Wealthcare Advisory Partners LLC

CIK

1683059

Location

WEST CHESTER, PA

Portfolio Value

Mid $1,158,986,240

Diversification

Diversified

Filing Date

Global Rank

#1,625 / 8,605 ▼ 7 · as of Mar 2026

Top Industry

Semiconductors 11.8%

3Y Alpha vs SPY

-1.6%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.6%

SPY

+76.5%

Annualised alpha

-1.6%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

460 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.5%

−0.1 pts

Top 5

29.3%

−1.7 pts

Top 10

38.0%

−1.4 pts

HHI

238

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.0%	$277,650,466	62
Unclassified	19.4%	$225,390,812	21
Financial Services	16.2%	$187,721,859	108
Industrials	9.2%	$106,224,801	60
Consumer Cyclical	7.9%	$91,540,297	41
Healthcare	7.2%	$83,454,604	45
Communication Services	4.4%	$50,456,336	15
Energy	4.1%	$47,165,146	27
Consumer Defensive	3.2%	$37,086,597	19
Utilities	2.7%	$31,029,995	22
Real Estate	1.0%	$11,220,324	22
Basic Materials	0.9%	$10,045,003	18

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	+84,625	108,638	$1,700,184
CEF	Sprott Physical Gold & Silver Trust	+53,089	94,841	$4,525,812
PHYS	Sprott Physical Gold Trust	+32,560	539,041	$19,103,613
PDI	PIMCO Dynamic Income Fund	+25,891	437,892	$7,492,332
HBM	Hudbay Minerals Inc.	+24,534	36,774	$768,576
RBLX	Roblox Corp	+21,729	26,536	$1,500,876
MSIF	Msc Income Fund, Inc.	+16,532	55,502	$676,014
JPC	Nuveen Preferred & Income Opportunities Fund	+13,831	137,282	$1,035,106
VZ	Verizon Communications Inc	+12,880	89,568	$4,496,313
MO	Altria Group, Inc.	+12,059	56,082	$3,700,851
SOFI	SoFi Technologies, Inc.	+10,954	23,004	$365,303
PFE	Pfizer Inc	+10,536	169,282	$4,753,438
IBIT	iShares Bitcoin Trust ETF	+10,116	89,489	$3,438,167
O	Realty Income Corp	+10,115	42,393	$2,593,603
RITM	Rithm Capital Corp.	+8,528	29,409	$278,797
ARKB	Ark 21Shares Bitcoin ETF	+8,372	94,095	$2,116,196
HD	Home Depot, Inc.	+8,152	52,575	$17,291,391
NEE	Nextera Energy Inc	+7,875	36,468	$3,387,147
BMY	Bristol Myers Squibb Co	+7,240	43,021	$2,609,223
AMZN	Amazon Com Inc	+7,182	122,810	$25,577,638
BTC	Grayscale Bitcoin Mini Trust ETF	+7,091	13,951	$418,390
ETHA	iShares Ethereum Trust ETF	+7,031	31,416	$497,315
D	Dominion Energy, Inc	+7,019	19,484	$1,204,500
DSL	DoubleLine Income Solutions Fund	+7,017	119,650	$1,295,809
IAU	Ishares Gold Trust	+6,104	38,022	$3,352,019
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−146,990	205,818	$5,019,901
GNT	GAMCO Natural Resources, Gold & Income Trust	−67,397	368,158	$3,074,119
JNJ	Johnson & Johnson	−34,256	40,924	$10,003,462
WMT	Walmart Inc.	−32,911	43,179	$5,366,286
FSK	FS KKR Capital Corp	−32,229	54,602	$555,848
NVDA	Nvidia Corp	−27,330	394,346	$68,773,942
ORCL	Oracle Corp	−24,322	18,234	$2,682,403
TJX	Tjx Companies Inc /De/	−23,102	8,099	$1,293,410
UBER	Uber Technologies, Inc	−16,942	13,342	$959,690
ABBV	AbbVie Inc.	−16,701	52,676	$11,456,503
CMCSA	Comcast Corp	−15,227	17,237	$494,874
