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
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 725,811 | $36.5M | 21.29% |
| 2 | VANGUARD INDEX FDS | 922908769 | 70,395 | $23.6M | 13.76% |
| 3 | SPDR SERIES TRUST | 78464A854 | 139,972 | $11.2M | 6.55% |
| 4 | VANGUARD WHITEHALL FDS | 921946406 | 49,522 | $7.1M | 4.14% |
| 5 | SCHWAB STRATEGIC TR | 808524870 | 252,178 | $6.7M | 3.89% |
| 6 | ISHARES TR | 46429B747 | 50,568 | $5.2M | 3.02% |
| 7 | ISHARES TR | 464287226 | 40,985 | $4.1M | 2.39% |
| 8 | APPLE INC | AAPL | 14,908 | $4.1M | 2.36% |
| 9 | ISHARES TR | 464287440 | 39,554 | $3.8M | 2.22% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042775 | 49,735 | $3.7M | 2.13% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,094 | $3.6M | 2.08% |
| 12 | SPDR SERIES TRUST | 78468R853 | 61,487 | $2.9M | 1.68% |
| 13 | SPDR SERIES TRUST | 78464A847 | 45,536 | $2.6M | 1.54% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 44,448 | $2.5M | 1.48% |
| 15 | VANGUARD WORLD FD | 921910840 | 17,683 | $2.5M | 1.46% |
| 16 | VANGUARD SPECIALIZED FUNDS | 921908844 | 11,338 | $2.5M | 1.45% |
| 17 | MICROSOFT CORP | MSFT | 4,649 | $2.2M | 1.31% |
| 18 | ISHARES TR | 46434V381 | 31,219 | $2.2M | 1.27% |
| 19 | BLACKSTONE INC | BX | 13,498 | $2.1M | 1.21% |
| 20 | NVIDIA CORPORATION | NVDA | 11,130 | $2.1M | 1.21% |