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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

Institutional Manager · CIK 0001908462

WealthCare Investment Partners, LLC

PORTSMOUTH, RI · File #028-21627

Latest AUM
$343.2M
Positions
183
Top-10 Concentration
45.2%
Filings
12

Sector Allocation

Financials
17.9%$61.3M
Technology
3.5%$12.1M
Industrials
0.7%$2.5M
Healthcare
0.4%$1.3M
Energy
0.2%$620,245
Real Estate
0.1%$327,768
Utilities
0.1%$232,452
Materials
0.1%$237,420

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1INVESCO QQQ TRIVZ44,536$27.3M10.75%
2FIRST TR EXCHANGE-TRADED FD33734H106303,196$14.0M5.51%
3CAPITAL GROUP GROWTH ETF14020G101292,764$13.0M5.13%
4ISHARES TR46428876051,998$11.5M4.54%
5FIRST TR EXCHNG TRADED FD VI33740F755285,610$9.8M3.86%
6ISHARES GOLD TRIAU111,247$9.1M3.57%
7INVESCO EXCH TRADED FD TR IIIVZ67,399$8.1M3.18%
8FIDELITY MERRIMACK STR TR316188309164,777$7.6M2.99%
9CAPITAL GROUP DIVIDEND VALUE14020W106169,685$7.5M2.94%
10VANGUARD INDEX FDS92290836311,156$7.0M2.76%
11INVESCO EXCH TRADED FD TR IIIVZ120,158$6.8M2.66%
12SCHWAB STRATEGIC TR808524755142,784$6.6M2.58%
13INVESCO EXCHANGE TRADED FD TIVZ50,202$6.1M2.38%
14SELECT SECTOR SPDR TR81369Y85251,533$6.0M2.37%
15INVESCO EXCHANGE TRADED FD TIVZ50,191$5.2M2.05%
16CAPITAL GROUP CORE BALANCED14021D107146,471$5.2M2.05%
17FIRST TR EXCHANGE TRADED FD33734X84673,227$5.2M2.04%
18CAPITAL GROUP DIVIDEND GROWE14021L109140,125$5.0M1.98%
19ISHARES TR46429B267204,107$4.7M1.85%
20SELECT SECTOR SPDR TR81369Y506100,729$4.6M1.81%