Sign In
test

James Krause

Wealthcare Capital Partners, Llc

Assets Managed
$242.012M
Holdings
179
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13.38%(2Q avg: 6.7%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcare Capital Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Wealthcare Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 242.012M in assets, with a quarterly growth rate of 13.38% and a 2-quarter average growth rate of 6.7%. The portfolio is managed by James Krause, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -0.59%
13.47%
$32.597M
647,400 shares@ $50.35 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.38%
10.36%
$25.065M
67,736 shares@ $370.05 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.08%
5.46%
$13.205M
150,263 shares@ $87.88 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 5.41%
3.99%
$9.634M
60,963 shares@ $158.04 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 2.79%
2.82%
$6.809M
256,955 shares@ $26.5 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 7.95%
2.49%
$6.026M
58,981 shares@ $102.17 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 9.63%
2.02%
$4.868M
49,180 shares@ $98.98 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 0.42%
1.74%
$4.189M
50,016 shares@ $83.75 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 4.8%
1.64%
$3.953M
41,803 shares@ $94.58 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.79%
1.58%
$3.811M
13,171 shares@ $289.36 avg price

1-10 of 179