Portfolio (Quarterly) Guide ↗

WealthCare Investment Partners, LLC

· CIK 0001908462

13F Portfolio $412M AUM 206 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 20 New 101 Added 54 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FIXD	FIRST TR EXCHNG TRADED FD VI	—	65,641	$2.9M	0.80%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	5,808	$948K	0.26%	SOLD
3	USO	UNITED STS OIL FD LP	Financial Services	6,634	$752K	0.21%	SOLD
4	HSY	HERSHEY CO	Consumer Defensive	1,001	$217K	0.06%	SOLD
5	LPLA	LPL FINL HLDGS INC	Financial Services	680	$204K	0.06%	SOLD

Sector Allocation

Financial Services 57.7%

Technology 17.4%

Consumer Cyclical 6.5%

Consumer Defensive 5.7%

Communication Services 5.4%

Industrials 3.4%

Healthcare 2.7%

Energy 0.6%

Basic Materials 0.3%

Utilities 0.3%