Wealthcare Capital Partners, LLC

Q3 2025 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    148

  • Value ($000)

    $217,582

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0002053307
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$32.95 M
15 %

655,415

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$22.91 M
11 %

69,822

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$13.76 M
6 %

39,847

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$11.25 M
5 %

143,578

SCHP
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
808524870
$6.70 M
3 %

248,466

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$5.87 M
3 %

41,616

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$5.02 M
2 %

48,554

AAPL
AAPL

APPLE INC

COM
037833100
$3.93 M
2 %

15,430

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$3.90 M
2 %

38,949

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$3.83 M
2 %

39,679

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