Wealthcare Capital Partners, LLC

WEST CHESTER, PA · CIK 2053307 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWest Chester, PA

$242.0m reported value +13.4% vs Q1 2026

179positions

45.5%in top 10

32 new 98 added 36 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	647,400	$32.6m13.47%	13.47%	Reduced -3.9k	-3,898 -0.6%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	67,736	$25.1m10.36%	10.36%	Reduced -950	-950 -1.4%
3	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	150,263	$13.2m5.46%	5.46%	Added +118	+118 0.1%
4	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	60,963	$9.6m3.98%	3.98%	Added +3.1k	+3,128 5.4%
5	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	256,955	$6.8m2.81%	2.81%	Added +7.0k	+6,960 2.8%
6	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	58,981	$6.0m2.49%	2.49%	Added +4.3k	+4,339 7.9%
7	ISHARES TR CORE US AGGBD ET AGG	AGG	49,180	$4.9m2.01%	2.01%	Added +4.3k	+4,320 9.6%
8	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	50,016	$4.2m1.73%	1.73%	Added +207	+207 0.4%
9	ISHARES TR 7-10 YR TRSY BD IEF	IEF	41,803	$4.0m1.63%	1.63%	Added +1.9k	+1,913 4.8%
10	APPLE INC COM AAPL	AAPL	13,171	$3.8m1.57%	1.57%	Added +103	+103 0.8%
11	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	64,971	$3.7m1.55%	1.55%	Added +1.7k	+1,671 2.6%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	7,001	$3.5m1.45%	1.45%	Unchanged
13	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	49,981	$3.4m1.40%	1.40%	Added +368	+368 0.7%
14	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	12,003	$2.8m1.17%	1.17%	Added +710	+710 6.3%
15	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	16,915	$2.8m1.14%	1.14%	Reduced -197	-197 -1.1%
16	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	51,296	$2.5m1.04%	1.04%	Added +5.6k	+5,552 12.1%
17	ISHARES TR EXPONENTIAL TECH XT	XT	29,056	$2.4m0.99%	0.99%	Reduced -1.3k	-1,303 -4.3%
18	WISDOMTREE TR ITL HIGH DIV FD DTH	DTH	42,872	$2.3m0.96%	0.96%	Added +729	+729 1.7%
19	NVIDIA CORPORATION COM NVDA	NVDA	11,187	$2.2m0.92%	0.92%	Added +157	+157 1.4%
20	ISHARES TR CRE U S REIT ETF USRT	USRT	31,994	$2.1m0.88%	0.88%	Added +2.6k	+2,555 8.7%
21	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	29,625	$2.1m0.87%	0.87%	Reduced -401	-401 -1.3%
22	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,799	$2.1m0.86%	0.86%	Added +483	+483 20.9%
23	WISDOMTREE TR US MIDCAP DIVID DON	DON	35,465	$2.0m0.83%	0.83%	Added +1.8k	+1,819 5.4%
24	ISHARES TR NORTH AMERN NAT IGE	IGE	35,583	$2.0m0.83%	0.83%	Added +1.2k	+1,166 3.4%
25	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,596	$1.9m0.79%	0.79%	Added +1.7k	+1,709 192.7%
26	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	39,876	$1.9m0.78%	0.78%	Added +6.7k	+6,723 20.3%
27	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	33,778	$1.8m0.76%	0.76%	Reduced -9	-9 -0.0%
28	BLACKSTONE INC COM BX	BX	14,905	$1.8m0.72%	0.72%	Added +159	+159 1.1%
29	BROADCOM INC COM AVGO	AVGO	4,407	$1.7m0.69%	0.69%	Added +1.2k	+1,176 36.4%
30	ISHARES TR US INFRASTRUC IFRA	IFRA	26,128	$1.6m0.68%	0.68%	Added +181	+181 0.7%
31	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	32,681	$1.6m0.68%	0.68%	Reduced -1.4k	-1,395 -4.1%
