What does Wealthcare Advisory Partners LLC hold?

Wealthcare Advisory Partners LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1683059.

What is Wealthcare Advisory Partners LLC's AUM?

Wealthcare Advisory Partners LLC reported approximately $5.9B in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $8.3B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Wealthcare Advisory Partners LLC's holdings?

All Wealthcare Advisory Partners LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1683059. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Wealthcare Advisory Partners LLC's 13F data updated on 13F Pro?

Wealthcare Advisory Partners LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Wealthcare Advisory Partners LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1683059

Institutional-grade research for retail investors

Sector Allocation

Other75.6%$4.5B
Financials9.7%$570.3M
Technology7.6%$446.3M
Healthcare1.8%$105.6M
Industrials1.6%$92.3M
Consumer Discretionary1.3%$77.7M
Energy0.7%$41.2M
Consumer Staples0.6%$34.7M
Utilities0.6%$33.9M
Materials0.2%$14.4M

AUM History

13fpro.ai/research/fund/wealthcare-advisory-partners-llc-1683059

Conviction and streaks

Stable · top 10 = 25.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold7.1% weight · held 11 quarters

$Conviction hold3.8% weight · held 11 quarters

$Conviction hold2.9% weight · held 11 quarters

$Conviction hold2.5% weight · held 11 quarters

$Conviction hold2.0% weight · held 11 quarters

$Accumulating+96% shares · 10 quarters running

$Accumulating+84% shares · 10 quarters running

$Accumulating+125% shares · 10 quarters running

$Accumulating+1533% shares · 10 quarters running

$Accumulating+58% shares · 10 quarters running

$IVZTrimming-55% shares · 10 quarters running

$Trimming-63% shares · 10 quarters running

$Trimming-46% shares · 9 quarters running

$TDTrimming-42% shares · 8 quarters running

$DKNGTrimming-63% shares · 8 quarters running

Largest positions — Q3 2026

SPDR
$417.9M
SPDR
$226.3M
VANGUARD
$168.4M
ISHARES
$148.7M
CAPITAL
$118.8M
SPDR
$97.8M
NVDA
$89.5M
SPDR
$85.7M
SPDR
$83.0M
ISHARES
$77.3M
SPDR
$76.3M
AAPL
$72.5M
SPY
$66.7M
FIDELITY
$65.5M
VANGUARD
$63.0M
WT
$62.3M
WT
$61.7M
CAPITAL
$60.9M
QQQ
$57.3M
ISHARES
$55.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/wealthcare-advisory-partners-llc-1683059

Wealthcare Advisory Partners LLC 13F holdings — Q3 2026

$5.9B portfolio (+11.8% QoQ) · 1,111 holdings · Q3 2026 13F · top 10 are 26% of the stock portfolio

1
SPDR SERIES TRUST - ST STR P500ETF
$417.9M
7.1% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
2
SPDR SERIES TRUST - ST STR PR SP1500
$226.3M
3.8% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD INDEX FDS - MRNGSTR TTL STK
$168.4M
2.9% of stocks
+13%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - 0-5 YR TIPS ETF
$148.7M
2.5% of stocks
+13%This quarter—Since filed—Held
AIQuality—Est. buy—
5
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$118.8M
2.0% of stocks
+93%This quarter—Since filed—Held
AIQuality—Est. buy—
6
SPDR SERIES TRUST - ST STR SP600 SML
$97.8M
1.7% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
7
NVIDIA CORP
$NVDA
$89.5M
1.5% of stocks
+3%This quarter-2.7%Since filed5+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
8
SPDR SERIES TRUST - ST STR AGGRE ETF
$85.7M
1.4% of stocks
+10%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SPDR SERIES TRUST - ST STR P400MID
$83.0M
1.4% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
10
ISHARES TR - 7-10 YR TRSY BD
$77.3M
1.3% of stocks
-14%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR SERIES TRUST - ST STR P500ETF	$417.9M	7.1%	+6%	—	—	—	—
2	SPDR SERIES TRUST - ST STR PR SP1500	$226.3M	3.8%	-2%	—	—	—	—
3	VANGUARD INDEX FDS - MRNGSTR TTL STK	$168.4M	2.9%	+13%	—	—	—	—
4	ISHARES TR - 0-5 YR TIPS ETF	$148.7M	2.5%	+13%	—	—	—	—
5	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT	$118.8M	2.0%	+93%	—	—	—	—
6	SPDR SERIES TRUST - ST STR SP600 SML	$97.8M	1.7%	+4%	—	—	—	—
7	NVIDIA CORP$NVDA	$89.5M	1.5%	+3%	-2.7%	5+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
8	SPDR SERIES TRUST - ST STR AGGRE ETF	$85.7M	1.4%	+10%	—	—	—	—
9	SPDR SERIES TRUST - ST STR P400MID	$83.0M	1.4%	+7%	—	—	—	—
10	ISHARES TR - 7-10 YR TRSY BD	$77.3M	1.3%	-14%	—	—	—	—

