Wealthcare Capital Partners, LLC
Wealthcare Capital Partners, LLC reported 179 holdings worth US$242M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Wealthcare Capital Partners, LLC reported 179 holdings worth US$242M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Nvidia Corporation. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 179
- Value as reported
- US$242M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 13,171 | US$3.81M | 1.6% |
| Berkshire Hathaway Inc. | 7,001 | US$3.5M | 1.4% |
| Nvidia Corporation | 11,187 | US$2.24M | 0.92% |
| Blackstone Inc. | 14,905 | US$1.75M | 0.72% |
| Broadcom Inc. | 4,407 | US$1.66M | 0.69% |
| Microsoft Corp. | 4,364 | US$1.63M | 0.67% |
| Cisco Systems, Inc. | 12,366 | US$1.45M | 0.60% |
| Alphabet Inc (google) Class C | 3,999 | US$1.43M | 0.59% |
| Amazon.com, Inc. | 5,695 | US$1.36M | 0.56% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,606 | US$1.24M | 0.51% |
| Walmart Inc. | 10,946 | US$1.24M | 0.51% |
| Jp Morgan Chase & Co. | 3,720 | US$1.22M | 0.50% |
| Goldman Sachs Group, Inc. (the) | 1,080 | US$1.09M | 0.45% |
| T. Rowe Price Group, Inc. | 9,565 | US$1.09M | 0.45% |
| Constellation Energy Corporation | 4,362 | US$1.08M | 0.45% |
| Meta Platforms, Inc. | 1,913 | US$1.08M | 0.45% |
| Unitedhealth Group Incorporated | 2,285 | US$950K | 0.39% |
| Ge Aerospace | 2,229 | US$833K | 0.34% |
| Caterpillar, Inc. | 646 | US$688K | 0.28% |
| Tesla, Inc. | 1,598 | US$672K | 0.28% |
| Applied Materials, Inc. | 926 | US$670K | 0.28% |
| Johnson & Johnson | 2,633 | US$669K | 0.28% |
| Eli Lilly And Company | 549 | US$659K | 0.27% |
| Parker-hannifin Corporation | 642 | US$628K | 0.26% |
| Ge Vernova Inc. | 530 | US$623K | 0.26% |
| Rtx Corporation | 3,162 | US$600K | 0.25% |
| Lowe's Companies, Inc. | 2,571 | US$567K | 0.23% |
| Ares Capital Corporation | 30,320 | US$562K | 0.23% |
| Caseys General Stores, Inc. | 704 | US$560K | 0.23% |
| Chesapeake Utilities Corporation | 4,521 | US$554K | 0.23% |
| Chevron Corporation | 3,255 | US$540K | 0.22% |
| Exelon Corporation | 10,644 | US$496K | 0.21% |
| Bank Of America Corporation | 8,326 | US$474K | 0.20% |
| Advanced Micro Devices Inc | 812 | US$472K | 0.19% |
| Regency Centers Corporation | 5,523 | US$440K | 0.18% |
| Visa Inc. | 1,267 | US$435K | 0.18% |
| Procter & Gamble Company (the) | 2,802 | US$411K | 0.17% |
| Quanta Services, Inc. | 555 | US$400K | 0.17% |
| John B. Sanfilippo & Son, Inc. | 4,090 | US$352K | 0.15% |
| Duke Energy Corporation (holding Company) | 2,748 | US$348K | 0.14% |
| Vertiv Holdings, Llc | 1,031 | US$345K | 0.14% |
| Costco Wholesale Corporation | 351 | US$329K | 0.14% |
| Cummins Inc. | 453 | US$323K | 0.13% |
| Houlihan Lokey, Inc. | 2,399 | US$322K | 0.13% |
| Micron Technology, Inc. | 278 | US$320K | 0.13% |
| Palantir Technologies Inc. | 2,713 | US$317K | 0.13% |
| Mcdonald's Corporation | 1,150 | US$311K | 0.13% |
| Bhp Group Ltd | 3,685 | US$307K | 0.13% |
| Mastercard Incorporated | 587 | US$302K | 0.12% |
| Zoetis Inc. | 4,195 | US$301K | 0.12% |
| Abbvie Inc. | 1,184 | US$298K | 0.12% |
| Marvell Technology, Inc. | 983 | US$293K | 0.12% |
| First | 14,156 | US$288K | 0.12% |
| Phillips 66 | 1,638 | US$277K | 0.11% |
| The Hershey Company | 1,496 | US$262K | 0.11% |
| Centerpoint Energy, Inc (holding Co) | 5,670 | US$250K | 0.10% |
| Coca-cola Company (the) | 2,965 | US$241K | 0.10% |
| Steel Dynamics, Inc. | 1,032 | US$237K | 0.10% |
| Union Pacific Corporation | 833 | US$226K | 0.09% |
| Toronto-dominion Bank | 1,810 | US$220K | 0.09% |
| Space Exploration Technologies Corp | 1,250 | US$214K | 0.09% |
| Oracle Corporation | 1,444 | US$212K | 0.09% |
| Emerson Electric Company | 1,471 | US$211K | 0.09% |
| United Airlines Holdings, Inc. | 1,540 | US$209K | 0.09% |
| Lockheed Martin Corporation | 409 | US$208K | 0.09% |
| Principal Financial Group Inc | 1,921 | US$207K | 0.09% |
| Commercial Metals Company | 3,255 | US$204K | 0.08% |
| Leidos Holdings, Inc. | 1,982 | US$204K | 0.08% |
| Agco Corporation | 1,699 | US$203K | 0.08% |
| Community Financial System, Inc. | 2,998 | US$201K | 0.08% |
| Compass Therapeutics, Inc. | 19,654 | US$43,042 | 0.02% |
| I-80 Gold Corp | 13,243 | US$19,070 | <0.01% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Cheniere Energy, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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