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CIK: 0001683059
Total reported value
$5.3B
$5.3B
1066 檔
17.3%
During the Q4 2025 filing period, Wealthcare Advisory Partners LLC (CIK: 0001683059) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.3B across 1066 reported positions.
In Q4 2025, Wealthcare Advisory Partners LLC displayed an active expansion posture, initiating 8 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1066 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 | 6.82% | +0.56% | +0.82% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.12% | +0.34% | -3.18% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.34% | +0.23% | -3.01% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.31% | +0.13% | +8.15% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.31% | -0.89% | -0.85% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | -0.06% | -1.35% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.55% | +0.29% | +2.37% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.10% | -1.05% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.45% | -0.18% | +11.86% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.43% | -0.21% | +19.28% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.42% | +0.05% | +11.80% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.36% | — | +4.53% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.27% | +0.22% | +4.79% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.20% | +0.06% | +1.97% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.17% | -0.06% | -1.54% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.12% | +0.10% | +14.25% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.11% | +0.13% | +0.65% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 1.06% | +0.10% | +8.06% | |
| 19 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.00% | +0.16% | -0.92% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.16% | +9.34% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.01% | +2.66% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.90% | +0.06% | +160.01% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.77% | -0.82% | +155.80% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.76% | +0.05% | -7.74% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.74% | +0.32% | +10.26% | |
| 26 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.72% | +0.09% | +4.35% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | +0.04% | -5.08% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.67% | -0.01% | +3.24% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.67% | +0.08% | +5.64% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.61% | +0.04% | +2.48% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.58% | -0.02% | -5.67% | |
| 32 | CGGR | Cap Group Growth Equity | ETF-Other | 0.53% | +0.11% | -36.85% | |
| 33 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.53% | +0.01% | +2.63% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | — | +12.05% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.51% | +0.02% | +2.44% | |
| 36 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.48% | -0.01% | -8.04% | |
| 37 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.48% | +0.02% | +3.65% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.48% | +0.02% | -0.25% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.48% | +0.10% | -2.18% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | +0.02% | -45.59% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.16% | -1.23% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | +0.11% | -23.51% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.02% | +25.05% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.43% | +0.02% | +1.17% | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.43% | +0.04% | -3.19% | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.43% | +0.02% | +0.06% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.42% | +0.02% | +9.66% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | +0.07% | +0.73% | |
| 49 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.41% | +0.06% | -4.00% | |
| 50 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.39% | +0.01% | +2.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.5% | +160.01% | Add |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +155.80% | Add |
| 3 | MBB | Ishares Mbs ETF | +0.3% | +1740.06% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +19.28% | Add |
| 5 | TSLA | Tesla Inc | +0.1% | +73.08% | Add |
| 6 | SLV | Ishares Silver Trust | +0.1% | +49.19% | Add |
| 7 | LOW | Lowe's Cos Inc | +0.1% | +264.43% | Add |
| 8 | ABBV | Abbvie Inc | +0.1% | +49.80% | Add |
| 9 | MUB | Ishares National Muni Bond E | +0.1% | +14.25% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +12.07% | Add |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +11.86% | Add |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +11.80% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +25.05% | Add |
| 14 | SUB | Ishares Short-term National | +0.1% | +64.85% | Add |
| 15 | AMGN | Amgen Inc | +0.1% | +77.66% | Add |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +384.38% | Add |
| 17 | CGDV | Cap Group Dividend Value | +0.1% | +8.06% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.57% | Trim |
| 19 | LLY | Eli Lilly & Co | +0.1% | +3.06% | Add |
| 20 | PSLV | Sprott Physical Silver Trust | +0.1% | +16.43% | Add |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +43.27% | Add |
| 22 | CARY | Angel Oak Income ETF | +0.1% | +1125.75% | Add |
| 23 | DIS | Walt Disney Co/the | +0.1% | +118.74% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +12.05% | Add |
| 25 | CGXU | Cap Group Intl Focus | +0.1% | +24.36% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +26.24% | Add |
| 27 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +26.57% | Add |
| 28 | CGCP | Cap Group Core Plus Income | +0.1% | +27.77% | Add |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +8.15% | Add |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | +4.79% | Add |
| 31 | BXSL | Blackstone Secured Lending F | -0.1% | -88.89% | Trim |
| 32 | ORCL | Oracle CORP | -0.1% | +4.78% | Add |
| 33 | CGUS | Cap Group Core Equity | -0.1% | -41.67% | Trim |
| 34 | VNQ | Vanguard Real Estate ETF | -0.1% | -24.27% | Trim |
| 35 | AGG | Ishares Core U.s. Aggregate | -0.1% | -7.74% | Trim |
| 36 | GUNR | Flexshares Global Upstream N | -0.1% | -72.45% | Trim |
| 37 | IJR | Ishares Core S&p Small-cap E | -0.2% | -23.51% | Trim |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | +0.82% | Add |
| 39 | SPGP | Invesco S&p 500 Garp ETF | -0.2% | -45.35% | Trim |
| 40 | CGGR | Cap Group Growth Equity | -0.4% | -36.85% | Trim |
| 41 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -45.59% | Trim |
| 42 | IGE | Ishares North American Natur | — | NEW | New buy |
| 43 | SMLF | Ishares US Smallcap Equity F | — | NEW | New buy |
| 44 | QLD | Proshares Ultra Qqq | — | NEW | New buy |
| 45 | USRT | Ishares Core US Reit ETF | — | NEW | New buy |
| 46 | SSO | Proshares Ultra S&p500 | — | NEW | New buy |
| 47 | CGUI | Cap Group Ultra Short Income | — | NEW | New buy |
| 48 | TYLD | Cambria Tactical Yield ETF | — | NEW | New buy |
| 49 | UWM | Proshares Ultra Russell2000 | — | NEW | New buy |
| 50 | RDFI | Rareview Dynamic Fixed Incom | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wealthcare Advisory Partners LLC reported a total U.S. public equity portfolio value of $5.3B across 1066 disclosed positions in Q4 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 17.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
IGE
市值: $6.3M
Top Position Liquidated / Trimmed
RDFI
前期市值: $3.1M
During Q4 2025, Wealthcare Advisory Partners LLC's top holdings by market value included SPYM (6.8%)、SPTM (4.1%)、VTI (2.3%). The largest single position, SPYM, represented 6.8% of total portfolio value.
In Q4 2025, Wealthcare Advisory Partners LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 31 positions, trimming 10 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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