WealthCare Investment Partners, LLC

Q4 2025 13F-HR Holdings

Location
Portsmouth, RI
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
183
Total value ($000)
$343,223
Net value change ($000)
+35,031 (11.4%)
New positions
14
Sold out positions
2
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BUFR 9,796 NEW
CGBL 5,207 NEW
CGDV 3,031 68.4%
IDMO 1,743 34.7%
SLV 1,308 76.0%
ITA 918 8.6%
XLI 840 43.0%
CGGR 817 6.7%
MLDR 740 NEW
ROBT 715 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHD -588 -16.1%
XMHQ -493 -8.6%
IEF -407 -47.1%
NOW -393 -23.6%
MLPX -328 -10.7%
IYK -309 -12.0%
GRPM -259 -4.1%
INCO -244 -15.5%
CIBR -229 -4.2%
MSFT -217 -5.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type