AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: WEALTHCARE CAPITAL MANAGEMENT LLC
1. Portfolio Overview
WEALTHCARE CAPITAL MANAGEMENT LLC has reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by +247.2%, growing from $290.07 million to $1.01 billion. This dramatic increase suggests substantial net capital inflows rather than merely market appreciation, as the broad market gains required to ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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