DOSSIER · 13F-HR · Q1 2026

WealthCare Investment Partners, LLC

$360M in tracked AUM across 191 positions as of Q1 2026.

WI
CIK 0001908462 · last filed Mar 31, 2026
Total AUM
$360M
as of Q1 2026
Holdings
191
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

WealthCare Investment Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$26M44K7.2%
02
FVD
FIRST TR EXCHANGE-TRADED FD
$14M307K4.0%
03
CGGR
CAPITAL GROUP GROWTH ETF
$12M292K3.3%
04
ITA
ISHARES TR
$12M52K3.3%
05
CGDV
CAPITAL GROUP DIVIDEND VALUE
$11M246K3.0%
06
BUFR
FIRST TR EXCHNG TRADED FD VI
$10M283K2.7%
07
IAU
ISHARES GOLD TR
$9M105K2.5%
08
SPMO
INVESCO EXCH TRADED FD TR II
$8M69K2.2%
09
FBND
FIDELITY MERRIMACK STR TR
$8M166K2.1%
10
IDMO
INVESCO EXCH TRADED FD TR II
$7M135K2.1%

Filing history

2026Q1Mar 31
$360M 5.0%
191 positionsView →
2025Q4Dec 31
$343M 107.0%
183 positionsView →
2025Q3Sep 30
$166M 40.4%
100 positionsView →
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
2023Q2Jun 30
$167M 0.8%
119 positionsLocked
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