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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, SPSM, and represent 18.93% of Wealthcare Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: SCHP (+$18M), VO (+$13M), STIP (+$12M), CLSE (+$8.7M), IWF (+$7.9M), VGT (+$7.8M), VUG (+$7.4M), BALT (+$7.2M), JIVE (+$6.2M), MUB (+$5.8M).
Started 94 new stock positions in RXT, HEDJ, COHR, OWL, FDXF, INSM, WIT, NBIS, SPYI, IAT.
Reduced shares in these 10 stocks: SPY (-$61M), SGOV (-$42M), AAPL (-$19M), , QQQ (-$17M), LRCX (-$17M), QQQM (-$16M), GSY (-$16M), PULS (-$15M), SPYM (-$13M).
Sold out of its positions in AEM, ALB, AM, ATO, AUR, BIDU, BFC, BBY, BDJ, BTT.
Wealthcare Advisory Partners was a net seller of stock by $-361M.
Wealthcare Advisory Partners has $5.3B in assets under management (AUM), dropping by 2.56%.
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 1084 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Wealthcare Advisory Partners has 1084 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthcare Advisory Partners June 30, 2026 positions
Download the Wealthcare Advisory Partners June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	7.3	$386M	-3%	4.4M	87.88	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	4.3	$228M	-3%	2.5M	90.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$147M	-3%	398k	370.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.6	$135M	+9%	1.3M	102.16	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.9	$102M		1.8M	57.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.8	$95M	-5%	1.0M	94.57	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.6	$83M	+4%	1.2M	67.56	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	1.6	$82M	+6%	3.2M	25.52	View chart
NVIDIA Corporation (NVDA)	1.4	$76M	-4%	379k	200.09	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.4	$72M	+2%	1.4M	50.39	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.3	$71M	+2%	1.6M	45.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$65M	-48%	87k	746.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$64M		402k	158.03	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.2	$62M	-3%	1.3M	49.28	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$62M	+10%	576k	107.62	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	1.2	$61M	+4%	1.0M	59.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$60M	-14%	87k	686.81	View chart
Apple (AAPL)	1.1	$57M	-24%	199k	289.36	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.1	$55M	+47%	2.1M	26.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$54M	-24%	73k	736.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$45M	-10%	60k	748.89	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.8	$45M	+2%	817k	54.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$44M	+9%	442k	98.98	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.8	$41M	-3%	926k	44.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.8	$41M		742k	55.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$40M	-2%	565k	71.25	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$40M		321k	124.76	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$37M		596k	62.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$35M	+7%	422k	83.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$35M	+4%	424k	82.27	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.6	$33M	+6%	689k	47.20	View chart
Microsoft Corporation (MSFT)	0.6	$32M	-19%	85k	373.02	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.6	$29M	+5%	631k	46.05	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.5	$29M		594k	47.97	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.5	$28M	+3%	1.2M	23.16	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$27M	+4%	1.0M	26.52	View chart
Amazon (AMZN)	0.5	$26M	-10%	110k	238.34	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.5	$25M	+3%	155k	163.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$25M	+5%	323k	77.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$24M	+11%	162k	148.31	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$24M		234k	102.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$24M	+4%	747k	31.71	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.4	$24M	-5%	257k	91.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$23M	-3%	97k	236.62	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$23M		220k	103.96	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$23M	+2%	242k	94.52	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.4	$22M		488k	45.80	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.4	$22M	+3%	265k	82.63	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$21M	+2%	567k	37.26	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$21M	+2%	708k	29.24	View chart
JPMorgan Chase & Co. (JPM)	0.4	$20M	-11%	62k	327.33	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.4	$20M	-13%	565k	34.62	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$19M	+16%	872k	22.29	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.4	$19M	+5%	210k	90.51	View chart
Broadcom (AVGO)	0.4	$19M	-4%	50k	377.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$19M	-2%	46k	409.50	View chart
Ea Series Trust Alpha Architect (CAOS)	0.4	$19M	+11%	208k	90.36	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$18M		359k	50.35	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$18M	+66%	526k	34.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.3	$18M	-5%	517k	34.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$18M	-20%	49k	357.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$17M	+297%	217k	80.57	View chart
Tesla Motors (TSLA)	0.3	$17M	+3%	41k	420.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$17M		494k	33.84	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$17M		546k	30.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$16M	-38%	74k	217.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$16M	+26%	147k	106.47	View chart
Micron Technology (MU)	0.3	$15M	-21%	13k	1154.31	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$15M	-11%	23k	655.90	View chart
Ishares Tr North Amern Nat (IGE)	0.3	$15M	+13%	262k	56.18	View chart
