Wealthcare Advisory Partners LLC
Top Portfolio Positions
458 positions ·
$1,145,327,654 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 | 9.57% | |
| NVDA |
Nvidia Corp
Technology
|
394,346 | $68,773,942 | 6.00% | |
| AAPL |
Apple Inc.
Technology
|
262,694 | $66,669,110 | 5.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
96,458 | $55,673,628 | 4.86% | |
| MSFT |
Microsoft Corp
Technology
|
105,087 | $38,900,054 | 3.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
122,810 | $25,577,638 | 2.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
69,827 | $20,540,310 | 1.79% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
539,041 | $19,103,613 | 1.67% | |
| XOM |
Exxon Mobil Corp
Energy
|
106,630 | $18,090,845 | 1.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
62,110 | $17,860,351 | 1.56% |
Portfolio Trend
Holdings in MFM
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,769 | 27,230 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $147,858 | 27,230 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $146,769 | 27,230 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $140,779 | 27,230 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $144,319 | 27,230 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $145,680 | 27,230 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $104,275 | 18,230 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $99,535 | 18,230 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $97,895 | 18,230 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $94,249 | 18,230 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $82,946 | 18,230 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $92,973 | 18,230 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $120,331 | 23,230 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $112,433 | 23,230 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $126,371 | 23,230 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $284,334 | 46,460 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $162,610 | 23,230 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $162,377 | 23,230 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $165,862 | 23,230 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $158,428 | 23,230 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $155,176 | 23,230 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $149,368 | 23,230 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $144,955 | 23,230 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $148,439 | 23,230 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||