Wealthcare Capital Partners, LLC holds a focused book of 179 stocks worth $242.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Convergence Long/short Eqy and trimmed Wisdomtree Floating Rate Tre. Their largest long position is Wisdomtree Floating Rate Tre at 13% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053307/holdings"
Use Arkolith to show Wealthcare Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealthcare Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $89.4B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $68.4B |
| MORGAN STANLEY | 79 / 80 | $525.9B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $156.8B |
| ROYAL BANK OF CANADA | 79 / 80 | $140.8B |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 / 80 | $83.2B |
| Mariner, LLC | 79 / 80 | $31.4B |
| STIFEL FINANCIAL CORP | 79 / 80 | $28.6B |
Ranked by how many of Wealthcare Capital Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree TR FLOATNG RAT TREA | $32.6M | 647.4K | 13.5% | ▼−0.6% Reduced · −4K sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $25.1M | 67.7K | 10.4% | ▼−1.4% Reduced · −950 sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $13.2M | 150.3K | 5.5% | ▲+0.1% Added · +118 sh | |
| 4 | Vanguard Whitehall FDS HIGH DIV YLD | $9.6M | 61.0K | 4.0% | ▲+5.4% Added · +3K sh | |
| 5 | Schwab Strategic TR US TIPS ETF | $6.8M | 257.0K | 2.8% | ▲+2.8% Added · +7K sh | |
| 6 | Ishares TR 0-5 YR TIPS ETF | $6.0M | 59.0K | 2.5% | ▲+7.9% Added · +4K sh | |
| 7 | Ishares TR CORE US AGGBD ET | $4.9M | 49.2K | 2.0% | ▲+9.6% Added · +4K sh | |
| 8 | Vanguard Intl Equity Index F ALLWRLD EX US | $4.2M | 50.0K | 1.7% | ▲+0.4% Added · +207 sh | |
| 9 | Ishares TR 7-10 YR TRSY BD | $4.0M | 41.8K | 1.6% | ▲+4.8% Added · +2K sh | |
| 10 | Apple Inc COM | $3.8M | 13.2K | 1.6% | ▲+0.8% Added · +103 sh | |
| 11 | SPDR Series Trust ST STR SP600 SML | $3.7M | 65.0K | 1.5% | ▲+2.6% Added · +2K sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $3.5M | 7.0K | 1.4% | —Held | |
| 13 | SPDR Series Trust ST STR P400MID | $3.4M | 50.0K | 1.4% | ▲+0.7% Added · +368 sh | |
| 14 | Vanguard Specialized Funds DIV APP ETF | $2.8M | 12.0K | 1.2% | ▲+6.3% Added · +710 sh | |
| 15 | Vanguard World FD MEGA CAP VAL ETF | $2.8M | 16.9K | 1.1% | ▼−1.1% Reduced · −197 sh | |
| 16 | Capital Group Dividend Value SHS CREAT UNIT | $2.5M | 51.3K | 1.0% | ▲+12% Added · +6K sh | |
| 17 | Ishares TR FUTU EXPO TE ETF | $2.4M | 29.1K | 1.0% | ▼−4.3% Reduced · −1K sh | |
| 18 | Wisdomtree TR ITL HIGH DIV FD | $2.3M | 42.9K | 1.0% | ▲+1.7% Added · +729 sh | |
| 19 | Nvidia Corporation COM | $2.2M | 11.2K | 0.9% | ▲+1.4% Added · +157 sh | |
| 20 | Ishares TR CRE U S REIT ETF | $2.1M | 32.0K | 0.9% | ▲+8.7% Added · +3K sh | |
| 21 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.1M | 29.6K | 0.9% | ▼−1.3% Reduced · −401 sh | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $2.1M | 2.8K | 0.9% | ▲+21% Added · +483 sh | |