All holdings — Wealthcare Advisory Partners LLC (Q3 2026)

Sort

1,111 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	—	SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund	—	$76.3M	1.3%	1.52M	+7%	—	—	13F
12	$AAPL	Apple Inc.	Technology	$72.5M	1.2%	218K	+10%	5+ qtrs	75.7	13F
13	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$66.7M	1.1%	87K	+0.2%	5+ qtrs	—	13F
14	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund	—	$65.5M	1.1%	1.51M	-3%	—	—	13F
15	—	VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund	—	$63.0M	1.1%	406K	+1%	—	—	13F
16	$WT	WisdomTree, Inc.	Financials	$62.3M	1.1%	640K	+457%	5+ qtrsAdded 3 qtrs in a row	61.3	13F
17	$WT	WisdomTree, Inc.	Financials	$61.7M	1.1%	1.06M	+2%	5+ qtrsAdded 3 qtrs in a row	61.3	13F
18	—	CAPITAL GROUP GROWTH ETF - SHS CREAT UNITetf/fund	—	$60.9M	1.0%	1.28M	+86%	—	—	13F
19	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$57.3M	1.0%	77K	+6%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	—	ISHARES TR - NATIONAL MUN ETFetf/fund	—	$55.4M	0.9%	548K	-5%	—	—	13F
21	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$55.4M	0.9%	79K	-9%	—	—	13F
22	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$52.8M	0.9%	69K	+14%	—	—	13F
23	—	ISHARES TR - CORE US AGGBD ETetf/fund	—	$52.0M	0.9%	550K	+24%	—	—	13F
24	—	CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCMetf/fund	—	$49.3M	0.8%	2.33M	+167%	—	—	13F
25	—	DBX ETF TR - XTRACK MSCI EAFEetf/fund	—	$49.1M	0.8%	893K	+9%	—	—	13F
26	$MSFT	MICROSOFT CORP	Technology	$48.6M	0.8%	95K	+11%
27	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$43.8M	0.7%	1.74M	-17%
28	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$43.1M	0.7%	366K	+14%
29	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$42.5M	0.7%	744K	+0.2%
30	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$42.2M	0.7%	598K	+6%
31	—	ISHARES TR - EAFE SML CP ETF	—	$38.1M	0.7%	452K	+6%
32	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$35.4M	0.6%	426K	+1%
33	—	PROSHARES TR - S&P 500 DV ARIST	—	$34.6M	0.6%	640K	+2920%
34	—	ISHARES TR - IBONDS DEC 29	—	$34.5M	0.6%	1.52M	+24%
35	—	AMERICAN CENTY ETF TR - INTL EQT ETF	—	$30.5M	0.5%	338K	+2896%
36	$AMZN	AMAZON COM INC	Consumer Discretionary	$29.8M	0.5%	120K	+9%
37	—	PIMCO ETF TR - MULTISECTOR BD	—	$29.1M	0.5%	1.14M	+12%
38	—	J P MORGAN EXCHANGE TRADED F - INCOME ETF	—	$27.7M	0.5%	617K	-2%
39	—	VANGUARD WORLD FD - MRNGSTR VAL ETF	—	$26.8M	0.5%	166K	+7%
40	—	SPDR SERIES TRUST - ST NUVE TERM ETF	—	$25.9M	0.4%	555K	-7%
41	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$24.7M	0.4%	761K	+2%
42	$WT	WisdomTree, Inc.	Financials	$24.6M	0.4%	489K	+36%
43	—	ISHARES INC - MSCI EMRG CHN	—	$24.3M	0.4%	245K	+5%
44	—	ISHARES TR - FUTU EXPO TE ETF	—	$24.0M	0.4%	288K	+9%
45	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$23.9M	0.4%	39K	+73%
46	—	ISHARES TR - MBS ETF	—	$23.4M	0.4%	262K	+8%
47	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	—	$23.3M	0.4%	221K	+0.1%
48	—	VICTORY PORTFOLIOS II - SHS FR CA FL ETF	—	$23.3M	0.4%	455K	+693%
49	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$23.3M	0.4%	100K	+2%
50	—	EA SERIES TRUST - ALPHA ARCHITECT	—	$22.5M	0.4%	248K	+20%
51	—	SPDR SERIES TRUST - ST STR NUVEE ETF	—	$22.2M	0.4%	520K	+7%
