WealthCare Investment Partners, LLC
All 13F Filings
- Location
- Portsmouth, RI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 360,414
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 4/8/2026 | 191 | 360,414 | 13F-HR | WealthCare Investment Partners, LLC |
| Q4 2025 | 1/6/2026 | 183 | 343,223 | 13F-HR | WealthCare Investment Partners, LLC |
| Q3 2025 | 11/7/2025 | 171 | 308,192 | 13F-HR | WealthCare Investment Partners, LLC |
| Q2 2025 | 7/9/2025 | 157 | 278,123 | 13F-HR | WealthCare Investment Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 88.97 K | 24.7% | 0 | 151.5 K | -151.5 K |
| ETFs | 270.9 K | 75.2% | 171.5 K | 0 | 171.5 K |
| Debt | 574 | 0.2% | 0 | 37 | -37 |
| Other | 0 | 0.0% | 0 | 2.737 K | -2.737 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
360,414
Holdings
191
QoQ value change ($000)
17,191
(5.0%)
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.