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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 SPYM, SPTM, VTI, STIP, SPY, and represent 17.87% of Wealthcare Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: FSEP (+$37M), IEF (+$29M), VTI (+$18M), FTSD (+$18M), QSPT (+$17M), SPYM (+$16M), DFUS (+$12M), VYM (+$12M), JEPI (+$7.6M), MBB (+$7.1M).
Started 83 new stock positions in ITM, HFMF, ALB, KIM, WTV, TEAD, BITB, VIOO, GMOM, OVT.
Reduced shares in these 10 stocks: VOO (-$28M), DFAC (-$23M), , IWY (-$11M), BKLN (-$8.9M), SPGP (-$8.7M), JNJ (-$8.4M), DFIC (-$7.4M), VNQ (-$7.0M), VUG (-$6.9M).
Sold out of its positions in HYFI, OGIG, ARKF, Agilon Health, AVES, AVIG, AME, AstraZeneca, BJ, BXSL.
Wealthcare Advisory Partners was a net buyer of stock by $127M.
Wealthcare Advisory Partners has $5.1B in assets under management (AUM), dropping by 1.02%.
Central Index Key (CIK): 0001683059

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Portfolio Holdings for Wealthcare Advisory Partners

Wealthcare Advisory Partners holds 1073 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Wealthcare Advisory Partners has 1073 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthcare Advisory Partners March 31, 2026 positions
Download the Wealthcare Advisory Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	6.8	$348M	+4%	4.5M	76.54	View chart
Spdr Series Trust State Street Spd (SPTM)	4.0	$205M		2.6M	79.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$132M	+15%	411k	320.81	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.4	$125M	+5%	1.2M	103.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.1	$110M	-2%	169k	650.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.0	$102M	+39%	1.1M	95.44	View chart
Spdr Series Trust State Street Spd (SPSM)	1.7	$85M	+4%	1.8M	48.32	View chart
Spdr Series Trust State Street Spd (SPAB)	1.5	$77M	+7%	3.0M	25.62	View chart
Spdr Series Trust State Street Spd (SPMD)	1.4	$70M	+6%	1.2M	59.22	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$70M		1.5M	45.62	View chart
NVIDIA Corporation (NVDA)	1.3	$69M	-6%	394k	174.40	View chart
Apple (AAPL)	1.3	$67M		263k	253.79	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.2	$63M	+8%	1.4M	45.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$61M	-31%	102k	597.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$59M	+24%	397k	148.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$56M		97k	577.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.1	$56M	+5%	1.3M	42.54	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$55M	-2%	522k	106.15	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	1.0	$52M	+5%	988k	52.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$44M		67k	653.21	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.8	$43M	+10%	431k	100.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$40M	+4%	406k	99.27	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.8	$39M	+3%	795k	49.40	View chart
Microsoft Corporation (MSFT)	0.8	$39M		105k	370.17	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$38M		1.4M	26.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$37M		581k	64.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$37M	-38%	957k	38.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.7	$37M	NEW	734k	50.33	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$37M	+3%	587k	62.56	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$35M	-5%	315k	110.47	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$32M		406k	78.41	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$29M	+17%	391k	75.10	View chart
Spdr Series Trust State Street Spd (SHM)	0.6	$29M	-2%	601k	47.83	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.5	$28M	+3%	1.2M	23.26	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.5	$27M	+11%	595k	46.07	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$26M	+5%	648k	40.19	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$26M	+22%	983k	26.20	View chart
Amazon (AMZN)	0.5	$26M	+6%	123k	208.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$24M	+47%	418k	56.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$24M		121k	196.20	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$22M	+46%	236k	94.95	View chart
Spdr Series Trust State Street Spd (TFI)	0.4	$22M	-9%	489k	45.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$22M	-15%	717k	30.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$22M	-9%	101k	215.06	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.4	$22M		149k	144.95	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$21M	+2%	219k	96.70	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.4	$21M	+4%	272k	76.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$21M	-4%	307k	67.53	View chart
