Wealthcare Advisory Partners LLC

Registered adviser

CIK

1683059

Location

WEST CHESTER, PA

Portfolio Value

Mid $5,464,452,263

Diversification

Diversified

Filing Date

Global Rank

#857 / 8,819 ▼ 67 · as of Jun 2026

Top Industry

Semiconductors 15.9%

Period ended 29 days ago

Filed Oct 21, 2026 · 8d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 171976

Roster of Oct 1, 2026

Regulatory AUM

$8,288,119,150

Main clients

Individuals and high net worth (93% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$8,288,119,150	Individuals and high net worth (93%)
Apr 2025 to Mar 2026	$6,015,135,638	Individuals and high net worth (91%)
Apr 2024 to Mar 2025	$4,541,661,225	Individuals and high net worth (92%)
May 2023 to Mar 2024	$3,907,398,739	Individuals and high net worth (93%)
Apr 2023	$3,907,398,739	Individuals and high net worth (93%)
Feb 2022 to Mar 2023	$3,374,911,726	Individuals and high net worth (96%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 51.7%, 16.8 effective positions, active share 71.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

16.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.1 quarters (12+), a floor since 52.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 71.7%; sector active share 68.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,102 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.2%

+0.3 pts

Top 5

43.3%

+0.5 pts

Top 10

52.4%

+0.7 pts

HHI

612

Diversified+15

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	81.0%	$4,423,989,414	645
Technology	7.0%	$379,898,659	76
Financial Services	3.3%	$177,989,306	115
Industrials	2.2%	$119,754,051	67
Healthcare	1.9%	$104,535,573	47
Consumer Cyclical	1.5%	$79,885,454	31
Communication Services	1.2%	$63,604,918	16
Energy	0.7%	$39,233,057	26
Consumer Defensive	0.6%	$31,585,418	19
Utilities	0.5%	$26,166,595	21
Basic Materials	0.2%	$9,013,986	16
Real Estate	0.2%	$8,795,832	23

