Wealthcare Capital Partners, LLC
data from 31/12/2025
Capitalization
$ 213.419 B
97 986.72 %
Performance
$ 213.516 B
98 131.54 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/12/31 | WISDOMTREE TR | 17.11% | 36.523 B $ | 725811 | 2024/12/31 | 32.948 B $ | 99 999.41 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 11.06% | 23.601 B $ | 70395 | 2024/12/31 | 23.386 B $ | 102 062.86 % | |
| 2025/12/31 | SPDR SERIES TRUST | 5.26% | 11.229 B $ | 139972 | 2024/12/31 | 11.507 B $ | 102 299.79 % | |
| 2025/12/31 | VANGUARD WHITEHALL FDS | 3.33% | 7.107 B $ | 49522 | 2024/12/31 | 5.967 B $ | 101 723.34 % | |
| 2025/12/31 | SCHWAB STRATEGIC TR | 3.13% | 6.680 B $ | 252178 | 2024/12/31 | 6.575 B $ | 98 192.98 % | |
| 2025/12/31 | ISHARES TR | 2.43% | 5.178 B $ | 50568 | 2024/12/31 | 4.966 B $ | 98 962.08 % | |
| 2025/12/31 | ISHARES TR | 1.92% | 4.094 B $ | 40985 | 2024/12/31 | 3.886 B $ | 99 530.93 % | |
| 2025/12/31 | APPLE INC | 1.90% | 4.053 B $ | 14908 | 2024/12/31 | 4.191 B $ | 106 670.80 % | |
| 2025/12/31 | ISHARES TR | 1.78% | 3.803 B $ | 39554 | 2024/12/31 | 3.812 B $ | 99 587.44 % | |
| 2025/12/31 | VANGUARD INTL EQUITY INDEX F | 1.71% | 3.659 B $ | 49735 | 2024/12/31 | 3.658 B $ | 102 968.78 % | |
| 2025/12/31 | BERKSHIRE HATHAWAY INC DEL | 1.67% | 3.566 B $ | 7094 | 2024/12/31 | 3.647 B $ | 99 882.09 % | |
| 2025/12/31 | SPDR SERIES TRUST | 1.35% | 2.881 B $ | 61487 | 2024/12/31 | 2.719 B $ | 101 065.79 % | |
| 2025/12/31 | SPDR SERIES TRUST | 1.24% | 2.637 B $ | 45536 | 2024/12/31 | 2.430 B $ | 101 158.99 % | |
| 2025/12/31 | J P MORGAN EXCHANGE TRADED F | 1.19% | 2.544 B $ | 44448 | 2024/12/31 | 2.335 B $ | 100 145.12 % | |
| 2025/12/31 | VANGUARD WORLD FD | 1.17% | 2.496 B $ | 17683 | 2024/12/31 | 2.483 B $ | 102 384.09 % | |
| 2025/12/31 | VANGUARD SPECIALIZED FUNDS | 1.17% | 2.492 B $ | 11338 | 2024/12/31 | 2.451 B $ | 101 751.17 % | |
| 2025/12/31 | MICROSOFT CORP | 1.05% | 2.248 B $ | 4649 | 2024/12/31 | 2.350 B $ | 93 283.00 % | |
| 2025/12/31 | ISHARES TR | 1.02% | 2.177 B $ | 31219 | 2024/12/31 | 2.221 B $ | 96 841.09 % | |
| 2025/12/31 | BLACKSTONE INC | 0.97% | 2.081 B $ | 13498 | 2024/12/31 | 2.095 B $ | 90 117.46 % | |
| 2025/12/31 | NVIDIA CORPORATION | 0.97% | 2.076 B $ | 11130 | 2024/12/31 | 2.042 B $ | 99 852.34 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.96% | 2.047 B $ | 23132 | 2024/12/31 | 2.864 B $ | 96 692.15 % | |
| 2025/12/31 | WISDOMTREE TR | 0.95% | 2.031 B $ | 39364 | 2024/12/31 | 1.927 B $ | 104 890.22 % | |
| 2025/12/31 | VANGUARD TAX-MANAGED FDS | 0.89% | 1.901 B $ | 30428 | 2024/12/31 | 1.904 B $ | 104 156.28 % | |
