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Wealthcare Advisory Partners

Latest statistics and disclosures from Wealthcare Advisory Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SPTM, VTI, SPY, STIP, and represent 18.62% of Wealthcare Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$17M), SGOV (+$12M), CGDV (+$12M), VRIG (+$12M), GLDM (+$8.0M), AVUV (+$7.4M), CAIE (+$6.9M), QQQM (+$6.8M), FBND (+$5.2M), SMMD (+$5.2M).
Started 95 new stock positions in HYLB, EQT, ETHA, CURI, EMB, HIG, DIVI, GDS, FMDE, PZA.
Reduced shares in these 10 stocks: FTSD (-$16M), TBIL (-$11M), USFR (-$7.3M), DFUS (-$6.3M), SCHG (-$5.9M), ACIO (-$5.3M), IJH, QQQ, SPYV, BILS.
Sold out of its positions in TAFM, Acurx Pharmaceuticals, ARES, TEAM, AXON, BP, HIMU, CNI, RSEE, CFLT.
Wealthcare Advisory Partners was a net buyer of stock by $154M.
Wealthcare Advisory Partners has $4.8B in assets under management (AUM), dropping by 9.52%.
Central Index Key (CIK): 0001683059

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Positions held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthcare Advisory Partners

Wealthcare Advisory Partners holds 1017 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Wealthcare Advisory Partners has 1017 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthcare Advisory Partners Sept. 30, 2025 positions
Download the Wealthcare Advisory Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	7.0	$337M		4.3M	78.34	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	4.4	$212M		2.6M	80.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$120M	-2%	367k	328.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$116M		174k	666.18	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.3	$110M	+3%	1.1M	103.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$93M	+4%	151k	612.38	View chart
NVIDIA Corporation (NVDA)	1.7	$80M		426k	186.58	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	1.6	$76M		1.6M	46.32	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$67M	+8%	1.4M	46.24	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.4	$66M	+7%	686k	96.46	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.3	$65M	+4%	2.5M	25.85	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	1.3	$61M	+3%	1.1M	57.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$59M	-7%	98k	600.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$59M	+6%	1.5M	38.57	View chart
Apple (AAPL)	1.2	$57M		224k	254.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.1	$54M	+6%	1.3M	42.79	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	1.1	$51M	+2%	941k	53.92	View chart
Microsoft Corporation (MSFT)	1.0	$50M		96k	517.95	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$50M	+11%	467k	106.49	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.0	$48M	+32%	1.1M	42.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$44M	+2%	65k	669.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$43M	+5%	1.6M	27.30	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.9	$43M	+2%	969k	43.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$42M	+4%	419k	100.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$36M	-2%	608k	59.92	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$35M	+12%	1.3M	26.95	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.7	$34M	+4%	734k	46.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$32M	+2%	550k	57.47	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.7	$32M		655k	48.22	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$31M	+31%	316k	99.53	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$30M		394k	76.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$30M	+3%	248k	118.83	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.6	$27M	-7%	587k	45.57	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.5	$26M	+5%	1.1M	23.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$24M		340k	71.37	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$24M		740k	32.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$24M	+2%	112k	215.79	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.5	$24M	+6%	514k	46.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$23M		123k	186.49	View chart
Amazon (AMZN)	0.5	$23M	+3%	103k	219.57	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$23M	+11%	1.1M	20.93	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$22M	-2%	79k	273.65	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$21M	+3%	188k	113.62	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.4	$21M	+2%	154k	137.74	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$21M	+2%	211k	99.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$21M	-19%	320k	65.26	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$20M	+643%	730k	26.84	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$19M	+4%	654k	29.73	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.4	$19M	+39%	250k	73.73	View chart
Ishares Tr Future Exponenti (XT)	0.4	$18M		247k	71.94	View chart
JPMorgan Chase & Co. (JPM)	0.4	$18M		56k	315.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$17M		123k	140.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$17M	+65%	70k	247.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$17M		36k	479.61	View chart
Ea Series Trust Alpha Architect (CAOS)	0.3	$17M	+11%	185k	89.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$17M	-2%	45k	365.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$16M		56k	293.74	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$16M	+5%	492k	32.82	View chart
Broadcom (AVGO)	0.3	$16M		49k	329.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$16M	-12%	84k	189.70	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$16M	-2%	276k	57.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$16M	-27%	493k	31.91	View chart
Home Depot (HD)	0.3	$16M		38k	405.19	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$15M	+384%	152k	100.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$15M		167k	91.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$15M	+2%	63k	243.10	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$15M		224k	67.51	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$15M	-32%	299k	50.27	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$15M	+3%	506k	29.62	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$15M	+28%	497k	29.62	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$15M	+24%	257k	56.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$14M		268k	50.78	View chart
