WealthCare Investment Partners, LLC holds a diversified book of 206 stocks worth $411.7M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened FT Indxx Critical Metals ETF and trimmed Ishares U.S. Aerospace & Def. Their largest long position is Invesco QQQ Trust Series 1 at 8% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning WealthCare Investment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% 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 Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $361.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $92.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.8B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $106.1B |
| LPL Financial LLC | 79 / 80 | $86.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $77.7B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $5.1B |
| IFP Advisors, Inc | 79 / 80 | $1.3B |
Ranked by how many of WealthCare Investment 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 | Invesco QQQ TR UNIT SER 1 | $33.1M | 45.0K | 8.0% | ▲+1.6% Added · +720 sh | |
| 2 | First TR Exchange-Traded FD SHS | $15.4M | 319.9K | 3.7% | ▲+4.1% Added · +13K sh | |
| 3 | Capital Group Growth ETF SHS CREAT UNIT | $14.1M | 297.8K | 3.4% | ▲+1.9% Added · +6K sh | |
| 4 | Ishares TR US AER DEF ETF | $12.6M | 51.8K | 3.1% | ▼−0.6% Reduced · −312 sh | |
| 5 | Capital Group Dividend Value SHS CREAT UNIT | $12.3M | 249.9K | 3.0% | ▲+1.5% Added · +4K sh | |
| 6 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $11.8M | 72.9K | 2.9% | ▲+6.2% Added · +4K sh | |
| 7 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $10.0M | 273.1K | 2.4% | ▼−3.4% Reduced · −10K sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $9.3M | 13.5K | 2.3% | ▲+17% Added · +2K sh | |
| 9 | Columbia ETF TR I RESH ENHNC COR | $8.6M | 197.9K | 2.1% | ▲+13% Added · +23K sh | |
| 10 | Schwab Strategic TR FUNDAMENTAL INTL | $8.4M | 160.2K | 2.1% | ▲+15% Added · +21K sh | |
| 11 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $7.9M | 131.3K | 1.9% | ▼−3.0% Reduced · −4K sh | |
| 12 | Fidelity Merrimack STR TR TOTAL BD ETF | $7.2M | 159.1K | 1.8% | ▼−4.2% Reduced · −7K sh | |
| 13 | Ishares Gold TR ISHARES NEW | $7.1M | 94.6K | 1.7% | ▼−9.7% Reduced · −10K sh | |
| 14 | Invesco Exchange Traded FD T S&P MIDCAP 400 | $6.0M | 46.0K | 1.5% | ▲+2.0% Added · +905 sh | |
| 15 | First TR Exchange Traded FD RISNG DIVD ACHIV | $5.8M | 71.9K | 1.4% | ▲+0.4% Added · +263 sh | |
| 16 | First TR Exchange-Traded FD NASDAQ CYB ETF | $5.8M | 64.4K | 1.4% | ▼−9.2% Reduced · −7K sh | |
| 17 | Capital Group Core Balanced SHS | $5.5M | 145.2K | 1.3% | ▼−0.6% Reduced · −929 sh | |
| 18 | Ishares TR US TREAS BD ETF | $5.5M | 240.6K | 1.3% | ▲+11% Added · +25K sh | |
| 19 | Select Sector SPDR TR ST STR ENERG ETF | $5.3M | 100.7K | 1.3% | ▲+0.8% Added · +833 sh | |
| 20 | Capital Group Dividend Growe SHS ETF | $5.2M | 139.6K | 1.3% | ▲+0.3% Added · +477 sh | |
| 21 | Ishares TR CORE S&P SCP ETF | $4.8M | 32.7K | 1.2% | ▲+4.6% Added · +1K sh | |
| 22 | Schwab Strategic TR FUND EM EQUI ETF | $4.8M | 121.8K | 1.2% | ▲+24% Added · +23K sh | |
| 23 | Select Sector SPDR TR ST STR SVC ETF | $4.7M | 43.4K | 1.1% | ▼−16% Reduced · −8K sh | |
