WealthCare Asset Management, LLC
•CIK: 2034181•Filing: Q4 2025
**WealthCare Asset Management, LLC** manages $108M across a diversified portfolio of 33 positions. The firm exhibits significant concentration in technology and cyclical sectors, highlighted by the top holding in ORLY at $16.6M. Notable allocations include substantial positions in GQ9 ($10.9M) and IYF ($8.0M), suggesting a focus on growth and specific market segments. This structure indicates a tactical, conviction-driven approach to capital deployment.
Total AUM
$108.3M
QoQ Performance
N/A
Positions
22
Top 10 Concentration
69.7%
Latest Filing
Q4 2025
Top Holdings Allocation
ORLY
GQ9
IYF
IYZ
XLE
ZMAY
ORLY15.4%
GQ910.1%
IYF7.4%
IYZ7.3%
XLE6.7%
ZMAY6.3%
IYW4.7%
AAPL4.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other81.5%
Technology7.9%
Consumer7.1%
ETF2.7%
Energy0.3%
Communication0.3%
Financial0.3%