Wealthcare Advisory Partners Llc Portfolio Stock Holdings
Wealthcare Advisory Partners Llc disclosed 1084 stock positions valued at approximately $5.3 billion in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, SPDR SERIES TRUST, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 1084
- Portfolio Value
- $5.3B
Holdings by Sector
Wealthcare Advisory Partners Llc Portfolio Holdings in Q2 2026
999 holdings in the latest reporting period.
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| 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 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.62% | 688,721 | +40,990 | +6.33% | $32,507,653 |
| MICROSOFT CORP | MSFT | Technology | 0.60% | 84,993 | -20,094 | -19.12% | $31,704,089 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.55% | 630,709 | +35,498 | +5.96% | $29,044,139 |
| SPDR SERIES TRUST | SHM | Other | 0.54% | 593,505 | -7,106 | -1.18% | $28,467,480 |
| ISHARES TR | IBDU | Other | 0.54% | 1,223,806 | +41,435 | +3.50% | $28,343,341 |
| PIMCO ETF TR | PYLD | Other | 0.52% | 1,025,937 | +42,869 | +4.36% | $27,207,855 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.50% | 110,006 | -12,804 | -10.43% | $26,218,711 |
| VANGUARD WORLD FD | MGV | Other | 0.48% | 154,959 | +5,774 | +3.87% | $25,328,022 |
| ISHARES TR | IJH | Other | 0.47% | 322,790 | +16,169 | +5.27% | $24,890,300 |
| ISHARES TR | IJR | Other | 0.46% | 162,012 | +16,376 | +11.24% | $24,028,022 |
| ISHARES INC | EMXC | Other | 0.45% | 234,093 | -4,098 | -1.72% | $23,947,738 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.45% | 746,454 | +29,108 | +4.06% | $23,670,050 |
| ISHARES TR | SMMD | Other | 0.45% | 257,371 | -14,390 | -5.30% | $23,582,879 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.44% | 97,336 | -3,667 | -3.63% | $23,031,653 |
| VANECK ETF TRUST | MOAT | Other | 0.43% | 220,424 | +1,040 | +0.47% | $22,915,288 |
| ISHARES TR | MBB | Other | 0.43% | 242,028 | +6,257 | +2.65% | $22,876,462 |
| SPDR SERIES TRUST | TFI | Other | 0.42% | 487,611 | -1,462 | -0.30% | $22,332,593 |
| ISHARES TR | XT | Other | 0.41% | 264,664 | +8,816 | +3.45% | $21,869,211 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.40% | 566,612 | +16,413 | +2.98% | $21,111,980 |
| VANECK ETF TRUST | ANGL | Other | 0.39% | 708,131 | +19,295 | +2.80% | $20,705,751 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.38% | 61,535 | -8,292 | -11.88% | $20,142,198 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 0.37% | 565,209 | -87,721 | -13.43% | $19,567,523 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.37% | 871,667 | +123,186 | +16.46% | $19,429,449 |
| FRANKLIN ETF TR | FTSD | Other | 0.36% | 210,011 | +10,705 | +5.37% | $19,008,081 |
| BROADCOM INC | AVGO | Technology | 0.36% | 50,093 | -2,192 | -4.19% | $18,922,701 |
| ISHARES TR | IWB | Other | 0.36% | 46,059 | -1,369 | -2.89% | $18,860,961 |
| WISDOMTREE TR | USFR | Other | 0.34% | 359,365 | +1,575 | +0.44% | $18,094,010 |
| INNOVATOR ETFS TRUST | BALT | Other | 0.34% | 525,929 | +210,276 | +66.62% | $18,023,592 |
| FIRST TR EXCHNG TRADED FD VI | QSPT | Other | 0.34% | 516,910 | -30,887 | -5.64% | $18,009,158 |
| ALPHABET INC | GOOGL | Communication Services | 0.33% | 49,118 | -12,992 | -20.92% | $17,553,182 |
| VANGUARD INDEX FDS | VO | Other | 0.33% | 216,504 | +161,994 | +297.18% | $17,443,712 |
