13F Filings History of Wealthcare Capital Partners, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$213,419,261
Signature - Title
James Krause - Chief Compliance Officer
Location
West Chester, PA
Summary
This page shows a list of all the recent 13F filings made by Wealthcare Capital Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealthcare Capital Partners, LLC reported 149 stock holdings with total value $213,419,261 as of Q4 2025. Top holdings included USFR, VTI, SPYM, VYM, and SCHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 149 $213,419,261 +$14,972,486 -$20,111,225 -$5,138,739 USFR, VTI, SPYM, VYM, SCHP 13F-HR 14 Jan 2026, 09:55
Q3 2025 148 $217,582,221 +$12,533,829 -$4,763,293 +$7,770,536 USFR, VTI, UNH, SPLG, SCHP 13F-HR 07 Nov 2025, 11:47
Q2 2025 143 $198,905,941 +$12,021,000 -$8,109,802 +$3,911,198 USFR, VTI, UNH, SPLG, SCHP 13F-HR 22 Jul 2025, 10:40
Q1 2025 128 $194,488,992 +$10,734,397 -$6,620,713 +$4,113,684 USFR, UNH, VTI, SPLG, SCHP 13F-HR 14 Apr 2025, 10:14
Q4 2024 118 $191,973,863 $0 $0 $0 USFR, VTI, UNH, SPLG, SCHP 13F-HR 29 Jan 2025, 11:14