DOSSIER · 13F-HR · Q2 2026

WealthCare Investment Partners, LLC

$412M in tracked AUM across 206 positions as of Q2 2026.

WI
CIK 0001908462 · last filed Jun 30, 2026
Total AUM
$412M
as of Q2 2026
Holdings
206
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WealthCare Investment Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$33M45K8.0%
02
FVD
FIRST TR EXCHANGE-TRADED FD
$15M320K3.7%
03
CGGR
CAPITAL GROUP GROWTH ETF
$14M298K3.4%
04
ITA
ISHARES TR
$13M52K3.1%
05
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M250K3.0%
06
SPMO
INVESCO EXCH TRADED FD TR II
$12M73K2.9%
07
BUFR
FIRST TR EXCHNG TRADED FD VI
$10M273K2.4%
08
VOO
VANGUARD INDEX FDS
$9M14K2.3%
09
RECS
COLUMBIA ETF TR I
$9M198K2.1%
10
FNDF
SCHWAB STRATEGIC TR
$8M160K2.1%

Filing history

2026Q2Jun 30
$412M▲ 14.2%
206 positionsView →
2026Q1Mar 31
$360M▲ 5.0%
191 positionsView →
2025Q4Dec 31
$343M▲ 107.0%
183 positionsView →
2025Q3Sep 30
$166M▼ 40.4%
100 positionsLocked
2025Q2Jun 30
$278M▲ 17.9%
157 positionsLocked
2025Q1Mar 31
$236M▲ 2.9%
148 positionsLocked
2024Q4Dec 31
$229M▲ 0.5%
146 positionsLocked
2024Q3Sep 30
$228M▲ 6.0%
140 positionsLocked
2024Q2Jun 30
$215M▲ 4.0%
136 positionsLocked
2024Q1Mar 31
$207M▲ 12.9%
130 positionsLocked
2023Q4Dec 31
$183M▲ 11.4%
130 positionsLocked
2023Q3Sep 30
$164M▼ 1.3%
120 positionsLocked
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