XOM	Exxon Mobil Corp	−14,880	106,630	$18,090,845
PAYX	Paychex Inc	−11,996	5,803	$534,572
BPRE	Bluerock Private Real Estate Fund	−11,499	89,758	$1,490,880
USB	US Bancorp De	−9,703	18,141	$943,513
GLDM	World Gold Trust	−9,059	163,657	$15,169,367
TFC	Truist Financial Corp	−8,850	193,896	$8,913,399
OBDC	Blue Owl Capital Corp	−8,553	24,700	$273,182
UPS	United Parcel Service Inc	−8,531	56,418	$5,550,402
RKT	Rocket Companies, Inc.	−8,474	52,650	$750,262
DKNG	DraftKings Inc.	−7,151	14,386	$311,025
TTD	Trade Desk, Inc.	−6,199	23,663	$536,913
SOUN	Soundhound Ai, Inc.	−5,993	18,563	$127,527
NOW	ServiceNow, Inc.	−5,955	30,582	$3,197,348
ALAB	Astera Labs, Inc.	−5,910	22,644	$2,481,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
WCN	Waste Connections, Inc.	22,784	$3,701,032
AZN	Astrazeneca PLC	11,943	$2,355,398
BBY	Best Buy Co Inc	16,808	$1,079,073
GGN	GAMCO Global Gold, Natural Resources & Income Trust	146,175	$777,651
BTI	British American Tobacco p.l.c.	9,664	$565,054
CRS	Carpenter Technology Corp	1,129	$444,995
ERO	Ero Copper Corp.	16,475	$439,388
BITB	Bitwise Bitcoin ETF	11,026	$405,867
AXON	Axon Enterprise, Inc.	900	$382,221
WBI	WaterBridge Infrastructure LLC	13,901	$372,407
MPWR	Monolithic Power Systems Inc	338	$369,552
SOLS	Solstice Advanced Materials Inc.	4,129	$314,464
APG	APi Group Corp	6,686	$270,916
ESLT	Elbit Systems Ltd	310	$263,217
FCFS	FirstCash Holdings, Inc.	1,355	$254,740
ALB	Albemarle Corp	1,387	$249,008
PAAS	Pan American Silver Corp	4,202	$229,555
KIM	Kimco Realty Corp	10,064	$226,138
OXY	Occidental Petroleum Corp /De/	3,390	$220,350
EPR	Epr Properties	4,400	$219,824
BWXT	BWX Technologies, Inc.	1,049	$214,510
SG	Sweetgreen, Inc.	40,973	$212,649
AM	Antero Midstream Corp	9,313	$212,336
ROL	Rollins Inc	3,958	$211,396
UTHR	UNITED THERAPEUTICS Corp	350	$207,543
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TLSI	TriSalus Life Sciences, Inc.	643,740	$4,493,305
STT	State Street Corp	21,120	$2,724,691
OMC	Omnicom Group Inc.	10,905	$880,578
CFFN	Capitol Federal Financial, Inc.	72,510	$493,793
BJ	BJ's Wholesale Club Holdings, Inc.	5,170	$465,455
BXSL	Blackstone Secured Lending Fund	14,610	$384,681
GRAL	GRAIL, Inc.	4,185	$358,194
GTLS	Chart Industries Inc	1,580	$325,843
CRK	Comstock Resources Inc	13,819	$320,324
COHR	Coherent Corp.	1,621	$299,187
OPLN	OPENLANE, Inc.	10,000	$297,800
AGL	agilon health, inc.	17,006	$292,928
FISV	Fiserv Inc	4,359	$292,794
TWLO	Twilio Inc	1,942	$276,230
EXPE	Expedia Group, Inc.	975	$276,227
GDS	GDS Holdings Ltd	7,750	$270,475
PPG	Ppg Industries Inc	2,601	$266,498
IDR	Idaho Strategic Resources, Inc.	6,514	$262,514
NLOP	Net Lease Office Properties	9,632	$248,409
XYZ	Block, Inc.	3,708	$241,353
PSKY	Paramount Skydance Corp	17,541	$235,049
AME	Ametek Inc/	1,088	$223,377
PVH	Pvh Corp. /De/	3,294	$220,763
SYF	Synchrony Financial	2,624	$218,920
RGTI	Rigetti Computing, Inc.	9,756	$216,095
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

