Data as of Q4 2025 (Dec 31, 2025)

WealthCare Investment Partners, LLC

•CIK: 1908462•Filing: 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%

📈 Biggest Buys

BUFR
FIRST TR EXCHNG TRADED FD VI
NEW
2.9% of portfolio
CGBL
CAPITAL GROUP CORE BALANCED
NEW
1.5% of portfolio
CGDV
CAPITAL GROUP DIVIDEND VALUE
+62.0%
2.2% of portfolio
XLE
SELECT SECTOR SPDR TR
+90.6%
1.3% of portfolio
IDMO
INVESCO EXCH TRADED FD TR II
+29.6%
2.0% of portfolio

📉 Biggest Sells

SCHD
SCHWAB STRATEGIC TR
-16.7%
0.9% of portfolio
XMHQ
INVESCO EXCHANGE TRADED FD T
-7.5%
1.5% of portfolio
IEF
ISHARES TR
-46.8%
0.1% of portfolio
IAU*
ISHARES GOLD TR
-3.3%
2.6% of portfolio
XLV
SELECT SECTOR SPDR TR
-9.3%
0.8% of portfolio

Sector Breakdown

Other91.2%
Technology3.3%
ETF2.4%
Consumer0.8%
Financial0.7%
Consumer Staples0.5%
Communication0.3%
Healthcare0.3%

🚪 Exited Positionssold since Q3 2025

BUG
GLOBAL X FDS
SOLD
$203.5K
XLY
SELECT SECTOR SPDR TR
SOLD
$202.4K

Changes from Q3 2025

NEW14 new positions
↑100 increased
↓57 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NDQ8.0%
INVESCO QQQ TR
$27.3M
FVD4.1%
FIRST TR EXCHANGE-TRADED FD
$14.0M
CGGR3.8%
CAPITAL GROUP GROWTH ETF
$13.0M
ITA*3.4%
ISHARES TR
$11.5M
BUFR2.9%
FIRST TR EXCHNG TRADED FD VI
$9.8M

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