Wealthcare Capital Management LLC
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$1000M
Holdings
94
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 0.8% (1.09M → 1.09M shares)
34.8%
02
$IEF
ISHARES TR
Q1 2026: Sold 6.9% (1.94M → 1.81M shares)
17.3%
03
$STIP
ISHARES TR
Q1 2026: Increased +6.7% (860.1k → 917.5k shares)
9.5%
04
$CAOS
EA SERIES TRUST
Q1 2026: Increased +2.4% (996.9k → 1.02M shares)
9.3%
05
$VEU
VANGUARD INTL EQUITY INDEX F
Q1 2026: Sold 1.1% (960.1k → 949.7k shares)
7.1%
06
$PSLV
SPROTT ASSET MANAGEMENT LP
Q1 2026: Sold 11.2% (1.19M → 1.06M shares)
2.6%
07
$UTEN
RBB FD INC
Q1 2026: Increased +3.3% (385.3k → 398.2k shares)
1.7%
08
$PHYS
SPROTT ASSET MANAGEMENT LP
Q1 2026: Sold 13.4% (542.2k → 469.6k shares)
1.7%
09
$IEI
ISHARES TR
Q1 2026: Increased +12.2% (86.3k → 96.8k shares)
1.1%
10
$SCHP
SCHWAB STRATEGIC TR
Q1 2026: Increased +8.7% (395.6k → 430.2k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:08 UTC.