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Livermore
Livermore
ZHEN

Wealthcare Capital Partners, LLC

SEC CIK
0002053307
Latest filing
Jul 9, 2026

The latest 13F from Wealthcare Capital Partners, LLC covers Q2 2026 (filed Jul 9, 2026): 179 long positions worth $242.0M. The top 10 holdings make up 45.5% of the portfolio, and the largest is WisdomTree Tr at 13.5%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
32
Est. +$9.34M
Added
97
Est. +$7.64M
Reduced
36
Est. −$3.26M
Sold out
6
Est. −$1.87M

Top 5 holdings

Share of this quarter's portfolio value

  1. WisdomTree Tr97717Y527
    13.5%$32.6M
  2. Vanguard Morningstar Total Stock Market ETF922908769
    10.4%$25.1M
  3. State Street SPDR Portfolio S&P 500 ETF78464A854
    5.5%$13.2M
  4. Vanguard High Dividend Yield Index ETF921946406
    4.0%$9.63M
  5. Schwab US Tips ETF808524870
    2.8%$6.81M

Share of portfolio

Top 5 holdings and the other 174 positions, by share of portfolio value

  1. WisdomTree Tr13.5%
  2. Vanguard Morningstar Total Stock Market ETF10.4%
  3. State Street SPDR Portfolio S&P 500 ETF5.5%
  4. Vanguard High Dividend Yield Index ETF4.0%
  5. Schwab US Tips ETF2.8%
  6. Other 174 positions63.9%

Biggest buys

New and added positions, by estimated amount bought

  1. Invesco QQQ Trust Series I46090E103
    +$1.26MAdded
  2. Trust for Professional Manag89834G760
    +$961.3KNew
  3. Schwab U.S. Large-Cap ETF808524201
    +$846.9KNew
  4. Schwab U.S. Mid-Cap ETF808524508
    +$521.7KNew
  5. Vanguard High Dividend Yield Index ETF921946406
    +$494.3KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco QQQ Trust Series I46090E103
    +0.55 pp0.2% → 0.8%
  2. Trust for Professional Manag89834G760
    +0.40 pp0.0% → 0.4%
  3. Schwab U.S. Large-Cap ETF808524201
    +0.35 pp0.0% → 0.3%
  4. AVGOBroadcom Inc.
    +0.22 pp0.5% → 0.7%History
  5. Schwab U.S. Mid-Cap ETF808524508
    +0.22 pp0.0% → 0.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. J P Morgan Exchange Traded F46641Q332
    −$1.51MReduced
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −$535.2KSold out
  3. Vanguard Morningstar Total Stock Market ETF922908769
    −$351.5KReduced
  4. XOMExxonMobil Holdings Corp
    −$300.9KSold outHistory
  5. iShares Tr46436E718
    −$295.3KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. WisdomTree Tr97717Y527
    −1.89 pp15.4% → 13.5%
  2. J P Morgan Exchange Traded F46641Q332
    −0.77 pp1.2% → 0.5%
  3. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −0.25 pp0.3% → 0.0%
  4. MSFTMicrosoft Corp
    −0.16 pp0.8% → 0.7%History
  5. XOMExxonMobil Holdings Corp
    −0.14 pp0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$242.0M
+$28.6M (+13.4%) vs. prior quarter
Positions
179
+26 vs. prior quarter
Top 10 concentration
45.5%
Top 10 as share of value
Turnover
2.3%
Q2 2026, one quarter
Average holding period
6.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $242.0M (Q2 2026)

Q4 2024: $192.0MQ1 2025: $194.5MQ2 2025: $198.9MQ3 2025: $217.6MQ4 2025: $213.4MQ1 2026: $213.5MQ2 2026: $242.0M
Q4 2024Q2 2026
13F filings of Wealthcare Capital Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 9, 2026179$242.0MWisdomTree TrVanguard Morningstar Total Stock Market ETFState Street SPDR Portfolio S&P 500 ETFvs. Q1 2026SEC
Q1 2026Apr 15, 2026153$213.5MWisdomTree TrVanguard Morningstar Total Stock Market ETFState Street SPDR Portfolio S&P 500 ETFvs. Q4 2025SEC
Q4 2025Jan 14, 2026149$213.4MWisdomTree TrVanguard Morningstar Total Stock Market ETFState Street SPDR Portfolio S&P 500 ETFvs. Q3 2025SEC
Q3 2025Nov 7, 2025148$217.6MWisdomTree TrVanguard Morningstar Total Stock Market ETFUNHvs. Q2 2025SEC
Q2 2025Jul 22, 2025143$198.9MWisdomTree TrVanguard Morningstar Total Stock Market ETFUNHvs. Q1 2025SEC
Q1 2025Apr 14, 2025128$194.5MWisdomTree TrUNHVanguard Morningstar Total Stock Market ETFvs. Q4 2024SEC
Q4 2024Jan 29, 2025118$192.0MWisdomTree TrVanguard Morningstar Total Stock Market ETFUNH–SEC