Filed: 11/7/2025ACC: 0001951757-25-001338
📋 What this filing means
WEALTHCARE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $217.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$217.58M
Total AUM (reported)
2.72M
Total Shares
Allocation by class
COM$46.08M21.2%
FLOATNG RAT TREA$32.95M15.1%
TOTAL STK MKT$22.91M10.5%
PORTFOLIO S&P500$11.25M5.2%
US TIPS ETF$6.70M3.1%
HIGH DIV YLD$5.87M2.7%
0-5 YR TIPS ETF$5.02M2.3%
Portfolio Concentration
Top 3$69.62M32.0%
4–10$40.49M18.6%
11–25$36.87M16.9%
Rest$70.60M32.4%
Top 3 weight
32.0%
Top 10 weight
50.6%
Voting Authority Distribution
Total shares with voting rights: 2.72M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings148
Rows:
WISDOMTREE TR
SOLEShares655.41K
TypeSH
Market value$32.95M
15.14%
Sole
0.00
Shared
0.00
None
655.41K
VANGUARD INDEX FDS
SOLEShares69.82K
TypeSH
Market value$22.91M
10.53%
Sole
0.00
Shared
0.00
None
69.82K
UNITEDHEALTH GROUP INC
SOLEShares39.85K
TypeSH
Market value$13.76M
6.32%
Sole
0.00
Shared
0.00
None
39.85K
SPDR SERIES TRUST
SOLEShares143.58K
TypeSH
Market value$11.25M
5.17%
Sole
0.00
Shared
0.00
None
143.58K
SCHWAB STRATEGIC TR
SOLEShares248.47K
TypeSH
Market value$6.70M
3.08%
Sole
0.00
Shared
0.00
None
248.47K
VANGUARD WHITEHALL FDS
SOLEShares41.62K
TypeSH
Market value$5.87M
2.70%
Sole
0.00
Shared
0.00
None
41.62K
ISHARES TR
SOLEShares48.55K
TypeSH
Market value$5.02M
2.31%
Sole
0.00
Shared
0.00
None
48.55K
APPLE INC
SOLEShares15.43K
TypeSH
Market value$3.93M
1.81%
Sole
0.00
Shared
0.00
None
15.43K
ISHARES TR
SOLEShares38.95K
TypeSH
Market value$3.90M
1.79%
Sole
0.00
Shared
0.00
None
38.95K
ISHARES TR
SOLEShares39.68K
TypeSH
Market value$3.83M
1.76%
Sole
0.00
Shared
0.00
None
39.68K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.26K
TypeSH
Market value$3.65M
1.68%
Sole
0.00
Shared
0.00
None
7.26K
VANGUARD INTL EQUITY INDEX F
SOLEShares49.78K
TypeSH
Market value$3.55M
1.63%
Sole
0.00
Shared
0.00
None
49.78K
VANGUARD INDEX FDS
SOLEShares32.40K
TypeSH
Market value$2.96M
1.36%
Sole
0.00
Shared
0.00
None
32.40K
SPDR SERIES TRUST
SOLEShares58.09K
TypeSH
Market value$2.69M
1.24%
Sole
0.00
Shared
0.00
None
58.09K
MICROSOFT CORP
SOLEShares4.87K
TypeSH
Market value$2.52M
1.16%
Sole
0.00
Shared
0.00
None
4.87K
VANGUARD WORLD FD
SOLEShares17.61K
TypeSH
Market value$2.43M
1.11%
Sole
0.00
Shared
0.00
None
17.61K
VANGUARD SPECIALIZED FUNDS
SOLEShares11.16K
TypeSH
Market value$2.41M
1.11%
Sole
0.00
Shared
0.00
None
11.16K
SPDR SERIES TRUST
SOLEShares42K
TypeSH
Market value$2.40M
1.10%
Sole
0.00
Shared
0.00
None
42K
J P MORGAN EXCHANGE TRADED F
SOLEShares40.84K
TypeSH
Market value$2.33M
1.07%
Sole
0.00
Shared
0.00
None
40.84K
BLACKSTONE INC
SOLEShares13.61K
TypeSH
Market value$2.32M
1.07%
Sole
0.00
Shared
0.00
None
13.61K
ISHARES TR
SOLEShares31.89K
TypeSH
Market value$2.29M
1.05%
Sole
0.00
Shared
0.00
None
31.89K
