Wealthcare Capital Partners, LLC

Q1 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
153
Total value ($000)
$213,460
Net value change ($000)
+41 (0.0%)
New positions
8
Sold out positions
4
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 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)
VYM 1,458 20.5%
IGE 1,001 85.9%
REMX 731 152.3%
USRT 655 60.3%
STIP 474 9.2%
WMT 468 52.5%
PVI 457 NEW
AGG 359 8.8%
SPMD 301 11.4%
XOM 301 NEW
Top Reduces (Value $000, Stocks/ETFs)
USFR -3,737 -10.2%
VNQ -1,736 -84.8%
VTI -1,566 -6.6%
AAPL -736 -18.2%
MSFT -469 -20.9%
CEG -417 -25.2%
BX -385 -18.5%
PLTR -290 -39.8%
SPTM -232 -13.9%
CMC -224 -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