| 23 | Wisdomtree TR US MIDCAP DIVID | $2.0M | 35.5K | 0.8% | ▲+5.4% Added · +2K sh | |
| 24 | Ishares TR NORTH AMERN NAT | $2.0M | 35.6K | 0.8% | ▲+3.4% Added · +1K sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.6K | 0.8% | ▲+193% Added · +2K sh | |
| 26 | Capital Group Growth ETF SHS CREAT UNIT | $1.9M | 39.9K | 0.8% | ▲+20% Added · +7K sh | |
| 27 | DBX ETF TR XTRACK MSCI EAFE | $1.8M | 33.8K | 0.8% | ▼~0% Reduced · −9 sh | |
| 28 | Blackstone Inc COM | $1.8M | 14.9K | 0.7% | ▲+1.1% Added · +159 sh | |
| 29 | Broadcom Inc COM | $1.7M | 4.4K | 0.7% | ▲+36% Added · +1K sh | |
| 30 | Ishares TR US INFRASTRUC | $1.6M | 26.1K | 0.7% | ▲+0.7% Added · +181 sh | |
| 31 | SPDR Index SHS FDS ST STR PO EX ETF | $1.6M | 32.7K | 0.7% | ▼−4.1% Reduced · −1K sh | |
| 32 | SPDR Series Trust ST STR PR SP1500 | $1.6M | 18.0K | 0.7% | ▼−1.0% Reduced · −179 sh | |
| 33 | Ishares Inc MSCI EMRG CHN | $1.6M | 16.0K | 0.7% | ▼−5.9% Reduced · −1K sh | |
| 34 | Microsoft Corp COM | $1.6M | 4.4K | 0.7% | ▼−9.2% Reduced · −443 sh | |
| 35 | Wisdomtree TR US SMALLCAP DIVD | $1.5M | 37.8K | 0.6% | ▲+3.3% Added · +1K sh | |
| 36 | Vanguard World FD FINANCIALS ETF | $1.5M | 11.6K | 0.6% | ▼−2.5% Reduced · −296 sh | |
| 37 | Vanguard Index FDS VALUE ETF | $1.5M | 6.8K | 0.6% | ▲+2.3% Added · +155 sh | |
| 38 | Cisco Sys Inc COM | $1.5M | 12.4K | 0.6% | ▲~0% Added · +1 sh | |
| 39 | Amazon Com Inc COM | $1.4M | 5.7K | 0.6% | ▼−2.8% Reduced · −167 sh | |
| 40 | World Gold TR SPDR GLD MINIS | $1.3M | 16.7K | 0.5% | ▲+2.6% Added · +418 sh | |
| 41 | Global X FDS US INFR DEV ETF | $1.3M | 21.5K | 0.5% | ▼−0.8% Reduced · −171 sh | |
| 42 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.2M | 2.6K | 0.5% | ▲+1.0% Added · +25 sh | |
| 43 | Walmart Inc COM | $1.2M | 10.9K | 0.5% | ▲+0.1% Added · +13 sh | |
| 44 | Vaneck ETF Trust RARE EAR STR ETF | $1.2M | 13.8K | 0.5% | ▲~0% Added · +6 sh | |
| 45 | JPMorgan Chase & Co COM | $1.2M | 3.7K | 0.5% | ▲+0.2% Added · +9 sh | |
| 46 | Ishares TR NATIONAL MUN ETF | $1.2M | 11.1K | 0.5% | ▲+1.3% Added · +141 sh | |
| 47 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.1M | 19.8K | 0.5% | ▼−57% Reduced · −27K sh | |
| 48 | Ishares TR PFD AND INCM SEC | $1.1M | 36.3K | 0.5% | ▲+16% Added · +5K sh | |
| 49 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $1.1M | 31.6K | 0.5% | ▲+4.1% Added · +1K sh | |
| 50 | Goldman Sachs Group Inc COM | $1.1M | 1.1K | 0.5% | ▼−1.5% Reduced · −17 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 179 | $242.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 153 | $213.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 149 | $213.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 148 | $217.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 143 | $198.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 128 | $194.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 118 | $192.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.