52	—	ISHARES TR - SHRT NAT MUN ETF	—	$22.0M	0.4%	211K	+44%
53	—	ISHARES TR - CORE S&P MCP ETF	—	$21.7M	0.4%	301K	-7%
54	$AVGO	Broadcom Inc.	Technology	$21.4M	0.4%	61K	+22%
55	—	PACER FDS TR - US CASH COWS 100	—	$21.4M	0.4%	320K	-46%
56	—	CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT	—	$21.3M	0.4%	623K	+10%
57	—	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	—	$21.3M	0.4%	567K	+0.0%
58	—	ISHARES TR - RUSEL 2500 ETF	—	$21.2M	0.4%	247K	-4%
59	$JPM	JPMORGAN CHASE & CO	Financials	$21.0M	0.4%	64K	+3%
60	—	ISHARES TR - CORE S&P SCP ETF	—	$20.5M	0.3%	151K	-7%
61	—	ISHARES TR - RUS 1000 ETF	—	$20.0M	0.3%	48K	+4%
62	—	VANECK ETF TRUST - FALLEN ANGEL HG	—	$19.9M	0.3%	717K	+1%
63	—	FRANKLIN ETF TR - SHRT DUR US GOVT	—	$19.7M	0.3%	221K	+5%
64	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	—	$19.3M	0.3%	340K	+2957%
65	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$18.7M	0.3%	521K	+6%
66	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	—	$18.2M	0.3%	521K	-1.0%
67	—	ISHARES TR - NORTH AMERN NAT	—	$18.1M	0.3%	294K	+12%
68	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$18.1M	0.3%	231K	+7%
69	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NAS	—	$18.1M	0.3%	494K	-4%
70	$PHYS	Sprott Physical Gold Trust	Financials	$17.5M	0.3%	560K	+3%
71	$GOOG	Alphabet Inc.	Technology	$16.9M	0.3%	50K	+22%
72	$GOOGL	Alphabet Inc.	Technology	$16.7M	0.3%	49K	-1%
73	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$16.2M	0.3%	75K	+2%
74	$XOM.R34088	EXXON MOBIL CORP	Energy	$16.1M	0.3%	99K	New
75	$IVZ	Invesco Ltd.	Financials	$15.7M	0.3%	626K	+17%
76	$IVZ	Invesco Ltd.	Financials	$15.4M	0.3%	756K	+6%
77	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$15.4M	0.3%	274K	+14%
78	$LLY	ELI LILLY & Co	Healthcare	$15.4M	0.3%	13K	+29%
79	—	ISHARES TR - CORE MSCI TOTAL	—	$15.0M	0.3%	158K	+12%
80	—	SPDR SERIES TRUST - ST STR P500GRW	—	$14.9M	0.3%	121K	+0.5%
81	$TSLA	Tesla, Inc.	Consumer Discretionary	$14.9M	0.3%	42K	+2%
82	$IVZ	Invesco Ltd.	Financials	$14.8M	0.3%	140K	+38%
83	$GLDM	World Gold Trust	Financials	$14.7M	0.3%	179K	+9%
84	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$14.6M	0.3%	29K	+13%
85	—	ISHARES TR - CORE MSCI EAFE	—	$14.6M	0.3%	150K	+301%
86	$WT	WisdomTree, Inc.	Financials	$14.5M	0.3%	316K	+2%
87	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$14.5M	0.3%	251K	+2%
88	$MU	MICRON TECHNOLOGY INC	Technology	$14.1M	0.2%	13K	+0.1%
89	$AMD	ADVANCED MICRO DEVICES INC	Technology	$14.1M	0.2%	23K	+64%
90	—	ISHARES TR - CRE U S REIT ETF	—	$14.0M	0.2%	227K	+13%
91	—	AMERICAN CENTY ETF TR - US QUALITY GROW	—	$13.7M	0.2%	117K	New
92	—	CAPITAL GRP FIXED INCM ETF T - SHORT DURATION	—	$13.6M	0.2%	541K	+5582%
93	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$13.5M	0.2%	69K	+35%
94	$ABBV	AbbVie Inc.	Healthcare	$13.4M	0.2%	51K	+2%
95	$IVZ	Invesco Ltd.	Financials	$13.3M	0.2%	64K	+8%
96	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$13.2M	0.2%	326K	+0.7%
97	—	ISHARES TR - RUS 1000 VAL ETF	—	$13.1M	0.2%	53K	+21%
98	—	CAPITAL GRP FIXED INCM ETF T - MUN INM ETF	—	$13.0M	0.2%	502K	+95%
99	—	SPDR SERIES TRUST - ST STR P500VAL	—	$12.9M	0.2%	211K	+6%
100	—	GLOBAL X FDS - US INFR DEV ETF	—	$12.9M	0.2%	245K	+16%
