What is Wealthcare Advisory Partners LLC's portfolio value?

As of Q2 2026, Wealthcare Advisory Partners LLC manages $3.3T across 1084 reported positions in their SEC 13F filing.

What are Wealthcare Advisory Partners LLC's top holdings?

Wealthcare Advisory Partners LLC's largest 13F positions include SPYM, SPTM, SPSM, representing approximately 21.6% of the reported portfolio.

How many stocks does Wealthcare Advisory Partners LLC hold?

Wealthcare Advisory Partners LLC holds 1084 reported positions as of their Q2 2026 13F filing.

When did Wealthcare Advisory Partners LLC last file a 13F?

The most recent 13F filing from Wealthcare Advisory Partners LLC reports positions as of Q2 2026. 13F filings are required within 45 days of each calendar quarter end.

Wealthcare Advisory Partners LLC

CIK: 1683059SEC EDGAR →

Portfolio Value

$3.3T

Holdings

1,084

As of

Q2 2026

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SPYM SPDR SERIES TRUST	4,391,034	$385.9B	11.62%
2	SPTM SPDR SERIES TRUST	2,508,062	$227.7B	6.86%
3	SPSM SPDR SERIES TRUST	1,776,135	$102.4B	3.08%
4	IEF ISHARES TR	1,008,438	$95.4B	2.87%
5	SPMD SPDR SERIES TRUST	1,230,591	$83.1B	2.50%
6	SPAB SPDR SERIES TRUST	3,206,173	$81.8B	2.46%
7	SPDW SPDR INDEX SHS FDS	1,419,227	$71.5B	2.15%
8	FBND FIDELITY MERRIMACK STR TR	1,565,006	$71.2B	2.14%
9	CGDG CAPITAL GROUP DIVIDEND VALUE	1,259,466	$62.1B	1.87%
10	NTSX WISDOMTREE TR	1,031,715	$60.9B	1.83%

Quarterly Changes

Top Buys

MOAT↑ Increased

$21.2B

SCHP↑ Increased

$17.8B

SPSM↑ Increased

$17.5B

VO↑ Increased

$17.4B

SPMD↑ Increased

$13.1B

Top Sells

SPYM↓ Decreased

$38.1B

SPTM↓ Decreased

$23.2B

EMXC↓ Decreased

$18.7B

GSY↓ Decreased

$15.5B

PULS↓ Decreased

$14.6B

New Positions (94)

