Wealthcare Capital Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 168 distinct companies.
The portfolio is diversified across various sectors, with significant allocations to large-cap technology and dividend-focused exchange-traded funds. Technology holdings include Apple Inc., Broadcom Inc., Microsoft Corporation, NVIDIA Corporation, and Meta Platforms Inc. The firm also holds substantial positions in dividend-focused ETFs, such as the Vanguard Morningstar Value ETF, the WisdomTree International High Dividend Fund, and the iShares Preferred and Income Securities ETF.
Major individual stock holdings include Berkshire Hathaway Inc., Blackstone Inc., and JPMorgan Chase & Co. The filing also lists a variety of sector-specific ETFs, including the iShares Core S&P 500 ETF, the SPDR S&P 500 ETF Trust, and the Vanguard Total International Stock Index Fund.
James Krause, the Chief Compliance Officer for Wealthcare Capital Partners, signed the filing on October 21, 2026. The firm's address is listed as 1065 Andrew Drive in West Chester, Pennsylvania.