Home Depot (HD)	0.3	$15M	-20%	42k	352.68	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.3	$15M	+17%	715k	20.37	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.3	$14M	+3%	309k	46.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$14M	-9%	41k	353.33	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$14M		121k	118.99	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$14M		324k	43.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$14M	+4%	246k	56.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$14M	-42%	241k	56.48	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$13M	+7%	141k	95.44	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.3	$13M	+5%	536k	25.07	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$13M	+13%	201k	66.45	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$13M		165k	79.42	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$13M	+13%	206k	63.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$13M	-16%	26k	500.39	View chart
Abbvie (ABBV)	0.2	$13M	-4%	50k	251.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$13M	-27%	59k	212.77	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$13M	+3%	212k	58.92	View chart
Caterpillar (CAT)	0.2	$12M	-26%	12k	1064.92	View chart
Eli Lilly & Co. (LLY)	0.2	$12M		10k	1199.38	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$12M	+3%	150k	81.06	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$12M	+2%	199k	60.79	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$12M	-4%	372k	32.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$12M	+2%	54k	219.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.2	$11M		176k	63.99	View chart
Astera Labs (ALAB)	0.2	$11M		23k	483.02	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	0.2	$11M	-3%	129k	85.65	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$11M		115k	95.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$11M	-3%	36k	303.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$11M		29k	368.38	View chart
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)	0.2	$11M	-6%	101k	105.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$11M	-2%	44k	242.43	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.2	$11M		136k	78.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$11M	-7%	361k	29.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$11M	+296%	85k	124.17	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$10M	+3%	223k	45.70	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.2	$10M	+9%	114k	88.50	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$10M	-2%	191k	52.88	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$9.9M		34k	290.62	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.2	$9.8M	-6%	342k	28.75	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$9.7M	-12%	51k	190.52	View chart
Johnson & Johnson (JNJ)	0.2	$9.6M	-7%	38k	253.97	View chart
Meta Platforms Cl A (META)	0.2	$9.6M	-10%	17k	563.29	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$9.6M	+4%	59k	161.54	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$9.6M	+3%	50k	191.75	View chart
Visa Com Cl A (V)	0.2	$9.6M	-31%	28k	343.09	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$9.5M	-6%	178k	53.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$9.2M		121k	76.55	View chart
Truist Financial Corp equities (TFC)	0.2	$9.2M	-4%	185k	49.82	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$9.1M	+435%	106k	86.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$8.9M	+685%	74k	119.52	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.2	$8.7M	NEW	256k	34.13	View chart
Cisco Systems (CSCO)	0.2	$8.7M	-7%	74k	117.46	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$8.4M		70k	119.13	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.2	$8.3M	+4%	135k	61.09	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$8.2M		85k	96.76	View chart
Advanced Micro Devices (AMD)	0.2	$8.2M	-18%	14k	580.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$8.1M	+3%	133k	61.46	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.2	$8.1M		88k	92.98	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.2	$8.0M	+5%	295k	27.21	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$7.9M	+16%	324k	24.31	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.1	$7.8M		52k	149.06	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$7.8M	+2%	87k	89.14	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$7.7M	+12%	151k	51.05	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$7.6M	-67%	25k	302.97	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.1	$7.4M	-7%	98k	76.16	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$7.4M	-12%	12k	640.77	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$7.3M		437k	16.70	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$7.2M	+3%	74k	98.20	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$7.2M	-54%	143k	50.49	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$7.1M		94k	75.79	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$7.1M		258k	27.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$7.1M	-3%	43k	164.27	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$7.1M	+7%	50k	142.39	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$7.0M	+16%	64k	109.52	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$6.9M	-3%	152k	45.44	View chart
Intel Corporation (INTC)	0.1	$6.7M	-15%	48k	139.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$6.6M	-47%	64k	103.88	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$6.4M		95k	67.38	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$6.2M	NEW	67k	91.95	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$6.2M	+6%	135k	45.70	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$6.2M	-10%	139k	44.48	View chart
International Business Machines (IBM)	0.1	$6.1M	-3%	22k	281.21	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	0.1	$6.1M	-7%	199k	30.54	View chart
Lowe's Companies (LOW)	0.1	$6.0M	-8%	27k	220.49	View chart
Costco Wholesale Corporation (COST)	0.1	$6.0M	-28%	6.4k	935.40	View chart
Vanguard World Materials Etf (VAW)	0.1	$5.8M	+6%	25k	228.79	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$5.8M	-4%	17k	334.83	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.1	$5.7M	+47%	275k	20.78	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$5.7M	-69%	70k	81.94	View chart
United Parcel Svcs CL B (UPS)	0.1	$5.7M	-6%	53k	107.50	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$5.7M	+23%	108k	52.34	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.6M	-10%	11k	509.45	View chart