32	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	17,991	$1.6m0.67%	0.67%	Reduced -179	-179 -1.0%
33	ISHARES INC MSCI EMRG CHN EMXC	EMXC	15,953	$1.6m0.67%	0.67%	Reduced -1.0k	-1,008 -5.9%
34	MICROSOFT CORP COM MSFT	MSFT	4,364	$1.6m0.67%	0.67%	Reduced -443	-443 -9.2%
35	WISDOMTREE TR US SMALLCAP DIVD DES	DES	37,815	$1.5m0.64%	0.64%	Added +1.2k	+1,215 3.3%
36	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	11,636	$1.5m0.63%	0.63%	Reduced -296	-296 -2.5%
37	VANGUARD INDEX FDS VALUE ETF VTV	VTV	6,847	$1.5m0.62%	0.62%	Added +155	+155 2.3%
38	CISCO SYS INC COM CSCO	CSCO	12,366	$1.5m0.60%	0.60%	Added +1	+1 0.0%
39	AMAZON COM INC COM AMZN	AMZN	5,695	$1.4m0.56%	0.56%	Reduced -167	-167 -2.9%
40	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	16,706	$1.3m0.55%	0.55%	Added +418	+418 2.6%
41	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	21,471	$1.3m0.52%	0.52%	Reduced -171	-171 -0.8%
42	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,606	$1.2m0.51%	0.51%	Added +25	+25 1.0%
43	WALMART INC COM WMT	WMT	10,946	$1.2m0.51%	0.51%	Added +13	+13 0.1%
44	VANECK ETF TRUST RARE EARTH AND S REMX	REMX	13,772	$1.2m0.50%	0.50%	Added +6	+6 0.0%
45	JPMORGAN CHASE & CO COM JPM	JPM	3,720	$1.2m0.50%	0.50%	Added +9	+9 0.2%
46	ISHARES TR NATIONAL MUN ETF MUB	MUB	11,141	$1.2m0.50%	0.50%	Added +141	+141 1.3%
47	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	19,763	$1.1m0.46%	0.46%	Reduced -26.7k	-26,697 -57.5%
48	ISHARES TR PFD AND INCM SEC PFF	PFF	36,298	$1.1m0.46%	0.46%	Added +5.1k	+5,138 16.5%
49	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	31,561	$1.1m0.45%	0.45%	Added +1.2k	+1,240 4.1%
50	GOLDMAN SACHS GROUP INC COM GS	GS	1,080	$1.1m0.45%	0.45%	Reduced -17	-17 -1.6%
51	PRICE T ROWE GROUP INC COM TROW	TROW	9,565	$1.1m0.45%	0.45%	Added +93	+93 1.0%
52	CONSTELLATION ENERGY CORP COM CEG	CEG	4,362	$1.1m0.45%	0.45%	Reduced -72	-72 -1.6%
53	META PLATFORMS INC CL A META	META	1,913	$1.1m0.45%	0.45%	Reduced -85	-85 -4.2%
54	LEGG MASON ETF INVT FRANKLIN US LOW LVHD	LVHD	24,380	$1.1m0.44%	0.44%	Added +3.5k	+3,525 16.9%
55	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	20,404	$1.0m0.43%	0.43%	Added +3.0k	+3,043 17.5%
56	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	5,092	$976.4k0.40%	0.40%	Reduced -317	-317 -5.9%
57	TRUST FOR PROFESSIONAL MANAG CONVERGENCE LNG CLSE	CLSE	28,162	$961.3k0.40%	0.40%	New
58	UNITEDHEALTH GROUP INC COM UNH	UNH	2,285	$949.8k0.39%	0.39%	Added +70	+70 3.2%
59	ISHARES TR EAFE SML CP ETF SCZ	SCZ	11,519	$947.7k0.39%	0.39%	Added +152	+152 1.3%
60	AMPLIFY ETF TR AMPLIFY CYBERSEC HACK	HACK	8,360	$877.2k0.36%	0.36%	Added +257	+257 3.2%
61	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	28,776	$846.9k0.35%	0.35%	New
62	GE AEROSPACE COM NEW GE	GE	2,229	$833.0k0.34%	0.34%	Added +25	+25 1.1%
63	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	14,632	$821.8k0.34%	0.34%	Added +32	+32 0.2%
64	EA SERIES TRUST ALPHA ARCHITECT CAOS	CAOS	8,520	$769.9k0.32%	0.32%	Added +110	+110 1.3%
65	ALPHABET INC CAP STK CL C GOOG	GOOG	2,178	$769.5k0.32%	0.32%	Added +161	+161 8.0%
66	ISHARES TR SHRT NAT MUN ETF SUB	SUB	7,077	$753.5k0.31%	0.31%	Added +811	+811 12.9%
67	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	36,902	$751.7k0.31%	0.31%	Added +3.8k	+3,778 11.4%
