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CIK: 0001683059
Total reported value
$5.3B
$5.3B
1073 檔
17.4%
At the close of Q1 2026, Wealthcare Advisory Partners LLC disclosed equity holdings valued at approximately $5.3B, spread across 1073 reported holdings.
Wealthcare Advisory Partners LLC executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 15 holdings and trimming 75 positions.
Showing top 200 holdings (of 1073 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 | 6.76% | +0.56% | +4.93% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.98% | +0.34% | +1.76% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.57% | +0.23% | +15.69% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.43% | +0.13% | +5.30% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | -0.89% | -2.08% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.99% | -0.18% | +39.69% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.65% | +0.29% | +4.43% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.50% | +0.05% | +7.76% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.36% | +0.22% | +6.10% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.35% | — | +1.31% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.10% | -6.48% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.30% | -0.21% | -1.70% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.23% | +0.13% | +8.86% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | -0.06% | -31.49% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.14% | +0.06% | +24.28% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | -0.06% | -0.17% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-Other | 1.08% | +0.10% | +5.62% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.08% | +0.10% | -2.11% | |
| 19 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.00% | +0.16% | +5.94% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.01% | +0.43% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.84% | -0.82% | +10.67% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.78% | +0.05% | +4.99% | |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.76% | +0.09% | +3.83% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.16% | +0.11% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.73% | +0.32% | -0.58% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.72% | +0.04% | +0.72% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.72% | +0.06% | -38.22% | |
| 28 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.72% | +0.05% | — | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.71% | -0.01% | +3.31% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.68% | +0.08% | -5.50% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.62% | +0.04% | +0.61% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.57% | +0.10% | +17.52% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.56% | -0.02% | -2.73% | |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.53% | +0.01% | +3.25% | |
| 35 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.53% | +0.02% | +11.72% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.51% | +0.11% | +5.82% | |
| 37 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.50% | +0.02% | +22.73% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | — | +6.21% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | -0.20% | +47.20% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.16% | -0.78% | |
| 41 | MBB | Ishares Mbs ETF | ETF-Other | 0.44% | -0.01% | +46.82% | |
| 42 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.43% | -0.01% | -9.37% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | +0.02% | -15.70% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | +0.02% | -9.80% | |
| 45 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.42% | +0.06% | +1.27% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.41% | +0.02% | +2.62% | |
| 47 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.40% | +0.05% | +4.54% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | +0.07% | -4.84% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.02% | -0.27% | |
| 50 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.38% | +0.01% | +2.60% |
According to official SEC Form 13F filings, Wealthcare Advisory Partners LLC reported a total U.S. public equity portfolio value of $5.3B across 1073 disclosed positions in Q1 2026.
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 17.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
FSEP
市值: $36.9M
Top Position Liquidated / Trimmed
VGLT
前期市值: $15.0M
During Q1 2026, Wealthcare Advisory Partners LLC's top holdings by market value included SPYM (6.8%)、SPTM (4.0%)、VTI (2.6%). The largest single position, SPYM, represented 6.8% of total portfolio value.
In Q1 2026, Wealthcare Advisory Partners LLC made 199 total portfolio adjustments, initiating 13 new buys, adding to 96 positions, trimming 75 holdings, and fully liquidating 15 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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