Q2 2026 13F · SEC CIK 1683059

Wealthcare Advisory Partners LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.3B
Reported positions: 1,084
Top holdings a year, 3 yrs: +14.5%
Assets under management: $8.3B

Wealthcare Advisory Partners LLC is a wealth manager that reported 1,084 positions worth $5.3B in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Spdr Series Trust (SPLG, 7.3%), Spdr Series Trust (SPTM, 4.3%), Vanguard Index Fds (VTI, 2.8%). A portfolio copying its top holdings returned 14.5% a year over the last 3 years, against 20.4% for the S&P 500.

Wealthcare Advisory Partners LLC holdings largest 50 of 1,084 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealthcare Advisory Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	7.3%	6.8%	4,391,034	-3.4%	$385.9M
SPTMSpdr Series Trust	4.3%	4.0%	2,508,062	-3.0%	$227.7M
VTIVanguard Index Fds	2.8%	2.6%	398,442	-3.1%	$147.4M
STIPIshares Tr	2.6%	2.4%	1,322,733	+9.4%	$135.1M
SPSMSpdr Series Trust	1.9%	1.7%	1,776,135	+1.1%	$102.4M
IEFiShs 7-10 ys Tsy	1.8%	2.0%	1,008,438	-5.9%	$95.4M
SPMDSpdr Series Trust	1.6%	1.4%	1,230,591	+4.1%	$83.1M
SPABSpdr Series Trust	1.6%	1.5%	3,206,173	+6.3%	$81.8M
NVDANvidia Corporation Com	1.4%	1.3%	378,479	-4.0%	$75.7M
SPDWSPDR Portfolio Developed World	1.4%	1.2%	1,419,227	+2.3%	$71.5M
FBNDFidelity Merrimack Str Tr	1.4%	1.4%	1,565,006	+2.7%	$71.2M
SPYSpdr S&p 500 ETF Tr	1.2%	2.1%	87,230	-48.3%	$65.1M
VYMVym	1.2%	1.1%	401,762	+1.2%	$63.5M
CGDVCapital Group Dividend Value ETF	1.2%	1.1%	1,259,466	-3.5%	$62.1M
MUBIshares National Muni Bond ETF	1.2%	1.1%	576,272	+10.4%	$62.0M
NTSXWisdomtree Tr	1.2%	1.0%	1,031,715	+4.4%	$60.9M
VOOVanguard S&p 500 ETF	1.1%	1.2%	86,985	-15.0%	$59.7M
AAPLApple Inc	1.1%	1.3%	198,490	-24.4%	$57.4M
SCHPSchwab Strategic Tr	1.1%	0.7%	2,090,010	+47.8%	$55.4M
QQQInvesco Qqq Tr	1.0%	1.1%	73,003	-24.3%	$53.8M
IVVIshares Core S&p 500 ETF	0.9%	0.9%	60,420	-10.1%	$45.2M
DBEFDbx ETF Tr	0.8%	0.8%	816,607	+2.7%	$44.6M
AGGIshares Tr	0.8%	0.8%	442,103	+9.0%	$43.8M
DFACDimensional U.s. Core Equity 2	0.8%	0.7%	925,525	-3.3%	$41.1M
FSEPFirst Tr Exchng Traded Fd Vi	0.8%	0.7%	741,908	+1.1%	$40.9M
VEAVanguard Tax-Managed Fds	0.8%	0.7%	565,404	-2.7%	$40.3M
AVUVAvantis US Small Cap Value ETF	0.8%	0.7%	320,844	+1.8%	$40.0M
COWZPacer Fds Tr	0.7%	0.7%	595,665	+1.5%	$37.1M
VEUVanguard FTSE All	0.7%	0.6%	421,784	+7.9%	$35.3M
SCZIshares Msci Eafe Small Cap	0.7%	0.6%	424,121	+4.4%	$34.9M
CGGRCapital Group Growth ETF	0.6%	0.5%	688,721	+6.3%	$32.5M
MSFTMicrosoft Corp	0.6%	0.8%	84,993	-19.1%	$31.7M
JPIEJpmorgan Income ETF	0.6%	0.5%	630,709	+6.0%	$29.0M
SHMState Street ETF/USA	0.5%	0.6%	593,505	-1.2%	$28.5M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	0.5%	0.5%	1,223,806	+3.5%	$28.3M
PYLDPimco Multisector Bond Active Exchange-T	0.5%	0.5%	1,025,937	+4.4%	$27.2M
AMZNAmazon Com Inc Com	0.5%	0.5%	110,006	-10.4%	$26.2M
MGVVanguard Mega Cap Value ETF Total	0.5%	0.4%	154,959	+3.9%	$25.3M
IJHIshares Tr	0.5%	0.4%	322,790	+5.3%	$24.9M
IJRIshares Core S&p Small Cap ETF	0.5%	—	162,012	—	$24.0M
EMXCIshares Inc	0.5%	—	234,093	—	$23.9M
SCHDSchwab Strategic Tr	0.4%	0.4%	746,454	+4.1%	$23.7M
SMMDIshares Tr	0.4%	0.4%	257,371	-5.3%	$23.6M
VIGVanguard Dividend Appreciation ETF	0.4%	0.4%	97,336	-3.6%	$23.0M
MOATVaneck ETF Trust	0.4%	0.4%	220,424	+0.5%	$22.9M
MBBIshares Tr	0.4%	0.4%	242,028	+2.7%	$22.9M
TFISpdr Series Trust	0.4%	0.4%	487,611	-0.3%	$22.3M
XTIShares Exponential Technologi	0.4%	—	264,664	—	$21.9M
DFICDfa Dimensional Intl Core Equit	0.4%	—	566,612	—	$21.1M
ANGLVaneck ETF Trust	0.4%	0.4%	708,131	+2.8%	$20.7M