Johnson & Johnson (JNJ)	0.3	$13M		72k	185.42	View chart
Exxon Mobil Corporation (XOM)	0.3	$13M	+8%	118k	112.75	View chart
Visa Com Cl A (V)	0.3	$13M		38k	341.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$13M		26k	502.73	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$13M	+4%	251k	49.83	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.3	$12M	+2%	289k	42.75	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$12M	+13%	117k	104.51	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$12M	+194%	159k	76.45	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.3	$12M	+2463%	481k	25.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$12M		62k	194.50	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$12M	+18%	517k	22.72	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$12M	+14%	308k	38.02	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$12M	+43%	374k	31.16	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$12M	-3%	109k	105.64	View chart
Oracle Corporation (ORCL)	0.2	$11M		41k	281.24	View chart
Meta Platforms Cl A (META)	0.2	$11M	+4%	16k	734.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$11M	+13%	118k	93.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$11M		418k	26.34	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$11M	+4%	39k	281.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$11M	+7%	211k	51.91	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$11M	+16%	218k	50.23	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.2	$11M	+11%	376k	28.83	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$11M	+2%	272k	39.54	View chart
Abbvie (ABBV)	0.2	$11M		46k	231.54	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$10M	+2%	117k	88.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$10M	-2%	50k	203.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$10M		22k	468.42	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$10M		209k	47.63	View chart
Truist Financial Corp equities (TFC)	0.2	$9.9M	+2%	217k	45.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$9.8M	-4%	40k	243.55	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$9.6M	-32%	174k	55.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.2	$9.6M	+7%	170k	56.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$9.5M	+7%	27k	355.47	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.2	$9.5M		139k	68.43	View chart
Tesla Motors (TSLA)	0.2	$9.5M	+2%	21k	444.73	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$9.4M	+2%	100k	94.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$9.3M	-2%	37k	254.28	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$9.1M	+12%	135k	67.26	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.2	$8.9M	-5%	155k	57.41	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$8.9M		27k	326.36	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$8.9M		131k	67.83	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$8.8M		215k	41.11	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.2	$8.6M	+17%	73k	118.04	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$8.2M	+4%	416k	19.80	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$8.1M	+2%	185k	43.78	View chart
Eli Lilly & Co. (LLY)	0.2	$8.0M		11k	763.03	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$8.0M	+3%	151k	52.82	View chart
Costco Wholesale Corporation (COST)	0.2	$7.7M	+2%	8.3k	925.67	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$7.5M	+29%	68k	110.66	View chart
Wal-Mart Stores (WMT)	0.2	$7.5M		73k	103.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$7.4M	+41%	85k	87.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$7.3M		9.8k	746.61	View chart
Caterpillar (CAT)	0.2	$7.3M		15k	477.15	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$7.3M	+3%	200k	36.33	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$7.1M	+3%	124k	57.52	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$7.1M	+2%	68k	104.96	View chart
Lam Research Corp Com New (LRCX)	0.1	$7.1M	-3%	53k	133.90	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$6.9M	NEW	252k	27.47	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$6.8M	+6%	45k	151.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$6.7M	+47%	41k	164.54	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$6.7M		44k	154.23	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$6.7M	-44%	154k	43.43	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$6.7M	+75%	55k	121.06	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$6.5M	+6%	83k	78.21	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$6.4M	+8%	235k	27.29	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$6.3M	-23%	69k	91.75	View chart
International Business Machines (IBM)	0.1	$6.2M	+4%	22k	282.17	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$6.2M	+18%	58k	106.78	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$6.1M	-5%	49k	125.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$6.0M		8.00	754200.00	View chart
Cisco Systems (CSCO)	0.1	$6.0M		88k	68.42	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$6.0M	-3%	154k	38.97	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$6.0M	-4%	71k	84.68	View chart
Servicenow (NOW)	0.1	$5.9M		6.4k	920.34	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.1	$5.8M	+34%	96k	59.93	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.1	$5.7M	+36%	57k	100.29	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.7M	+5%	12k	499.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$5.7M	-52%	79k	72.44	View chart
Palantir Technologies Cl A (PLTR)	0.1	$5.7M		31k	182.42	View chart
Astera Labs (ALAB)	0.1	$5.7M		29k	195.80	View chart
Southern Company (SO)	0.1	$5.6M		59k	94.77	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$5.6M	+10%	225k	24.70	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$5.5M	+2%	155k	35.79	View chart
Procter & Gamble Company (PG)	0.1	$5.5M		36k	153.65	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$5.5M	+5%	107k	51.54	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$5.5M	+27%	67k	82.58	View chart