| 24 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $4.4M | 39.0K | 1.1% | ▼−12% Reduced · −5K sh | |
| 25 | Select Sector SPDR TR ST STR INDL ETF | $4.4M | 23.7K | 1.1% | ▲+16% Added · +3K sh | |
| 26 | Vanguard Charlotte FDS TOTAL INT BD ETF | $4.2M | 86.8K | 1.0% | ▲+9.4% Added · +7K sh | |
| 27 | Invesco Exchange Traded FD T S&P500 EQL UTL | $4.1M | 50.2K | 1.0% | ▲+2.6% Added · +1K sh | |
| 28 | Ishares TR ISHARES BIOTECH | $4.0M | 21.2K | 1.0% | ▲+16% Added · +3K sh | |
| 29 | Apple Inc COM | $4.0M | 13.7K | 1.0% | ▲+28% Added · +3K sh | |
| 30 | First TR Exchange-Traded FD NASDQ CLN EDGE | $3.7M | 19.3K | 0.9% | ▲+35% Added · +5K sh | |
| 31 | J P Morgan Exchange Traded F MUNICIPAL ETF | $3.7M | 73.0K | 0.9% | ▼−34% Reduced · −37K sh | |
| 32 | Franklin Templeton ETF TR FTSE JAPAN HDG | $3.5M | 77.8K | 0.9% | ▲+21% Added · +14K sh | |
| 33 | Legg Mason ETF Invt FRANKLIN INTL LW | $3.4M | 84.8K | 0.8% | ▲+8.0% Added · +6K sh | |
| 34 | Global X FDS GLB X MLP ENRG I | $3.4M | 46.7K | 0.8% | ▲+31% Added · +11K sh | |
| 35 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $3.4M | 71.4K | 0.8% | ▲16× Added · +67K sh | |
| 36 | Pimco ETF TR BROAD US TIPS | $3.2M | 60.8K | 0.8% | ▲+11% Added · +6K sh | |
| 37 | Ishares TR BROAD USD HIGH | $3.2M | 85.1K | 0.8% | ▲+12% Added · +9K sh | |
| 38 | Schwab Strategic TR US DIVIDEND EQ | $3.1M | 97.9K | 0.8% | ▼−5.4% Reduced · −6K sh | |
| 39 | Altria Group Inc COM | $3.1M | 42.6K | 0.7% | ▲+13% Added · +5K sh | |
| 40 | First TR Exch Traded FD III MANAGD MUN ETF | $3.0M | 59.0K | 0.7% | ▲+1.0% Added · +565 sh | |
| 41 | First TR Exchange-Traded FD INTL EQUITY OPP | $3.0M | 35.6K | 0.7% | ▲+1.1% Added · +403 sh | |
| 42 | Ishares Inc CORE MSCI EMKT | $2.9M | 35.4K | 0.7% | ▲+4.5% Added · +2K sh | |
| 43 | Ford MTR Co COM | $2.9M | 208.7K | 0.7% | ▲+14% Added · +26K sh | |
| 44 | Microsoft Corp COM | $2.8M | 7.5K | 0.7% | ▼−3.7% Reduced · −291 sh | |
| 45 | Select Sector SPDR TR ST STR CARE ETF | $2.8M | 17.5K | 0.7% | ▼−11% Reduced · −2K sh | |
| 46 | Ishares TR U.S. FINLS ETF | $2.7M | 21.5K | 0.7% | ▼−3.2% Reduced · −706 sh | |
| 47 | Ishares Silver TR ISHARES | $2.7M | 50.4K | 0.7% | ▲+7.8% Added · +4K sh | |
| 48 | Schwab Strategic TR INT-TRM U.S TRES | $2.7M | 109.1K | 0.7% | ▼−27% Reduced · −40K sh | |
| 49 | First TR Exchange-Traded FD INDXX NEXTG ETF | $2.5M | 16.6K | 0.6% | ▼−1.1% Reduced · −194 sh | |
| 50 | Ishares TR U.S. TECH ETF | $2.5M | 9.9K | 0.6% | ▼−2.8% Reduced · −280 sh |
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/1908462/holdings"
Use Arkolith to show WealthCare Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 206 | $411.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 191 | $360.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 183 | $343.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 171 | $308.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 157 | $278.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 148 | $235.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 146 | $229.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 140 | $228.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.