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CIK: 0001683059
Total reported value
$5.9B
$5.9B
1084 檔
16.9%
According to the latest 13F quarterly dataset, Wealthcare Advisory Partners LLC managed an equity portfolio of $5.9B at the end of Q2 2026, spanning 1084 distinct U.S. exchange-listed positions.
In Q2 2026, Wealthcare Advisory Partners LLC adopted a defensive or profit-taking posture, trimming 108 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 1084 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 | 7.32% | -0.24% | -3.36% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.32% | -0.48% | -3.04% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.80% | +0.06% | -3.13% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.56% | -0.04% | +9.38% | |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.94% | -0.28% | +1.08% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.81% | -0.50% | -5.93% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.58% | -0.17% | +4.09% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.55% | -0.10% | +6.33% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.08% | -4.02% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.36% | -0.07% | +2.35% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.35% | -0.24% | +2.69% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | -0.11% | -48.27% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.20% | -0.13% | +1.21% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.18% | +0.83% | -3.54% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.18% | -0.24% | +10.36% | |
| 16 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.16% | -0.11% | +4.42% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.19% | -14.98% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.14% | -24.44% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.05% | -0.31% | +47.81% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | -0.05% | -24.32% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | -10.11% | |
| 22 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.85% | -0.02% | +2.74% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.83% | +0.05% | +9.03% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.78% | -0.78% | EXIT | |
| 25 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.77% | -0.05% | +1.09% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.76% | -0.04% | -2.73% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.76% | -0.03% | +1.84% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.70% | -0.34% | +1.47% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.67% | -0.07% | +7.86% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.66% | -0.01% | +4.42% | |
| 31 | CGGR | Cap Group Growth Equity | ETF-Other | 0.62% | +0.41% | +6.33% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | +0.22% | -19.12% | |
| 33 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.55% | -0.08% | +5.96% | |
| 34 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.54% | -0.10% | -1.18% | |
| 35 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.54% | +0.04% | +3.50% | |
| 36 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.52% | -0.03% | +4.36% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.01% | -10.43% | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.48% | -0.03% | +3.87% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | -0.10% | +5.27% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | -0.11% | +11.24% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.45% | -0.04% | -1.72% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | -0.03% | +4.06% | |
| 43 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.45% | -0.09% | -5.30% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.05% | -3.63% | |
| 45 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.43% | -0.03% | +0.47% | |
| 46 | MBB | Ishares Mbs ETF | ETF-Other | 0.43% | -0.03% | +2.65% | |
| 47 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.42% | -0.04% | -0.30% | |
| 48 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.41% | — | +3.45% | |
| 49 | DFIC | Dimensional International Co | ETF-Other | 0.40% | -0.04% | +2.98% | |
| 50 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.39% | -0.05% | +2.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | -3.36% | Trim |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.3% | -3.04% | Trim |
| 3 | SCHP | Schwab U.s. Tips ETF | +0.3% | +47.81% | Add |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +1.08% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -3.13% | Trim |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | +4.09% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | -21.40% | Trim |
| 8 | CLSE | Convergence Long/short Eqy | +0.2% | NEW | New buy |
| 9 | NTSX | Wisdomtree US Efficient Core | +0.2% | +4.42% | Add |
| 10 | ALAB | Astera Labs Inc | +0.2% | +0.89% | Add |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +9.38% | Add |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +2.35% | Add |
| 13 | BALT | Inn Defined Wealth Shield | +0.1% | +66.62% | Add |
| 14 | JIVE | JPM Interntl Value ETF | +0.1% | NEW | New buy |
| 15 | CGGR | Cap Group Growth Equity | +0.1% | +6.33% | Add |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +11.24% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | -4.02% | Trim |
| 18 | MUB | Ishares National Muni Bond E | +0.1% | +10.36% | Add |
| 19 | CGDV | Cap Group Dividend Value | +0.1% | -3.54% | Trim |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +7.86% | Add |
| 21 | UYLD | Angel Oak Ultrashort Income | +0.1% | +2031.45% | Add |
| 22 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +2.74% | Add |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -1.72% | Trim |
| 24 | SMH | Vaneck Semiconductor ETF | +0.1% | -11.52% | Trim |
| 25 | AMD | Advanced Micro Devices | +0.1% | -18.33% | Trim |
| 26 | AVUV | Avantis US Small Cap Value | +0.1% | +1.84% | Add |
| 27 | INTC | Intel CORP | +0.1% | -15.59% | Trim |
| 28 | XT | Ishar Fture Exp Tech Etf-usd | +0.1% | +3.45% | Add |
| 29 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.27% | Add |
| 30 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.21% | Add |
| 31 | DFAC | Dimensional US Core Equity 2 | +0.1% | -3.28% | Trim |
| 32 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +3.87% | Add |
| 33 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +4.80% | Add |
| 34 | SUB | Ishares Short-term National | +0.1% | +26.19% | Add |
| 35 | ✓ | +0.1% | NEW | New buy | |
| 36 | SOXX | Ishares Semiconductor ETF | +0.1% | -13.00% | Trim |
| 37 | QLD | Proshares Ultra Qqq | +0.1% | -0.99% | Trim |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +6.33% | Add |
| 39 | FSEP | Ft Vest U.s. Equity Buffer E | +0.1% | +1.09% | Add |
| 40 | AGG | Ishares Core U.s. Aggregate | +0.1% | +9.03% | Add |
| 41 | LLY | Eli Lilly & Co | +0.1% | +0.06% | Add |
| 42 | USRT | Ishares Core US Reit ETF | +0.1% | +13.35% | Add |
| 43 | SMMD | Ishares Russell 2500 ETF | +0.1% | -5.30% | Trim |
| 44 | PANW | Palo Alto Networks Inc | +0.1% | -1.16% | Trim |
| 45 | AVGO | Broadcom Inc | +0.1% | -4.19% | Trim |
| 46 | IFRA | Ishares US Infrastructure | +0.1% | +13.77% | Add |
| 47 | TBUX | T Rowe Price Ultra Short-ter | +0.1% | +789.80% | Add |
| 48 | CSCO | Cisco Systems Inc | +0.1% | -7.07% | Trim |
| 49 | SCZ | Ishares Msci Eafe Small-cap | 0% | +4.42% | Add |
| 50 | VEA | Vanguard Ftse Developed ETF | 0% | -2.73% | Trim |
According to official SEC Form 13F filings, Wealthcare Advisory Partners LLC reported a total U.S. public equity portfolio value of $5.9B across 1084 disclosed positions in Q2 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 16.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
CLSE
市值: $8.7M
Top Position Liquidated / Trimmed
XOM
前期市值: $18.1M
During Q2 2026, Wealthcare Advisory Partners LLC's top holdings by market value included SPYM (7.3%)、SPTM (4.3%)、VTI (2.8%). The largest single position, SPYM, represented 7.3% of total portfolio value.
In Q2 2026, Wealthcare Advisory Partners LLC made 200 total portfolio adjustments, initiating 7 new buys, adding to 75 positions, trimming 108 holdings, and fully liquidating 10 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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