1y return+13.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $112 against $127 in the S&P 500.2
Wealthcare Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| USFRWisdomtree Tr | $32.6M | 13.5% | |
| VTIVanguard Index Fds | $25.1M | 10.4% | −1.4% |
| SPYMSpdr Series Trust | $13.2M | 5.5% | |
| VYMVanguard Whitehall Fds | $9.6M | 4.0% | +5.4% |
| SCHPSchwab Strategic Tr | $6.8M | 2.8% | +2.8% |
| STIPIshares Tr | $6.0M | 2.5% | +7.9% |
| AGGIshares Tr | $4.9M | 2.0% | +9.6% |
| VEUVanguard Intl Equity Index F | $4.2M | 1.7% | |
| IEFIshares Tr | $4.0M | 1.6% | +4.8% |
| AAPLApple Inc | $3.8M | 1.6% | |
| SPSMSpdr Series Trust | $3.7M | 1.5% | +2.6% |
| BRK/BBerkshire Hathaway Inc Del | $3.5M | 1.4% | |
| SPMDSpdr Series Trust | $3.4M | 1.4% | |
| VIGVanguard Specialized Funds | $2.8M | 1.2% | +6.3% |
| MGVVanguard World Fd | $2.8M | 1.1% | −1.2% |
| CGDVCapital Group Dividend Value | $2.5M | 1.0% | +12.1% |
| XTIshares Tr | $2.4M | 1.0% | −4.3% |
| DTHWisdomtree Tr | $2.3M | 1.0% | +1.7% |
| NVDANvidia Corporation | $2.2M | 0.9% | +1.4% |
| USRTIshares Tr | $2.1M | 0.9% | +8.7% |
| VEAVanguard Tax-managed Fds | $2.1M | 0.9% | −1.3% |
| SPYState Str Spdr S&p 500 Etf T | $2.1M | 0.9% | +20.9% |
| DONWisdomtree Tr | $2.0M | 0.8% | +5.4% |
| IGEIshares Tr | $2.0M | 0.8% | +3.4% |
| QQQInvesco Qqq Tr | $1.9M | 0.8% | +192.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| EMXCIshares Inc | December 31, 2024 | +84.5% | $1.6M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $1.7M |
| GLDMWorld Gold Tr | December 31, 2024 | +52.8% | $1.3M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $1.5M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $2.2M |
| VEAVanguard Tax-managed Fds | December 31, 2024 | +49.0% | $2.1M |
| SPDWSpdr Index Shs Fds | December 31, 2024 | +47.6% | $1.6M |
| VEUVanguard Intl Equity Index F | December 31, 2024 | +45.9% | $4.2M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $1.9M |
| DTHWisdomtree Tr | December 31, 2024 | +43.2% | $2.3M |
Sold off last quarter
- BILSpdr Series Trust was $535K
- Exxon Mobil CorpCUSIP 30231G102 was $301K
- SGOVIshares Tr was $295K
- HDHome Depot Inc was $270K
- LNGCheniere Energy Inc was $250K
- VGKVanguard Intl Equity Index F was $218K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.8% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +0.3% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wealthcare Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2053307&type=13F-HR&dateb=&owner=include&count=40CIK 2053307
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2053307/000195175726000988/Filed July 9, 2026 · accession 0001951757-26-000988