Chevron Corporation (CVX)	0.1	$5.4M	+2%	35k	155.29	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$5.4M	+2%	48k	112.35	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$5.4M		116k	46.24	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$5.4M	+14%	105k	51.08	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$5.3M	+15%	126k	42.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$5.3M	+17%	78k	68.08	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.1	$5.3M	-39%	53k	99.52	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$5.2M	+2%	31k	170.85	View chart
Tidal Trust Ii Return Stacked B (RSBA)	0.1	$5.1M	+7%	239k	21.34	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$5.1M	-16%	60k	85.04	View chart
United Parcel Service CL B (UPS)	0.1	$5.1M		61k	83.53	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.1	$5.0M	+8%	174k	28.73	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$4.9M	-69%	98k	50.00	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$4.9M	+66%	93k	52.27	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$4.9M		106k	45.78	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$4.8M	+41%	109k	44.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.8M	+2%	35k	137.80	View chart
Waste Management (WM)	0.1	$4.8M		22k	220.83	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$4.8M	+8%	303k	15.70	View chart
RBB Motley Fol Etf (TMFC)	0.1	$4.8M	NEW	67k	70.53	View chart
Vanguard World Materials Etf (VAW)	0.1	$4.7M		23k	204.86	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$4.7M		109k	42.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.6M		179k	25.71	View chart
Apollo Global Mgmt (APO)	0.1	$4.6M	-5%	34k	133.27	View chart
Bank First National Corporation (BFC)	0.1	$4.6M		38k	121.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.5M		26k	174.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.5M	-13%	19k	241.96	View chart
TJX Companies (TJX)	0.1	$4.4M		31k	144.54	View chart
Ge Aerospace Com New (GE)	0.1	$4.4M		15k	300.82	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$4.3M	+9%	55k	78.37	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$4.3M		72k	59.91	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.3M	-27%	84k	51.04	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$4.3M		118k	36.23	View chart
Pfizer (PFE)	0.1	$4.2M	+6%	165k	25.48	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$4.1M		130k	31.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$4.1M		28k	145.65	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$4.1M	+4%	215k	19.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.1M		20k	208.71	View chart
Ares Capital Corporation (ARCC)	0.1	$4.1M	+11%	199k	20.41	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.0M	-6%	45k	89.34	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$4.0M	+9%	62k	65.00	View chart
Fs Kkr Capital Corp (FSK)	0.1	$4.0M	+7%	267k	14.93	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$4.0M	-4%	81k	49.15	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.0M		7.0k	568.78	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$4.0M		76k	52.23	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.9M	+7%	13k	293.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$3.9M	-11%	77k	50.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.9M	+3%	27k	142.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$3.9M		115k	33.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.8M	-8%	76k	50.07	View chart
Verizon Communications (VZ)	0.1	$3.8M		86k	43.95	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$3.7M	-2%	210k	17.77	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$3.6M	+5%	44k	83.41	View chart
Bank of America Corporation (BAC)	0.1	$3.6M	+2%	70k	51.59	View chart
Qualcomm (QCOM)	0.1	$3.6M		22k	166.36	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.5M		119k	29.64	View chart
Snowflake Com Shs (SNOW)	0.1	$3.5M	+26%	16k	225.55	View chart
Amgen (AMGN)	0.1	$3.5M		13k	282.19	View chart
3M Company (MMM)	0.1	$3.5M	+4%	23k	155.18	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$3.5M		104k	33.68	View chart
Progressive Corporation (PGR)	0.1	$3.5M		14k	246.96	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$3.5M	+40%	48k	72.26	View chart
Parker-Hannifin Corporation (PH)	0.1	$3.5M	-4%	4.6k	758.15	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$3.4M	+17%	69k	49.72	View chart
Altria (MO)	0.1	$3.4M		52k	66.06	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$3.4M	+17%	132k	26.07	View chart
Royal Caribbean Cruises (RCL)	0.1	$3.4M		11k	323.59	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$3.4M		65k	52.30	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.1	$3.4M		121k	28.18	View chart
Micron Technology (MU)	0.1	$3.4M		20k	167.32	View chart
Key (KEY)	0.1	$3.4M	+3%	180k	18.69	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$3.3M	+24%	132k	25.29	View chart
Invesco Actively Managed Exc S&p 500 Equal We (RSPA)	0.1	$3.3M		65k	51.07	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.3M		5.5k	596.02	View chart
Philip Morris International (PM)	0.1	$3.3M	+16%	20k	162.20	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$3.3M	-8%	27k	120.50	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$3.3M		74k	44.48	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$3.3M	+6%	12k	271.13	View chart
Spdr Index Shs Fds S&p China Etf (GXC)	0.1	$3.3M		31k	104.97	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$3.2M	-2%	99k	32.90	View chart
Moody's Corporation (MCO)	0.1	$3.2M		6.8k	476.49	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$3.2M	-4%	28k	115.01	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.2M	-7%	68k	46.81	View chart
Palo Alto Networks (PANW)	0.1	$3.2M	+3%	16k	203.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$3.2M	+81%	23k	135.23	View chart
Eaton Corp SHS (ETN)	0.1	$3.1M	+2%	8.4k	374.24	View chart
McDonald's Corporation (MCD)	0.1	$3.1M	+12%	10k	303.90	View chart
UnitedHealth (UNH)	0.1	$3.1M	+5%	9.0k	345.29	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	0.1	$3.1M	-2%	127k	24.28	View chart
Coca-Cola Company (KO)	0.1	$3.1M		46k	66.32	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.1M	-8%	37k	82.96	View chart
Simplify Exchange Traded Fun Simplify Opport (CRDT)	0.1	$3.0M	+12%	129k	23.66	View chart

