Wealthcare Advisory Partners LLC
CIK: 1683059SEC EDGAR →
Portfolio Value
$3.2T
Holdings
1,073
As of
Q1 2026
New Positions
1,073
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 4,543,574 | $347.8B | 10.80% |
| 2 | SPDR SERIES TRUST | 2,586,827 | $204.5B | 6.35% |
| 3 | ISHARES TR | 1,072,046 | $102.3B | 3.18% |
| 4 | SPDR SERIES TRUST | 1,757,127 | $84.9B | 2.64% |
| 5 | SPDR SERIES TRUST | 3,015,178 | $77.2B | 2.40% |
| 6 | SPDR SERIES TRUST | 1,182,205 | $70.0B | 2.17% |
| 7 | FIDELITY MERRIMACK STR TR | 1,523,999 | $69.5B | 2.16% |
| 8 | SPDR INDEX SHS FDS | 1,386,698 | $63.3B | 1.97% |
| 9 | CAPITAL GROUP DIVIDEND VALUE | 1,305,709 | $55.5B | 1.73% |
| 10 | WISDOMTREE TR | 988,091 | $51.5B | 1.60% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 665 | $2.9T | 91.3% |
| Unknown | 64 | $113.4B | 3.5% |
| Technology | 94 | $68.5B | 2.1% |
| Utilities | 23 | $15.5B | 0.5% |
| Energy | 26 | $15.1B | 0.5% |
| Industrials | 57 | $12.7B | 0.4% |
| Communication Services | 10 | $12.6B | 0.4% |
| Healthcare | 43 | $11.9B | 0.4% |
| Consumer Defensive | 15 | $10.3B | 0.3% |
| Consumer Cyclical | 39 | $8.7B | 0.3% |
| Real Estate | 19 | $7.8B | 0.2% |
| Basic Materials | 18 | $4.8B | 0.1% |