1y return+19.6%S&P 500 +20.9%
3y return+49.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $132 against $157 in the S&P 500.2
WealthCare Investment Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $33.1M | 8.0% | +1.6% |
| FVDFirst Tr Exchange-traded Fd | $15.4M | 3.7% | +4.1% |
| CGGRCapital Group Growth Etf | $14.1M | 3.4% | +1.9% |
| ITAIshares Tr | $12.6M | 3.1% | |
| CGDVCapital Group Dividend Value | $12.3M | 3.0% | +1.5% |
| SPMOInvesco Exch Traded Fd Tr II | $11.8M | 2.9% | +6.2% |
| BUFRFirst Tr Exchng Traded Fd Vi | $10.0M | 2.4% | −3.4% |
| VOOVanguard Index Fds | $9.3M | 2.3% | +16.7% |
| RECSColumbia Etf Tr I | $8.6M | 2.1% | +13.2% |
| FNDFSchwab Strategic Tr | $8.4M | 2.1% | +15.1% |
| IDMOInvesco Exch Traded Fd Tr II | $7.9M | 1.9% | −3.0% |
| FBNDFidelity Merrimack Str Tr | $7.2M | 1.8% | −4.2% |
| IAUIshares Gold Tr | $7.1M | 1.7% | −9.7% |
| GRPMInvesco Exchange Traded Fd T | $6.0M | 1.5% | +2.0% |
| RDVYFirst Tr Exchange Traded Fd | $5.8M | 1.4% | |
| CIBRFirst Tr Exchange-traded Fd | $5.8M | 1.4% | −9.2% |
| CGBLCapital Group Core Balanced | $5.5M | 1.3% | |
| GOVTIshares Tr | $5.5M | 1.3% | +11.4% |
| XLESelect Sector Spdr Tr | $5.3M | 1.3% | |
| CGDGCapital Group Dividend Growe | $5.2M | 1.3% | |
| IJRIshares Tr | $4.8M | 1.2% | +4.6% |
| FNDESchwab Strategic Tr | $4.8M | 1.2% | +23.8% |
| XLCSelect Sector Spdr Tr | $4.7M | 1.1% | −16.2% |
| XMHQInvesco Exchange Traded Fd T | $4.4M | 1.1% | −12.2% |
| XLISelect Sector Spdr Tr | $4.4M | 1.1% | +16.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SPMOInvesco Exch Traded Fd Tr II | December 31, 2022 | +184.5% | $11.8M |
| ITAIshares Tr | March 31, 2022 | +118.8% | $12.6M |
| CGGRCapital Group Growth Etf | March 31, 2023 | +110.2% | $14.1M |
| IAUIshares Gold Tr | March 31, 2023 | +102.1% | $7.1M |
| CGDVCapital Group Dividend Value | March 31, 2023 | +97.6% | $12.3M |
| XLESelect Sector Spdr Tr | December 31, 2021 | +91.4% | $5.3M |
| QQQInvesco Qqq Tr | December 31, 2021 | +85.1% | $33.1M |
| XLCSelect Sector Spdr Tr | March 31, 2023 | +84.8% | $4.7M |
| CIBRFirst Tr Exchange-traded Fd | December 31, 2021 | +70.2% | $5.8M |
| GRIDFirst Tr Exchange-traded Fd | March 31, 2025 | +69.5% | $3.7M |
Sold off last quarter
- FIXDFirst Tr Exchng Traded Fd Vi was $2.9M
- Exxon Mobil CorpCUSIP 30231G102 was $948K
- USOUnited Sts Oil Fd LP was $752K
- HSYHershey Co was $217K
- LPLALpl Finl Hldgs Inc was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +8.5% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +2.9% | +8.3% |
| March 31, 2023 | +3.0% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
| March 31, 2022 | −3.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WealthCare Investment Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1908462&type=13F-HR&dateb=&owner=include&count=40CIK 1908462
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1908462/000195175726001206/Filed August 10, 2026 · accession 0001951757-26-001206