WealthCare Investment Partners, LLC
โขCIK: 1908462โขFiling: Q4 2025
**WealthCare Investment Partners, LLC** manages $343M across a diversified portfolio of 183 positions. The fund exhibits notable concentration in technology and growth sectors, with top holdings including NDQ at $27.3M and FVD at $14.0M. Further significant allocations are observed in CGGR ($13.0M) and ITA* ($11.5M). This structure suggests a tactical, growth-oriented mandate utilizing established market leaders and thematic plays.
Total AUM
$343.2M
QoQ Performance
+11.4%
Positions
99
Top 10 Concentration
33.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
NDQ8.0%
FVD4.1%
CGGR3.8%
ITA*3.4%
BUFR2.9%
IAU*2.6%
SPMO2.3%
FBND2.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other91.3%
Technology3.3%
ETF2.4%
Consumer0.8%
Financial0.7%
Consumer Staples0.5%
Communication0.3%
Healthcare0.3%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
โ100 increased
โ57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022