Wealthcare Advisory Partners LLC
CIK: 0001683059SEC EDGAR →
Portfolio Value
$5.1B
Holdings
1,066
As of
Q4 2025
New Positions
95
Closed Positions
47
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 4,330,088 | $347.4M | 6.82% |
| 2 | SPDR SERIES TRUST | 2,542,112 | $209.7M | 4.12% |
| 3 | VANGUARD INDEX FDS | 355,564 | $119.2M | 2.34% |
| 4 | ISHARES TR | 1,148,502 | $117.6M | 2.31% |
| 5 | SPDR S&P 500 ETF TR | 172,209 | $117.4M | 2.31% |
| 6 | VANGUARD INDEX FDS | 149,344 | $93.7M | 1.84% |
| 7 | SPDR SERIES TRUST | 1,682,637 | $78.8M | 1.55% |
| 8 | NVIDIA CORPORATION | 421,676 | $78.6M | 1.54% |
| 9 | ISHARES TR | 767,465 | $73.8M | 1.45% |
| 10 | APPLE INC | 267,241 | $72.7M | 1.43% |
Quarterly Changes
Top Buys
New Positions (106)
$6.3M · 125K shares
$6.2M · 83K shares
$6.0M · 86K shares
$5.7M · 101K shares
$5.6M · 96K shares
$5.1M · 202K shares
$3.5M · 139K shares
$3.2M · 68K shares
$2.4M · 33K shares
$1.5M · 101K shares
$1.4M · 40K shares
$1.3M · 26K shares
$1.1M · 43K shares
$1.1M · 48K shares
$1.0M · 17K shares
$958K · 107K shares
$933K · 5K shares
$929K · 18K shares
$861K · 6K shares
$803K · 16K shares
$775K · 7K shares
$653K · 13K shares
$599K · 12K shares
$521K · 1K shares
$507K · 15K shares
$503K · 14K shares
$498K · 14K shares
$437K · 16K shares
$424K · 2K shares
$419K · 6K shares
$415K · 12K shares
$408K · 5K shares
$390K · 7K shares
$386K · 15K shares
$377K · 3K shares
$368K · 3K shares
$360K · 7K shares
$356K · 4K shares
$339K · 1K shares
$338K · 11K shares
$326K · 10K shares
$320K · 14K shares
$311K · 5K shares
$304K · 12K shares
$300K · 4K shares
$297K · 10K shares
$293K · 7K shares
$281K · 4K shares
$277K · 11K shares
$277K · 1K shares
$276K · 975 shares
$276K · 2K shares
$273K · 5K shares
$272K · 11K shares
$269K · 5K shares
$267K · 10K shares
$265K · 7K shares
$262K · 7K shares
$261K · 5K shares
$261K · 10K shares
$260K · 1K shares
$259K · 3K shares
$257K · 4K shares
$253K · 3K shares
$252K · 4K shares
$242K · 12K shares
$236K · 1K shares
$236K · 1K shares
$232K · 3K shares
$231K · 684 shares
$230K · 6K shares
$230K · 7K shares
$227K · 4K shares
$224K · 816 shares
$223K · 1K shares
$223K · 2K shares
$222K · 10K shares
$220K · 3K shares
$218K · 3K shares
$217K · 6K shares
$213K · 2K shares
$212K · 7K shares
$211K · 4K shares
$210K · 498 shares
$209K · 5K shares
$208K · 5K shares
$208K · 3K shares
$208K · 2K shares
$206K · 4K shares
$206K · 17K shares
$206K · 3K shares
$205K · 3K shares
$204K · 3K shares
$204K · 5K shares
$203K · 5K shares
$202K · 6K shares
$202K · 2K shares
$193K · 12K shares
$154K · 10K shares
$132K · 10K shares
$109K · 13K shares
$77K · 13K shares
$56K · 15K shares
$35K · 11K shares
$31K · 12K shares
$10K · 18K shares
Closed Positions (57)
$3.1M · 127K shares
$3.0M · 129K shares
$2.6M · 97K shares
$1.0M · 45K shares
$1.0M · 21K shares
$987K · 19K shares
$919K · 11K shares
$851K · 44K shares
$810K · 39K shares
$617K · 21K shares
$584K · 6K shares
$546K · 7K shares
$502K · 13K shares
$478K · 9K shares
FLEXSHARES TR
$426K · 13K shares
$416K · 9K shares
$414K · 7K shares
$402K · 31K shares
$399K · 8K shares
$379K · 6K shares
$373K · 8K shares
$369K · 5K shares
$356K · 4K shares
$332K · 6K shares
$318K · 1K shares
$311K · 2K shares
$309K · 6K shares
$300K · 5K shares
$272K · 2K shares
$269K · 5K shares
$256K · 8K shares
$247K · 6K shares
$244K · 3K shares
$237K · 8K shares
$235K · 7K shares
$226K · 15K shares
$225K · 3K shares
$218K · 4K shares
$216K · 3K shares
$214K · 2K shares
$207K · 5K shares
$203K · 2K shares
$203K · 7K shares
$202K · 7K shares
$202K · 404 shares
$201K · 4K shares
$160K · 11K shares
$145K · 10K shares
$144K · 12K shares
$125K · 12K shares
$99K · 10K shares
$98K · 13K shares
$94K · 14K shares
$63K · 10K shares
$50K · 10K shares
$23K · 13K shares
$820 · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 662 | $4.0B | 79.2% |
| Technology | 96 | $372.5M | 7.3% |
| Unknown | 59 | $221.3M | 4.3% |
| Healthcare | 45 | $101.9M | 2.0% |
| Consumer Cyclical | 39 | $94.4M | 1.9% |
| Industrials | 54 | $92.9M | 1.8% |
| Communication Services | 14 | $61.7M | 1.2% |
| Energy | 24 | $36.9M | 0.7% |
| Consumer Defensive | 16 | $32.3M | 0.6% |
| Utilities | 23 | $28.9M | 0.6% |
| Real Estate | 18 | $9.3M | 0.2% |
| Basic Materials | 16 | $7.3M | 0.1% |