Wealthcare Capital Partners, LLC

Q2 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$242,012
Net value change ($000)
+28,552 (13.4%)
New positions
32
Sold out positions
6
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 3,030 13.8%
SPYM 1,713 14.9%
QQQ 1,400 273.4%
VYM 1,069 12.5%
CLSE 961 NEW
SCHX 847 NEW
SPSM 688 22.5%
AVGO 665 66.5%
SPY 584 38.8%
CGDV 582 29.9%
Top Reduces (Value $000, Stocks/ETFs)
JEPI -1,517 -57.6%
BIL -535 -100.0%
XOM -301 -100.0%
SGOV -295 -100.0%
HD -270 -100.0%
LNG -250 -100.0%
VGK -218 -100.0%
USFR -189 -0.6%
GLDM -183 -12.1%
CVX -170 -23.9%
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