Wealthcare Capital Partners, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$213.4B
Holdings
149
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (149 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFRWISDOMTREE TR | 725,811 | $36.5B | 17.11% | |
| 2 | VTIVANGUARD INDEX FDS | 70,395 | $23.6B | 11.06% | |
| 3 | SPYMSPDR SERIES TRUST | 139,972 | $11.2B | 5.26% | |
| 4 | VYMVANGUARD WHITEHALL FDS | 49,522 | $7.1B | 3.33% | |
| 5 | SCHPSCHWAB STRATEGIC TR | 252,178 | $6.7B | 3.13% | |
| 6 | STIPISHARES TR | 50,568 | $5.2B | 2.43% | |
| 7 | AGGISHARES TR | 40,985 | $4.1B | 1.92% | |
| 8 | AAPLAPPLE INC | 14,908 | $4.1B | 1.90% | |
| 9 | IEFISHARES TR | 39,554 | $3.8B | 1.78% | |
| 10 | VEUVANGUARD INTL EQUITY INDEX F | 49,735 | $3.7B | 1.71% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,094 | $3.6B | 1.67% | |
| 12 | SPSMSPDR SERIES TRUST | 61,487 | $2.9B | 1.35% | |
| 13 | SPMDSPDR SERIES TRUST | 45,536 | $2.6B | 1.24% | |
| 14 | JEPIJ P MORGAN EXCHANGE TRADED F | 44,448 | $2.5B | 1.19% | |
| 15 | MGVVANGUARD WORLD FD | 17,683 | $2.5B | 1.17% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 11,338 | $2.5B | 1.17% | |
| 17 | MSFTMICROSOFT CORP | 4,649 | $2.2B | 1.05% | |
| 18 | XTISHARES TR | 31,219 | $2.2B | 1.02% | |
| 19 | BXBLACKSTONE INC | 13,498 | $2.1B | 0.97% | |
| 20 | NVDANVIDIA CORPORATION | 11,130 | $2.1B | 0.97% | |
| 21 | VNQVANGUARD INDEX FDS | 23,132 | $2.0B | 0.96% | |
| 22 | DTHWISDOMTREE TR | 39,364 | $2.0B | 0.95% | |
| 23 | VEAVANGUARD TAX-MANAGED FDS | 30,428 | $1.9B | 0.89% | |
| 24 | CGDGCAPITAL GROUP DIVIDEND VALUE | 39,081 | $1.7B | 0.80% | |
| 25 | SPTMSPDR SERIES TRUST | 20,227 | $1.7B | 0.78% | |
| 26 | CEGCONSTELLATION ENERGY CORP | 4,684 | $1.7B | 0.78% | |
| 27 | SPDWSPDR INDEX SHS FDS | 36,480 | $1.6B | 0.76% | |
| 28 | SPYSPDR S&P 500 ETF TR | 2,339 | $1.6B | 0.75% | |
| 29 | DONWISDOMTREE TR | 30,740 | $1.6B | 0.74% | |
| 30 | VFHVANGUARD WORLD FD | 11,841 | $1.6B | 0.74% | |
| 31 | DBEFDBX ETF TR | 32,664 | $1.6B | 0.74% | |
| 32 | GLDMWORLD GOLD TR | 16,601 | $1.4B | 0.66% | |
| 33 | AMZNAMAZON COM INC | 5,913 | $1.4B | 0.64% | |
| 34 | METAMETA PLATFORMS INC | 1,996 | $1.3B | 0.62% | |
| 35 | IFRAISHARES TR | 24,908 | $1.3B | 0.61% | |
| 36 | VTVVANGUARD INDEX FDS | 6,489 | $1.2B | 0.58% | |
| 37 | EMXCISHARES INC | 17,035 | $1.2B | 0.58% | |
| 38 | CGGRCAPITAL GROUP GROWTH ETF | 27,723 | $1.2B | 0.58% | |
| 39 | JPMJPMORGAN CHASE & CO. | 3,627 | $1.2B | 0.55% | |
| 40 | IGEISHARES TR | 23,211 | $1.2B | 0.55% | |
| 41 | USRTISHARES TR | 19,092 | $1.1B | 0.51% | |
| 42 | DESWISDOMTREE TR | 32,365 | $1.1B | 0.51% | |
| 43 | MUBISHARES TR | 9,884 | $1.1B | 0.50% | |
| 44 | BCCCGLOBAL X FDS | 22,035 | $1.1B | 0.49% | |
| 45 | AVGOBROADCOM INC | 3,012 | $1.0B | 0.49% | |
| 46 | GSGOLDMAN SACHS GROUP INC | 1,115 | $980.0M | 0.46% | |
| 47 | TROWPRICE T ROWE GROUP INC | 9,488 | $971.0M | 0.45% | |
| 48 | CSCOCISCO SYS INC | 11,947 | $920.0M | 0.43% | |
| 49 | CGXUCAPITAL GROUP INTL FOCUS EQT | 30,340 | $896.0M | 0.42% | |