101	$GLD	SPDR GOLD TRUST	Financials	$12.4M	0.2%	33K	+11%
102	—	HARBOR ETF TRUST - LONG TERM GROWER	—	$12.4M	0.2%	361K	-3%
103	$META	Meta Platforms, Inc.	Technology	$12.4M	0.2%	17K	+0.1%
104	—	ISHARES TR - MSCI USA QLT FCT	—	$12.1M	0.2%	54K	+1%
105	—	ISHARES TR - US INFRASTRUC	—	$11.9M	0.2%	217K	+5%
106	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$11.8M	0.2%	151K	+0.7%
107	$HD	HOME DEPOT, INC.	Consumer Discretionary	$11.8M	0.2%	41K	-0.8%
108	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$11.4M	0.2%	40K	+11%
109	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$11.2M	0.2%	373K	+3%
110	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$11.1M	0.2%	108K	+214%
111	—	ISHARES TR - RUS TP200 GR ETF	—	$11.0M	0.2%	37K	+9%
112	—	FRANKLIN TEMPLETON ETF TR - US LRG CP MLTFCT	—	$10.9M	0.2%	139K	+2%
113	—	AMERICAN CENTY ETF TR - AVAN EMER EX ETF	—	$10.9M	0.2%	132K	+3%
114	—	JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP	—	$10.9M	0.2%	122K	New
115	—	ISHARES TR - RUS 1000 GRW ETF	—	$10.7M	0.2%	86K	+0.7%
116	—	ISHARES INC - CORE MSCI EMKT	—	$10.6M	0.2%	130K	+131%
117	$GS	GOLDMAN SACHS GROUP INC	Financials	$10.6M	0.2%	230K	+3%
118	—	ISHARES TR - EAFE VALUE ETF	—	$10.4M	0.2%	131K	+9%
119	$IVZ	Invesco Ltd.	Financials	$10.4M	0.2%	179K	+2%
120	$JNJ	JOHNSON & JOHNSON	Healthcare	$10.3M	0.2%	39K	+3%
121	—	FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE	—	$10.3M	0.2%	58K	+16%
122	—	TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG	—	$10.3M	0.2%	301K	+18%
123	—	COLUMBIA ETF TR II - EM CORE EX ETF	—	$10.1M	0.2%	196K	+3%
124	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$10.0M	0.2%	111K	+5%
125	$V	VISA INC.	Financials	$9.9M	0.2%	27K	-1%
126	$SLV	iShares Silver Trust	Financials	$9.8M	0.2%	180K	+0.8%
127	—	ISHARES TR - FLTG RATE NT ETF	—	$9.4M	0.2%	185K	+22%
128	$PANW	Palo Alto Networks Inc	Technology	$9.4M	0.2%	24K	+52%
129	$IVZ	Invesco Ltd.	Financials	$9.4M	0.2%	396K	+22%
130	—	VANGUARD WORLD FD - INF TECH ETF	—	$9.3M	0.2%	74K	-0.3%
131	$CAT	CATERPILLAR INC	Industrials	$9.2M	0.2%	11K	-2%
132	—	ETF SER SOLUTIONS - APTUS DEFINED	—	$9.2M	0.2%	337K	-1%
133	$TFC	TRUIST FINANCIAL CORP	Financials	$9.1M	0.1%	197K	+6%
134	$IVZ	Invesco Ltd.	Financials	$8.9M	0.1%	58K	-2%
135	$WT	WisdomTree, Inc.	Financials	$8.7M	0.1%	137K	+2%
136	—	CALAMOS ETF TR - AUTOC INCOM ETF	—	$8.6M	0.1%	323K	+10%
137	$AMGN	AMGEN INC	Healthcare	$8.5M	0.1%	20K	+31%
138	$PLTR	Palantir Technologies Inc.	Technology	$8.3M	0.1%	45K	+23%
139	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$8.3M	0.1%	136K	+2%
140	—	PROSHARES TR - PSHS ULTRA QQQ	—	$8.1M	0.1%	85K	-0.2%
141	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$8.1M	0.1%	171K	+118%
142	$LMT	LOCKHEED MARTIN CORP	Industrials	$8.1M	0.1%	16K	+43%
143	$ALAB	Astera Labs, Inc.	Technology	$7.9M	0.1%	22K	-2%
144	$IVZ	Invesco Ltd.	Financials	$7.8M	0.1%	89K	+2%
145	—	SPDR SERIES TRUST - ST STR SP600GRWO	—	$7.6M	0.1%	71K	+0.5%
146	—	ISHARES TR - FUTU AI TECH ETF	—	$7.5M	0.1%	96K	-2%
147	—	VANECK ETF TRUST - RARE EAR STR ETF	—	$7.5M	0.1%	116K	+2%
148	—	ISHARES TR - NEW YORK MUN ETF	—	$7.4M	0.1%	147K	New
149	—	VANGUARD WHITEHALL FDS - INTL HIGH ETF	—	$7.4M	0.1%	73K	-0.6%
150	$IVZ	Invesco Ltd.	Financials	$7.3M	0.1%	24K	-4%

