Wealthcare Capital Partners, LLC Portfolio Holdings

Wealthcare Capital Partners, LLC

  • $218 Billion
  • Q3 2025

Wealthcare Capital Partners, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $32.9B, Vanguard Total Stock Market Et with a value of $22.9B, Unitedhealth Group Inc with a value of $13.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.2B, and Schwab Strategic Us Tips ETF with a value of $6.7B.

Examining the 13F form we can see an increase of $18.7B in the current position value, from $199B to 218B.

Wealthcare Capital Partners, LLC is based out at West Chester, PA

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

Portfolio value $218 Billion
ETFs: $158 Billion
Healthcare: $15.3 Billion
Financial Services: $12.3 Billion
Technology: $12.2 Billion
Consumer Cyclical: $3.54 Billion
Utilities: $3.47 Billion
Communication Services: $2.75 Billion
Consumer Defensive: $2.58 Billion
Other: $4.37 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.9 Billion 15.14% of portfolio
655,415
Q3 2025 Reduced 7.49%
$0
$22.9 Billion 10.53% of portfolio
69,822
Q3 2025 Reduced 1.78%
$300B
$13.8 Billion 6.32% of portfolio
39,847
Q3 2025 Added 0.06%
$0
$11.2 Billion 5.17% of portfolio
143,578
Q3 2025 Added 0.02%
$0
$6.7 Billion 3.08% of portfolio
248,466
Q3 2025 Added 6.87%
$0
$5.87 Billion 2.7% of portfolio
41,616
Q3 2025 Added 51.34%
$0
$5.02 Billion 2.31% of portfolio
48,554
Q3 2025 Added 11.14%
$4.3T
$3.93 Billion 1.81% of portfolio
15,430
Q3 2025 Reduced 0.83%
$0
$3.9 Billion 1.79% of portfolio
38,949
Q3 2025 Added 15.15%
$0
$3.83 Billion 1.76% of portfolio
39,679
Q3 2025 Added 7.02%
$662B
$3.65 Billion 1.68% of portfolio
7,263
Q3 2025 Added 0.18%
$0
$3.55 Billion 1.63% of portfolio
49,782
Q3 2025 Reduced 2.36%
$0
$2.96 Billion 1.36% of portfolio
32,396
Q3 2025 Added 12.31%
$0
$2.69 Billion 1.24% of portfolio
58,086
Q3 2025 Added 0.39%
$3.78T
$2.52 Billion 1.16% of portfolio
4,865
Q3 2025 Added 0.06%
$0
$2.43 Billion 1.11% of portfolio
17,607
Q3 2025 Added 2.97%
$0
$2.4 Billion 1.1% of portfolio
41,996
Q3 2025 Added 1.77%
$98.1B
$2.32 Billion 1.07% of portfolio
13,605
Q3 2025 Added 0.65%
$0
$2.33 Billion 1.07% of portfolio
40,840
Q3 2025 Added 26.88%
$0
$2.29 Billion 1.05% of portfolio
31,885
Q3 2025 Added 0.5%
$465B
$2.05 Billion 0.94% of portfolio
10,962
Q3 2025 Added 4.86%
$0
$1.83 Billion 0.84% of portfolio
30,512
Q3 2025 Added 15.09%
$0
$1.84 Billion 0.84% of portfolio
37,370
Q3 2025 Added 89.28%
$0
$1.6 Billion 0.73% of portfolio
19,827
Q3 2025 Reduced 3.38%
$111B
$1.58 Billion 0.72% of portfolio
4,790
Q3 2025 Reduced 0.23%
$0
$1.55 Billion 0.71% of portfolio
11,790
Q3 2025 Added 3.04%
$0
$1.55 Billion 0.71% of portfolio
2,320
Q3 2025 Reduced 1.78%
$0
$1.52 Billion 0.7% of portfolio
32,729
Q3 2025 Added 0.17%
$0
$1.52 Billion 0.7% of portfolio
35,473
Q3 2025 Reduced 5.93%
$1.37T
$1.46 Billion 0.67% of portfolio
1,990
Q3 2025 Added 1.32%
$0
$1.46 Billion 0.67% of portfolio
27,830
Q3 2025 Added 22.1%
$0
$1.39 Billion 0.64% of portfolio
33,096
Q3 2025 Added 36.53%
$2.39T
$1.24 Billion 0.57% of portfolio
5,669
Q3 2025 Added 1.72%
$0
$1.21 Billion 0.56% of portfolio
22,949
Q3 2025 Added 6.24%
$881B
$1.16 Billion 0.54% of portfolio
3,693
Q3 2025 Added 1.04%
$0
$1.15 Billion 0.53% of portfolio
16,998
Q3 2025 Added 17.83%
$0
$1.12 Billion 0.52% of portfolio
25,691
Q3 2025 Added 8.26%
$0
$1.13 Billion 0.52% of portfolio
6,037
Q3 2025 Reduced 1.61%
$0
$1.06 Billion 0.49% of portfolio
22,306
Q3 2025 Added 7.21%
$0
$1.03 Billion 0.47% of portfolio
38,292
Q3 2025 Added 12.25%
$0
$1.03 Billion 0.47% of portfolio
9,704
Q3 2025 Added 18.41%
$0
$1 Billion 0.46% of portfolio
22,835
Q3 2025 Added 38.22%
$23B
$1.01 Billion 0.46% of portfolio
9,813
Q3 2025 Added 0.53%
$139B
$976 Million 0.45% of portfolio
2,957
Q3 2025 Reduced 1.63%
$0
$935 Million 0.43% of portfolio
27,756
Q3 2025 Added 37.26%
$11.9B
$938 Million 0.43% of portfolio
12,269
Q3 2025 Added 114.61%
$265B
$925 Million 0.42% of portfolio
1,161
Q2 2025 Added 2.11%
$0
$872 Million 0.4% of portfolio
11,363
Q3 2025 Reduced 0.6%
$0
$878 Million 0.4% of portfolio
29,638
Q3 2025 Added 23.01%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $218 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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