Wealthcare Capital Partners, LLC
•CIK: 2053307•Filing: Q4 2025
**Wealthcare Capital Partners, LLC** manages $213M across a diversified portfolio of 149 positions. The fund exhibits significant US equity exposure, anchored by a $36.5M holding in USFR and a $23.6M position in VTI. Notable allocations include $11.2M in SPYM and $7.1M in VYM, suggesting a focus on income-generating and large-cap US market segments. The remaining portfolio breadth is maintained through core fixed income and international exposure, including $4.1M in AAPL and $3.7M in VEU.
Total AUM
$213.4M
QoQ Performance
-1.9%
Positions
101
Top 10 Concentration
49.6%
Latest Filing
Q4 2025
Top Holdings Allocation
USFR
VTI
SPYM
USFR17.1%
VTI11.1%
SPYM5.3%
VYM3.3%
SCHP3.1%
STIP2.4%
AGG1.9%
AAPL1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.6%
Technology6.2%
Financial3.3%
Consumer2.1%
Healthcare1.0%
Industrial0.8%
ETF0.7%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW11 new positions
↑77 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024