Wealthcare Advisory Partners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1683059
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$5.3B
Holdings
1,084
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Wealthcare Advisory Partners LLC disclosed 1,084 positions worth $5.3B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 86 new positions and exited 74 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (76.5% of disclosed assets). All figures are sourced directly from Wealthcare Advisory Partners LLC’s Form 13F-HR filing with the SEC under CIK 1683059.
AI Fund Analysis
StableSPDR SERIES TRUST - ST STR
7.3% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
4.3% weight
Held 10 quarters
VANGUARD INDEX FDS - TOTAL
2.8% weight
Held 10 quarters
ISHARES TR - 0-5 YR TIPS E
2.6% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
1.9% weight
Held 10 quarters
ISHARES TR - 0-5 YR TIPS E
9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
SPDR INDEX SHS FDS - ST ST
9 quarters accumulating
FIDELITY MERRIMACK STR TR
9 quarters accumulating
DBX ETF TR - XTRACK MSCI E
9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$385.9M4,391,034 shSPDR SERIES TRUST - ST STR PR SP1500
—Quality
$227.7M2,508,062 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$147.4M398,442 shISHARES TR - 0-5 YR TIPS ETF
—Quality
$135.1M1,322,733 shSPDR SERIES TRUST - ST STR SP600 SML
—Quality
$102.4M1,776,135 shISHARES TR - 7-10 YR TRSY BD
—Quality
$95.4M1,008,438 shSPDR SERIES TRUST - ST STR P400MID
—Quality
$83.1M1,230,591 shSPDR SERIES TRUST - ST STR AGGRE ETF
—Quality
$81.8M3,206,173 sh- 85.9
Quality
$75.7M378,479 sh SPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$71.5M1,419,227 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $385.9M | 4,391,034 |
| SPDR SERIES TRUST - ST STR PR SP1500 | — | $227.7M | 2,508,062 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $147.4M | 398,442 |
| ISHARES TR - 0-5 YR TIPS ETF | — | $135.1M | 1,322,733 |
| SPDR SERIES TRUST - ST STR SP600 SML | — | $102.4M | 1,776,135 |
| ISHARES TR - 7-10 YR TRSY BD | — | $95.4M | 1,008,438 |
| SPDR SERIES TRUST - ST STR P400MID | — | $83.1M | 1,230,591 |
| SPDR SERIES TRUST - ST STR AGGRE ETF | — | $81.8M | 3,206,173 |
 NVIDIA CORP$NVDA | 85.9 | $75.7M | 378,479 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $71.5M | 1,419,227 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealthcare Advisory Partners LLC's 1,084 positions.
Showing top 10 of 1,084 holdings.
Sector Allocation
Other
$4.0B
Financials
$486.9M
Technology
$374.4M
Industrials
$110.7M
Healthcare
$83.0M
Consumer Discretionary
$74.4M
Utilities
$31.8M
Energy
$21.8M
Top Holdings — Wealthcare Advisory Partners LLC (Q2 2026)
Top 150 of 1,084 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $385.9M | 7.3% | -3% | — |
| 2 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $227.7M | 4.3% | -3% | — |
| 3 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $147.4M | 2.8% | -3% | — |
| 4 | — | ISHARES TR - 0-5 YR TIPS ETF | $135.1M | 2.6% | +9% | — |
| 5 | — | SPDR SERIES TRUST - ST STR SP600 SML | $102.4M | 1.9% | +1% | — |
| 6 | — | ISHARES TR - 7-10 YR TRSY BD | $95.4M | 1.8% | -6% | — |
| 7 | — | SPDR SERIES TRUST - ST STR P400MID | $83.1M | 1.6% | +4% | — |
| 8 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $81.8M | 1.6% | +6% | — |
| 9 | $NVDA | NVIDIA CORP | $75.7M | 1.4% | -4% | 85.9 |
| 10 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $71.5M | 1.4% | +2% | — |
| 11 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $71.2M | 1.4% | +3% | — |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $65.1M | 1.2% | -48% | — |
| 13 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $63.5M | 1.2% | +1% | — |
