Wealthcare Capital Management LLC Portfolio Holdings

Wealthcare Capital Management LLC

  • $881 Million
  • Q3 2025

Wealthcare Capital Management LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $881 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $374M, Ishares Barclays with a value of $180M, Ishares Barclays 0 5 Year Tips with a value of $85.9M, Vanguard Ftse All World Ex Us with a value of $70.3M, and Sprott Physical Silver Trust with a value of $22M.

Examining the 13F form we can see an decrease of $45.5M in the current position value, from $927M to 881M.

Wealthcare Capital Management LLC is based out at Richmond, VA

Below you can find more details about Wealthcare Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $881 Million
ETFs: $819 Million
Financial Services: $54.8 Million
Technology: $4.67 Million
Energy: $1.57 Million
Consumer Defensive: $711,000
Communication Services: $631,000
Consumer Cyclical: $511,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $881 Million
  • Prior Value $927 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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