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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 0002053307

Wealthcare Capital Partners, LLC

WEST CHESTER, PA · File #028-24652

Latest AUM
$213.4M
Positions
149
Top-10 Concentration
61.8%
Filings
5

Sector Allocation

Financials
22.9%$48.9M
Technology
5.7%$12.1M
Utilities
1.1%$2.4M
Healthcare
1.1%$2.3M
Industrials
1.1%$2.3M
Energy
0.4%$786,095

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WISDOMTREE TRWT725,811$36.5M21.29%
2VANGUARD INDEX FDS92290876970,395$23.6M13.76%
3SPDR SERIES TRUST78464A854139,972$11.2M6.55%
4VANGUARD WHITEHALL FDS92194640649,522$7.1M4.14%
5SCHWAB STRATEGIC TR808524870252,178$6.7M3.89%
6ISHARES TR46429B74750,568$5.2M3.02%
7ISHARES TR46428722640,985$4.1M2.39%
8APPLE INCAAPL14,908$4.1M2.36%
9ISHARES TR46428744039,554$3.8M2.22%
10VANGUARD INTL EQUITY INDEX F92204277549,735$3.7M2.13%
11BERKSHIRE HATHAWAY INC DELBRK-A7,094$3.6M2.08%
12SPDR SERIES TRUST78468R85361,487$2.9M1.68%
13SPDR SERIES TRUST78464A84745,536$2.6M1.54%
14J P MORGAN EXCHANGE TRADED F46641Q33244,448$2.5M1.48%
15VANGUARD WORLD FD92191084017,683$2.5M1.46%
16VANGUARD SPECIALIZED FUNDS92190884411,338$2.5M1.45%
17MICROSOFT CORPMSFT4,649$2.2M1.31%
18ISHARES TR46434V38131,219$2.2M1.27%
19BLACKSTONE INCBX13,498$2.1M1.21%
20NVIDIA CORPORATIONNVDA11,130$2.1M1.21%