Wealthcare Capital Partners, LLC

Q4 2025 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    149

  • Value ($000)

    $213,419

  • Date Filed
    01/14/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$36.52M
17 %

725,811

VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$23.6M
11 %

70,395

KRE

SPDR SERIES TRUST

STATE STREET SPD
$11.23M
5 %

139,972

VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$7.11M
3 %

49,522

SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
$6.68M
3 %

252,178

STIP

ISHARES TR

0-5 YR TIPS ETF
$5.18M
2 %

50,568

AGG

ISHARES TR

CORE US AGGBD ET
$4.09M
2 %

40,985

AAPL

APPLE INC

COM
$4.05M
2 %

14,908

IEF

ISHARES TR

7-10 YR TRSY BD
$3.8M
2 %

39,554

VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$3.66M
2 %

49,735

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