WEALTHCARE CAPITAL MANAGEMENT LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 999,953
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 94 | 999,953 | 13F-HR | WEALTHCARE CAPITAL MANAGEMENT LLC |
| Q4 2025 | 1/20/2026 | 90 | 1,007,234 | 13F-HR | WEALTHCARE CAPITAL MANAGEMENT LLC |
| Q3 2025 | 11/7/2025 | 83 | 984,894 | 13F-HR | WEALTHCARE CAPITAL MANAGEMENT LLC |
| Q2 2025 | 7/22/2025 | 78 | 945,866 | 13F-HR | WEALTHCARE CAPITAL MANAGEMENT LLC |
| Q1 2014 | 5/13/2014 | 166 | 634,264 | 13F-HR | WEALTHCARE CAPITAL MANAGEMENT LLC |
| Q4 2013 | 2/12/2014 | 124 | 598,330 | 13F-HR | WEALTHCARE CAPITAL MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 173.9 K | 17.4% | 0 | 705.1 K | -705.1 K |
| ETFs | 826 K | 82.6% | 697.8 K | 0 | 697.8 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
999,953
Holdings
94
QoQ value change ($000)
-7,281
(-0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.