Wealthcare Capital Management LLC Sells in Q4 2025

Wealthcare Capital Management LLC

  • $883 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-44K
- 3.86%
$321.8 - $337.95 $14.2M - $14.9M
1.09M $361M
PSLV
Sprott Physical Silver Trust

Financial Services
-205K
- 14.66%
$15.32 - $18.07 $3.14M - $3.71M
1.19M $20M
PHYS
Sprott Physical Gold Trust

Financial Services
-79.1K
- 12.73%
$29.62 - $33.31 $2.34M - $2.63M
542K $16.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-37.3K
- 81.62%
$25.85 - $27.19 $965K - $1.01M
8.4K $222K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6.64K
- 20.28%
$82.69 - $83.12 $549K - $552K
26.1K $2.16M
IVZ
Invesco Ltd.

Financial Services
-33K
- 6.21%
$22.47 - $24.66 $742K - $814K
499K $11.7M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-10.5K
- 19.64%
$26.14 - $26.55 $273K - $278K
42.8K $1.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.17K
- 3.83%
$142.79 - $150.05 $310K - $326K
54.6K $7.98M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.1K
- 30.28%
$26.44 - $27.53 $267K - $278K
23.2K $633K
IXUS
Ishares Tr

ETFs
-3.93K
- 9.24%
$81.21 - $85.27 $319K - $335K
38.6K $3.25M
VEU
Vanguard Ftse All World Ex Us

ETFs
-25.5K
- 2.58%
$70.2 - $73.89 $1.79M - $1.88M
960K $70.1M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-3.93K
- 2.12%
$45.48 - $45.92 $179K - $180K
182K $8.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.83K
- 19.65%
$56.0 - $57.6 $103K - $106K
7.5K $425K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.11K
- 12.61%
$91.46 - $91.76 $101K - $101K
7.66K $702K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-828
- 5.91%
$70.77 - $74.04 $58.6K - $61.3K
13.2K $935K
CGGR
Capital Group Growth ETF Shs C

ETFs
-887
- 9.91%
$43.04 - $45.68 $38.2K - $40.5K
8.07K $347K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-411
- 1.59%
$123.63 - $130.75 $50.8K - $53.7K
25.4K $3.22M
MSFT
Microsoft Corp

Technology
-28
- 1.93%
$496.82 - $542.07 $13.9K - $15.2K
1.42K $722K
PM
Philip Morris International Inc.

Consumer Defensive
-5
- 0.22%
$144.33 - $160.86 $722 - $804
2.31K $353K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-224
- 0.57%
$47.86 - $48.14 $10.7K - $10.8K
38.9K $1.87M
IWV
Ishares Russell 3000 ETF

ETFs
-90
- 1.06%
$371.33 - $389.89 $33.4K - $35.1K
8.43K $3.21M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.55%
$910.94 - $954.99 $1.82K - $1.91K
360 $328K
NVDA
Nvidia Corp

Technology
-30
- 0.72%
$179.83 - $207.04 $5.39K - $6.21K
4.17K $777K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-151
- 1.66%
$37.61 - $39.41 $5.68K - $5.95K
8.96K $346K
PAVE
Global X Fds Us Infrastructure

ETFs
-18
- 0.39%
$46.42 - $48.56 $836 - $874
4.65K $218K
GOOGL
Alphabet Inc.

Communication Services
-172
- 12.19%
$236.57 - $291.31 $40.7K - $50.1K
1.24K $342K
CGDV
Capital Group Divid Value ETF

ETFs
-217
- 2.35%
$41.33 - $43.47 $8.97K - $9.43K
9.01K $386K
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-25.7K
- 6.24%
N/A
385K $0
CGXU
Capital Group Intl Focus Equit

ETFs
-97
- 0.57%
$29.32 - $31.03 $2.84K - $3.01K
17K $509K
AMZN
Amazon Com Inc

Consumer Cyclical
-57
- 4.05%
$213.04 - $254.0 $12.1K - $14.5K
1.35K $317K
XT
Ishares Tr Exponential Technol

ETFs
-19
- 0.34%
$71.46 - $75.47 $1.36K - $1.43K
5.56K $409K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-212
- 1.72%
$67.07 - $73.01 $14.2K - $15.5K
12.1K $867K
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
Track This Portfolio

Track Wealthcare Capital Management LLC Portfolio

Follow Wealthcare Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email