Wealthcare Capital Partners
Wealthcare Capital Partners reported 168 stocks worth $247M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are USFR (16.3%), VTI (9.9%) and SPYM (5.7%). Compared with Q2 2026, the fund added to USFR, SPYM and VYM, trimmed VTI, VEU and SPSM and sold out of SCHM, VTIP and ISTB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  USFR Wisdomtree TR | $40.3M | 16.3% | 799K | +152K (+23%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $24.5M | 9.9% | 65K | −2,290 (−3%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $14.1M | 5.7% | 157K | +7,117 (+5%) | 8 of 8 | |
| 4 |  VYM Vanguard Whitehall Fds | $10M | 4.0% | 64K | +3,375 (+6%) | 8 of 8 | |
| 5 |  SCHP Schwab US Tips ETF | $6.6M | 2.6% | 261K | +3,931 (+2%) | 8 of 8 | |
| 6 |  STIP Ishares 0-5 | $6M | 2.4% | 60K | +814 (+1%) | 8 of 8 | |
| 7 |  AGG Ishares TR | $4.7M | 1.9% | 50K | +855 (+2%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $4.4M | 1.8% | 13K | +65 (+0%) | 8 of 8 | |
| 9 |  VEU Vanguard Intl Equity Index F | $4.1M | 1.7% | 49K | −520 (−1%) | 8 of 8 | |
| 10 |  IEF Ishares TR | $3.8M | 1.5% | 42K | +686 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SCHM Schwab Strategic TR | $522K | 14K |
 VTIP Vanguard Shrt Inf Prot | $306K | 6,096 |
 ISTB Ishares TR | $295K | 6,107 |
 SPTS Spdr Series Trust | $262K | 9,046 |
 SCHO Schwab Short-Term US Treasury ETF | $241K | 10K |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealthcare Capital Partners 13F FAQ
What does Wealthcare Capital Partners own?
Wealthcare Capital Partners reported 168 stocks worth $247M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are USFR (16.3%), VTI (9.9%) and SPYM (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Wealthcare Capital Partners buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 96 added to, 41 trimmed and 17 sold out. It sold all of SCHM, VTIP and ISTB.
When will Wealthcare Capital Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealthcare Capital Partners's portfolio worth?
The Q3 2026 filing reports $247M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.