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J Barry Watts

Wealthcare Asset Management, Llc

Assets Managed
$93.951M
Holdings
32
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-40.59%(2Q avg: -20.29%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcare Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Wealthcare Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 93.951M in assets, with a quarterly growth rate of -40.59% and a 2-quarter average growth rate of -20.29%. The portfolio is managed by J Barry Watts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ORLY
O'reilly Automotive Inc
Recent Activity
Increased 34.38%
20.8%
$19.533M
211,600 shares@ $92.31 avg price
IYZ
Ishares Us Telecommunication
Recent Activity
Increased 1.13%
10.25%
$9.628M
244,862 shares@ $39.33 avg price
IYM
Ishares U.s. Basic Materials
Recent Activity
New Position
9.35%
$8.78M
49,908 shares@ $175.92 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -35.96%
8.97%
$8.426M
19,581 shares@ $430.29 avg price
IYE
Ishares U.s. Energy Etf
Recent Activity
New Position
8.95%
$8.408M
129,812 shares@ $64.78 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 38.88%
7.36%
$6.91M
112,790 shares@ $61.26 avg price
ZMAY
Innovator Edp Etf -1 Yr May
Recent Activity
Decreased -7.96%
6.85%
$6.427M
250,967 shares@ $25.61 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.93%
5.14%
$4.823M
19,003 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.27%
4.77%
$4.478M
21,502 shares@ $208.28 avg price
WMT
Walmart Inc
Recent Activity
Decreased -8.06%
2.89%
$2.707M
21,783 shares@ $124.29 avg price

1-10 of 32