| 14 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $62.1M | 1.2% | -4% | — |
| 15 | — | ISHARES TR - NATIONAL MUN ETF | $62.0M | 1.2% | +10% | — |
| 16 |  $WT | WisdomTree, Inc. | $60.9M | 1.2% | +4% | 59.9 |
| 17 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $59.7M | 1.1% | -15% | — |
| 18 |  $AAPL | Apple Inc. | $57.4M | 1.1% | -24% | 76.4 |
| 19 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $55.4M | 1.1% | +48% | — |
| 20 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $53.8M | 1.0% | -24% | — |
| 21 | — | ISHARES TR - CORE S&P500 ETF | $45.2M | 0.9% | -10% | — |
| 22 | — | DBX ETF TR - XTRACK MSCI EAFE | $44.6M | 0.8% | +3% | — |
| 23 | — | ISHARES TR - CORE US AGGBD ET | $43.8M | 0.8% | +9% | — |
| 24 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $41.1M | 0.8% | -3% | — |
| 25 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $40.9M | 0.8% | +1% | — |
| 26 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $40.3M | 0.8% | -3% | — |
| 27 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $40.0M | 0.8% | +2% | — |
| 28 | — | PACER FDS TR - US CASH COWS 100 | $37.1M | 0.7% | +1% | — |
| 29 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $35.3M | 0.7% | +8% | — |
| 30 | — | ISHARES TR - EAFE SML CP ETF | $34.9M | 0.7% | +4% | — |
| 31 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $32.5M | 0.6% | +6% | — |
| 32 |  $MSFT | MICROSOFT CORP | $31.7M | 0.6% | -19% | 79.8 |
| 33 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $29.0M | 0.6% | +6% | — |
| 34 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $28.5M | 0.5% | -1% | — |
| 35 | — | ISHARES TR - IBONDS DEC 29 | $28.3M | 0.5% | +4% | — |
| 36 | — | PIMCO ETF TR - MULTISECTOR BD | $27.2M | 0.5% | +4% | — |
| 37 |  $AMZN | AMAZON COM INC | $26.2M | 0.5% | -10% | 68.7 |
| 38 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $25.3M | 0.5% | +4% | — |
| 39 | — | ISHARES TR - CORE S&P MCP ETF | $24.9M | 0.5% | +5% | — |
| 40 | — | ISHARES TR - CORE S&P SCP ETF | $24.0M | 0.5% | +11% | — |
| 41 | — | ISHARES INC - MSCI EMRG CHN | $23.9M | 0.5% | -2% | — |
| 42 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $23.7M | 0.5% | +4% | — |
| 43 | — | ISHARES TR - RUSEL 2500 ETF | $23.6M | 0.5% | -5% | — |
| 44 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $23.0M | 0.4% | -4% | — |
| 45 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $22.9M | 0.4% | +0% | — |
| 46 | — | ISHARES TR - MBS ETF | $22.9M | 0.4% | +3% | — |
| 47 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $22.3M | 0.4% | -0% | — |
| 48 | — | ISHARES TR - FUTU EXPO TE ETF | $21.9M | 0.4% | +3% | — |
| 49 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $21.1M | 0.4% | +3% | — |
| 50 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $20.7M | 0.4% | +3% | — |
| 51 |  $JPM | JPMORGAN CHASE & CO | $20.1M | 0.4% | -12% | 70.7 |
| 52 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $19.6M | 0.4% | -13% | — |
| 53 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $19.4M | 0.4% | +16% | — |
| 54 | — | FRANKLIN ETF TR - SHRT DUR US GOVT | $19.0M | 0.4% | +5% | — |
| 55 |  $AVGO | Broadcom Inc. | $18.9M | 0.4% | -4% | 84.5 |
| 56 | — | ISHARES TR - RUS 1000 ETF | $18.9M | 0.4% | -3% | — |
| 57 | — | EA SERIES TRUST - ALPHA ARCHITECT | $18.8M | 0.4% | +11% | — |
| 58 | $WT | WisdomTree, Inc. | $18.1M | 0.3% | +0% | 59.9 |
| 59 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $18.0M | 0.3% | +67% | — |
| 60 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $18.0M | 0.3% | -6% | — |
| 61 |  $GOOG | Alphabet Inc. | $17.6M | 0.3% | -21% | 78.2 |
| 62 | — | VANGUARD INDEX FDS - MID CAP ETF | $17.4M | 0.3% | +297% | — |
