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WealthCare Investment Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $421,627,734
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $35,369,021
- CAPITAL GROUP GROWTH ETF · SHS CREAT UNIT · 14020G101 · shares: $16,955,891
- FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV · 33738R506 · shares: $16,189,264
- CAPITAL GROUP DIVIDEND VALUE · SHS CREAT UNIT · 14020W106 · shares: $13,354,682
- INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM · 46138E339 · shares: $11,194,068
- ISHARES TR · US AER DEF ETF · 464288760 · shares: $10,616,749
- FIRST TR EXCHNG TRADED FD VI · FT LADD BUFF ETF · 33740F755 · shares: $10,271,941
- COLUMBIA ETF TR I · RESH ENHNC COR · 19761L706 · shares: $9,659,245
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $9,403,985
- SCHWAB STRATEGIC TR · FUNDAMENTAL INTL · 808524755 · shares: $8,715,565
Reported holdings
207 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| LPL FINL HLDGS INC | COM | 50212V100 | — | 681 shares | $208,202 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 1,840 shares | $200,261 |
| IMMUNITYBIO INC | COM | 45256X103 | — | 16,710 shares | $157,742 |
| EATON VANCE TAX-MANAGED DIVE | COM | 27828N102 | — | 10,346 shares | $145,365 |
| MSC INCOME FUND INC | COM | 55374X208 | — | 11,125 shares | $130,940 |
| FRANKLIN MANAGED MUN INCOME | COM | 746823103 | — | 10,260 shares | $55,815 |
| VICTORY PORTFOLIOS II | VCSHS US 500 ENH | 92647N782 | — | 33,086 shares | $33,086 |