What changed in Q3 2026

Against the previous quarter's 13F: 100 new, 598 added to, 350 trimmed, 75 sold out. Share-count changes; largest moves by dollar size first.

New positions (100)

$XOM.R34088EXXON MOBIL CORP$16.1M
first bought this quarter
AMERICAN CENTY ETF TR - US QUALITY GROW$13.7M
first bought this quarter
JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP$10.9M
first bought this quarter
ISHARES TR - NEW YORK MUN ETF$7.4M
first bought this quarter
VANGUARD MUN BD FDS - CORE TAX EXEMPT$5.0M
first bought this quarter
T ROWE PRICE EXCHANGE-TRADED - US EQUI RESH ETF$4.5M
first bought this quarter

+94 more in the Excel export

Added to (598)

CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT+93%
now $118.8M
$WTWisdomTree, Inc.+457%
now $62.3M · held 5+ qtrs, 3 adds in a row
PROSHARES TR - S&P 500 DV ARIST+2920%
now $34.6M
CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM+167%
now $49.3M
AMERICAN CENTY ETF TR - INTL EQT ETF+2896%
now $30.5M
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT+86%
now $60.9M

+592 more in the Excel export

Trimmed (350)

PACER FDS TR - US CASH COWS 100-46%
now $21.4M
ISHARES TR - 7-10 YR TRSY BD-14%
now $77.3M
SCHWAB STRATEGIC TR - US TIPS ETF-17%
now $43.8M
VANGUARD INDEX FDS - S&P 500 ETF SHS-9%
now $55.4M
SPDR SERIES TRUST - ST STR PR SP1500-2%
now $226.3M
ISHARES TR - NATIONAL MUN ETF-5%
now $55.4M

+344 more in the Excel export

Sold out (75)

DIMENSIONAL ETF TRUST - US COR EQU 2 ETFwas $41.1M
DIMENSIONAL ETF TRUST - US SMALL CAP ETFwas $3.4M
$DECKDECKERS OUTDOOR CORPwas $1.5M
held 5+ qtrs
DIMENSIONAL ETF TRUST - US SMALL CAP ETFwas $1.2M
BONDBLOXX ETF TRUST - BLOOMBERG THREEwas $1.1M
BONDBLOXX ETF TRUST - BLOOMBERG ONE YRwas $1.1M

+69 more in the Excel export

Firm AUM (Form ADV): $8.3B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Wealthcare Advisory Partners LLC has filed, 41 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Wealthcare Advisory Partners?

Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Wealthcare Advisory Partners's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

-2.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 17% over the last 4

Top 10 weight

26%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Wealthcare Advisory Partners LLC disclosed 1,111 positions worth $5.9B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 100 new positions and exited 75 — including a new stake in $XOM.R34088. The portfolio is most concentrated in Other (75.6% of disclosed assets). All figures are sourced directly from Wealthcare Advisory Partners LLC’s Form 13F-HR filing with the SEC under CIK 1683059.

Funds like this

managers whose biggest positions overlap Wealthcare Advisory Partners's

GREAT VALLEY ADVISOR GROUP, INC.$6.33B 13F book · 3 shared top holdingsGLDMSLVVRT HENGEHOLD CAPITAL MANAGEMENT LLC$1.31B 13F book · 4 shared top holdingsPHYSTFCUPSLMT Discipline Wealth Solutions, LLC$1.15B 13F book · 4 shared top holdingsPHYSSLVLOWUPS MONEY CONCEPTS CAPITAL CORP$2.16B 13F book · 3 shared top holdingsGLDMPHYSGLW COURIER CAPITAL LLC$2.02B 13F book · 4 shared top holdingsGLDMLOWLMTGLW Capital Investment Advisory Services, LLC$1.62B 13F book · 4 shared top holdingsTFCPDILOWUPS

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Wealthcare Advisory Partners LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Wealthcare Advisory Partners LLC (SEC CIK: 1683059), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Wealthcare Advisory Partners LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.