JPMorgan Chase & Co. (JPM)	0.4	$21M		70k	294.16	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$20M	+2%	689k	28.72	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$20M	+24%	397k	49.50	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$20M	-27%	550k	35.53	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.4	$19M	+5%	653k	29.49	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.4	$19M	+6%	539k	35.44	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$19M	+7%	238k	78.66	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$18M	+5%	77k	237.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$18M	-23%	146k	124.31	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.4	$18M	+3809%	199k	90.77	View chart
Exxon Mobil Corporation (XOM)	0.4	$18M	-12%	107k	169.66	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$18M	+8%	358k	50.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$18M		62k	287.56	View chart
Ishares Tr Future Exponenti (XT)	0.3	$17M		256k	68.15	View chart
Home Depot (HD)	0.3	$17M	+18%	53k	328.89	View chart
Ea Series Trust Alpha Architect (CAOS)	0.3	$17M	-5%	187k	90.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$17M	+6%	47k	356.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.3	$17M	NEW	548k	30.62	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$17M	+13%	749k	22.34	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$16M	+247%	229k	70.91	View chart
Broadcom (AVGO)	0.3	$16M	+2%	52k	309.51	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$16M	+13%	314k	50.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$16M		82k	191.92	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$16M	+8%	311k	50.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$16M		55k	287.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$15M	-5%	164k	92.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$15M	-4%	31k	479.20	View chart
Tesla Motors (TSLA)	0.3	$15M	+8%	40k	371.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$15M		498k	29.13	View chart
Ishares Tr North Amern Nat (IGE)	0.3	$15M	+84%	230k	62.94	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.3	$13M		297k	44.01	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$13M	+2%	192k	68.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$13M		45k	286.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$13M		30k	430.29	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$13M		510k	25.04	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$13M		319k	39.43	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$12M	-41%	607k	20.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$12M	+21%	116k	106.50	View chart
Visa Com Cl A (V)	0.2	$12M	-2%	40k	302.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$12M	+6%	235k	51.78	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$12M	+14%	105k	114.91	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$12M		123k	97.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$12M		123k	97.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$12M	+5%	128k	90.53	View chart
Abbvie (ABBV)	0.2	$12M	-24%	53k	217.49	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$11M	+2%	108k	105.55	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$11M	+39%	131k	86.64	View chart
Caterpillar (CAT)	0.2	$11M		16k	708.45	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$11M	+2%	194k	56.58	View chart
Meta Platforms Cl A (META)	0.2	$11M	+6%	19k	572.12	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$11M		390k	27.73	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$11M	-36%	316k	33.47	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$11M	+75%	177k	59.19	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$10M		204k	50.81	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$10M	+14%	181k	57.20	View chart
Tidal Trust Ii Return Stacked B (RSBA)	0.2	$10M	+76%	496k	20.76	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$10M	-2%	116k	87.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$10M	-14%	52k	191.81	View chart
Johnson & Johnson (JNJ)	0.2	$10M	-45%	41k	244.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.2	$10M		174k	57.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$10M		389k	25.64	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.2	$10M	-9%	364k	27.33	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$9.9M	+3%	145k	68.28	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$9.8M	-8%	26k	383.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$9.7M	+4%	37k	261.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$9.7M	-3%	45k	213.67	View chart
Eli Lilly & Co. (LLY)	0.2	$9.5M	-4%	10k	919.74	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$9.3M		216k	43.13	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.2	$9.3M		137k	67.64	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.2	$9.2M	+133%	105k	88.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$9.1M	+3%	22k	426.39	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.2	$9.1M	+23%	134k	67.63	View chart