Amgen (AMGN)	0.1	$5.6M	-11%	15k	362.12	View chart
Wisdomtree Tr Emer Mark Eff Fd (NTSE)	0.1	$5.6M		114k	48.61	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.1	$5.6M	+2031%	109k	51.00	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$5.6M		59k	94.42	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$5.5M	-7%	141k	39.14	View chart
Corning Incorporated (GLW)	0.1	$5.5M	-2%	21k	255.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$5.4M	-26%	48k	112.88	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$5.4M		112k	48.18	View chart
RBB Motley Fol Etf (TMFC)	0.1	$5.3M	-2%	70k	76.16	View chart
Palo Alto Networks (PANW)	0.1	$5.3M		16k	341.02	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$5.3M	+2%	32k	165.38	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$5.3M	-20%	114k	46.14	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.2M		7.00	748850.00	View chart
Waste Management (WM)	0.1	$5.2M		23k	222.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.2M	-33%	17k	300.45	View chart
Chevron Corporation (CVX)	0.1	$5.1M	-11%	31k	165.76	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$5.1M	+5%	92k	55.57	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$5.0M	-74%	101k	49.55	View chart
Ares Capital Corporation (ARCC)	0.1	$4.9M	+14%	264k	18.53	View chart
Southern Company (SO)	0.1	$4.9M	-14%	51k	95.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.8M	-11%	24k	197.60	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$4.7M		89k	53.11	View chart
Ge Aerospace Com New (GE)	0.1	$4.7M	-4%	13k	373.73	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.7M	+3%	56k	82.84	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.1	$4.6M	+6%	151k	30.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.6M	-15%	160k	28.96	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.1	$4.5M		67k	67.23	View chart
Merck & Co (MRK)	0.1	$4.5M	-6%	35k	128.50	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$4.5M		45k	99.38	View chart
Walt Disney Company (DIS)	0.1	$4.5M	-8%	46k	96.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.5M	+5%	15k	306.31	View chart
Wal-Mart Stores (WMT)	0.1	$4.4M	-9%	39k	113.26	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.4M	-4%	5.8k	763.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.4M	-8%	23k	189.73	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$4.4M	+5%	46k	94.85	View chart
Procter & Gamble Company (PG)	0.1	$4.4M	-16%	30k	146.64	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.3M	-6%	8.4k	513.59	View chart
Key (KEY)	0.1	$4.3M		188k	23.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$4.3M	-6%	45k	96.43	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.2M	+8%	36k	116.67	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.2M	+5%	27k	156.95	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$4.2M	-4%	92k	45.34	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$4.1M	+6%	232k	17.84	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$4.1M		77k	54.11	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$4.1M	+3%	82k	50.61	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$4.1M	-3%	112k	36.53	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$4.1M		101k	40.68	View chart
Innovator Etfs Trust Equi Du Di 5 Etf (DDSQ)	0.1	$4.1M	+35%	193k	21.07	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$4.1M	+4%	103k	39.54	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$4.0M	+7%	84k	47.38	View chart
Apollo Global Mgmt (APO)	0.1	$4.0M		34k	118.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$4.0M	-5%	31k	127.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.0M	+4%	78k	50.58	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$3.9M	+131%	43k	91.21	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.9M	-16%	25k	156.30	View chart
Bank of America Corporation (BAC)	0.1	$3.9M	-3%	69k	56.98	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$3.9M		206k	18.87	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.1	$3.9M	+5%	71k	54.46	View chart
Eaton Corp SHS (ETN)	0.1	$3.8M	-3%	9.0k	426.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$3.8M	+7%	10k	365.70	View chart
Servicenow (NOW)	0.1	$3.8M	+24%	38k	99.28	View chart
3M Company (MMM)	0.1	$3.8M		23k	161.91	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$3.8M		20k	188.09	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.8M	+4%	73k	51.51	View chart
RBB F/m Us Treasury (TBIL)	0.1	$3.7M	-15%	75k	49.86	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$3.7M	+16%	19k	193.77	View chart
Ge Vernova (GEV)	0.1	$3.7M	-5%	3.2k	1174.96	View chart
Cambria Etf Tr Tacti Yield Etf (TYLD)	0.1	$3.7M		147k	25.27	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$3.7M	-4%	91k	40.13	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$3.6M	-12%	40k	91.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$3.6M	-70%	38k	96.58	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$3.6M	-10%	187k	19.18	View chart
UnitedHealth (UNH)	0.1	$3.6M		8.6k	415.65	View chart
Pfizer (PFE)	0.1	$3.6M	-12%	148k	24.08	View chart
Tidal Trust Ii Retu Sta Bds Etf (RSBA)	0.1	$3.5M	-66%	169k	21.05	View chart
Vanguard World Industrial Etf (VIS)	0.1	$3.5M	+13%	9.7k	360.38	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$3.5M	+12%	135k	25.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$3.5M		21k	170.14	View chart
Snowflake Com Shs (SNOW)	0.1	$3.5M		14k	254.50	View chart
Coca-Cola Company (KO)	0.1	$3.5M	-12%	43k	81.27	View chart
Wisdomtree Tr Infla Plus Fd (WTIP)	0.1	$3.4M	-19%	99k	34.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$3.4M	+2%	88k	38.79	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.1	$3.4M	+7%	77k	44.09	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.4M	-13%	56k	59.73	View chart
Applied Materials (AMAT)	0.1	$3.4M		4.6k	723.06	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$3.3M		59k	56.52	View chart
Spdr Series Trust Sp Kensho Newec (KOMP)	0.1	$3.3M		47k	71.50	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$3.3M		46k	72.90	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 Q2 filed July 9, 2026
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

View all past filings

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