WealthCare Asset Management, LLC
All 13F Filings
- Location
- Springfield, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 240,701
- Description
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- Website
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- Founded
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- 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 | 7/30/2026 | 78 | 240,701 | 13F-HR | WealthCare Asset Management, LLC |
| Q1 2026 | 4/30/2026 | 32 | 93,951 | 13F-HR | WealthCare Asset Management, LLC |
| Q4 2025 | 2/17/2026 | 35 | 158,164 | 13F-HR | WealthCare Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.637 K
(0.7% of total reported value)
· QoQ Δ:
+1.637 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 130.6 K | 54.6% | 87.25 K | 0 | 87.25 K |
| ETFs | 108.5 K | 45.4% | 58.23 K | 0 | 58.23 K |
| Debt | 0 | 0.0% | 0 | 366 | -366 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
240,701
Holdings
78
QoQ value change ($000)
146,750
(156.2%)
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.