WEALTHCARE CAPITAL PARTNERS, LLC

Filed: 4/14/2025ACC: 0001951757-25-000346

📋 What this filing means

WEALTHCARE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $194.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

128

Positions

$194.49M

Total AUM (reported)

2.52M

Total Shares

Allocation by class

COM$46.01M23.7%

FLOATNG RAT TREA$39.01M20.1%

TOTAL STK MKT$19.60M10.1%

PORTFOLIO S&P500$8.92M4.6%

US TIPS ETF$6.33M3.3%

0-5 YR TIPS ETF$4.96M2.6%

CL B NEW$3.80M2.0%

Portfolio Concentration

Top 3$79.58M40.9%

4–10$34.25M17.6%

11–25$29.53M15.2%

Rest$51.12M26.3%

Top 3 weight

40.9%

Top 10 weight

58.5%

Voting Authority Distribution

Total shares with voting rights: 2.52M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.52M

% of voting shares100.0%

Investment Discretion (by position count)

Sole128

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings128

Rows:

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares775.03K

TypeSH

Market value$39.01M

20.06%

Sole

0.00

Shared

0.00

None

775.03K

UNITEDHEALTH GROUP INC

SOLE

COM

Shares40.04K

TypeSH

Market value$20.97M

10.78%

Sole

0.00

Shared

0.00

None

40.04K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares71.32K

TypeSH

Market value$19.60M

10.08%

Sole

0.00

Shared

0.00

None

71.32K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares135.72K

TypeSH

Market value$8.92M

4.59%

Sole

0.00

Shared

0.00

None

135.72K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares235.41K

TypeSH

Market value$6.33M

3.25%

Sole

0.00

Shared

0.00

None

235.41K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares47.98K

TypeSH

Market value$4.96M

2.55%

Sole

0.00

Shared

0.00

None

47.98K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares7.14K

TypeSH

Market value$3.80M

1.95%

Sole

0.00

Shared

0.00

None

7.14K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares37.07K

TypeSH

Market value$3.54M

1.82%

Sole

0.00

Shared

0.00

None

37.07K

APPLE INC

SOLE

COM

Shares15.91K

TypeSH

Market value$3.53M

1.82%

Sole

0.00

Shared

0.00

None

15.91K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares32K

TypeSH

Market value$3.16M

1.63%

Sole

0.00

Shared

0.00

None

32K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares44.43K

TypeSH

Market value$2.69M

1.39%

Sole

0.00

Shared

0.00

None

44.43K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares27.58K

TypeSH

Market value$2.50M

1.28%

Sole

0.00

Shared

0.00

None

27.58K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares19.31K

TypeSH

Market value$2.49M

1.28%

Sole

0.00

Shared

0.00

None

19.31K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares17.61K

TypeSH

Market value$2.27M

1.17%

Sole

0.00

Shared

0.00

None

17.61K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares10.75K

TypeSH

Market value$2.09M

1.07%

Sole

0.00

Shared

0.00

None

10.75K

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares50.41K

TypeSH

Market value$2.05M

1.06%

Sole

0.00

Shared

0.00

None

50.41K

MICROSOFT CORP

SOLE

COM

Shares5.46K

TypeSH

Market value$2.05M

1.05%

Sole

0.00

Shared

0.00

None

5.46K

SPDR SER TR

SOLE

PORTFOLIO S&P400

Shares39.33K

TypeSH

Market value$2.01M

1.04%

Sole

0.00

Shared

0.00

None

39.33K

ISHARES TR

SOLE

EXPONENTIAL TECH

Shares33.43K

TypeSH

Market value$1.92M

0.99%

Sole

0.00

Shared

0.00

None

33.43K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares31.83K

TypeSH

Market value$1.82M

0.94%

Sole

0.00

Shared

0.00

None

31.83K

BLACKSTONE INC

SOLE

COM

Shares12.83K

TypeSH

Market value$1.79M

0.92%

Sole

0.00

Shared

0.00

None

12.83K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares2.68K

TypeSH

Market value$1.50M

0.77%

Sole

0.00

Shared

0.00

None

2.68K

SPDR SER TR

SOLE

PORTFOLI S&P1500

Shares21.59K

TypeSH

Market value$1.47M

0.75%

Sole

0.00

Shared

0.00

None

21.59K

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares33.53K

TypeSH

Market value$1.45M

0.75%

Sole

0.00

Shared

0.00

None

33.53K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares39.05K

TypeSH

Market value$1.42M

0.73%

Sole

0.00

Shared

0.00

None

39.05K

Issuer	Class	Shares	Type	Value / Portfolio %	None
WISDOMTREE TRSOLE	FLOATNG RAT TREA	775.03K	SH	$39.01M 20.06%	775.03K
UNITEDHEALTH GROUP INCSOLE	COM	40.04K	SH	$20.97M 10.78%	40.04K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	71.32K	SH	$19.60M 10.08%	71.32K
SPDR SER TRSOLE	PORTFOLIO S&P500	135.72K	SH	$8.92M 4.59%	135.72K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	235.41K	SH	$6.33M 3.25%	235.41K
ISHARES TRSOLE	0-5 YR TIPS ETF	47.98K	SH	$4.96M 2.55%	47.98K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	7.14K	SH	$3.80M 1.95%	7.14K
ISHARES TRSOLE	7-10 YR TRSY BD	37.07K	SH	$3.54M 1.82%	37.07K
APPLE INCSOLE	COM	15.91K	SH	$3.53M 1.82%	15.91K
ISHARES TRSOLE	CORE US AGGBD ET	32K	SH	$3.16M 1.63%	32K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	44.43K	SH	$2.69M 1.39%	44.43K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	27.58K	SH	$2.50M 1.28%	27.58K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	19.31K	SH	$2.49M 1.28%	19.31K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	17.61K	SH	$2.27M 1.17%	17.61K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	10.75K	SH	$2.09M 1.07%	10.75K
SPDR SER TRSOLE	PORTFOLIO S&P600	50.41K	SH	$2.05M 1.06%	50.41K
MICROSOFT CORPSOLE	COM	5.46K	SH	$2.05M 1.05%	5.46K
SPDR SER TRSOLE	PORTFOLIO S&P400	39.33K	SH	$2.01M 1.04%	39.33K
ISHARES TRSOLE	EXPONENTIAL TECH	33.43K	SH	$1.92M 0.99%	33.43K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	31.83K	SH	$1.82M 0.94%	31.83K
BLACKSTONE INCSOLE	COM	12.83K	SH	$1.79M 0.92%	12.83K
SPDR S&P 500 ETF TRSOLE	TR UNIT	2.68K	SH	$1.50M 0.77%	2.68K
SPDR SER TRSOLE	PORTFOLI S&P1500	21.59K	SH	$1.47M 0.75%	21.59K
DBX ETF TRSOLE	XTRACK MSCI EAFE	33.53K	SH	$1.45M 0.75%	33.53K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	39.05K	SH	$1.42M 0.73%	39.05K

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