Wealthcare Capital Management LLC has submitted its latest 13F-HR filing, providing insights into its investment holdings as of September 30, 2026. This filing is significant as it reflects the company's investment strategy and positions within the asset management industry.
The filing reveals that Wealthcare Capital Management holds a diverse portfolio, with substantial investments in well-known companies across various sectors, including technology and financial services. Such a strategic allocation may influence how competitors position themselves in the market.
Background
Wealthcare Capital Management LLC, incorporated in Delaware, operates in the asset management sector. The firm has been active in filing various forms with the SEC, including its recent 13F-HR submissions. The company’s address is 1021 East Cary Street, Suite 702, Richmond, VA 23219.
What the Filing Says
The recent filing, accession number 0001951757-26-001744, indicates that as of the end of the third quarter of 2026, Wealthcare Capital Management reported total holdings valued at approximately $910.6 million. The filing includes details of 99 different positions, showcasing the firm's investment discretion over these assets.
Impact
This update may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. Wealthcare's strategic allocations could serve as a benchmark for other firms looking to optimize their portfolios in the current market landscape.
What's Next
The filing does not say what happens next.