Wealthcare Capital Management LLC Incresed Positions in Q3 2025

Wealthcare Capital Management LLC

  • $881 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
91.3K
+ 5.15%
$93.91 - $97.26 $8.57M - $8.88M
1.86M $180M
VEU
Vanguard Ftse All World Ex Us

ETFs
593
+ 0.06%
$66.38 - $71.68 $39.4K - $42.5K
986K $70.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
27.4K
+ 3.41%
$102.4 - $103.88 $2.81M - $2.85M
831K $85.9M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
31.8K
+ 20.68%
$44.22 - $45.74 $1.41M - $1.46M
186K $8.46M
MUB
Ishares National Muni Bond ETF

ETFs
13.7K
+ 23.74%
$103.24 - $106.68 $1.42M - $1.47M
71.6K $7.63M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.4K
+ 7.58%
$72.65 - $78.68 $538K - $583K
105K $8.23M
SCHP
Schwab Strategic Us Tips ETF

ETFs
20.7K
+ 5.75%
$26.44 - $27.1 $549K - $562K
381K $10.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.88K
+ 21.07%
$42.26 - $47.16 $375K - $419K
51K $2.36M
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 197.6%
$282.78 - $316.06 $419K - $468K
2.23K $703K
SPMD
Spdr Portfolio

ETFs
5.02K
+ 19.02%
$54.43 - $58.29 $273K - $292K
31.4K $1.79M
CGXU
Capital Group Intl Focus Equit

ETFs
9.63K
+ 128.92%
$26.49 - $29.62 $255K - $285K
17.1K $506K
XOM
Exxon Mobil Corp

Energy
1.11K
+ 8.68%
$105.83 - $117.22 $117K - $130K
13.9K $1.57M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.22K
+ 1.46%
$117.65 - $120.08 $143K - $146K
84.8K $10.1M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.55K
+ 6.04%
$43.65 - $46.42 $67.6K - $71.9K
27.2K $1.26M
NVDA
Nvidia Corp

Technology
97
+ 2.37%
$153.3 - $186.58 $14.9K - $18.1K
4.2K $782K
GOOGL
Alphabet Inc.

Communication Services
160
+ 12.79%
$174.36 - $254.72 $27.9K - $40.8K
1.41K $343K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.37K
+ 8.31%
$23.82 - $25.84 $56.5K - $61.3K
31K $795K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.22K
+ 16.22%
$91.44 - $91.77 $112K - $112K
8.77K $804K
VEA
Vanguard Ftse Developed Market

ETFs
336
+ 1.62%
$56.02 - $60.3 $18.8K - $20.3K
21K $1.26M
XT
Ishares Tr Exponential Technol

ETFs
261
+ 4.91%
$65.04 - $71.97 $17K - $18.8K
5.58K $401K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.09%
$546.99 - $602.2 $547 - $602
1.07K $641K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15
+ 0.14%
$49.43 - $54.52 $741 - $818
10.5K $569K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.07%
$459.11 - $506.91 $918 - $1.01K
2.97K $1.49M
MGV
Vanguard Mega Cap Value

ETFs
199
+ 5.73%
$129.46 - $137.85 $25.8K - $27.4K
3.67K $505K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.1K
+ 5.72%
$21.69 - $23.34 $23.9K - $25.7K
20.4K $474K
JEPI
J P Morgan Exchange Traded Fd

ETFs
751
+ 8.75%
$55.61 - $57.37 $41.8K - $43.1K
9.33K $532K
EFA
Ishares Tr Msci Eafe ETF

ETFs
294
+ 11.96%
$87.29 - $93.61 $25.7K - $27.5K
2.75K $256K
GUNR
Flexshares Tr Morningstar Glob

ETFs
181
+ 2.61%
$40.15 - $43.86 $7.27K - $7.94K
7.11K $311K
MSFT
Microsoft Corp

Technology
9
+ 0.62%
$491.09 - $535.64 $4.42K - $4.82K
1.45K $751K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
369
+ 1.14%
$82.38 - $83.0 $30.4K - $30.6K
32.7K $2.71M
VNQ
Vanguard Specialized Funds Van

ETFs
167
+ 2.24%
$88.47 - $93.24 $14.8K - $15.6K
7.61K $695K
CGCP
Capital Group Core Plus Income

ETFs
739
+ 1.75%
$22.27 - $22.95 $16.5K - $17K
43K $976K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1
+ 0.0%
$25.83 - $26.47 $25.8 - $26.5
53.3K $1.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
252
+ 0.95%
$20.84 - $21.03 $5.25K - $5.3K
26.9K $563K
Ea Series Trust
938K
+ 8514.02%
N/A
949K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
3.35K
+ 0.82%
N/A
411K $0
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.56%
$915.95 - $994.57 $1.83K - $1.99K
362 $335K
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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