Lam Research Corp Com New (LRCX)	0.2	$8.9M		42k	213.66	View chart
Truist Financial Corp equities (TFC)	0.2	$8.9M	-4%	194k	45.97	View chart
Costco Wholesale Corporation (COST)	0.2	$8.9M	+2%	8.9k	996.45	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$8.8M	-14%	119k	74.35	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$8.6M	-55%	35k	248.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$8.6M	-44%	20k	436.78	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.2	$8.1M	-4%	129k	62.90	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$7.9M		195k	40.81	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$7.9M		48k	163.58	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$7.7M	-12%	58k	132.90	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$7.7M		48k	161.73	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	0.1	$7.6M	+49%	301k	25.28	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$7.5M	+6%	438k	17.11	View chart
Lockheed Martin Corporation (LMT)	0.1	$7.4M		12k	604.41	View chart
Chevron Corporation (CVX)	0.1	$7.3M	+6%	35k	206.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$7.1M		128k	55.52	View chart
Lowe's Companies (LOW)	0.1	$7.1M		30k	236.28	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$7.1M	+4%	281k	25.14	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$6.9M	-29%	72k	96.62	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$6.9M	+17%	253k	27.15	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$6.9M	+3%	87k	79.12	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$6.8M	+13%	134k	50.95	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	0.1	$6.8M	+795%	214k	32.06	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$6.7M		71k	94.24	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$6.7M	+4%	96k	70.18	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$6.7M	+2%	65k	103.37	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$6.7M	+8%	278k	23.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$6.6M		9.5k	697.74	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.1	$6.5M	-29%	52k	124.40	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$6.4M	+2%	85k	75.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$6.4M	+38%	26k	248.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$6.4M	+57%	45k	142.43	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$6.4M		57k	112.11	View chart
Cisco Systems (CSCO)	0.1	$6.2M		80k	77.59	View chart
Amgen (AMGN)	0.1	$6.1M	-21%	17k	351.85	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$6.0M	+5%	117k	51.55	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$6.0M	-5%	143k	41.96	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$6.0M	+3%	117k	50.98	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$6.0M	-2%	155k	38.42	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$5.9M	+10%	153k	38.74	View chart
Southern Company (SO)	0.1	$5.7M		59k	96.52	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$5.7M	+14%	55k	103.13	View chart
Micron Technology (MU)	0.1	$5.7M	-3%	17k	337.84	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$5.7M	+11%	127k	44.85	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$5.7M		157k	36.21	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$5.7M	+4%	114k	49.63	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$5.6M	-2%	46k	121.19	View chart
United Parcel Svcs CL B (UPS)	0.1	$5.6M	-13%	56k	98.38	View chart
International Business Machines (IBM)	0.1	$5.5M		23k	242.39	View chart
Waste Management (WM)	0.1	$5.5M	+2%	24k	229.79	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$5.4M		88k	61.26	View chart
Vanguard World Materials Etf (VAW)	0.1	$5.4M	+3%	24k	225.34	View chart
Wal-Mart Stores (WMT)	0.1	$5.4M	-43%	43k	124.28	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$5.4M	-2%	114k	47.03	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$5.3M	+24%	48k	110.78	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$5.2M		86k	61.00	View chart
Procter & Gamble Company (PG)	0.1	$5.2M		36k	144.44	View chart
Bank First National Corporation (BFC)	0.1	$5.0M		37k	135.06	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.0M		7.00	718140.00	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$5.0M	-41%	206k	24.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.0M	-2%	27k	184.28	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$5.0M		59k	84.66	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$5.0M		96k	51.88	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$4.9M		105k	46.53	View chart
