AI Portfolio Summary
In 2026 Q1, Wealthcare Capital Partners, LLC maintained a portfolio of 157 distinct positions. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 7.3%. The fund also reduced its exposure to APPLE INC by 12.3%.
Total Positions
157
Quarter
2026 Q1
Top Holding
USFR (15.4%)
Top 10 Concentration
48.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 157
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
USFR
WISDOMTREE TR
|
ETF | 15.36% | 17.11% |
#1
Prev: #1
|
6.5 | -74,513 | -10.3% |
P
S
|
651,298 | $32,786,339 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 10.32% | 11.06% |
#2
Prev: #2
|
6.0 | -1,709 | -2.4% |
P
S
|
68,686 | $22,035,020 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 5.38% | 5.26% |
#3
Prev: #3
|
5.2 | 10,173 | 7.3% |
P
S
|
150,145 | $11,492,098 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 4.01% | 3.33% |
#4
Prev: #4
|
4.1 | 8,313 | 16.8% |
P
S
|
57,835 | $8,565,364 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 3.12% | 3.13% |
#5
Prev: #5
|
2.2 | -2,183 | -0.9% |
P
S
|
249,995 | $6,652,357 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
STIP
ISHARES TR
|
ETF | 2.65% | 2.43% |
#6
Prev: #6
|
3.1 | 4,074 | 8.1% |
P
S
|
54,642 | $5,651,651 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AGG
ISHARES TR
|
ETF | 2.09% | 1.92% |
#7
Prev: #7
|
2.8 | 3,875 | 9.5% |
P
S
|
44,860 | $4,453,252 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IEF
ISHARES TR
|
ETF | 1.78% | 1.78% |
#8
1
Prev: #9
|
1.2 | 336 | 0.8% |
P
S
|
39,890 | $3,807,068 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.75% | 1.71% |
#9
1
Prev: #10
|
1.2 | 74 | 0.1% |
P
S
|
49,809 | $3,740,637 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.57% | 1.67% |
#10
1
Prev: #11
|
1.1 | -93 | -1.3% |
P
S
|
7,001 | $3,354,879 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.55% | 1.90% |
#11
3
Prev: #8
|
1.1 | -1,840 | -12.3% |
P
S
|
13,068 | $3,316,515 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 1.43% | 1.35% |
#12
Prev: #12
|
1.1 | 1,813 | 2.9% |
P
S
|
63,300 | $3,058,641 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 1.38% | 1.24% |
#13
Prev: #13
|
2.6 | 4,077 | 9.0% |
P
S
|
49,613 | $2,938,082 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 1.23% | 1.19% |
#14
Prev: #14
|
1.0 | 2,012 | 4.5% |
P
S
|
46,460 | $2,633,353 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MGV
VANGUARD WORLD ...
|
ETF | 1.16% | 1.17% |
#15
Prev: #15
|
1.0 | -571 | -3.2% |
P
S
|
17,112 | $2,480,431 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.14% | 1.17% |
#16
Prev: #16
|
1.0 | -45 | -0.4% |
P
S
|
11,293 | $2,428,716 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DTH
WISDOMTREE TR
|
Unknown | 1.07% | 0.95% |
#17
5
Prev: #22
|
2.4 | 2,779 | 7.1% |
P
S
|
42,143 | $2,279,515 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IGE
ISHARES TR
|
ETF | 1.01% | 0.55% |
#18
22
Prev: #40
|
2.9 | 11,206 | 48.3% |
P
S
|
34,417 | $2,166,206 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XT
ISHARES TR
|
Bond/Debt | 0.97% | 1.02% |
#19
1
Prev: #18
|
0.9 | -860 | -2.8% |
P
S
|
30,359 | $2,068,945 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 0.91% | 0.80% |
#20
4
Prev: #24
|
2.4 | 6,663 | 17.0% |
P
S
|
45,744 | $1,945,956 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.90% | 0.89% |
#21
2
Prev: #23
|
0.9 | -402 | -1.3% |
P
S
|
30,026 | $1,924,066 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.90% | 0.97% |
#22
2
Prev: #20
|
0.9 | -100 | -0.9% |
P
S
|
11,030 | $1,923,617 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.83% | 1.05% |
#23
6
Prev: #17
|
0.8 | 158 | 3.4% |
P
S
|
4,807 | $1,779,300 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DON
WISDOMTREE TR
|
Unknown | 0.83% | 0.74% |
#24
5
Prev: #29
|
2.3 | 2,906 | 9.5% |
P
S
|