Past Filings by Wealthcare Advisory Partners

SEC 13F filings are viewable for Wealthcare Advisory Partners going back to 2016

Wealthcare Advisory Partners 2025 Q3 filed Nov. 7, 2025
Wealthcare Advisory Partners 2025 Q2 filed July 22, 2025
Wealthcare Advisory Partners 2025 Q1 filed April 15, 2025
Wealthcare Advisory Partners 2024 Q4 filed Jan. 15, 2025
Wealthcare Advisory Partners 2024 Q3 filed Nov. 4, 2024
Wealthcare Advisory Partners 2024 Q2 filed Aug. 12, 2024
Wealthcare Advisory Partners 2024 Q1 filed April 15, 2024
Wealthcare Advisory Partners 2023 Q4 filed Feb. 6, 2024
Wealthcare Advisory Partners 2023 Q3 filed Oct. 12, 2023
Wealthcare Advisory Partners 2023 Q2 filed July 17, 2023
Wealthcare Advisory Partners 2023 Q1 filed May 4, 2023
Wealthcare Advisory Partners 2022 Q4 filed Feb. 13, 2023
Wealthcare Advisory Partners 2022 Q3 filed Nov. 14, 2022
Wealthcare Advisory Partners 2022 Q2 filed Aug. 15, 2022
Wealthcare Advisory Partners 2022 Q1 filed April 15, 2022
Wealthcare Advisory Partners 2021 Q4 filed Feb. 11, 2022

View all past filings

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