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Manager record

Wealthcare Capital Partners, LLC

West Chester, PA · CIK 2053307 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$247.09MReported 13F valueQ3 2026 · as filed
168Holdings listed
+2.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $198.9M$198.9MQ2 2025143 holdingsQ3 2025: $217.6M$217.6MQ3 2025148 holdingsQ4 2025: $213.4M$213.4MQ4 2025149 holdingsQ1 2026: $213.5M$213.5MQ1 2026153 holdingsQ2 2026: $242.0M$242.0MQ2 2026179 holdingsQ3 2026: $247.1M$247.1MQ3 2026168 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 21 2026 13F-HR · period Q3 2026

$247.09M · 168 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$242.01M · 179 holdings listed · View original SEC filing ↗
Apr 15 2026 13F-HR · period Q1 2026

$213.46M · 153 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$213.42M · 149 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$217.58M · 148 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$198.91M · 143 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 21, 2026 · Change methodology