Wealthcare Advisory Partners LLC
Position in APO — Apollo Global Management, Inc.
CIK 1683059
WEST CHESTER, PA
Position in APO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,990,004
+$192,031 QoQ
Shares Held
33,725
-1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#353
of 1,165 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $63,534,498 across 46 Asset Management names. APO ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
545,634 | $16,461,777 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
436,792 | $7,294,426 | |
| 3 | ARCC |
Ares Capital Corp
|
264,044 | $4,892,735 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
33,725 | $3,990,004 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
205,537 | $3,878,483 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
79,900 | $3,214,377 | |
| 7 | BX |
Blackstone Inc.
|
20,925 | $2,462,244 | |
| 8 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
241,340 | $1,966,921 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,990,004 | 33,725 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,797,973 | 34,087 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,924,300 | 34,017 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,561,698 | 34,229 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,137,538 | 36,213 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,194,818 | 37,935 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,766,605 | 40,970 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,557,370 | 44,491 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,254,351 | 44,502 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,225,101 | 46,466 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,310,130 | 46,251 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,247,892 | 47,325 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,509,141 | 45,686 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,885,085 | 45,679 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,983,904 | 46,777 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,181,547 | 46,915 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,288,401 | 47,203 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||