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGCP	Capital Group Core Plus Income ETF	+1,455,615	2,327,282	$49,268,559
CGDV	Capital Group Dividend Value ETF	+1,173,336	2,432,802	$118,842,377
—		+618,438	639,616	$0
CGGR	Capital Group Growth ETF	+594,827	1,283,548	$60,878,681
CGSD	Capital Group Short Duration Income ETF	+531,020	540,533	$13,648,458
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	+525,394	640,262	$62,259,076
VFLO	VictoryShares Free Cash Flow ETF	+397,734	455,099	$23,296,517
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+328,794	339,913	$19,259,470
AVDE	Avantis International Equity ETF	+326,740	338,022	$30,459,162
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	+311,312	3,517,485	$85,685,934
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+296,160	1,519,966	$34,488,028
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+264,728	4,655,762	$417,901,197
CGMU	Capital Group Municipal Income ETF	+243,897	501,631	$13,012,308
STIP	iShares 0-5 Year TIPS Bond ETF	+168,976	1,491,709	$148,723,387
USFR	WisdomTree Floating Rate Treasury Fund	+129,135	488,500	$24,615,515
GGN	GAMCO Global Gold, Natural Resources & Income Trust	+119,600	458,718	$2,422,031
PYLD		+118,531	1,144,468	$29,058,042
IEFA	iShares Core MSCI EAFE ETF	+112,795	150,300	$14,561,064
AGG	iShares Core U.S. Aggregate Bond ETF	+108,029	550,132	$52,009,479
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+100,983	1,520,210	$76,329,744
CGMS	Capital Group U.S. Multi-Sector Income ETF	+95,946	112,627	$2,954,206
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+92,387	170,743	$8,086,388
VRIG	Invesco Variable Rate Investment Grade ETF	+90,087	626,117	$15,668,577
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+86,719	1,317,310	$83,043,222
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+78,731	84,192	$4,846,091
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHP	Schwab U.S. TIPS ETF	−346,305	1,743,705	$43,819,306
COWZ	Pacer US Cash Cows 100 ETF	−275,662	320,003	$21,363,400
IEF	iShares 7-10 Year Treasury Bond ETF	−142,959	865,479	$77,295,929
SCHH	Schwab U.S. REIT ETF	−88,485	49,259	$1,085,668
BPRE	Bluerock Private Real Estate Fund	−79,891	43,112	$540,624
GNT	GAMCO Natural Resources, Gold & Income Trust	−59,504	181,836	$1,581,973
CTA	EIDP, Inc.	−56,741	20,318	$0
FBND	Fidelity Total Bond ETF	−51,643	1,513,363	$65,528,617
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−49,868	2,458,194	$226,276,757
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−47,628	44,105	$1,739,501
TYLD	Cambria Tactical Yield ETF	−39,073	107,421	$2,722,585
—		−38,787	554,718	$0
—		−29,007	84,872	$0
MUB	iShares National Muni Bond ETF	−28,512	547,760	$55,378,536
HTAB	Hartford Schroders Tax-Aware Bond ETF	−28,002	158,548	$2,836,423
XSVN	BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF	−25,912	5,409	$241,457
O	Realty Income Corp	−23,147	12,277	$666,641
QSPT	FT Vest Nasdaq-100 Buffer ETF - September	−22,925	493,985	$18,055,151
ALLW	SSGA Active Trust	−22,428	11,342	$324,040
IJH	iShares Core S&P Mid-Cap ETF	−21,537	301,253	$21,675,153
ARKB	Ark 21Shares Bitcoin ETF	−20,772	71,894	$1,990,744
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	−20,080	11,648	$464,522
RSPA		−15,711	20,085	$1,035,381
JPIE	JPMorgan Income ETF	−13,711	616,998	$27,697,040
NMZ	Nuveen Municipal High Income Opportunity Fund	−13,509	48,670	$436,083
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	98,650	$16,055,287
QGRO	American Century U.S. Quality Growth ETF	116,670	$13,677,224
JHML	John Hancock Multifactor Large Cap ETF	121,779	$10,854,162
NYF	iShares New York Muni Bond ETF	147,307	$7,441,949
VCRM	Vanguard Municipal Bond Funds	69,871	$5,000,667
TSPA	T. Rowe Price U.S. Equity Research ETF	92,852	$4,481,037
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	17,620	$3,358,195
IDVO	Amplify CWP International Enhanced Dividend Income ETF	76,671	$3,184,913
INCM		108,492	$3,087,682
STPZ	PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund	43,025	$2,231,706
MSI	Motorola Solutions, Inc.	4,672	$2,083,571
IALT		66,123	$1,974,432
RDDT	Reddit, Inc.	9,566	$1,362,581
HWM	Howmet Aerospace Inc.	5,994	$1,355,722
RSG	Republic Services, Inc.	6,410	$1,345,266
IUSB	iShares Core Universal USD Bond ETF	27,655	$1,219,308
AEIS	Advanced Energy Industries Inc	4,233	$1,192,944
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	10,359	$987,678
CGNG	Capital Group New Geography Equity ETF	27,090	$987,430
NVT	nVent Electric plc	6,140	$984,671
TFPN	Blueprint Chesapeake Multi-asset Trend ETF	28,253	$845,329
VSLU	Applied Finance Valuation Large Cap ETF	16,782	$814,430
IAG	Iamgold Corp	44,175	$813,261
DDNQ		33,316	$694,305
UGI	Ugi Corp	15,994	$570,505
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	925,525	$41,056,289
DECK	Deckers Outdoor Corp	15,429	$1,531,945
DFAS	Dimensional U.S. Small Cap ETF	14,306	$1,177,956
XTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETF	23,248	$1,139,849
—		23,044	$1,137,682
XFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETF	23,026	$1,120,905
EMHY	iShares J.P. Morgan EM High Yield Bond ETF	27,210	$1,106,630
IGLB	iShares 10+ Year Investment Grade Corporate Bond ETF	16,247	$812,999
RPG	Victory Portfolios II	11,860	$757,261
FYC	First Trust Small Cap Growth AlphaDEX Fund	5,720	$728,384
JPRE	JPMorgan Realty Income ETF	13,847	$722,536
JSML	Janus Henderson Small Cap Growth Alpha ETF	7,214	$671,298
MSIF	Msc Income Fund, Inc.	46,402	$536,871
ETHA	iShares Ethereum Trust ETF	44,229	$525,882
FNY	First Trust Mid Cap Growth AlphaDEX Fund	4,473	$495,832
DAPP	VanEck Digital Transformation ETF	22,446	$435,003
—		9,028	$430,725
NVO	Novo Nordisk A S	8,676	$415,927
AVAV	AeroVironment Inc	2,187	$361,008
DY	Dycom Industries Inc	691	$349,362
—		10,229	$339,807
FALN	iShares Fallen Angels USD Bond ETF	12,428	$338,538
PBW	Victory Portfolios II	8,497	$331,467
PSCH	Invesco Ltd.	6,294	$329,616
TFLO	iShares Treasury Floating Rate Bond ETF	6,487	$328,436
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,102 tracked positions · $5,464,452,263 total · filing declares 1,111 positions · $5,898,772,778 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,102 positions by value · page 1 of 23

