Wealthcare Advisory Partners LLC
Top Portfolio Positions
460 positions ·
$1,160,762,996 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
168,620 | $109,660,330 | 9.45% | |
| NVDA |
Nvidia Corp
Technology
|
394,346 | $68,773,942 | 5.92% | |
| AAPL |
Apple Inc.
Technology
|
262,694 | $66,669,110 | 5.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
96,458 | $55,673,628 | 4.80% | |
| MSFT |
Microsoft Corp
Technology
|
105,087 | $38,900,054 | 3.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
122,810 | $25,577,638 | 2.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
69,827 | $20,540,310 | 1.77% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
539,041 | $19,103,613 | 1.65% | |
| XOM |
Exxon Mobil Corp
Energy
|
106,630 | $18,090,845 | 1.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
62,110 | $17,860,351 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CRD-A
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $573,434 | 57,516 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $646,155 | 57,436 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $614,565 | 57,436 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $607,672 | 57,436 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $866,047 | 75,836 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $876,664 | 75,836 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $831,920 | 75,836 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $655,223 | 75,836 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $715,133 | 75,836 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,101,716 | 83,590 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $780,730 | 83,590 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $927,013 | 83,590 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $698,812 | 83,590 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $464,760 | 83,590 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $479,806 | 83,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $652,002 | 83,590 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $631,940 | 83,590 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $626,089 | 83,590 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $749,802 | 83,590 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $758,161 | 83,590 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $890,233 | 83,590 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $617,730 | 83,590 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $546,678 | 83,590 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $659,525 | 83,590 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $475,272 | 66,010 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||