Wealthcare Advisory Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Wealthcare Advisory Partners Llc disclosed 1099 stock positions valued at approximately $5.90B as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, SPDR SERIES TRUST, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 1099
- Portfolio Value
- $5.90B
Holdings by Sector
Wealthcare Advisory Partners Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 7.08% | 4,655,762 | +264,728 | +6.03% | $417,901,163 |
| SPDR SERIES TRUST | SPTM | Other | 3.84% | 2,458,194 | -49,868 | -1.99% | $226,276,740 |
| VANGUARD INDEX FDS | VTI | Other | 2.86% | 450,057 | +51,615 | +12.95% | $168,429,500 |
| ISHARES TR | STIP | Other | 2.52% | 1,491,709 | +168,976 | +12.77% | $148,723,400 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.01% | 2,432,802 | +1,173,336 | +93.16% | $118,842,399 |
| SPDR SERIES TRUST | SPSM | Other | 1.66% | 1,849,842 | +73,707 | +4.15% | $97,782,673 |
| NVIDIA CORPORATION | NVDA | Technology | 1.52% | 391,697 | +13,218 | +3.49% | $89,455,802 |
| SPDR SERIES TRUST | SPAB | Other | 1.45% | 3,517,485 | +311,312 | +9.71% | $85,685,935 |
| SPDR SERIES TRUST | SPMD | Other | 1.41% | 1,317,310 | +86,719 | +7.05% | $83,043,220 |
| ISHARES TR | IEF | Other | 1.31% | 865,479 | -142,959 | -14.18% | $77,295,967 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.29% | 1,520,210 | +100,983 | +7.12% | $76,329,747 |
| APPLE INC | AAPL | Technology | 1.23% | 217,754 | +19,264 | +9.71% | $72,516,434 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.13% | 87,396 | +166 | +0.19% | $66,650,526 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.11% | 1,513,363 | -51,643 | -3.30% | $65,528,637 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.07% | 406,078 | +4,316 | +1.07% | $63,023,363 |
| WISDOMTREE TR | DGRW | Other | 1.06% | 640,262 | +525,394 | +457.39% | $62,259,054 |
| WISDOMTREE TR | NTSX | Other | 1.05% | 1,056,352 | +24,637 | +2.39% | $61,743,799 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.03% | 1,283,548 | +594,827 | +86.37% | $60,878,687 |
| INVESCO QQQ TR | QQQ | Other | 0.97% | 77,432 | +4,429 | +6.07% | $57,282,196 |
| ISHARES TR | MUB | Other | 0.94% | 547,760 | -28,512 | -4.95% | $55,378,543 |
| VANGUARD INDEX FDS | VOO | Other | 0.94% | 78,979 | -8,006 | -9.20% | $55,353,122 |
| ISHARES TR | IVV | Other | 0.89% | 68,888 | +8,468 | +14.02% | $52,757,555 |
| ISHARES TR | AGG | Other | 0.88% | 550,132 | +108,029 | +24.44% | $52,009,526 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.84% | 2,327,282 | +1,455,615 | +166.99% | $49,268,557 |
| DBX ETF TR | DBEF | Other | 0.83% | 893,166 | +76,559 | +9.38% | $49,079,485 |
| MICROSOFT CORP | MSFT | Technology | 0.82% | 94,685 | +9,692 | +11.40% | $48,564,177 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.74% | 1,743,705 | -346,305 | -16.57% | $43,819,297 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.73% | 366,176 | +45,332 | +14.13% | $43,124,520 |
| FIRST TR EXCHNG TRADED FD VI | FSEP | Other | 0.72% | 743,635 | +1,727 | +0.23% | $42,483,841 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.72% | 597,541 | +32,137 | +5.68% | $42,192,377 |
Showing 30 of 1,099 holdings in the latest reporting period.