WealthCare Investment Partners, LLC
Annual return '25
-19.9%
SPY '25
+17.7%
Alpha
-37.6ptsvs SPY
Invested
$360.4M
Holdings
190
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
7.2%
02
$FVD
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
4.0%
03
$CGGR
CAPITAL GROUP GROWTH ETF
Held since at least Q1 2024
3.3%
04
$ITA
ISHARES TR
Held since at least Q1 2024
3.3%
05
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
3.0%
06
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.7%
07
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
2.5%
08
$SPMO
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
2.2%
09
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
2.1%
10
$IDMO
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
2.1%
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 12:45 UTC.