NVIDIA CORPORATION
SOLEShares10.96K
TypeSH
Market value$2.05M
0.94%
Sole
0.00
Shared
0.00
None
10.96K
WISDOMTREE TR
SOLEShares37.37K
TypeSH
Market value$1.84M
0.84%
Sole
0.00
Shared
0.00
None
37.37K
VANGUARD TAX-MANAGED FDS
SOLEShares30.51K
TypeSH
Market value$1.83M
0.84%
Sole
0.00
Shared
0.00
None
30.51K
SPDR SERIES TRUST
SOLEShares19.83K
TypeSH
Market value$1.60M
0.73%
Sole
0.00
Shared
0.00
None
19.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 655.41K | SH | $32.95M 15.14% | 0.00 | 0.00 | 655.41K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 69.82K | SH | $22.91M 10.53% | 0.00 | 0.00 | 69.82K |
UNITEDHEALTH GROUP INCSOLE | COM | 39.85K | SH | $13.76M 6.32% | 0.00 | 0.00 | 39.85K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 143.58K | SH | $11.25M 5.17% | 0.00 | 0.00 | 143.58K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 248.47K | SH | $6.70M 3.08% | 0.00 | 0.00 | 248.47K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 41.62K | SH | $5.87M 2.70% | 0.00 | 0.00 | 41.62K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 48.55K | SH | $5.02M 2.31% | 0.00 | 0.00 | 48.55K |
APPLE INCSOLE | COM | 15.43K | SH | $3.93M 1.81% | 0.00 | 0.00 | 15.43K |
ISHARES TRSOLE | CORE US AGGBD ET | 38.95K | SH | $3.90M 1.79% | 0.00 | 0.00 | 38.95K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 39.68K | SH | $3.83M 1.76% | 0.00 | 0.00 | 39.68K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.26K | SH | $3.65M 1.68% | 0.00 | 0.00 | 7.26K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 49.78K | SH | $3.55M 1.63% | 0.00 | 0.00 | 49.78K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 32.40K | SH | $2.96M 1.36% | 0.00 | 0.00 | 32.40K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 58.09K | SH | $2.69M 1.24% | 0.00 | 0.00 | 58.09K |
MICROSOFT CORPSOLE | COM | 4.87K | SH | $2.52M 1.16% | 0.00 | 0.00 | 4.87K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 17.61K | SH | $2.43M 1.11% | 0.00 | 0.00 | 17.61K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 11.16K | SH | $2.41M 1.11% | 0.00 | 0.00 | 11.16K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P400 | 42K | SH | $2.40M 1.10% | 0.00 | 0.00 | 42K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 40.84K | SH | $2.33M 1.07% | 0.00 | 0.00 | 40.84K |
BLACKSTONE INCSOLE | COM | 13.61K | SH | $2.32M 1.07% | 0.00 | 0.00 | 13.61K |
ISHARES TRSOLE | FUTURE EXPONENTI | 31.89K | SH | $2.29M 1.05% | 0.00 | 0.00 | 31.89K |
NVIDIA CORPORATIONSOLE | COM | 10.96K | SH | $2.05M 0.94% | 0.00 | 0.00 | 10.96K |
WISDOMTREE TRSOLE | ITL HIGH DIV FD | 37.37K | SH | $1.84M 0.84% | 0.00 | 0.00 | 37.37K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 30.51K | SH | $1.83M 0.84% | 0.00 | 0.00 | 30.51K |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 19.83K | SH | $1.60M 0.73% | 0.00 | 0.00 | 19.83K |
Page 1 of 6
…