WealthCare Investment Partners, LLC
All 13F Filings
- Location
- Portsmouth, RI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 421,628
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 207 | 421,628 | 13F-HR | WealthCare Investment Partners, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.15 K | 18.8% | 0 | 7.911 K | -7.911 K |
| ETFs | 341.4 K | 81.0% | 17.53 K | 0 | 17.53 K |
| Debt | 1.084 K | 0.3% | 262 | 0 | 262 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
421,628
Holdings
207
QoQ value change ($000)
9,879
(2.4%)
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.