Wealthcare Capital Partners, LLC
All 13F Filings
- Location
- West Chester, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 242,012
- 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 | 7/9/2026 | 179 | 242,012 | 13F-HR | Wealthcare Capital Partners, LLC |
| Q1 2026 | 4/15/2026 | 153 | 213,460 | 13F-HR | Wealthcare Capital Partners, LLC |
| Q4 2025 | 1/14/2026 | 149 | 213,419 | 13F-HR | Wealthcare Capital Partners, LLC |
| Q3 2025 | 11/7/2025 | 148 | 217,582 | 13F-HR | Wealthcare Capital Partners, LLC |
| Q2 2025 | 7/22/2025 | 143 | 198,906 | 13F-HR | Wealthcare Capital Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.01 K | 40.1% | 11.01 K | 0 | 11.01 K |
| ETFs | 145 K | 59.9% | 17.55 K | 0 | 17.55 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
242,012
Holdings
179
QoQ value change ($000)
28,552
(13.4%)
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.