | $1.5B | 0.76% | |
| 27 | SPYSPDR S&P 500 ETF TR | 2,362 | $1.5B | 0.73% | |
| 28 | VFHVANGUARD WORLD FD | 11,442 | $1.5B | 0.73% | |
| 29 | METAMETA PLATFORMS INC | 1,964 | $1.4B | 0.73% | |
| 30 | DBEFDBX ETF TR | 32,672 | $1.4B | 0.72% | |
| 31 | AMZNAMAZON COM INC | 5,573 | $1.2B | 0.61% | |
| 32 | DONWISDOMTREE TR | 22,792 | $1.1B | 0.57% | |
| 33 | VTVVANGUARD INDEX FDS | 6,136 | $1.1B | 0.55% | |
| 34 | IFRAISHARES TR | 21,601 | $1.1B | 0.53% | |
| 35 | JPMJPMORGAN CHASE & CO. | 3,655 | $1.1B | 0.53% | |
| 36 | CGDGCAPITAL GROUP DIVIDEND VALUE | 24,241 | $957.3M | 0.48% | |
| 37 | GUNRFLEXSHARES TR | 23,731 | $951.9M | 0.48% | |
| 38 | TROWPRICE T ROWE GROUP INC | 9,761 | $941.9M | 0.47% | |
| 39 | DTHWISDOMTREE TR | 19,743 | $914.8M | 0.46% | |
| 40 | EMXCISHARES INC | 14,426 | $910.9M | 0.46% | |
| 41 | BCCCGLOBAL X FDS | 20,805 | $906.7M | 0.46% | |
| 42 | KMLMKRANESHARES TRUST | 34,112 | $899.7M | 0.45% | |
| 43 | MUBISHARES TR | 8,195 | $856.2M | 0.43% | |
| 44 | WMTWALMART INC | 8,599 | $840.8M | 0.42% | |
| 45 | SCZISHARES TR | 11,432 | $830.9M | 0.42% | |
| 46 | AVGOBROADCOM INC | 3,006 | $828.5M | 0.42% | |
| 47 | GSGOLDMAN SACHS GROUP INC | 1,161 | $821.3M | 0.41% | |
| 48 | NOBLPROSHARES TR | 7,541 | $759.4M | 0.38% | |
| 49 | GRIDFIRST TR EXCHANGE TRADED FD | 5,438 | $756.0M | 0.38% | |
| 50 | HACKAMPLIFY ETF TR | 8,248 | $712.4M | 0.36% | |
| 51 | TFISPDR SERIES TRUST | 15,877 | $709.2M | 0.36% | |
| 52 | PEOEXELON CORP | 15,875 | $689.3M | 0.35% | |
| 53 | CAOSEA SERIES TRUST | 7,597 | $674.9M | 0.34% | |
| 54 | CGGRCAPITAL GROUP GROWTH ETF | 16,521 | $671.6M | 0.34% | |
| 55 | CGXUCAPITAL GROUP INTL FOCUS EQT | 24,093 | $653.6M | 0.33% | |
| 56 | DESWISDOMTREE TR | 20,222 | $642.3M | 0.32% | |
| 57 | PGPROCTER AND GAMBLE CO | 3,823 | $609.0M | 0.31% | |
| 58 | BILSPDR SERIES TRUST | 6,619 | $607.2M | 0.31% | |
| 59 | XLFSELECT SECTOR SPDR TR | 11,421 | $598.1M | 0.30% | |
| 60 | PLTRPALANTIR TECHNOLOGIES INC | 4,349 | $592.9M | 0.30% | |
| 61 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,538 | $574.8M | 0.29% | |
| 62 | NDQINVESCO QQQ TR | 1,017 | $560.9M | 0.28% | |
| 63 | XOMEXXON MOBIL CORP | 5,192 | $559.7M | 0.28% | |
| 64 | CGCPCAPITAL GRP FIXED INCM ETF T | 24,676 | $555.2M | 0.28% | |
| 65 | LOWLOWES COS INC | 2,482 | $550.7M | 0.28% | |
| 66 | CPKCHESAPEAKE UTILS CORP | 4,497 | $540.7M | 0.27% | |
| 67 | CVXCHEVRON CORP NEW | 3,697 | $529.3M | 0.27% | |
| 68 | SDYSPDR SERIES TRUST | 3,753 | $509.4M | 0.26% | |
| 69 | GEGE AEROSPACE | 1,950 | $501.9M | 0.25% | |
| 70 | RSPINVESCO EXCHANGE TRADED FD T | 2,758 | $501.2M | 0.25% | |
| 71 | ARCCARES CAPITAL CORP | 22,446 | $492.9M | 0.25% | |
| 72 | FSKFS KKR CAP CORP | 23,641 | $490.6M | 0.25% | |
| 73 | IWDISHARES TR | 2,497 | $485.0M | 0.24% | |
| 74 | TSLATESLA INC | 1,526 | $484.9M | 0.24% | |
| 75 | BKLNINVESCO EXCH TRADED FD TR II | 23,106 | $483.4M | 0.24% | |
| 76 | VVISA INC | 1,342 | $476.4M | 0.24% | |
| 77 | SDOGALPS ETF TR | 8,272 | $475.5M | 0.24% | |
| 78 | XLESELECT SECTOR SPDR TR | 5,428 | $460.4M | 0.23% | |
| 79 | PHPARKER-HANNIFIN CORP | 643 | $449.4M | 0.23% | |
| 80 | RTXRTX CORPORATION | 3,046 | $444.8M | 0.22% | |
| 81 | BXSLBLACKSTONE SECD LENDING FD | 14,107 | $433.8M | 0.22% | |
| 82 | COSTCOSTCO WHSL CORP NEW | 429 | $424.3M | 0.21% | |
| 83 | ITOTISHARES TR | 3,083 | $416.3M | 0.21% | |
| 84 | HLIHOULIHAN LOKEY INC | 2,310 | $415.6M | 0.21% | |
| 85 | VOVANGUARD INDEX FDS | 1,460 | $408.7M | 0.21% | |
| 86 | SHMSPDR SERIES TRUST | 8,540 | $408.5M | 0.21% | |
| 87 | SUBISHARES TR | 3,748 | $398.6M | 0.20% | |
| 88 | BACBANK AMERICA CORP | 8,373 | $396.2M | 0.20% | |
| 89 | REGREGENCY CTRS CORP | 5,528 | $393.8M | 0.20% | |
| 90 | DGRSWISDOMTREE TR | 8,441 | $392.9M | 0.20% | |
| 91 | TDVGT ROWE PRICE ETF INC | 9,202 | $390.0M | 0.20% | |
| 92 | MCDMCDONALDS CORP | 1,317 | $384.9M | 0.19% | |
| 93 | JBSSSANFILIPPO JOHN B & SON INC | 6,078 | $384.4M | 0.19% | |
| 94 | GLDMWORLD GOLD TR | 5,717 | $374.6M | 0.19% | |
| 95 | IXUSISHARES TR | 4,792 | $370.5M | 0.19% | |
| 96 | PFFISHARES TR | 11,775 | $361.2M | 0.18% | |
| 97 | CASYCASEYS GEN STORES INC | 707 | $360.8M | 0.18% | |
| 98 | MAMASTERCARD INCORPORATED | 640 | $359.9M | 0.18% | |
| 99 | BOTZGLOBAL X FDS | 10,767 | $351.5M | 0.18% | |
| 100 | GOOGALPHABET INC | 1,891 | $335.4M | 0.17% |
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