Wealthcare Capital Partners, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$217.6B
Holdings
148
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFRWISDOMTREE TR | 655,415 | $32.9B | 15.14% | |
| 2 | VTIVANGUARD INDEX FDS | 69,822 | $22.9B | 10.53% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 39,847 | $13.8B | 6.32% | |
| 4 | SPYMSPDR SERIES TRUST | 143,578 | $11.2B | 5.17% | |
| 5 | SCHPSCHWAB STRATEGIC TR | 248,466 | $6.7B | 3.08% | |
| 6 | VYMVANGUARD WHITEHALL FDS | 41,616 | $5.9B | 2.70% | |
| 7 | STIPISHARES TR | 48,554 | $5.0B | 2.31% | |
| 8 | AAPLAPPLE INC | 15,430 | $3.9B | 1.81% | |
| 9 | AGGISHARES TR | 38,949 | $3.9B | 1.79% | |
| 10 | IEFISHARES TR | 39,679 | $3.8B | 1.76% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,263 | $3.7B | 1.68% | |
| 12 | VEUVANGUARD INTL EQUITY INDEX F | 49,782 | $3.6B | 1.63% | |
| 13 | VNQVANGUARD INDEX FDS | 32,396 | $3.0B | 1.36% | |
| 14 | SPSMSPDR SERIES TRUST | 58,086 | $2.7B | 1.24% | |
| 15 | MSFTMICROSOFT CORP | 4,865 | $2.5B | 1.16% | |
| 16 | MGVVANGUARD WORLD FD | 17,607 | $2.4B | 1.11% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 11,164 | $2.4B | 1.11% | |
| 18 | SPMDSPDR SERIES TRUST | 41,996 | $2.4B | 1.10% | |
| 19 | JEPIJ P MORGAN EXCHANGE TRADED F | 40,840 | $2.3B | 1.07% | |
| 20 | BXBLACKSTONE INC | 13,605 | $2.3B | 1.07% | |
| 21 | XTISHARES TR | 31,885 | $2.3B | 1.05% | |
| 22 | NVDANVIDIA CORPORATION | 10,962 | $2.0B | 0.94% | |
| 23 | DTHWISDOMTREE TR | 37,370 | $1.8B | 0.84% | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 30,512 | $1.8B | 0.84% | |
| 25 | SPTMSPDR SERIES TRUST | 19,827 | $1.6B | 0.73% | |
| 26 | CEGCONSTELLATION ENERGY CORP | 4,790 | $1.6B | 0.72% | |
| 27 | VFHVANGUARD WORLD FD | 11,790 | $1.5B | 0.71% | |
| 28 | SPYSPDR S&P 500 ETF TR | 2,320 | $1.5B | 0.71% | |
| 29 | DBEFDBX ETF TR | 32,729 | $1.5B | 0.70% | |
| 30 | SPDWSPDR INDEX SHS FDS | 35,473 | $1.5B | 0.70% | |
| 31 | METAMETA PLATFORMS INC | 1,990 | $1.5B | 0.67% | |
| 32 | DONWISDOMTREE TR | 27,830 | $1.5B | 0.67% | |
| 33 | CGDGCAPITAL GROUP DIVIDEND VALUE | 33,096 | $1.4B | 0.64% | |
| 34 | AMZNAMAZON COM INC | 5,669 | $1.2B | 0.57% | |
| 35 | IFRAISHARES TR | 22,949 | $1.2B | 0.56% | |
| 36 | JPMJPMORGAN CHASE & CO. | 3,693 | $1.2B | 0.54% | |
| 37 | EMXCISHARES INC | 16,998 | $1.1B | 0.53% | |
| 38 | VTVVANGUARD INDEX FDS | 6,037 | $1.1B | 0.52% | |
| 39 | GUNRFLEXSHARES TR | 25,691 | $1.1B | 0.52% | |
| 40 | BCCCGLOBAL X FDS | 22,306 | $1.1B | 0.49% | |
| 41 | MUBISHARES TR | 9,704 | $1.0B | 0.47% | |
| 42 | KMLMKRANESHARES TRUST | 38,292 | $1.0B | 0.47% | |
| 43 | TROWPRICE T ROWE GROUP INC | 9,813 | $1.0B | 0.46% | |
| 44 | CGGRCAPITAL GROUP GROWTH ETF | 22,835 | $1.0B | 0.46% | |
| 45 | AVGOBROADCOM INC | 2,957 | $975.6M | 0.45% | |
| 46 | GLDMWORLD GOLD TR | 12,269 | $938.0M | 0.43% | |
| 47 | DESWISDOMTREE TR | 27,756 | $934.8M | 0.43% | |
| 48 | GSGOLDMAN SACHS GROUP INC | 1,161 | $924.7M | 0.42% | |
| 49 | CGXUCAPITAL GROUP INTL FOCUS EQT | 29,638 | $877.9M | 0.40% | |
