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CIK: 0001683059
Total reported value
$5.3B
$5.3B
969 檔
15.8%
In Q2 2025, Wealthcare Advisory Partners LLC's U.S. equity holdings reached a combined market value of $5.3B, distributed across 969 disclosed stock positions.
In Q2 2025, Wealthcare Advisory Partners LLC displayed an active expansion posture, initiating 3 new positions and adding to 41 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 969 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.13% | +0.56% | +14.25% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.45% | +0.34% | +19.78% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.61% | +0.23% | +1.53% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.45% | -0.89% | +0.82% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.40% | +0.13% | +9.63% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | -0.06% | +33.00% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.58% | +0.29% | +18.04% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.10% | +4.28% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.39% | +0.05% | +7.27% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.39% | -0.18% | +2.90% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.38% | — | +15.54% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | -0.06% | +18.28% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.28% | +0.22% | +10.06% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.17% | +0.06% | +2.87% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.10% | +0.13% | +9.38% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.16% | +4.02% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.05% | -0.21% | +4.30% | |
| 18 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.05% | +0.16% | +1.77% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.00% | +0.10% | -24.40% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.01% | +6.84% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.90% | +0.05% | +6.09% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | +0.02% | +0.76% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 0.88% | +0.11% | +7.71% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | +0.04% | +14.06% | |
| 25 | CGDV | Cap Group Dividend Value | ETF-Other | 0.78% | +0.10% | +60.79% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.72% | -0.02% | +11.58% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.70% | +0.09% | +1.55% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.69% | +0.32% | +22.16% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.67% | -0.01% | -0.33% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.65% | +0.04% | +16.10% | |
| 31 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.64% | -0.01% | +51.66% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.11% | +19.61% | |
| 33 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.57% | +0.01% | +8.41% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.56% | +0.07% | +101.10% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.53% | +0.10% | +14.93% | |
| 36 | DFIC | Dimensional International Co | ETF-Other | 0.52% | +0.02% | -0.87% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | +0.02% | +29.94% | |
| 38 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.51% | +0.02% | +12.11% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.51% | -0.01% | -10.94% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.50% | +0.08% | +93.40% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | — | +10.25% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | -0.16% | -10.51% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.46% | +0.04% | +5.22% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.45% | +0.02% | +123.28% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | +0.04% | +12.64% | |
| 46 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.45% | — | +8.47% | |
| 47 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.45% | +0.06% | +37.63% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.44% | +0.02% | +7.74% | |
| 49 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.42% | +0.01% | +3.22% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | -0.07% | +5.65% |
According to official SEC Form 13F filings, Wealthcare Advisory Partners LLC reported a total U.S. public equity portfolio value of $5.3B across 969 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPTM, VTI) accounted for 15.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
ACIO
市值: $11.5M
Top Position Liquidated / Trimmed
IDEV
前期市值: $9.9M
During Q2 2025, Wealthcare Advisory Partners LLC's top holdings by market value included SPYM (7.1%)、SPTM (4.5%)、VTI (2.6%). The largest single position, SPYM, represented 7.1% of total portfolio value.
In Q2 2025, Wealthcare Advisory Partners LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 41 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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