WealthCare Investment Partners, LLC
All 13F Filings
- Location
- Portsmouth, RI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 411,749
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 206 | 411,749 | 13F-HR | WealthCare Investment Partners, LLC |
| 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 | 87.06 K | 21.1% | 0 | 1.905 K | -1.905 K |
| ETFs | 323.9 K | 78.7% | 52.99 K | 0 | 52.99 K |
| Debt | 822 | 0.2% | 248 | 0 | 248 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
411,749
Holdings
206
QoQ value change ($000)
51,335
(14.2%)
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.