Wealthcare Capital Management LLC Reduced Holdings in Q3 2025

Wealthcare Capital Management LLC

  • $881 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.5M
- 92.33%
$50.23 - $50.48 $75.2M - $75.5M
124K $6.25M
PHYS
Sprott Physical Gold Trust

Financial Services
-457K
- 42.36%
$25.02 - $29.62 $11.4M - $13.5M
621K $18.4M
PSLV
Sprott Physical Silver Trust

Financial Services
-1.04M
- 42.76%
$12.24 - $15.73 $12.8M - $16.4M
1.4M $22M
TSLA
Tesla, Inc.

Consumer Cyclical
-657
- 59.03%
$293.94 - $444.72 $193K - $292K
456 $202K
CGDV
Capital Group Divid Value ETF

ETFs
-3.82K
- 29.28%
$39.59 - $42.21 $151K - $161K
9.23K $387K
AMZN
Amazon Com Inc

Consumer Cyclical
-329
- 18.94%
$211.65 - $238.24 $69.6K - $78.4K
1.41K $309K
IWV
Ishares Russell 3000 ETF

ETFs
-870
- 9.26%
$351.04 - $379.81 $305K - $330K
8.52K $3.23M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-837
- 5.44%
$97.75 - $100.75 $81.8K - $84.3K
14.6K $1.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.74K
- 7.71%
$135.0 - $146.02 $640K - $692K
56.7K $8.26M
IXUS
Ishares Tr

ETFs
-3.34K
- 7.27%
$76.35 - $82.58 $255K - $275K
42.6K $3.51M
CGGR
Capital Group Growth ETF Shs C

ETFs
-432
- 4.6%
$40.2 - $44.58 $17.4K - $19.3K
8.95K $393K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-292
- 3.1%
$36.04 - $38.78 $10.5K - $11.3K
9.12K $351K
IFRA
Ishares Tr

ETFs
-94
- 1.52%
$49.77 - $52.82 $4.68K - $4.97K
6.11K $322K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-600
- 3.74%
$72.04 - $77.35 $43.2K - $46.4K
15.5K $1.19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-371
- 2.51%
$39.8 - $42.86 $14.8K - $15.9K
14.4K $616K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-30
- 0.41%
$62.09 - $66.51 $1.86K - $2K
7.35K $479K
IWM
Ishares Russell 2000 ETF

ETFs
-28
- 2.43%
$214.92 - $244.84 $6.02K - $6.86K
1.12K $271K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-439
- 3.45%
$62.54 - $68.42 $27.5K - $30K
12.3K $830K
IVW
Ishares S&P 500 Growth ETF

ETFs
-49
- 1.52%
$108.97 - $121.65 $5.34K - $5.96K
3.19K $384K
AVGO
Broadcom Inc.

Technology
-106
- 8.38%
$264.74 - $369.57 $28.1K - $39.2K
1.16K $382K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-12
- 1.11%
$567.77 - $614.76 $6.81K - $7.38K
1.07K $654K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-217
- 1.52%
$67.1 - $74.29 $14.6K - $16.1K
14K $1.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-73
- 0.16%
$24.46 - $26.5 $1.79K - $1.93K
45.7K $1.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-66
- 1.59%
$620.67 - $670.08 $41K - $44.2K
4.08K $2.73M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-192
- 0.74%
$115.96 - $125.95 $22.3K - $24.2K
25.8K $3.25M
AAPL
Apple Inc.

Technology
-267
- 2.7%
$202.38 - $256.87 $54K - $68.6K
9.64K $2.45M
IVZ
Invesco Ltd.

Financial Services
-33K
- 5.85%
$16.17 - $23.0 $534K - $759K
532K $12.2M
VTI
Vanguard Total Stock Market Et

ETFs
-43.6K
- 3.69%
$303.93 - $329.86 $13.3M - $14.4M
1.14M $374M
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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