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	4,655,762	+264,728	$417,901,197	+8.3%	7.65%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	2,458,194	-49,868	$226,276,757	−0.6%	4.14%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	450,057	+51,615	$168,429,331	+14.2%	3.08%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	1,491,709	+168,976	$148,723,387	+10.1%	2.72%
CGDV	Capital Group Dividend Value ETF	Added	2,432,802	+1,173,336	$118,842,377	+91.5%	2.17%
NVDA	Nvidia Corp Technology	Added	391,697	+13,218	$89,455,760	+18.1%	1.64%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	3,517,485	+311,312	$85,685,934	+4.7%	1.57%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	1,317,310	+86,719	$83,043,222	−0.1%	1.52%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	865,479	-142,959	$77,295,929	−18.9%	1.41%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	1,520,210	+100,983	$76,329,744	+6.7%	1.40%
AAPL	Apple Inc. Technology	Added	217,754	+19,264	$72,516,437	+26.3%	1.33%
SPY	Spdr S&P 500 ETF Trust	Added	87,396	+166	$66,650,811	+2.3%	1.22%
FBND	Fidelity Total Bond ETF	Reduced	1,513,363	-51,643	$65,528,617	−8.0%	1.20%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	406,078	+4,316	$63,023,305	−0.7%	1.15%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Added	640,262	+525,394	$62,259,076	+466.8%	1.14%
NTSX	WisdomTree U.S. Efficient Core Fund	Added	1,056,352	+24,637	$61,743,774	+1.3%	1.13%
CGGR	Capital Group Growth ETF	Added	1,283,548	+594,827	$60,878,681	+87.3%	1.11%
QQQ	Invesco Qqq Trust, Series 1	Added	77,432	+4,429	$57,281,870	+6.6%	1.05%
MUB	iShares National Muni Bond ETF	Reduced	547,760	-28,512	$55,378,536	−10.7%	1.01%
VOO	VANGUARD 500 INDEX FUND	Reduced	78,979	-8,006	$55,353,221	−7.3%	1.01%
IVV	iShares Core S&P 500 ETF	Added	68,888	+8,468	$52,757,874	+16.6%	0.97%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	550,132	+108,029	$52,009,479	+18.9%	0.95%
CGCP	Capital Group Core Plus Income ETF	Added	2,327,282	+1,455,615	$49,268,559	+153.6%	0.90%
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Added	893,166	+76,559	$49,079,471	+10.0%	0.90%
MSFT	Microsoft Corp Technology	Added	94,685	+9,692	$48,563,936	+53.2%	0.89%
SCHP	Schwab U.S. TIPS ETF	Reduced	1,743,705	-346,305	$43,819,306	−20.9%	0.80%
AVUV	Avantis U.S. Small Cap Value ETF	Added	366,176	+45,332	$43,124,547	+7.7%	0.79%
FSEP	FT Vest U.S. Equity Buffer ETF - September	Added	743,635	+1,727	$42,483,867	+4.0%	0.78%
VEA	Vanguard FTSE Developed Markets ETF	Added	597,541	+32,137	$42,192,370	+4.7%	0.77%
SCZ	iShares MSCI EAFE Small-Cap ETF	Added	451,654	+27,533	$38,128,630	+9.3%	0.70%
VEU	Vanguard International Equity Index Funds	Added	426,447	+4,663	$35,382,307	+0.2%	0.65%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Added	1,519,966	+296,160	$34,488,028	+21.7%	0.63%
AVDE	Avantis International Equity ETF	Added	338,022	+326,740	$30,459,162	+2926.7%	0.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	119,758	+9,752	$29,837,705	+13.8%	0.55%
PYLD		Added	1,144,468	+118,531	$29,058,042	+6.8%	0.53%
JPIE	JPMorgan Income ETF	Reduced	616,998	-13,711	$27,697,040	−4.6%	0.51%
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	Added	166,432	+11,473	$26,810,530	+5.9%	0.49%
SCHD	Schwab U.S. Dividend Equity ETF	Added	760,558	+14,104	$24,740,951	+4.5%	0.45%
USFR	WisdomTree Floating Rate Treasury Fund	Added	488,500	+129,135	$24,615,515	+36.0%	0.45%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	245,412	+11,319	$24,315,420	+1.5%	0.44%
XT	iShares Future Exponential Technologies ETF	Added	288,286	+23,622	$24,043,052	+9.9%	0.44%
SMH	VanEck Semiconductor ETF	Added	39,279	+16,623	$23,920,911	+61.0%	0.44%
MBB	iShares MBS ETF	Added	261,546	+19,518	$23,439,752	+2.5%	0.43%
MOAT	VanEck Morningstar Wide Moat ETF	Added	220,638	+214	$23,323,642	+1.8%	0.43%
VFLO	VictoryShares Free Cash Flow ETF	Added	455,099	+397,734	$23,296,517	+787.7%	0.43%
VIG	Vanguard Specialized Funds	Added	99,732	+2,396	$23,268,472	+1.0%	0.43%
CAOS	Alpha Architect Tail Risk ETF	Added	248,440	+40,860	$22,496,242	+19.9%	0.41%
SUB	iShares Short-Term National Muni Bond ETF	Added	210,745	+64,228	$22,031,282	+41.2%	0.40%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	301,253	-21,537	$21,675,153	−12.9%	0.40%
AVGO	Broadcom Inc. Technology	Added	60,952	+10,859	$21,405,732	+13.1%	0.39%

Showing the top 50 of 1,102 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.