Wealthcare Capital Partners, LLC

Q3 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
168
Total value ($000)
$247,095
Net value change ($000)
+5,083 (2.1%)
New positions
6
Sold out positions
17
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
USFR 7,687 23.6%
SPYM 921 7.0%
VIG 833 29.3%
AAPL 597 15.7%
NVDA 455 20.3%
VYM 351 3.6%
META 327 30.4%
MSFT 315 19.3%
EXXONMOBIL HOLDINGS CORP 300 NEW
DBEF 268 14.5%
Top Reduces (Value $000, Stocks/ETFs)
VTI -573 -2.3%
SCHX -541 -63.9%
SCHM -522 -100.0%
SPSM -334 -8.9%
REMX -318 -26.1%
VTIP -306 -100.0%
ISTB -295 -100.0%
SPTS -262 -100.0%
SCHP -253 -3.7%
SCHO -241 -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