33,646 | $1,767,781 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
USRT
ISHARES TR
|
ETF | 0.82% | 0.51% |
#25
16
Prev: #41
|
3.3 | 10,347 | 54.2% |
P
S
|
29,439 | $1,742,494 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.79% | 0.97% |
#26
7
Prev: #19
|
2.3 | 1,248 | 9.2% |
P
S
|
14,746 | $1,695,661 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DBEF
DBX ETF TR
|
ETF | 0.78% | 0.74% |
#27
4
Prev: #31
|
0.8 | 1,123 | 3.4% |
P
S
|
33,787 | $1,669,078 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.73% | 0.76% |
#28
1
Prev: #27
|
0.8 | -2,404 | -6.6% |
P
S
|
34,076 | $1,555,562 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.71% | 0.66% |
#29
3
Prev: #32
|
0.8 | -313 | -1.9% |
P
S
|
16,288 | $1,509,735 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.71% | 0.75% |
#30
2
Prev: #28
|
0.8 | -23 | -1.0% |
P
S
|
2,316 | $1,506,205 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IFRA
ISHARES TR
|
ETF | 0.70% | 0.61% |
#31
4
Prev: #35
|
0.8 | 1,039 | 4.2% |
P
S
|
25,947 | $1,484,197 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 0.68% | 0.74% |
#32
2
Prev: #30
|
0.8 | 91 | 0.8% |
P
S
|
11,932 | $1,441,501 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.67% | 0.78% |
#33
8
Prev: #25
|
0.8 | -2,057 | -10.2% |
P
S
|
18,170 | $1,436,520 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.64% | 0.42% |
#34
16
Prev: #50
|
2.8 | 2,939 | 36.8% |
P
S
|
10,933 | $1,358,737 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
EMXC
ISHARES INC
|
ETF | 0.63% | 0.58% |
#35
2
Prev: #37
|
0.8 | -74 | -0.4% |
P
S
|
16,961 | $1,334,152 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 0.62% | 0.58% |
#36
2
Prev: #38
|
2.2 | 5,430 | 19.6% |
P
S
|
33,153 | $1,332,419 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DES
WISDOMTREE TR
|
Unknown | 0.62% | 0.51% |
#37
5
Prev: #42
|
2.2 | 4,235 | 13.1% |
P
S
|
36,600 | $1,315,404 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.62% | 0.58% |
#38
2
Prev: #36
|
0.7 | 203 | 3.1% |
P
S
|
6,692 | $1,312,909 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.58% | 0.78% |
#39
13
Prev: #26
|
0.7 | -250 | -5.3% |
P
S
|
4,434 | $1,238,186 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.57% | 0.64% |
#40
7
Prev: #33
|
0.7 | -51 | -0.9% |
P
S
|
5,862 | $1,220,879 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
REMX
VANECK ETF TRUS...
|
ETF | 0.57% | 0.22% |
#41
47
Prev: #88
|
3.2 | 7,276 | 112.1% |
P
S
|
13,766 | $1,211,408 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MUB
ISHARES TR
|
ETF | 0.55% | 0.50% |
#42
1
Prev: #43
|
2.2 | 1,116 | 11.3% |
P
S
|
11,000 | $1,167,650 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.54% | 0.62% |
#43
9
Prev: #34
|
0.7 | 2 | 0.1% |
P
S
|
1,998 | $1,142,965 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 0.52% | 0.49% |
#44
Prev: #44
|
0.7 | -393 | -1.8% |
P
S
|
21,642 | $1,099,652 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.51% | 0.55% |
#45
6
Prev: #39
|
0.7 | 84 | 2.3% |
P
S
|
3,711 | $1,091,587 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.47% | 0.49% |
#46
1
Prev: #45
|
2.2 | 219 | 7.3% |
P
S
|
3,231 | $1,000,141 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.45% | 0.43% |
#47
1
Prev: #48
|
0.7 | 418 | 3.5% |
P
S
|
12,365 | $959,385 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PFF
ISHARES TR
|
Preferred | 0.44% | 0.36% |
#48
6
Prev: #54
|
2.7 | 6,279 | 25.2% |
P
S
|
31,160 | $944,766 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.43% | 0.46% |
#49
3
Prev: #46
|
0.7 | -18 | -1.6% |
P
S
|
1,097 | $927,668 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CGXU
CAPITAL GROUP I...
|
Unknown | 0.42% | 0.42% |
#50
1
Prev: #49
|
0.7 | -19 | -0.1% |
P
S
|
30,321 | $894,166 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 |
Showing 1-50 of 157 holdings