Wealthcare Advisory Partners LLC

Position in SAR — Saratoga Investment Corp.

CIK 1683059 WEST CHESTER, PA

Position in SAR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,096,335

-$9,696 QoQ

Shares Held

49,141

-2.8% QoQ

Ownership

0.301%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#14

of 59 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $63,534,498 across 46 Asset Management names. SAR ranks #12 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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.	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

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,096,335	49,141	-2.8%	Shares	Sole	2026-07-09
2026-03-31	$1,106,031	50,573	+2.2%	Shares	Sole	2026-04-14
2025-12-31	$1,141,295	49,471	+10.7%	Shares	Sole	2026-01-14
2025-09-30	$1,089,745	44,680	+11.9%	Shares	Sole	2025-11-07
2025-06-30	$990,164	39,926	+21.4%	Shares	Sole	2025-07-22
2025-03-31	$833,002	32,886	+0.1%	Shares	Sole	2025-04-15
2024-12-31	$785,652	32,845	+2.9%	Shares	Sole	2025-01-15
2024-09-30	$740,549	31,934	+4.2%	Shares	Sole	2024-11-04
2024-06-30	$695,845	30,654	+0.2%	Shares	Sole	2024-08-12
2024-03-31	$709,966	30,602	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.