| 2025/12/31 | CAPITAL GROUP DIVIDEND VALUE | 0.80% | 1.706 B $ | 39081 | 2025/03/31 | 1.443 B $ | 103 729.92 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.78% | 1.669 B $ | 20227 | 2024/12/31 | 1.634 B $ | 102 193.86 % | |
| 2025/12/31 | CONSTELLATION ENERGY CORP | 0.78% | 1.655 B $ | 4684 | 2024/12/31 | 1.691 B $ | 107 243.98 % | |
| 2025/12/31 | SPDR INDEX SHS FDS | 0.76% | 1.620 B $ | 36480 | 2024/12/31 | 1.574 B $ | 103 685.62 % | |
| 2025/12/31 | SPDR S&P 500 ETF TR | 0.75% | 1.595 B $ | 2339 | 2024/12/31 | 1.581 B $ | 102 285.26 % | |
| 2025/12/31 | WISDOMTREE TR | 0.74% | 1.586 B $ | 30740 | 2024/12/31 | 1.435 B $ | 98 561.63 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.74% | 1.581 B $ | 11841 | 2024/12/31 | 1.572 B $ | 101 617.29 % | |
| 2025/12/31 | DBX ETF TR | 0.74% | 1.571 B $ | 32664 | 2024/12/31 | 1.573 B $ | 103 540.68 % | |
| 2025/12/31 | WORLD GOLD TR | 0.66% | 1.417 B $ | 16601 | 2024/12/31 | 1.046 B $ | 111 567.74 % | |
| 2025/12/31 | AMAZON COM INC | 0.64% | 1.365 B $ | 5913 | 2024/12/31 | 1.307 B $ | 105 023.71 % | |
| 2025/12/31 | META PLATFORMS INC | 0.62% | 1.318 B $ | 1996 | 2024/12/31 | 1.312 B $ | 89 799.43 % | |
| 2025/12/31 | ISHARES TR | 0.61% | 1.311 B $ | 24908 | 2024/12/31 | 1.206 B $ | 99 519.88 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.58% | 1.239 B $ | 6489 | 2024/12/31 | 1.152 B $ | 102 310.00 % | |
| 2025/12/31 | ISHARES INC | 0.58% | 1.238 B $ | 17035 | 2024/12/31 | 1.234 B $ | 107 558.14 % | |
| 2025/12/31 | CAPITAL GROUP GROWTH ETF | 0.58% | 1.233 B $ | 27723 | 2025/03/31 | 1.014 B $ | 101 152.32 % | |
| 2025/12/31 | JPMORGAN CHASE & CO. | 0.55% | 1.169 B $ | 3627 | 2024/12/31 | 1.189 B $ | 102 063.20 % | |
| 2025/12/31 | ISHARES TR | 0.55% | 1.165 B $ | 23211 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | ISHARES TR | 0.51% | 1.087 B $ | 19092 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | WISDOMTREE TR | 0.51% | 1.083 B $ | 32365 | 2024/12/31 | 927.503 M $ | 99 217.08 % | |
| 2025/12/31 | ISHARES TR | 0.50% | 1.059 B $ | 9884 | 2024/12/31 | 1.038 B $ | 100 482.19 % | |
| 2025/12/31 | GLOBAL X FDS | 0.49% | 1.053 B $ | 22035 | 2024/12/31 | 1.065 B $ | 100 236.98 % | |
| 2025/12/31 | BROADCOM INC | 0.49% | 1.043 B $ | 3012 | 2024/12/31 | 1.023 B $ | 104 816.92 % | |
| 2025/12/31 | GOLDMAN SACHS GROUP INC | 0.46% | 980.455 M $ | 1115 | 2024/12/31 | 1.020 B $ | 110 309.58 % | |
| 2025/12/31 | PRICE T ROWE GROUP INC | 0.46% | 971.367 M $ | 9488 | 2024/12/31 | 1.004 B $ | 99 649.39 % | |
| 2025/12/31 | CISCO SYS INC | 0.43% | 920.285 M $ | 11947 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | CAPITAL GROUP INTL FOCUS EQT | 0.42% | 896.547 M $ | 30340 | 2024/12/31 | 874.925 M $ | 99 663.62 % | |
| 2025/12/31 | WALMART INC | 0.42% | 890.631 M $ | 7994 | 2024/12/31 | 899.380 M $ | 108 003.76 % | |