| 50 | WMTWALMART INC | 7,994 | $890.0M | 0.42% | |
| 51 | SCZISHARES TR | 11,222 | $870.0M | 0.41% | |
| 52 | GRIDFIRST TR EXCHANGE TRADED FD | 5,623 | $860.0M | 0.40% | |
| 53 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,581 | $784.0M | 0.37% | |
| 54 | PFFISHARES TR | 24,881 | $770.0M | 0.36% | |
| 55 | NOBLPROSHARES TR | 7,309 | $760.0M | 0.36% | |
| 56 | UNHUNITEDHEALTH GROUP INC | 2,281 | $752.0M | 0.35% | |
| 57 | CAOSEA SERIES TRUST | 8,285 | $743.0M | 0.35% | |
| 58 | PLTRPALANTIR TECHNOLOGIES INC | 4,100 | $728.0M | 0.34% | |
| 59 | GEGE AEROSPACE | 2,202 | $678.0M | 0.32% | |
| 60 | JAAAJANUS DETROIT STR TR | 13,202 | $667.0M | 0.31% | |
| 61 | TFISPDR SERIES TRUST | 14,485 | $662.0M | 0.31% | |
| 62 | XLFSELECT SECTOR SPDR TR | 12,032 | $658.0M | 0.31% | |
| 63 | HACKAMPLIFY ETF TR | 8,103 | $651.0M | 0.31% | |
| 64 | TSLATESLA INC | 1,444 | $649.0M | 0.30% | |
| 65 | LVHDLEGG MASON ETF INVT | 16,190 | $645.0M | 0.30% | |
| 66 | GOOGALPHABET INC | 2,011 | $631.0M | 0.30% | |
| 67 | ARCCARES CAPITAL CORP | 30,714 | $621.0M | 0.29% | |
| 68 | VCSHVANGUARD SCOTTSDALE FDS | 7,543 | $601.0M | 0.28% | |
| 69 | SLVISHARES SILVER TR | 9,118 | $587.0M | 0.28% | |
| 70 | LOWLOWES COS INC | 2,421 | $583.0M | 0.27% | |
| 71 | CVXCHEVRON CORP NEW | 3,805 | $579.0M | 0.27% | |
| 72 | BKLNINVESCO EXCH TRADED FD TR II | 27,593 | $579.0M | 0.27% | |
| 73 | CGCPCAPITAL GRP FIXED INCM ETF T | 25,494 | $577.0M | 0.27% | |
| 74 | RTXRTX CORPORATION | 3,143 | $576.0M | 0.27% | |
| 75 | LLYELI LILLY & CO | 529 | $567.0M | 0.27% | |
| 76 | PHPARKER-HANNIFIN CORP | 639 | $561.0M | 0.26% | |
| 77 | CPKCHESAPEAKE UTILS CORP | 4,490 | $560.0M | 0.26% | |
| 78 | NDQINVESCO QQQ TR | 887 | $545.0M | 0.26% | |
| 79 | JNJJOHNSON & JOHNSON | 2,560 | $529.0M | 0.25% | |
| 80 | GOOGLALPHABET INC | 1,689 | $528.0M | 0.25% | |
| 81 | IWDISHARES TR | 2,505 | $526.0M | 0.25% | |
| 82 | BILSPDR SERIES TRUST | 5,678 | $518.0M | 0.24% | |
| 83 | SUBISHARES TR | 4,852 | $517.0M | 0.24% | |
| 84 | PEOEXELON CORP | 11,589 | $505.0M | 0.24% | |
| 85 | SDOGALPS ETF TR | 8,272 | $500.0M | 0.23% | |
| 86 | SDYSPDR SERIES TRUST | 3,579 | $498.0M | 0.23% | |
| 87 | RSPINVESCO EXCHANGE TRADED FD T | 2,589 | $495.0M | 0.23% | |
| 88 | REMXVANECK ETF TRUST | 6,490 | $479.0M | 0.22% | |
| 89 | XLESELECT SECTOR SPDR TR | 10,588 | $473.0M | 0.22% | |
| 90 | TDVGT ROWE PRICE ETF INC | 10,488 | $471.0M | 0.22% | |
| 91 | VVISA INC | 1,343 | $470.0M | 0.22% | |
| 92 | SHMSPDR SERIES TRUST | 9,729 | $466.0M | 0.22% | |
| 93 | BACBANK AMERICA CORP | 8,192 | $450.0M | 0.21% | |
| 94 | TELTE CONNECTIVITY PLC | 1,915 | $435.0M | 0.20% | |
| 95 | PGPROCTER AND GAMBLE CO | 2,989 | $428.0M | 0.20% | |
| 96 | DGRSWISDOMTREE TR | 8,552 | $424.0M | 0.20% | |
| 97 | VOVANGUARD INDEX FDS | 1,458 | $423.0M | 0.20% | |
| 98 | IXUSISHARES TR | 4,797 | $406.0M | 0.19% | |
| 99 | HLIHOULIHAN LOKEY INC | 2,324 | $404.0M | 0.19% | |
| 100 | BOTZGLOBAL X FDS | 10,959 | $397.0M | 0.19% |
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