| 50 | SCZISHARES TR | 11,363 | $871.8M | 0.40% | |
| 51 | GRIDFIRST TR EXCHANGE TRADED FD | 5,546 | $837.8M | 0.39% | |
| 52 | WMTWALMART INC | 8,080 | $832.7M | 0.38% | |
| 53 | NOBLPROSHARES TR | 7,604 | $783.7M | 0.36% | |
| 54 | PLTRPALANTIR TECHNOLOGIES INC | 4,181 | $762.7M | 0.35% | |
| 55 | CAOSEA SERIES TRUST | 8,426 | $754.4M | 0.35% | |
| 56 | PEOEXELON CORP | 15,968 | $718.7M | 0.33% | |
| 57 | HACKAMPLIFY ETF TR | 8,248 | $715.9M | 0.33% | |
| 58 | TFISPDR SERIES TRUST | 15,583 | $710.1M | 0.33% | |
| 59 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,538 | $708.8M | 0.33% | |
| 60 | CGCPCAPITAL GRP FIXED INCM ETF T | 28,196 | $640.6M | 0.29% | |
| 61 | XLFSELECT SECTOR SPDR TR | 11,869 | $639.4M | 0.29% | |
| 62 | GEGE AEROSPACE | 2,070 | $622.7M | 0.29% | |
| 63 | LOWLOWES COS INC | 2,406 | $604.6M | 0.28% | |
| 64 | CPKCHESAPEAKE UTILS CORP | 4,476 | $602.9M | 0.28% | |
| 65 | BILSPDR SERIES TRUST | 6,534 | $599.5M | 0.28% | |
| 66 | CVXCHEVRON CORP NEW | 3,859 | $599.3M | 0.28% | |
| 67 | PFFISHARES TR | 18,562 | $586.9M | 0.27% | |
| 68 | XOMEXXON MOBIL CORP | 5,115 | $576.7M | 0.27% | |
| 69 | TSLATESLA INC | 1,280 | $569.5M | 0.26% | |
| 70 | ARCCARES CAPITAL CORP | 27,658 | $564.5M | 0.26% | |
| 71 | BKLNINVESCO EXCH TRADED FD TR II | 26,649 | $557.8M | 0.26% | |
| 72 | NDQINVESCO QQQ TR | 910 | $546.5M | 0.25% | |
| 73 | VCSHVANGUARD SCOTTSDALE FDS | 6,712 | $536.5M | 0.25% | |
| 74 | SDYSPDR SERIES TRUST | 3,772 | $528.2M | 0.24% | |
| 75 | IWDISHARES TR | 2,504 | $509.8M | 0.23% | |
| 76 | RTXRTX CORPORATION | 3,037 | $508.1M | 0.23% | |
| 77 | BXSLBLACKSTONE SECD LENDING FD | 19,273 | $502.4M | 0.23% | |
| 78 | SDOGALPS ETF TR | 8,272 | $498.2M | 0.23% | |
| 79 | RSPINVESCO EXCHANGE TRADED FD T | 2,626 | $498.1M | 0.23% | |
| 80 | JAAAJANUS DETROIT STR TR | 9,634 | $489.2M | 0.22% | |
| 81 | XLESELECT SECTOR SPDR TR | 5,454 | $487.3M | 0.22% | |
| 82 | SHMSPDR SERIES TRUST | 10,053 | $484.8M | 0.22% | |
| 83 | GOOGALPHABET INC | 1,986 | $483.7M | 0.22% | |
| 84 | PHPARKER-HANNIFIN CORP | 638 | $483.6M | 0.22% | |
| 85 | LVHDLEGG MASON ETF INVT | 11,529 | $476.6M | 0.22% | |
| 86 | HLIHOULIHAN LOKEY INC | 2,316 | $475.6M | 0.22% | |
| 87 | FSKFS KKR CAP CORP | 31,620 | $472.1M | 0.22% | |
| 88 | SUBISHARES TR | 4,353 | $464.8M | 0.21% | |
| 89 | VVISA INC | 1,347 | $459.9M | 0.21% | |
| 90 | ITOTISHARES TR | 3,044 | $443.4M | 0.20% | |
| 91 | LDOSLEIDOS HOLDINGS INC | 2,337 | $441.6M | 0.20% | |
| 92 | BACBANK AMERICA CORP | 8,356 | $431.1M | 0.20% | |
| 93 | VOVANGUARD INDEX FDS | 1,460 | $429.0M | 0.20% | |
| 94 | ORCLORACLE CORP | 1,517 | $426.6M | 0.20% | |
| 95 | TDVGT ROWE PRICE ETF INC | 9,686 | $425.8M | 0.20% | |
| 96 | PGPROCTER AND GAMBLE CO | 2,770 | $425.6M | 0.20% | |
| 97 | DGRSWISDOMTREE TR | 8,501 | $424.9M | 0.20% | |
| 98 | TELTE CONNECTIVITY PLC | 1,915 | $420.4M | 0.19% | |
| 99 | LLYELI LILLY & CO | 528 | $403.1M | 0.19% | |
| 100 | REGREGENCY CTRS CORP | 5,528 | $403.0M | 0.19% |
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