WealthCare Investment Partners, LLC

Q1 2026 13F-HR Holdings

Location
Portsmouth, RI
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$360,414
Net value change ($000)
+17,191 (5.0%)
New positions
12
Sold out positions
4
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
RECS 4,361 176.0%
CGDV 3,186 42.7%
JMUB 2,676 94.3%
XLE 1,449 31.5%
SCHR 1,281 52.7%
RDVY 758 18.0%
FNDE 695 22.8%
IDMO 681 10.1%
PSC 644 65.3%
COPX 635 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -1,304 -4.8%
CGGR -1,085 -8.3%
GRPM -705 -11.6%
MSFT -700 -19.5%
CIBR -679 -13.1%
XMHQ -604 -11.6%
INCO -406 -30.5%
NOW -383 -30.1%
IYW -278 -12.8%
GTO -268 -100.0%
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