Long-term investor
Wealthcare Asset Management, LLC @wealthcareassetmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002034181).
Record
- Tracked since 2025-12-31 (250 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days +2.2% · 6 months n/a · 1 year n/a · all +1.6%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 17.0% · long · since 2026-06-30
- ORLY · 15.8% · long · since 2025-12-31
- AAPL · 5.3% · long · since 2025-12-31
- XLP · 5.2% · long · since 2026-06-30
- XLV · 5.1% · long · since 2026-06-30
- ZMAY · 5.0% · long · since 2025-12-31
- XLE · 4.9% · long · since 2025-12-31
- AMZN · 4.0% · long · since 2025-12-31
- RSP · 2.4% · long · since 2026-06-30
- 46090E103 · 2.4% · long · since 2025-12-31
- ILF · 2.2% · long · since 2026-06-30
- WMT · 2.1% · long · since 2025-12-31