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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WEALTHCARE CAPITAL MANAGEMENT LLC

Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001951757-25-001336

Total Value
$984.9M
Positions
83
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (83)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087691,138,762$373.7M37.94%
2ISHARES TR4642874401,864,523$179.9M18.26%
3ISHARES TR46429B747831,486$85.9M8.73%
4EA SERIES TRUST02072L516948,576$84.9M8.62%
5VANGUARD INTL EQUITY INDEX F922042775985,589$70.3M7.14%
6SPROTT ASSET MANAGEMENT LPSII1,399,068$22.0M2.23%
7SPROTT ASSET MANAGEMENT LPSII621,310$18.4M1.87%
8RBB FD INC74933W536410,998$18.2M1.85%
9INVESCO LTDIVZ531,545$12.2M1.24%
10SCHWAB STRATEGIC TR808524870381,408$10.3M1.04%
11ISHARES TR46428866184,768$10.1M1.03%
12SPDR SERIES TRUST78468R721185,651$8.5M0.86%
13ISHARES TR46428715056,731$8.3M0.84%
14SPDR SERIES TRUST78464A854105,036$8.2M0.84%
15ISHARES TR46428841471,605$7.6M0.77%
16WISDOMTREE TRWT124,306$6.2M0.63%
17ISHARES TR46432F83442,550$3.5M0.36%
18ISHARES TR46428857025,801$3.2M0.33%
19ISHARES TR4642876898,524$3.2M0.33%
20ISHARES TR4642872004,075$2.7M0.28%
21ISHARES TR46428745732,725$2.7M0.28%
22APPLE INCAAPL9,636$2.5M0.25%
23SPDR SERIES TRUST78468R85350,997$2.4M0.24%
24SPDR SERIES TRUST78468R73939,150$1.9M0.19%
25SPDR SERIES TRUST78464A84731,386$1.8M0.18%
26EXXON MOBIL CORPXOM13,891$1.6M0.16%
27BERKSHIRE HATHAWAY INC DELBRK-A2,973$1.5M0.15%
28ISHARES TR46428722614,554$1.5M0.15%
29SPDR SERIES TRUST78464A65653,251$1.4M0.14%
30DBX ETF TR23305120027,211$1.3M0.13%
31VANGUARD TAX-MANAGED FDS92194385821,046$1.3M0.13%
32SCHWAB STRATEGIC TR80852420145,725$1.2M0.12%
33ISHARES TR46428827315,458$1.2M0.12%
34ISHARES TR46428815810,129$1.1M0.11%
35INVESCO EXCHANGE TRADED FD TIVZ14,019$1.0M0.10%
36CAPITAL GRP FIXED INCM ETF T14020Y10242,990$976,7330.10%
37SCHWAB STRATEGIC TR80852479733,340$910,1820.09%
38ISHARES INC46434G76412,304$830,6170.08%
39VANGUARD WORLD FD92191072511,635$807,1200.08%
40SPDR SERIES TRUST78468R6638,770$804,6500.08%
41SCHWAB STRATEGIC TR80852410230,952$795,7760.08%
42SPDR S&P 500 ETF TRSPY1,175$782,7620.08%
43NVIDIA CORPORATIONNVDA4,195$782,7030.08%
44MICROSOFT CORPMSFT1,451$751,4170.08%
45JPMORGAN CHASE & CO.VYLD2,229$703,0930.07%
46VANGUARD INDEX FDS9229085537,610$695,6780.07%
47VANGUARD INDEX FDS9229083631,069$654,6340.07%
48INVESCO QQQ TRIVZ1,068$641,1950.07%
49WORLD GOLD TRGLDW8,104$619,5510.06%
50SPDR INDEX SHS FDS78463X88914,398$616,0900.06%
51VANGUARD INTL EQUITY INDEX F92204285810,503$569,0530.06%
52INVESCO EXCH TRADED FD TR IIIVZ26,902$563,0550.06%
53J P MORGAN EXCHANGE TRADED F46641Q3329,331$532,8000.05%
54ISHARES TR4642886794,646$513,3370.05%
55CAPITAL GROUP INTL FOCUS EQT14019W10917,091$506,2350.05%
56VANGUARD WORLD FD9219108403,670$505,5060.05%
57ISHARES TR4642875077,348$479,5120.05%
58SCHWAB STRATEGIC TR80852480520,389$474,6560.05%
59ISHARES TR46434V3815,581$401,5000.04%
60CAPITAL GROUP GROWTH ETF14020G1018,954$393,2600.04%
61CAPITAL GROUP DIVIDEND VALUE14020W1069,230$387,9370.04%
62ISHARES TR4642873093,185$384,4930.04%
63BROADCOM INCAVGO1,159$382,3660.04%
64PHILIP MORRIS INTL INC7181721092,319$376,1420.04%
65SPDR DOW JONES INDL AVERAGE78467X109759$351,9790.04%
66DIMENSIONAL ETF TRUST25434V7089,115$351,5490.04%
67ALPHABET INCGOOG1,411$343,0140.03%
68COSTCO WHSL CORP NEW22160K105362$334,7900.03%
69VANGUARD INDEX FDS9229086371,050$323,2530.03%
70ISHARES TR46435U7136,110$322,7270.03%
71FLEXSHARES TRFLEX7,106$311,0850.03%
72SPDR S&P MIDCAP 400 ETF TRMDY519$309,3400.03%
73AMAZON COM INCAMZN1,408$309,1550.03%
74INTERNATIONAL BUSINESS MACHSINTR1,070$301,7790.03%
75META PLATFORMS INCMETA393$288,6110.03%
76ISHARES TR4642876551,122$271,4790.03%
77ISHARES BITCOIN TRUST ETFIBIT4,104$266,7600.03%
78ISHARES TR4642874652,752$256,9540.03%
79VANGUARD SPECIALIZED FUNDS9219088441,111$239,7430.02%
80GLOBAL X FDS37954Y6734,670$222,4320.02%
81KRANESHARES TRUST5007676527,771$209,2860.02%
82ISHARES TR464287614445$208,4420.02%
83TESLA INCTSLA456$202,7920.02%