Long-term investor
Wealthcare Capital Partners, LLC @wealthcarecapitalpartner
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053307).
Record
- Tracked since 2025-06-30 (434 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months +6.9% · 1 year +12.8% · all +12.8%
- Max drawdown -1.1% · Sharpe 0.87 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- USFR · 13.5% · long · since 2025-06-30
- VTI · 10.4% · long · since 2025-06-30
- SPYM · 5.5% · long · since 2025-06-30
- VYM · 4.0% · long · since 2025-06-30
- SCHP · 2.8% · long · since 2025-06-30
- STIP · 2.5% · long · since 2025-06-30
- AGG · 2.0% · long · since 2025-06-30
- VEU · 1.7% · long · since 2025-06-30
- IEF · 1.6% · long · since 2025-06-30
- AAPL · 1.6% · long · since 2025-06-30
- SPSM · 1.5% · long · since 2025-06-30
- BRK-B · 1.4% · long · since 2025-06-30