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Wealthcare Capital Management’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Wealthcare Capital Management’s Portfolio CAOS Stock Details CAOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94.1M Buy
1,041,170
+20,471
+2% +$1.85M 8.93% 4
2026
Q1 		$92.6M Buy
1,020,699
+23,825
+2% +$2.15M 9.26% 4
2025
Q4 		$89.5M Buy
996,874
+48,298
+5% +$4.34M 8.89% 3
2025
Q3 		$84.9M Buy
948,576
+937,564
+8,514% +$83.6M 8.62% 4
2025
Q2 		$978K Buy
+11,012
New +$979K 0.1% 33

Other funds holding CAOS

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $469M AUM 26.42% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Wealthcare Capital Management's CAOS Position: Q2 2026 in Review

Wealthcare Capital Management increased its Alpha Architect Tail Risk ETF (CAOS) stake by 2% in Q2 2026, buying an estimated $1.85M and bringing the position to 1,041,170 shares worth $94.1M. The position accounts for 8.93% of the portfolio, ranked #4.

Wealthcare Capital Management first reported a position in CAOS in Q2 2025 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

  • Wealthcare Capital Management held 1,041,170 shares of Alpha Architect Tail Risk ETF worth $94.1M as of Q2 2026.
  • Wealthcare Capital Management bought 20,471 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $1.85M.
  • Alpha Architect Tail Risk ETF made up 8.93% of Wealthcare Capital Management's portfolio in Q2 2026, its #4 holding.
  • Wealthcare Capital Management first reported a position in Alpha Architect Tail Risk ETF in Q2 2025 and has held it in 5 quarters since.
  • 67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.