What Wealthcare Advisory Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.8% /yr; S&P 500 +20.1%
3 years: +14.5% /yr; S&P 500 +20.4%
5 years: +6.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.3B	1,084
Q1 2026	$5.1B	1,073
Q4 2025	$5.1B	1,066
Q3 2025	$4.8B	1,017
Q2 2025	$4.4B	969
Q1 2025	$3.7B	903
Q4 2024	$3.6B	887
Q3 2024	$3.5B	871
Q2 2024	$3.2B	821
Q1 2024	$3.0B	798
Q4 2023	$2.5B	745
Q3 2023	$2.2B	697

Questions about Wealthcare Advisory Partners LLC's portfolio

What stocks does Wealthcare Advisory Partners LLC own?

Wealthcare Advisory Partners LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 1,084 positions worth $5.3B. The largest are Spdr Series Trust (SPLG) at 7.3%, Spdr Series Trust (SPTM) at 4.3%, Vanguard Index Fds (VTI) at 2.8%, Ishares Tr (STIP) at 2.6% and Spdr Series Trust (SPSM) at 1.9%.

What did Wealthcare Advisory Partners LLC buy last quarter?

In Q2 2026, Wealthcare Advisory Partners LLC added Schwab Strategic Tr (SCHP) (+47.8% shares), Ishares National Muni Bond ETF (MUB) (+10.4% shares) and Ishares Tr (STIP) (+9.4% shares), compared with its Q1 2026 filing.

What did Wealthcare Advisory Partners LLC sell last quarter?

In Q2 2026, Wealthcare Advisory Partners LLC cut from its top 50 iShares 0-3 Month Treasury Bon (SGOV), cut from its top 50 Jpmorgan Equity Premium Income ETF (JEPI), cut from its top 50 Vanguard Value ETF (VTV), cut from its top 50 Jpmorgan Chase & Co (JPM), Spdr S&p 500 ETF Tr (SPY) (-48.3% shares), Apple Inc (AAPL) (-24.4% shares) and Invesco Qqq Tr (QQQ) (-24.3% shares), compared with its Q1 2026 filing.

How has Wealthcare Advisory Partners LLC's portfolio performed?

A portfolio copying Wealthcare Advisory Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.8% against +20.1%. Over 5 years: +6.9% a year against +11.6%.

When is Wealthcare Advisory Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealthcare Advisory Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wealthcare Advisory Partners LLC manage?

Wealthcare Advisory Partners LLC reported $8.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.3B.