Wealthcare-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  null,
  "ABBV",
  "JBSS",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  null,
  null,
  null,
  "DBEF",
  null,
  "DUK",
  null,
  "HD",
  "MCD",
  null,
  "QCOM",
  null,
  "EMXC",
  "HLI",
  "MUB",
  "META",
  null,
  "IJH",
  null,
  "MA",
  "MDT",
  "MSFT",
  "EXC",
  "GE",
  "BX",
  "HSY",
  "IWD",
  null,
  "REG",
  null,
  "IWF",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "GS",
  "LDOS",
  "PLTR",
  "PG",
  null,
  null,
  null,
  "SCHX",
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  "TEL",
  "VNQ",
  "VO",
  null,
  null,
  null,
  "VIG",
  null,
  "IEF",
  "TSM",
  null,
  "FSK",
  "VYM",
  null,
  null,
  "SDY",
  null,
  "AMZN",
  null,
  null,
  "VEU",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "MGV",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  "XFOR",
  null,
  null,
  "DVY",
  "PSX",
  null,
  "IXUS",
  null,
  null,
  "BAC",
  "BRK-B",
  "CASY",
  "CNP",
  "CPK",
  "CVX",
  "KO",
  "CEG",
  "COST",
  "DFAC",
  "RSP",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PH",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 128
Total Value: 194488992
Accession Number: 0001951757-25-000346
Form Type: 13F-HR
CIK: wealthcare-capital-partners
Manager Name: Wealthcare-Capital-Partners

Data Enrichment

68% identified

87 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

128 positions • $194.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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97717Y527

Shares:775.0K

Value:$39.0M

% of Portfolio:20.1% ($39.0M/$194.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:40.0K

Value:$21.0M

% of Portfolio:10.8% ($21.0M/$194.5M)

922908769

VTI|922908769

Shares:71.3K

Value:$19.6M

% of Portfolio:10.1% ($19.6M/$194.5M)

78464A854

SPLG|78464A854

Shares:135.7K

Value:$8.9M

% of Portfolio:4.6% ($8.9M/$194.5M)

808524870

Shares:235.4K

Value:$6.3M

% of Portfolio:3.3% ($6.3M/$194.5M)

46429B747

Shares:48.0K

Value:$5.0M

% of Portfolio:2.6% ($5.0M/$194.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.1K

Value:$3.8M

% of Portfolio:2.0% ($3.8M/$194.5M)

464287440

IEF|464287440

Shares:37.1K

Value:$3.5M

% of Portfolio:1.8% ($3.5M/$194.5M)

Apple Inc.

AAPL|037833100

Shares:15.9K

Value:$3.5M

% of Portfolio:1.8% ($3.5M/$194.5M)

464287226

Shares:32.0K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$194.5M)

922042775

VEU|922042775

Shares:44.4K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$194.5M)

922908553

VNQ|922908553

Shares:27.6K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$194.5M)

921946406

VYM|921946406

Shares:19.3K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$194.5M)

921910840

MGV|921910840

Shares:17.6K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$194.5M)

921908844

VIG|921908844

Shares:10.8K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$194.5M)

78468R853

Shares:50.4K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$194.5M)

MICROSOFT CORP

MSFT|594918104

Shares:5.5K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$194.5M)

78464A847

Shares:39.3K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$194.5M)

46434V381

Shares:33.4K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$194.5M)

