Wealthcare Advisory Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Wealthcare Advisory Partners Llc disclosed 999 stock positions valued at approximately $5.27B as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, SPDR SERIES TRUST, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 999
- Portfolio Value
- $5.27B
Holdings by Sector
Wealthcare Advisory Partners Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 7.32% | 4,391,034 | -152,540 | -3.36% | $385,884,091 |
| SPDR SERIES TRUST | SPTM | Other | 4.32% | 2,508,062 | -78,765 | -3.04% | $227,706,929 |
| VANGUARD INDEX FDS | VTI | Other | 2.80% | 398,442 | -12,895 | -3.13% | $147,439,379 |
| ISHARES TR | STIP | Other | 2.56% | 1,322,733 | +113,391 | +9.38% | $135,130,452 |
| SPDR SERIES TRUST | SPSM | Other | 1.94% | 1,776,135 | +19,008 | +1.08% | $102,429,734 |
| ISHARES TR | IEF | Other | 1.81% | 1,008,438 | -63,608 | -5.93% | $95,368,018 |
| SPDR SERIES TRUST | SPMD | Other | 1.58% | 1,230,591 | +48,386 | +4.09% | $83,138,736 |
| SPDR SERIES TRUST | SPAB | Other | 1.55% | 3,206,173 | +190,995 | +6.33% | $81,821,543 |
| NVIDIA CORPORATION | NVDA | Technology | 1.44% | 378,479 | -15,867 | -4.02% | $75,729,941 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.36% | 1,419,227 | +32,529 | +2.35% | $71,514,838 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.35% | 1,565,006 | +41,007 | +2.69% | $71,192,119 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.24% | 87,230 | -81,390 | -48.27% | $65,140,766 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.20% | 401,762 | +4,817 | +1.21% | $63,490,436 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.18% | 1,259,466 | -46,243 | -3.54% | $62,066,501 |
| ISHARES TR | MUB | Other | 1.18% | 576,272 | +54,081 | +10.36% | $62,018,434 |
| WISDOMTREE TR | NTSX | Other | 1.16% | 1,031,715 | +43,624 | +4.41% | $60,922,798 |
| VANGUARD INDEX FDS | VOO | Other | 1.13% | 86,985 | -15,329 | -14.98% | $59,742,176 |
| APPLE INC | AAPL | Technology | 1.09% | 198,490 | -64,204 | -24.44% | $57,434,996 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.05% | 2,090,010 | +675,990 | +47.81% | $55,385,273 |
| INVESCO QQQ TR | QQQ | Other | 1.02% | 73,003 | -23,455 | -24.32% | $53,759,164 |
| ISHARES TR | IVV | Other | 0.86% | 60,420 | -6,793 | -10.11% | $45,248,052 |
| DBX ETF TR | DBEF | Other | 0.85% | 816,607 | +21,809 | +2.74% | $44,611,229 |
| ISHARES TR | AGG | Other | 0.83% | 442,103 | +36,599 | +9.03% | $43,759,316 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.78% | 925,525 | -31,421 | -3.28% | $41,056,286 |
| FIRST TR EXCHNG TRADED FD VI | FSEP | Other | 0.77% | 741,908 | +8,006 | +1.09% | $40,864,267 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.76% | 565,404 | -15,891 | -2.73% | $40,285,013 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.76% | 320,844 | +5,808 | +1.84% | $40,028,454 |
| PACER FDS TR | COWZ | Other | 0.70% | 595,665 | +8,616 | +1.47% | $37,050,344 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.67% | 421,784 | +30,722 | +7.86% | $35,324,435 |
| ISHARES TR | SCZ | Other | 0.66% | 424,121 | +17,954 | +4.42% | $34,892,432 |
Showing 30 of 999 holdings in the latest reporting period.