460 positions · $1,158,986,240 total · as of Mar 31, 2026

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

Showing 1–50 of 460 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	168,620	-3,589	$109,660,330	−6.6%	9.46%
NVDA	Nvidia Corp Technology	Reduced	394,346	-27,330	$68,773,942	−12.5%	5.93%
AAPL	Apple Inc. Technology	Reduced	262,694	-4,547	$66,669,110	−8.2%	5.75%
QQQ	Invesco Qqq Trust, Series 1	Reduced	96,458	-161	$55,673,628	−6.2%	4.80%
MSFT	Microsoft Corp Technology	Added	105,087	+118	$38,900,054	−23.4%	3.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	122,810	+7,182	$25,577,638	−4.2%	2.21%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	69,827	-191	$20,540,310	−9.0%	1.77%
PHYS	Sprott Physical Gold Trust Financial Services	Added	539,041	+32,560	$19,103,613	+14.2%	1.65%
XOM	Exxon Mobil Corp Energy	Reduced	106,630	-14,880	$18,090,845	+23.7%	1.56%
GOOGL	Alphabet Inc. Communication Services	Added	62,110	+506	$17,860,351	−7.4%	1.54%
HD	Home Depot, Inc. Consumer Cyclical	Added	52,575	+8,152	$17,291,391	+13.1%	1.49%
AVGO	Broadcom Inc. Technology	Added	52,285	+1,257	$16,182,730	−8.4%	1.40%
GLDM	World Gold Trust	Reduced	163,657	-9,059	$15,169,367	+2.9%	1.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	31,014	-1,514	$14,861,908	−9.1%	1.28%
TSLA	Tesla, Inc. Consumer Cyclical	Added	39,964	+3,084	$14,856,617	−10.4%	1.28%
SLV	iShares Silver Trust	Added	191,520	+3,816	$13,050,172	+7.9%	1.13%
GLD	Spdr Gold Trust	Added	29,834	+2	$12,837,271	+8.6%	1.11%
V	Visa Inc. Financial Services	Reduced	40,430	-920	$12,219,563	−15.7%	1.05%
ABBV	AbbVie Inc. Healthcare	Reduced	52,676	-16,701	$11,456,503	−27.7%	0.99%
CAT	Caterpillar Inc Industrials	Reduced	15,800	-207	$11,193,668	+22.1%	0.97%
META	Meta Platforms, Inc. Communication Services	Added	19,012	+1,216	$10,877,335	−7.4%	0.94%
JNJ	Johnson & Johnson Healthcare	Reduced	40,924	-34,256	$10,003,462	−35.7%	0.86%
LLY	ELI LILLY & Co Healthcare	Reduced	10,298	-540	$9,471,791	−18.7%	0.82%
LRCX	Lam Research Corp Technology	Reduced	41,775	-416	$8,925,646	+23.6%	0.77%
TFC	Truist Financial Corp Financial Services	Reduced	193,896	-8,850	$8,913,399	−10.7%	0.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	8,910	+197	$8,878,191	+18.2%	0.77%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	437,892	+25,891	$7,492,332	+2.7%	0.65%
LMT	Lockheed Martin Corp Industrials	Added	12,293	+27	$7,429,766	+25.2%	0.64%
CVX	Chevron Corp Energy	Added	35,108	+2,169	$7,263,845	+44.7%	0.63%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	29,911	-570	$7,067,371	−3.9%	0.61%
CSCO	Cisco Systems, Inc. Technology	Added	79,893	+625	$6,198,897	+1.5%	0.53%
AMGN	Amgen Inc Healthcare	Reduced	17,335	-4,846	$6,099,319	−16.0%	0.53%
SO	Southern Co Utilities	Reduced	59,104	-222	$5,704,718	+10.3%	0.49%
MU	Micron Technology Inc Technology	Reduced	16,858	-569	$5,695,306	+14.5%	0.49%
UPS	United Parcel Service Inc Industrials	Reduced	56,418	-8,531	$5,550,402	−13.8%	0.48%
IBM	International Business Machines Corp Technology	Added	22,549	+136	$5,465,652	−17.7%	0.47%
WM	Waste Management Inc Industrials	Added	23,753	+496	$5,458,201	+6.8%	0.47%
WMT	Walmart Inc. Consumer Defensive	Reduced	43,179	-32,911	$5,366,286	−36.7%	0.46%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	35,749	-8	$5,163,585	+0.8%	0.45%
BFC	Bank First Corp Financial Services	Reduced	37,359	-221	$5,045,706	+10.2%	0.44%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	205,818	-146,990	$5,019,901	−39.8%	0.43%
DIS	Walt Disney Co Communication Services	Reduced	50,673	-1,325	$4,883,863	−17.4%	0.42%
PLTR	Palantir Technologies Inc. Technology	Added	33,293	+1,520	$4,870,100	−13.8%	0.42%
RTX	RTX Corp Industrials	Added	25,144	+1,687	$4,850,277	+12.7%	0.42%
PFE	Pfizer Inc Healthcare	Added	169,282	+10,536	$4,753,438	+20.3%	0.41%
VRT	Vertiv Holdings Co Industrials	Reduced	18,096	-2,239	$4,534,495	+37.6%	0.39%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	94,841	+53,089	$4,525,812	+136.7%	0.39%
MA	Mastercard Inc Financial Services	Added	9,013	+241	$4,503,435	−10.1%	0.39%
MRK	Merck & Co., Inc. Healthcare	Added	37,385	+905	$4,497,041	+17.1%	0.39%
VZ	Verizon Communications Inc Communication Services	Added	89,568	+12,880	$4,496,313	+44.0%	0.39%