46641Q332

Shares:31.8K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$194.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717Y527)✕	775.0K	QoQ +0.09% (+752) YoY-	All Managers (Combined)	$39.0M	20.1% ($39.0M/$194.5M)	QoQ +0.11% (+$45.6K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	40.0K	QoQ -0.47% (-190) YoY-	All Managers (Combined)	$21.0M	10.8% ($21.0M/$194.5M)	QoQ +3.04% (-$620.1K) YoY-
(VTIcusip922908769)	71.3K	QoQ +1.37% (-968) YoY-	All Managers (Combined)	$19.6M	10.1% ($19.6M/$194.5M)	QoQ -3.86% (-$787.3K) YoY-
(SPLGcusip78464A854)	135.7K	QoQ +6.61% (+8.4K) YoY-	All Managers (Combined)	$8.9M	4.6% ($8.9M/$194.5M)	QoQ +1.70% (+$149.3K) YoY-
(cusip808524870)✕	235.4K	QoQ -1.64% (-3.9K) YoY-	All Managers (Combined)	$6.3M	3.3% ($6.3M/$194.5M)	QoQ +2.39% (-$147.8K) YoY-
(cusip46429B747)✕	48.0K	QoQ -14.64% (-8.2K) YoY-	All Managers (Combined)	$5.0M	2.6% ($5.0M/$194.5M)	QoQ -12.20% (-$690.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.1K	QoQ +0.70% (+50) YoY-	All Managers (Combined)	$3.8M	2.0% ($3.8M/$194.5M)	QoQ +18.32% (+$588.6K) YoY-
(IEFcusip464287440)	37.1K	QoQ +0.48% (+179) YoY-	All Managers (Combined)	$3.5M	1.8% ($3.5M/$194.5M)	QoQ +3.65% (+$124.8K) YoY-
Apple Inc.(AAPLcusip037833100)	15.9K	QoQ +0.67% (-107) YoY-	All Managers (Combined)	$3.5M	1.8% ($3.5M/$194.5M)	QoQ -10.69% (-$423.4K) YoY-
(cusip464287226)✕	32.0K	QoQ +6.03% (+1.8K) YoY-	All Managers (Combined)	$3.2M	1.6% ($3.2M/$194.5M)	QoQ +8.24% (+$241.2K) YoY-
(VEUcusip922042775)	44.4K	QoQ -33.59% (-22.5K) YoY-	All Managers (Combined)	$2.7M	1.4% ($2.7M/$194.5M)	QoQ -29.83% (-$1.1M) YoY-
(VNQcusip922908553)	27.6K	QoQ -3.79% (-1.1K) YoY-	All Managers (Combined)	$2.5M	1.3% ($2.5M/$194.5M)	QoQ -2.21% (-$56.6K) YoY-
(VYMcusip921946406)	19.3K	QoQ +20.24% (+3.3K) YoY-	All Managers (Combined)	$2.5M	1.3% ($2.5M/$194.5M)	QoQ +21.53% (+$441.2K) YoY-
(MGVcusip921910840)	17.6K	QoQ -6.08% (-1.1K) YoY-	All Managers (Combined)	$2.3M	1.2% ($2.3M/$194.5M)	QoQ -3.13% (-$73.4K) YoY-
(VIGcusip921908844)	10.8K	QoQ +3.58% (+372) YoY-	All Managers (Combined)	$2.1M	1.1% ($2.1M/$194.5M)	QoQ +2.61% (+$53.2K) YoY-
(cusip78468R853)✕	50.4K	QoQ +10.06% (-4.6K) YoY-	All Managers (Combined)	$2.1M	1.1% ($2.1M/$194.5M)	QoQ -0.12% (-$2.7K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	5.5K	QoQ +2.51% (-134) YoY-	All Managers (Combined)	$2.0M	1.1% ($2.0M/$194.5M)	QoQ -8.69% (-$195.0K) YoY-
(cusip78464A847)✕	39.3K	QoQ +10.11% (+3.6K) YoY-	All Managers (Combined)	$2.0M	1.0% ($2.0M/$194.5M)	QoQ +3.04% (+$59.5K) YoY-
(cusip46434V381)✕	33.4K	QoQ -1.11% (-376) YoY-	All Managers (Combined)	$1.9M	1.0% ($1.9M/$194.5M)	QoQ -4.59% (-$92.6K) YoY-
(cusip46641Q332)✕	31.8K	QoQ -8.42% (-2.9K) YoY-	All Managers (Combined)	$1.8M	0.9% ($1.8M/$194.5M)	QoQ -9.04% (-$181.0K) YoY-