AiSiWhale

AI & tech investing

WealthCare Investment Partners, LLC

CIK 1908462

13F filing for Q2 2026・No. 4,409

Holdings
US$411.75M
Quarter change
+US$51.33M
Entries
206
Net bought (estimate)
+US$14.6M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 20
  • Sold out 5
  • Cut 62
  • Added 118
  • Corporate actions 0
  • Unchanged 6

Largest holdings

206 stocks worth US$411.75M, options and bonds left out.

StockThis quarterValueWeight
QQQInvesco QQQUNIT SER 1AddedUS$33.1M8.04%
FIRST TR EXCHANGE-TRADED FDSHSAddedUS$15.41M3.74%
CAPITAL GROUP GROWTH ETFSHS CREAT UNITAddedUS$14.06M3.41%
ISHARES TRUS AER DEF ETFCutUS$12.57M3.05%
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNITAddedUS$12.32M2.99%
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTMAddedUS$11.77M2.86%
FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETFCutUS$9.98M2.42%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$9.28M2.25%
COLUMBIA ETF TR IRESH ENHNC CORAddedUS$8.56M2.08%
SCHWAB STRATEGIC TRFUNDAMENTAL INTLAddedUS$8.45M2.05%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.