CLSE

$8.7B · 256K shares

JIVE

$6.2B · 67K shares

EA SERIES TRUST

$1.4B · 27K shares

REX ETF TR

$1.4B · 54K shares

ROUNDHILL ETF TRUST

$958.6M · 13K shares

$757.3M · 12K shares

$720.0M · 13K shares

$657.2M · 62K shares

$535.1M · 21K shares

CARNIVAL CORP LTD

$454.9M · 16K shares

$453.3M · 9K shares

$439.9M · 9K shares

$378.3M · 10K shares

$361.0M · 10K shares

$339.8M · 10K shares

$331.5M · 8K shares

$329.6M · 6K shares

$325.3M · 4K shares

$317.8M · 5K shares

$304.8M · 7K shares

$302.9M · 6K shares

$277.8M · 32K shares

$271.0M · 7K shares

$266.1M · 7K shares

$263.2M · 8K shares

$254.1M · 3K shares

CNC

$249.8M · 4K shares

VMBS

$243.6M · 5K shares

SCHE

$242.3M · 7K shares

TEMA ETF TRUST

$242.3M · 8K shares

$232.1M · 5K shares

$231.3M · 9K shares

$229.6M · 4K shares

$229.6M · 7K shares

$228.9M · 8K shares

$224.7M · 7K shares

$222.4M · 4K shares

$221.1M · 11K shares

$218.9M · 4K shares

$217.3M · 4K shares

$212.1M · 10K shares

$209.6M · 4K shares

$208.8M · 6K shares

$207.2M · 2K shares

$205.8M · 4K shares

$205.2M · 7K shares

$201.1M · 3K shares

$200.6M · 13K shares

$172.8M · 12K shares

$165.2M · 10K shares

$133.5M · 61K shares

$87.6M · 11K shares

$86.7M · 20K shares

$72.2M · 11K shares

$51.7M · 11K shares

$28.0M · 12K shares

HONEYWELL AEROSPACE INC

$3.2M · 14K shares

HONEYWELL INTL INC

$2.1M · 10K shares

SPACE EXPLORATION TECHN CORP

$1.6M · 10K shares

FSLR

$783K · 3K shares

SPHB

$751K · 5K shares

FYC

$728K · 6K shares

FEDEX FGHT HLDG CO INC

$687K · 5K shares

$524K · 3K shares

$498K · 5K shares

$496K · 4K shares

$386K · 3K shares

$326K · 919 shares

$321K · 814 shares

$316K · 3K shares

$300K · 132 shares

$293K · 459 shares

$278K · 2K shares

$273K · 2K shares

$264K · 657 shares

$259K · 1K shares

$249K · 901 shares

$247K · 1K shares

$247K · 185 shares

$244K · 2K shares

$237K · 1K shares

$228K · 590 shares

$226K · 2K shares

$226K · 2K shares

$224K · 877 shares

$221K · 1K shares

$221K · 891 shares

$221K · 588 shares

$220K · 1K shares

$216K · 1K shares

$216K · 2K shares

$213K · 511 shares

$212K · 252 shares

$205K · 847 shares

Closed Positions (83)

$6.0B · 117K shares

$3.6B · 74K shares

$1.7B · 59K shares

$1.1B · 17K shares

$882.2M · 13K shares

$836.1M · 16K shares

$727.1M · 11K shares

$643.6M · 8K shares

$637.5M · 53K shares

$608.7M · 11K shares

$565.0M · 10K shares

$463.3M · 12K shares

$459.0M · 107K shares

$441.4M · 21K shares

$415.9M · 16K shares

$411.2M · 6K shares

$372.4M · 14K shares

$348.9M · 11K shares

$338.5M · 6K shares

$338.3M · 6K shares

$327.2M · 6K shares

$323.3M · 11K shares

$296.4M · 14K shares

$292.7M · 6K shares

$279.2M · 12K shares

$275.7M · 11K shares

$267.4M · 7K shares

$265.9M · 3K shares

$258.1M · 3K shares

$256.3M · 11K shares

$250.7M · 11K shares

$247.2M · 16K shares

$246.4M · 5K shares

$234.1M · 3K shares

$229.6M · 4K shares

$227.7M · 9K shares

$224.1M · 6K shares

$222.5M · 5K shares

$220.3M · 3K shares

$218.8M · 4K shares

$216.7M · 3K shares

$212.3M · 9K shares

$211.6M · 6K shares

$209.8M · 4K shares

$209.0M · 3K shares

$209.0M · 5K shares

$208.4M · 3K shares

$204.6M · 2K shares

$204.2M · 6K shares

$170.8M · 12K shares

$168.9M · 20K shares

$140.9M · 10K shares

$139.0M · 11K shares

$106.1M · 16K shares

$86.0M · 16K shares

$67.6M · 16K shares

$65.3M · 14K shares

$18.1M · 107K shares

$5.0M · 37K shares

$4.3M · 19K shares

$3.7M · 23K shares

$2.8M · 6K shares

$1.0M · 5K shares

$566K · 3K shares

$451K · 4K shares

$390K · 1K shares

$348K · 3K shares

$335K · 3K shares

$325K · 3K shares

$308K · 3K shares

$274K · 65 shares

$263K · 310 shares

$259K · 545 shares

$256K · 3K shares

$255K · 1K shares

$249K · 1K shares

$231K · 2K shares

$221K · 2K shares

$217K · 188 shares

$216K · 1K shares

$210K · 2K shares

$208K · 350 shares

$202K · 1K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	671	$3.1T	92.8%
Unknown	75	$103.9B	3.1%
Technology	103	$56.3B	1.7%
Energy	25	$12.9B	0.4%
Utilities	20	$12.3B	0.4%
Healthcare	43	$10.9B	0.3%
Communication Services	10	$9.0B	0.3%
Consumer Defensive	16	$8.8B	0.3%
Industrials	57	$7.6B	0.2%
Real Estate	15	$6.7B	0.2%
Consumer Cyclical	32	$6.5B	0.2%
Basic Materials	17	$4.9B	0.1%