68	ISHARES TR RUS 1000 ETF IWB	IWB	1,783	$730.1k0.30%	0.30%	Added +424	+424 31.2%
69	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	4,343	$718.3k0.30%	0.30%	Added +2.0k	+1,968 82.9%
70	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	31,749	$707.7k0.29%	0.29%	Added +114	+114 0.4%
71	CATERPILLAR INC COM CAT	CAT	646	$688.2k0.28%	0.28%	Added +1	+1 0.2%
72	TESLA INC COM TSLA	TSLA	1,598	$672.3k0.28%	0.28%	Added +134	+134 9.2%
73	APPLIED MATLS INC COM AMAT	AMAT	926	$669.6k0.28%	0.28%	Reduced -26	-26 -2.7%
74	JOHNSON & JOHNSON COM JNJ	JNJ	2,633	$668.6k0.28%	0.28%	Added +6	+6 0.2%
75	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,846	$659.9k0.27%	0.27%	Added +106	+106 6.1%
76	ELI LILLY & CO COM LLY	LLY	549	$658.5k0.27%	0.27%	Added +20	+20 3.8%
77	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	12,014	$644.1k0.27%	0.27%	Added +40	+40 0.3%
78	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	14,049	$643.4k0.27%	0.27%	Reduced -186	-186 -1.3%
79	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,138	$642.3k0.27%	0.27%	Added +548	+548 34.5%
80	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,828	$628.8k0.26%	0.26%	Added +393	+393 11.4%
81	PARKER-HANNIFIN CORP COM PH	PH	642	$627.7k0.26%	0.26%	Added +2	+2 0.3%
82	GE VERNOVA INC COM GEV	GEV	530	$623.1k0.26%	0.26%	Added +23	+23 4.5%
83	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,507	$607.8k0.25%	0.25%	Added +1	+1 0.0%
84	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	7,623	$602.4k0.25%	0.25%	Added +50	+50 0.7%
85	RTX CORPORATION COM RTX	RTX	3,162	$600.0k0.25%	0.25%	Added +10	+10 0.3%
86	SELECT SECTOR SPDR TR ENERGY XLE	XLE	10,963	$582.3k0.24%	0.24%	Added +208	+208 1.9%
87	LOWES COS INC COM LOW	LOW	2,571	$567.0k0.23%	0.23%	Added +45	+45 1.8%
88	ALPS ETF TR SECTR DIV DOGS SDOG	SDOG	8,272	$564.3k0.23%	0.23%	Unchanged
89	ARES CAPITAL CORP COM ARCC	ARCC	30,320	$561.8k0.23%	0.23%	Added +1.2k	+1,182 4.1%
90	CASEYS GEN STORES INC COM CASY	CASY	704	$559.5k0.23%	0.23%	Unchanged
91	CHESAPEAKE UTILS CORP COM CPK	CPK	4,521	$553.7k0.23%	0.23%	Added +15	+15 0.3%
92	SPDR SER TR S&P DIVID ETF SDY	SDY	3,604	$548.5k0.23%	0.23%	Added +4	+4 0.1%
93	T ROWE PRICE ETF INC PRICE DIV GRWT TDVG	TDVG	11,027	$540.7k0.22%	0.22%	Added +243	+243 2.2%
94	CHEVRON CORP NEW COM CVX	CVX	3,255	$539.6k0.22%	0.22%	Reduced -176	-176 -5.1%
95	WISDOMTREE TR US S CAP QTY DIV DGRS	DGRS	8,919	$529.4k0.22%	0.22%	Added +337	+337 3.9%
96	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	2,481	$527.8k0.22%	0.22%	Added +26	+26 1.1%
97	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	14,149	$521.7k0.22%	0.22%	New
98	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	8,022	$498.3k0.21%	0.21%	Added +528	+528 7.0%
99	EXELON CORP COM EXC	EXC	10,644	$496.2k0.21%	0.21%	Reduced -184	-184 -1.7%
100	VANGUARD INDEX FDS MID CAP ETF VO	VO	6,009	$484.1k0.20%	0.20%	Added +53	+53 0.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR SER TR BIL	BIL	5,840	$535.2k5.8k shares
EXXON MOBIL CORP XOM	XOM	1,773	$300.9k1.8k shares
ISHARES TR SGOV	SGOV	2,934	$295.3k2.9k shares
HOME DEPOT INC HD	HD	821	$270.0k821 shares
CHENIERE ENERGY INC LNG	LNG	881	$250.0k881 shares
VANGUARD INTL EQUITY INDEX F VGK	VGK	2,650	$218.4k2.6k shares