| 2025/12/31 | ISHARES TR | 0.41% | 870.042 M $ | 11222 | 2024/12/31 | 880.102 M $ | 100 955.87 % | |
| 2025/12/31 | FIRST TR EXCHANGE TRADED FD | 0.40% | 860.443 M $ | 5623 | 2025/03/31 | 847.822 M $ | 101 193.01 % | |
| 2025/12/31 | TAIWAN SEMICONDUCTOR MFG LTD | 0.37% | 784.304 M $ | 2581 | 2024/12/31 | 770.529 M $ | 108 708.11 % | |
| 2025/12/31 | ISHARES TR | 0.36% | 770.310 M $ | 24881 | 2025/06/30 | 574.088 M $ | 97 811.73 % | |
| 2025/12/31 | PROSHARES TR | 0.36% | 760.617 M $ | 7309 | 2024/12/31 | 790.533 M $ | 100 867.86 % | |
| 2025/12/31 | UNITEDHEALTH GROUP INC | 0.35% | 752.837 M $ | 2281 | 2024/12/31 | 13.138 B $ | 95 483.68 % | |
| 2025/12/31 | EA SERIES TRUST | 0.35% | 743.798 M $ | 8285 | 2025/06/30 | 755.702 M $ | 100 171.93 % | |
| 2025/12/31 | PALANTIR TECHNOLOGIES INC | 0.34% | 728.775 M $ | 4100 | 2024/12/31 | 742.410 M $ | 97 339.98 % | |
| 2025/12/31 | GE AEROSPACE | 0.32% | 678.277 M $ | 2202 | 2024/12/31 | 636.995 M $ | 102 293.45 % | |
| 2025/12/31 | JANUS DETROIT STR TR | 0.31% | 667.757 M $ | 13202 | 2024/12/31 | 486.798 M $ | 99 506.03 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.31% | 662.109 M $ | 14485 | 2024/12/31 | 711.589 M $ | 100 207.22 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.31% | 658.997 M $ | 12032 | 2024/12/31 | 649.430 M $ | 101 569.93 % | |
| 2025/12/31 | AMPLIFY ETF TR | 0.31% | 651.252 M $ | 8103 | 2024/12/31 | 662.190 M $ | 92 493.02 % | |
| 2025/12/31 | TESLA INC | 0.30% | 649.171 M $ | 1444 | 2024/12/31 | 574.873 M $ | 100 949.87 % | |
| 2025/12/31 | LEGG MASON ETF INVT | 0.30% | 645.683 M $ | 16190 | 2025/06/30 | 459.318 M $ | 96 372.13 % | |
| 2025/12/31 | ALPHABET INC | 0.30% | 631.191 M $ | 2011 | 2024/12/31 | 622.861 M $ | 128 758.04 % | |
| 2025/12/31 | ARES CAPITAL CORP | 0.29% | 621.348 M $ | 30714 | 2025/03/31 | 558.960 M $ | 99 018.63 % | |
| 2025/12/31 | VANGUARD SCOTTSDALE FDS | 0.28% | 601.366 M $ | 7543 | 2025/06/30 | 534.578 M $ | 99 643.61 % | |
| 2025/12/31 | ISHARES SILVER TR | 0.28% | 587.382 M $ | 9118 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | LOWES COS INC | 0.27% | 583.873 M $ | 2421 | 2024/12/31 | 579.651 M $ | 95 875.82 % | |
| 2025/12/31 | CHEVRON CORP NEW | 0.27% | 579.970 M $ | 3805 | 2024/12/31 | 587.602 M $ | 98 044.88 % | |
| 2025/12/31 | INVESCO EXCH TRADED FD TR II | 0.27% | 579.453 M $ | 27593 | 2024/12/31 | 559.071 M $ | 100 234.37 % | |
| 2025/12/31 | CAPITAL GRP FIXED INCM ETF T | 0.27% | 577.184 M $ | 25494 | 2025/03/31 | 637.717 M $ | 99 547.86 % | |
| 2025/12/31 | RTX CORPORATION | 0.27% | 576.492 M $ | 3143 | 2024/12/31 | 556.541 M $ | 109 523.66 % | |
| 2025/12/31 | ELI LILLY & CO | 0.27% | 567.999 M $ | 529 | 2025/06/30 | 566.522 M $ | 140 543.85 % | |