| 63 |  $TSLA | Tesla, Inc. | $17.3M | 0.3% | +3% | 53.9 |
| 64 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $16.7M | 0.3% | -1% | — |
| 65 |  $PHYS | Sprott Physical Gold Trust | $16.5M | 0.3% | +1% | — |
| 66 | — | VANGUARD INDEX FDS - VALUE ETF | $16.0M | 0.3% | -39% | — |
| 67 | — | ISHARES TR - SHRT NAT MUN ETF | $15.6M | 0.3% | +26% | — |
| 68 |  $MU | MICRON TECHNOLOGY INC | $15.3M | 0.3% | -21% | 86.2 |
| 69 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $14.9M | 0.3% | -12% | — |
| 70 | — | ISHARES TR - NORTH AMERN NAT | $14.7M | 0.3% | +14% | — |
| 71 |  $HD | HOME DEPOT, INC. | $14.7M | 0.3% | -21% | 60.3 |
| 72 |  $IVZ | Invesco Ltd. | $14.6M | 0.3% | +18% | — |
| 73 | $WT | WisdomTree, Inc. | $14.4M | 0.3% | +4% | 59.9 |
| 74 |  $GOOGL | Alphabet Inc. | $14.4M | 0.3% | -10% | 78.2 |
| 75 | — | SPDR SERIES TRUST - ST STR P500GRW | $14.4M | 0.3% | -1% | — |
| 76 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $14.0M | 0.3% | +2% | — |
| 77 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $13.9M | 0.3% | +5% | — |
| 78 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $13.6M | 0.3% | -42% | — |
| 79 | — | ISHARES TR - CORE MSCI TOTAL | $13.4M | 0.3% | +8% | — |
| 80 | $IVZ | Invesco Ltd. | $13.4M | 0.3% | +5% | — |
| 81 | — | ISHARES TR - CRE U S REIT ETF | $13.3M | 0.3% | +13% | — |
| 82 |  $GLDM | World Gold Trust | $13.1M | 0.3% | +1% | — |
| 83 | — | ISHARES TR - US INFRASTRUC | $13.0M | 0.3% | +14% | — |
| 84 |  $BRK.B | BERKSHIRE HATHAWAY INC | $12.9M | 0.3% | -17% | 73.8 |
| 85 |  $ABBV | AbbVie Inc. | $12.7M | 0.2% | -4% | 72.6 |
| 86 | $IVZ | Invesco Ltd. | $12.6M | 0.2% | -28% | — |
| 87 | — | GLOBAL X FDS - US INFR DEV ETF | $12.5M | 0.2% | +4% | — |
| 88 |  $CAT | CATERPILLAR INC | $12.4M | 0.2% | -27% | 66.5 |
| 89 |  $LLY | ELI LILLY & Co | $12.4M | 0.2% | +0% | 87.5 |
| 90 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $12.1M | 0.2% | +3% | — |
| 91 | — | SPDR SERIES TRUST - ST STR P500VAL | $12.1M | 0.2% | +3% | — |
| 92 | — | HARBOR ETF TRUST - LONG TERM GROWER | $12.1M | 0.2% | -5% | — |
| 93 | — | ISHARES TR - MSCI USA QLT FCT | $11.8M | 0.2% | +3% | — |
| 94 | $IVZ | Invesco Ltd. | $11.3M | 0.2% | +1% | — |
| 95 |  $ALAB | Astera Labs, Inc. | $11.0M | 0.2% | +1% | 75.1 |
| 96 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETF | $11.0M | 0.2% | -4% | — |
| 97 | $WT | WisdomTree, Inc. | $11.0M | 0.2% | -1% | 59.9 |
| 98 | — | VANGUARD INDEX FDS - SMALL CP ETF | $10.9M | 0.2% | -3% | — |
| 99 |  $GLD | SPDR GOLD TRUST | $10.8M | 0.2% | -2% | — |
| 100 | $IVZ | Invesco Ltd. | $10.7M | 0.2% | -6% | — |
| 101 | — | ISHARES TR - RUS 1000 VAL ETF | $10.7M | 0.2% | -3% | — |
| 102 | — | FRANKLIN TEMPLETON ETF TR - US LRG CP MLTFCT | $10.6M | 0.2% | -1% | — |
| 103 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $10.6M | 0.2% | -7% | — |
| 104 | — | ISHARES TR - RUS 1000 GRW ETF | $10.6M | 0.2% | +297% | — |
| 105 |  $GS | GOLDMAN SACHS GROUP INC | $10.2M | 0.2% | +3% | 73.5 |
| 106 | — | VANECK ETF TRUST - RARE EAR STR ETF | $10.1M | 0.2% | +9% | — |
| 107 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $10.1M | 0.2% | -2% | — |
| 108 | — | ISHARES TR - RUS TP200 GR ETF | $9.9M | 0.2% | -2% | — |
| 109 | — | ETF SER SOLUTIONS - APTUS DEFINED | $9.8M | 0.2% | -6% | — |
| 110 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $9.7M | 0.2% | -12% | — |
| 111 |  $JNJ | JOHNSON & JOHNSON | $9.6M | 0.2% | -7% | 69 |
| 112 |  $META | Meta Platforms, Inc. | $9.6M | 0.2% | -10% | 79.6 |
| 113 | $IVZ | Invesco Ltd. | $9.6M | 0.2% | +5% | — |
| 114 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $9.6M | 0.2% | +3% | — |
| 115 |  $V | VISA INC. | $9.6M | 0.2% | -31% | 82.9 |
