WealthCare's Strategic Investments
WealthCare Asset Management expands portfolio with major stakes in Gold, O'Reilly Automotive, and tech.
Key Points
WealthCare disclosed buying 23,503 shares of iShares MSCI EAFE ETF (EFA) in the 4th quarter, valuing the position at about $2.213 million and making it roughly 1.5% of its holdings (the fund called it its 18th-biggest position). The filing also noted that hedge funds and other institutions own 79.80% of EFA.
For SPDR Gold Shares (GLD), WealthCare bought 30,579 shares (about $12.119 million) in the 4th quarter; the company said GLD represents about 8.1% of its portfolio and is its 3rd-largest position. The article further reported that 42.19% of GLD is owned by hedge funds and other institutional investors.
WealthCare’s ProShares Ultra Technology (ROM) stake came via a purchase of 31,564 shares valued at approximately $2.978 million, representing about 2.0% of its portfolio (11th-largest). The article added additional fund-risk context: ROM had a reported beta of 2.72 and a 52-week range of $68.00 to $171.82.
For O’Reilly Automotive (ORLY), WealthCare bought 157,464 shares valued at about $14.362 million, with ORLY accounting for ~9.6% of its holdings (2nd-largest). The article also stated that institutional investors own 85.00% of ORLY and included analyst specifics: Wells Fargo reiterated an “overweight” rating with a $110 target price, while Citigroup reiterated a “buy” and set a $115 target.
WealthCare also initiated iShares U.S. Financials ETF (IYF) exposure by buying 64,107 shares (about $8.011 million) in the 4th quarter, according to its Form 13F. The article said IYF makes up about 5.3% of its portfolio and is its 4th-biggest position.
WealthCare Asset Management LLC made a major bet on gold last quarter, buying 30,579 shares of SPDR Gold Shares (GLD) worth about $12.1 million, according to Ticker Report. The purchase made GLD the firm's third-largest holding, representing 8.1% of its roughly $158 million portfolio.
The gold stake was just one of several new positions WealthCare disclosed in its Form 13F filing for Q4 2025. The firm also initiated large bets on O'Reilly Automotive, iShares U.S. Financials ETF, and ProShares Ultra Technology, according to Watchlist News.
O'Reilly Automotive Becomes the Portfolio's Second-Biggest Bet
WealthCare's largest new position was actually in O'Reilly Automotive (ORLY). The firm bought 157,464 shares worth about $14.4 million, making ORLY nearly 9.6% of the entire portfolio, according to Watchlist News. That is a concentrated bet — nearly one-tenth of the firm's assets in a single stock.
Major Wall Street firms back the trade. Wells Fargo reiterated an "overweight" rating on ORLY, while Citigroup maintained a "buy" and set a $115 price target. Institutions already own 85% of ORLY's shares. O'Reilly completed a 15-for-1 stock split in June 2025, dropping the share price from the four-figure range to roughly $80–$115.
Gold and Financials Signal a Defensive Tilt in the Portfolio
The $12.1 million GLD stake stands out as a defensive move. Gold tends to rise when inflation stays high or the dollar weakens. By making it the third-largest holding, WealthCare is hedging against economic uncertainty. Only 42.19% of GLD is owned by institutions — far less than most of the firm's other picks — suggesting WealthCare sees an opening others have missed.
WealthCare also bought 64,107 shares of iShares U.S. Financials ETF (IYF) worth about $8.0 million, making it the fourth-largest position at 5.3% of the portfolio, according to Ticker Report. The firm added a smaller position in iShares MSCI EAFE ETF (EFA) — 23,503 shares worth $2.2 million — giving it broad exposure to developed markets outside the U.S.
Leveraged Tech Fund Adds High-Risk Firepower to the Mix
WealthCare bought 31,564 shares of ProShares Ultra Technology (ROM) worth about $3.0 million, according to Watchlist News. ROM aims to deliver twice the daily return of a U.S. technology index. That sounds appealing in a bull market — but it cuts both ways.
ROM carries a beta of 2.72. Beta measures how much a stock moves compared to the broader market. A beta of 2.72 means ROM can swing nearly three times as much as the S&P 500 in either direction. The fund's 52-week range ran from $68.00 to $171.82 — a spread of more than $100. Analysts describe positions like this as "tactical tilts" rather than long-term holds, according to Ticker Report.
A Barbell Strategy Balancing Safety Against Aggressive Growth
Taken together, WealthCare's new positions follow what investors call a "barbell" strategy. On one end sits gold and broad ETFs — stable, defensive assets. On the other end sits a 2x leveraged tech fund. The firm is not picking a lane; it is straddling both sides of the market at once.
The risk is concentration. ORLY alone is nearly 10% of the portfolio, and institutions already own 85% of its float. If O'Reilly misses an earnings target, the impact on WealthCare's total assets would be outsized. Still, the automotive aftermarket tends to hold up well in downturns — consumers fix older cars instead of buying new ones — which may explain why WealthCare made it its second-biggest bet.
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