| TESLA INC | TSLA | Consumer Cyclical | 0.33% | 41,216 | +1,252 | +3.13% | $17,335,239 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.32% | 493,453 | -4,430 | -0.89% | $16,698,461 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.31% | 545,634 | +6,593 | +1.22% | $16,461,778 |
| VANGUARD INDEX FDS | VTV | Other | 0.30% | 73,598 | -46,931 | -38.94% | $16,039,290 |
| ISHARES TR | SUB | Other | 0.30% | 146,517 | +30,413 | +26.19% | $15,599,698 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.29% | 13,250 | -3,608 | -21.40% | $15,294,641 |
| VANECK ETF TRUST | SMH | Other | 0.28% | 22,656 | -2,949 | -11.52% | $14,860,037 |
| ISHARES TR | IGE | Other | 0.28% | 261,750 | +31,686 | +13.77% | $14,705,099 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.28% | 41,673 | -10,902 | -20.74% | $14,697,224 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.28% | 715,314 | +108,703 | +17.92% | $14,570,938 |
| WISDOMTREE TR | NTSI | Other | 0.27% | 309,093 | +11,654 | +3.92% | $14,403,747 |
| ALPHABET INC | GOOG | Communication Services | 0.27% | 40,702 | -4,337 | -9.63% | $14,381,084 |
| SPDR SERIES TRUST | SPYG | Other | 0.27% | 120,854 | -1,603 | -1.31% | $14,380,370 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.26% | 323,604 | +4,872 | +1.53% | $13,960,281 |
| FIRST TR EXCHNG TRADED FD VI | FAUG | Other | 0.26% | 245,697 | +10,726 | +4.56% | $13,883,110 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.26% | 240,849 | -176,948 | -42.35% | $13,603,157 |
| ISHARES TR | IXUS | Other | 0.25% | 140,901 | +10,123 | +7.74% | $13,447,566 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.25% | 536,030 | +26,109 | +5.12% | $13,438,273 |
| ISHARES TR | USRT | Other | 0.25% | 200,743 | +23,643 | +13.35% | $13,339,398 |
| WORLD GOLD TR | GLDM | Other | 0.25% | 164,826 | +1,169 | +0.71% | $13,090,521 |
| ISHARES TR | IFRA | Other | 0.25% | 205,700 | +24,899 | +13.77% | $12,967,311 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.25% | 25,840 | -5,174 | -16.68% | $12,929,974 |
| ABBVIE INC | ABBV | Healthcare | 0.24% | 50,422 | -2,254 | -4.28% | $12,688,286 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.24% | 59,240 | -22,673 | -27.68% | $12,604,521 |
| GLOBAL X FDS | PAVE | Other | 0.24% | 211,492 | +7,238 | +3.54% | $12,461,083 |
| CATERPILLAR INC | CAT | Industrials | 0.23% | 11,613 | -4,187 | -26.50% | $12,366,974 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 10,304 | +6 | +0.06% | $12,358,453 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.23% | 149,633 | +4,811 | +3.32% | $12,129,290 |
| SPDR SERIES TRUST | SPYV | Other | 0.23% | 199,255 | +5,034 | +2.59% | $12,112,711 |
| HARBOR ETF TRUST | WINN | Other | 0.23% | 371,874 | -17,956 | -4.61% | $12,074,765 |
| ISHARES TR | QUAL | Other | 0.22% | 53,676 | +1,503 | +2.88% | $11,778,061 |
| INVESCO EXCHANGE TRADED FD T | RSPN | Other | 0.21% | 175,887 | +2,257 | +1.30% | $11,255,859 |
| ASTERA LABS INC | ALAB | Technology | 0.21% | 22,845 | +201 | +0.89% | $11,034,592 |
| WISDOMTREE TR | DGRW | Other | 0.21% | 114,868 | -1,306 | -1.12% | $10,983,707 |
| VANGUARD INDEX FDS | VB | Other | 0.21% | 36,007 | -1,134 | -3.05% | $10,914,593 |
| SPDR GOLD TR | GLD | Other | 0.21% | 29,374 | -460 | -1.54% | $10,820,680 |
| INVESCO EXCH TRADED FD TR II | TBLL | Other | 0.20% | 101,303 | -6,694 | -6.20% | $10,694,532 |
| ISHARES TR | IWD | Other | 0.20% | 43,948 | -1,230 | -2.72% | $10,654,195 |
| FRANKLIN TEMPLETON ETF TR | FLQL | Other | 0.20% | 135,685 | -1,199 | -0.88% | $10,621,439 |