| 116 |  $SLV | iShares Silver Trust | $9.5M | 0.2% | -7% | — |
| 117 | — | ISHARES TR - EAFE VALUE ETF | $9.2M | 0.2% | +1% | — |
| 118 |  $TFC | TRUIST FINANCIAL CORP | $9.2M | 0.2% | -5% | 76.4 |
| 119 | — | VANGUARD INDEX FDS - GROWTH ETF | $9.1M | 0.2% | +435% | — |
| 120 | — | VANGUARD WORLD FD - INF TECH ETF | $8.9M | 0.2% | +686% | — |
| 121 | — | TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG | $8.7M | 0.2% | NEW | — |
| 122 |  $CSCO | CISCO SYSTEMS, INC. | $8.7M | 0.2% | -7% | 70.3 |
| 123 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $8.4M | 0.2% | -2% | — |
| 124 | $WT | WisdomTree, Inc. | $8.3M | 0.2% | +4% | 59.9 |
| 125 | — | PROSHARES TR - PSHS ULTRA QQQ | $8.2M | 0.2% | -1% | — |
| 126 |  $AMD | ADVANCED MICRO DEVICES INC | $8.2M | 0.2% | -18% | 79.8 |
| 127 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $8.1M | 0.1% | +3% | — |
| 128 | $IVZ | Invesco Ltd. | $8.1M | 0.1% | +1% | — |
| 129 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $8.0M | 0.1% | +5% | — |
| 130 | $IVZ | Invesco Ltd. | $7.9M | 0.1% | +17% | — |
| 131 | — | INVESCO EXCHANGE TRADED FD T - S&P SML600 VAL | $7.8M | 0.1% | +1% | — |
| 132 | — | ISHARES TR - US SML CAP EQT | $7.8M | 0.1% | +2% | — |
| 133 | — | ISHARES TR - FLTG RATE NT ETF | $7.7M | 0.1% | +13% | — |
| 134 | $IVZ | Invesco Ltd. | $7.6M | 0.1% | -68% | — |
| 135 | — | ISHARES TR - FUTU AI TECH ETF | $7.4M | 0.1% | -7% | — |
| 136 | — | ISHARES TR - ISHARES SEMICDTR | $7.4M | 0.1% | -13% | — |
| 137 |  $PDI | PIMCO Dynamic Income Fund | $7.3M | 0.1% | -0% | — |
| 138 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $7.2M | 0.1% | +3% | — |
| 139 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $7.2M | 0.1% | -54% | — |
| 140 | — | ISHARES TR - CORE DIV GRWTH | $7.1M | 0.1% | -2% | — |
| 141 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $7.1M | 0.1% | +2% | — |
| 142 | — | ISHARES TR - CORE S&P TTL STK | $7.1M | 0.1% | -4% | — |
| 143 | — | ISHARES TR - ESG MSCI KLD ETF | $7.1M | 0.1% | +7% | — |
| 144 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | $7.0M | 0.1% | +16% | — |
| 145 | $IVZ | Invesco Ltd. | $6.9M | 0.1% | -3% | — |
| 146 |  $INTC | INTEL CORP | $6.7M | 0.1% | -16% | 45.6 |
| 147 | — | ISHARES TR - MSCI EAFE ETF | $6.6M | 0.1% | -48% | — |
| 148 | — | PROSHARES TR - PSHS ULT S&P 500 | $6.4M | 0.1% | -1% | — |
| 149 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $6.2M | 0.1% | NEW | — |
| 150 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $6.2M | 0.1% | +7% | — |
New Positions (86)
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG$8.7M
J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL$6.2M
$HONA Honeywell Aerospace Inc.$3.2M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.6M EA SERIES TRUST - CAMBRIA GLOBAL E$1.4M
REX ETF TR - AUTOCALLABLE IN$1.4M
ROUNDHILL ETF TRUST - MEMORY ETF$958,573
$FSLR FIRST SOLAR, INC.$783,387 FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP$728,385
LISTED FDS TR - SHARES LAG CAP$720,050
$FDXF FedEx Freight Holding Company, Inc.$687,352
$NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND$657,227 TOUCHSTONE ETF TRUST - ULTRA SHORT INCM$535,054
ISHARES TR - MSCI USA VALUE$523,902
$INSM INSMED Inc$498,129Exited Positions (74)
$XOM.R34088 EXXON MOBIL CORP JANUS DETROIT STR TR
$BFC Bank First Corp
$WCN Waste Connections, Inc. JANUS DETROIT STR TR
$MCO MOODYS CORP /DE/ FIRST TR EXCHNG TRADED FD VI
$BBY BEST BUY CO INC
$ODFL OLD DOMINION FREIGHT LINE, INC. ISHARES TR
PGIM ETF TR
$BRO BROWN & BROWN, INC.
$EVRG Evergy, Inc. NUVEEN PA INVT QUALITY MUN F
$FHI FEDERATED HERMES, INC.Browse Top Institutional Investors
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