Wealthcare Capital Partners, LLC - Portfolio overview
Wealthcare Capital Partners, LLC has 164 reported holdings in this dataset, with the latest filing dated 2026-04-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- USFR - WISDOMTREE TR, 14.30%
- VTI - VANGUARD INDEX FDS, 9.61%
- SPYM - SPDR SERIES TRUST, 5.01%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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