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CIK: 0001683059
Total reported value
$5.3B
$5.3B
1017 檔
16.9%
The Q3 2025 SEC filing reveals that Wealthcare Advisory Partners LLC held a total portfolio value of $5.3B, covering 1017 public equity positions.
In Q3 2025, Wealthcare Advisory Partners LLC displayed an active expansion posture, initiating 2 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1017 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 | 7.01% | +0.56% | -0.11% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.41% | +0.34% | +0.85% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.51% | +0.23% | -2.60% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.41% | -0.89% | -0.17% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.29% | +0.13% | +3.75% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | -0.06% | +4.27% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.10% | -1.08% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.59% | +0.29% | +0.85% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.39% | — | +8.55% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.38% | -0.18% | +7.86% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.35% | +0.05% | +4.91% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.27% | +0.22% | +3.04% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | -0.06% | -7.30% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.22% | +0.06% | +6.33% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.21% | -0.41% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.13% | +0.13% | +6.53% | |
| 17 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.06% | +0.16% | +2.29% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.16% | +0.46% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.04% | +0.10% | +11.48% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 1.00% | +0.10% | +32.62% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.01% | +2.21% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | +0.02% | +5.73% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 0.89% | +0.11% | +2.26% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.87% | +0.05% | +4.88% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.76% | +0.04% | -2.57% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.72% | +0.32% | +12.99% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.71% | +0.09% | +4.26% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.66% | -0.01% | +2.52% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.66% | -0.02% | -0.50% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.65% | +0.08% | +31.05% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.63% | +0.04% | -0.27% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.11% | +3.31% | |
| 33 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.56% | -0.01% | -7.07% | |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.55% | +0.01% | +5.02% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.51% | +0.10% | -1.43% | |
| 36 | DFIC | Dimensional International Co | ETF-Other | 0.51% | +0.02% | +1.57% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | +0.02% | +2.20% | |
| 38 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.50% | +0.02% | +6.45% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.16% | +0.89% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | — | +3.51% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.47% | +0.04% | +11.11% | |
| 42 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.45% | +0.02% | -2.47% | |
| 43 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.44% | — | +3.01% | |
| 44 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.44% | +0.06% | +2.92% | |
| 45 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.44% | +0.02% | +2.96% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | +0.07% | -19.31% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.41% | +0.02% | +643.01% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.40% | +0.01% | +4.15% | |
| 49 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.38% | +0.05% | +39.08% | |
| 50 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.37% | +0.07% | +1.38% |
According to official SEC Form 13F filings, Wealthcare Advisory Partners LLC reported a total U.S. public equity portfolio value of $5.3B across 1017 disclosed positions in Q3 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 16.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VRIG
市值: $12.1M
Top Position Liquidated / Trimmed
IDEV
前期市值: $9.9M
During Q3 2025, Wealthcare Advisory Partners LLC's top holdings by market value included SPYM (7.0%)、SPTM (4.4%)、VTI (2.5%). The largest single position, SPYM, represented 7.0% of total portfolio value.
In Q3 2025, Wealthcare Advisory Partners LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 39 positions, trimming 8 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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