Walt Disney Company (DIS)	0.1	$4.9M	-2%	51k	96.38	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.9M	+4%	33k	146.28	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.9M	+7%	25k	192.90	View chart
Pfizer (PFE)	0.1	$4.8M	+6%	169k	28.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.7M		189k	25.10	View chart
RBB Motley Fol Etf (TMFC)	0.1	$4.7M	+3%	72k	65.97	View chart
Wisdomtree Tr Inflation Plus F (WTIP)	0.1	$4.6M	+893%	123k	37.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$4.6M	+10%	30k	151.41	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$4.6M	+6%	88k	51.93	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$4.5M	-11%	18k	250.58	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$4.5M	+127%	95k	47.72	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$4.5M		114k	39.75	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.5M	+2%	9.0k	499.67	View chart
Merck & Co (MRK)	0.1	$4.5M	+2%	37k	120.29	View chart
Verizon Communications (VZ)	0.1	$4.5M	+16%	90k	50.20	View chart
Netflix (NFLX)	0.1	$4.5M		47k	96.15	View chart
Invesco Actively Managed Exc S&p 500 Equal We (RSPA)	0.1	$4.5M	+18%	90k	50.00	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$4.4M		45k	99.44	View chart
RBB F/m Us Treasury (TBIL)	0.1	$4.4M	-7%	89k	49.86	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$4.4M	+92%	96k	45.89	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$4.3M	+7%	13k	328.67	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$4.3M	+9%	87k	50.04	View chart
Honeywell International (HON)	0.1	$4.3M	+5%	19k	226.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$4.3M	-62%	48k	88.70	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$4.3M	+104%	57k	75.19	View chart
Ares Capital Corporation (ARCC)	0.1	$4.2M		231k	18.02	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$4.1M	-18%	45k	91.64	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$4.1M	-3%	77k	54.09	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$3.9M	+6%	207k	19.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$3.9M		116k	33.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.9M	-5%	18k	217.25	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.9M	-7%	65k	59.78	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.1	$3.9M	+7%	187k	20.77	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.1	$3.9M	+15%	142k	27.21	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$3.8M	+2%	219k	17.54	View chart
Apollo Global Mgmt (APO)	0.1	$3.8M		34k	111.42	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.8M	+138%	54k	69.75	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$3.8M		74k	50.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.7M	-9%	75k	49.89	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$3.7M	-8%	46k	81.98	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$3.7M	-5%	44k	85.15	View chart
Cambria Etf Tr Tactical Yield E (TYLD)	0.1	$3.7M	+6%	148k	25.14	View chart
Ge Aerospace Com New (GE)	0.1	$3.7M	-16%	13k	283.77	View chart
Coca-Cola Company (KO)	0.1	$3.7M	+6%	49k	76.05	View chart
Waste Connections (WCN)	0.1	$3.7M	NEW	23k	162.44	View chart
Altria (MO)	0.1	$3.7M	+27%	56k	65.99	View chart
Key (KEY)	0.1	$3.7M		185k	20.05	View chart
McDonald's Corporation (MCD)	0.1	$3.7M	+6%	12k	310.80	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$3.6M	+23%	67k	53.99	View chart
Enterprise Products Partners (EPD)	0.1	$3.6M		96k	37.84	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$3.6M	+9%	74k	48.86	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$3.6M	+24%	33k	109.69	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$3.6M	-2%	100k	35.94	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.6M	+48%	68k	52.56	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$3.6M	+405%	92k	38.96	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.6M	+9%	14k	257.34	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$3.5M	+32%	95k	37.20	View chart
FedEx Corporation (FDX)	0.1	$3.5M		10k	356.18	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$3.5M	+7%	79k	44.87	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$3.5M	-3%	99k	35.71	View chart
Advanced Micro Devices (AMD)	0.1	$3.5M	+5%	17k	203.43	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$3.5M		25k	138.32	View chart
Bank of America Corporation (BAC)	0.1	$3.5M		72k	48.75	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.5M	+15%	69k	50.14	View chart
Cummins (CMI)	0.1	$3.5M		6.5k	538.05	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$3.5M	+5%	67k	52.19	View chart

Past Filings by Wealthcare Advisory Partners

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

Wealthcare Advisory Partners 2026 Q1 filed April 14, 2026
Wealthcare Advisory Partners 2025 Q4 filed Jan. 14, 2026
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

View all past filings

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