Wealthcare Capital Management LLC Incresed Positions in Q4 2025

Wealthcare Capital Management LLC

  • $883 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
79.8K
+ 4.28%
$96.12 - $97.72 $7.67M - $7.8M
1.94M $188M
MUB
Ishares National Muni Bond ETF

ETFs
27.2K
+ 37.92%
$106.36 - $107.61 $2.89M - $2.92M
98.8K $10.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
28.6K
+ 3.44%
$102.72 - $103.6 $2.93M - $2.96M
860K $88.5M
SUB
Ishares Short Term National Mu

ETFs
11.4K
+ 112.2%
$106.22 - $106.81 $1.21M - $1.21M
21.5K $2.29M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.9K
+ 13.25%
$76.84 - $80.86 $1.07M - $1.13M
119K $9.4M
AAPL
Apple Inc.

Technology
1.48K
+ 15.36%
$245.27 - $275.25 $363K - $407K
11.1K $2.97M
MGV
Vanguard Mega Cap Value

ETFs
3.03K
+ 82.67%
$135.26 - $140.13 $410K - $425K
6.7K $928K
SPMD
Spdr Portfolio

ETFs
6.91K
+ 22.03%
$55.44 - $58.05 $383K - $401K
38.3K $2.16M
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.2K
+ 3.72%
$26.75 - $27.15 $380K - $385K
396K $10.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.93K
+ 15.55%
$44.53 - $47.25 $353K - $375K
58.9K $2.68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
256
+ 23.95%
$600.51 - $631.95 $154K - $162K
1.33K $818K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.68K
+ 11.56%
$99.87 - $101.27 $168K - $170K
16.2K $1.62M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.3K
+ 8.44%
$46.45 - $49.01 $107K - $113K
29.5K $1.42M
GLDM
World Gold Trust

ETFs
1.44K
+ 17.78%
$76.32 - $86.69 $110K - $125K
9.55K $772K
VEA
Vanguard Ftse Developed Market

ETFs
1.1K
+ 5.24%
$59.18 - $62.09 $65.3K - $68.5K
22.1K $1.36M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.64K
+ 1.32%
$50.24 - $50.4 $82.6K - $82.9K
126K $6.34M
XOM
Exxon Mobil Corp

Energy
30
+ 0.22%
$110.64 - $119.78 $3.32K - $3.59K
13.9K $1.64M
VNQ
Vanguard Specialized Funds Van

ETFs
877
+ 11.52%
$88.13 - $92.69 $77.3K - $81.3K
8.49K $760K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
833
+ 5.39%
$75.19 - $77.98 $62.6K - $65K
16.3K $1.24M
CGCP
Capital Group Core Plus Income

ETFs
2.65K
+ 6.16%
$22.64 - $22.98 $60K - $60.9K
45.6K $1.03M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.84K
+ 6.84%
$20.77 - $20.97 $38.2K - $38.6K
28.7K $602K
IVV
Ishares Core S&P 500 ETF

ETFs
21
+ 0.52%
$656.2 - $690.71 $13.8K - $14.5K
4.1K $2.77M
IBM
International Business Machines Corp

Technology
2
+ 0.19%
$275.97 - $314.98 $552 - $630
1.07K $318K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
42
+ 0.29%
$42.26 - $44.28 $1.77K - $1.86K
14.4K $631K
IFRA
Ishares Tr

ETFs
292
+ 4.78%
$52.02 - $54.04 $15.2K - $15.8K
6.4K $333K
IWM
Ishares Russell 2000 ETF

ETFs
20
+ 1.78%
$236.79 - $250.33 $4.74K - $5.01K
1.14K $271K
Ea Series Trust
48.3K
+ 5.09%
N/A
997K $0
Ishares Bitcoin Trust ETF
5.11K
+ 124.39%
N/A
9.21K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.05%
$63.25 - $66.24 $253 - $265
7.35K $471K
Activity Summary
Buys All Purchases 39 New Holdings 9 Increased Positions 30 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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