| 2025/12/31 | PARKER-HANNIFIN CORP | 0.26% | 561.776 M $ | 639 | 2024/12/31 | 560.413 M $ | 115 880.98 % | |
| 2025/12/31 | CHESAPEAKE UTILS CORP | 0.26% | 560.218 M $ | 4490 | 2024/12/31 | 557.868 M $ | 92 530.21 % | |
| 2025/12/31 | INVESCO QQQ TR | 0.26% | 545.033 M $ | 887 | 2024/12/31 | 558.619 M $ | 102 222.69 % | |
| 2025/12/31 | JOHNSON & JOHNSON | 0.25% | 529.787 M $ | 2560 | 2024/12/31 | 447.641 M $ | 111 488.29 % | |
| 2025/12/31 | ALPHABET INC | 0.25% | 528.591 M $ | 1689 | 2024/12/31 | 444.372 M $ | 128 594.75 % | |
| 2025/12/31 | ISHARES TR | 0.25% | 526.987 M $ | 2505 | 2024/12/31 | 526.267 M $ | 103 223.58 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.24% | 518.856 M $ | 5678 | 2024/12/31 | 596.478 M $ | 99 496.88 % | |
| 2025/12/31 | ISHARES TR | 0.24% | 517.708 M $ | 4852 | 2024/12/31 | 464.000 M $ | 99 825.08 % | |
| 2025/12/31 | EXELON CORP | 0.24% | 505.181 M $ | 11589 | 2024/12/31 | 695.349 M $ | 96 747.99 % | |
| 2025/12/31 | ALPS ETF TR | 0.23% | 500.208 M $ | 8272 | 2024/12/31 | 499.710 M $ | 100 298.42 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.23% | 498.060 M $ | 3579 | 2024/12/31 | 524.390 M $ | 99 275.48 % | |
| 2025/12/31 | INVESCO EXCHANGE TRADED FD T | 0.23% | 495.883 M $ | 2589 | 2024/12/31 | 502.472 M $ | 100 869.97 % | |
| 2025/12/31 | VANECK ETF TRUST | 0.22% | 479.741 M $ | 6490 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.22% | 473.401 M $ | 10588 | 2024/12/31 | 243.367 M $ | 49 942.95 % | |
| 2025/12/31 | T ROWE PRICE ETF INC | 0.22% | 471.627 M $ | 10488 | 2024/12/31 | 435.137 M $ | 102 198.50 % | |
| 2025/12/31 | VISA INC | 0.22% | 470.951 M $ | 1343 | 2024/12/31 | 471.894 M $ | 102 604.58 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.22% | 466.895 M $ | 9729 | 2024/12/31 | 481.959 M $ | 99 423.01 % | |
| 2025/12/31 | BANK AMERICA CORP | 0.21% | 450.579 M $ | 8192 | 2024/12/31 | 459.168 M $ | 106 519.26 % | |
| 2025/12/31 | TE CONNECTIVITY PLC | 0.20% | 435.650 M $ | 1915 | 2024/12/31 | 435.230 M $ | 103 534.88 % | |
| 2025/12/31 | PROCTER AND GAMBLE CO | 0.20% | 428.398 M $ | 2989 | 2024/12/31 | 396.584 M $ | 93 181.08 % | |
| 2025/12/31 | WISDOMTREE TR | 0.20% | 424.351 M $ | 8552 | 2024/12/31 | 421.396 M $ | 99 185.02 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.20% | 423.255 M $ | 1458 | 2024/12/31 | 423.407 M $ | 98 697.13 % | |
| 2025/12/31 | ISHARES TR | 0.19% | 406.002 M $ | 4797 | 2024/12/31 | 405.183 M $ | 102 382.31 % | |
| 2025/12/31 | HOULIHAN LOKEY INC | 0.19% | 404.831 M $ | 2324 | 2024/12/31 | 402.962 M $ | 84 726.88 % | |
| 2025/12/31 | GLOBAL X FDS | 0.19% | 397.042 M $ | 10959 | 2024/12/31 | 390.247 M $ | 102 158.20 % |