Funds › Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC
13F for Q3 2026, filed Oct 21, 2026. 1,111 positions worth $5.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 21, 2026
Reported value
$5.9B
+$624.5M (11.8%) vs Q2 2026
Positions
1,111
1,084 in Q2 2026
Top 10 share
25.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust St Str P500ETF | 4.66M | $417.9M | 7.1% | +6.0% | 13F ↗ |
| 2 | Spdr Series Trust St Str Pr SP1500 | 2.46M | $226.3M | 3.8% | -2.0% | 13F ↗ |
| 3 | Vanguard Index Fds Mrngstr Ttl Stk | 450,057 | $168.4M | 2.9% | +13.0% | 13F ↗ |
| 4 | iShares Tr 0-5 Yr Tips Etf | 1.49M | $148.7M | 2.5% | +12.8% | 13F ↗ |
| 5 | Capital Group Dividend Value Units | 2.43M | $118.8M | 2.0% | +93.2% | 13F ↗ |
| 6 | Spdr Series Trust St Str SP600 Sml | 1.85M | $97.8M | 1.7% | +4.1% | 13F ↗ |
| 7 | NVDA NVIDIA Corporation | 391,697 | $89.5M | 1.5% | +3.5% | 13F ↗ |
| 8 | Spdr Series Trust St Str Aggre Etf | 3.52M | $85.7M | 1.5% | +9.7% | 13F ↗ |
| 9 | Spdr Series Trust St Str P400MID | 1.32M | $83.0M | 1.4% | +7.0% | 13F ↗ |
| 10 | iShares Tr 7-10 Yr Trsy Bd | 865,479 | $77.3M | 1.3% | -14.2% | 13F ↗ |
| 11 | Spdr Index Shs Fds St Str Po Ex Etf | 1.52M | $76.3M | 1.3% | +7.1% | 13F ↗ |
| 12 | AAPL Apple Inc. | 217,754 | $72.5M | 1.2% | +9.7% | 13F ↗ |
| 13 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 87,396 | $66.7M | 1.1% | +0.2% | 13F ↗ |
| 14 | Fidelity Merrimack Str Tr Total Bd Etf | 1.51M | $65.5M | 1.1% | -3.3% | 13F ↗ |
| 15 | Vanguard Whitehall Fds High Div Yld | 406,078 | $63.0M | 1.1% | +1.1% | 13F ↗ |
| 16 | Wisdomtree Tr Us Qtly Div Grt | 640,262 | $62.3M | 1.1% | +457% | 13F ↗ |
| 17 | Wisdomtree Tr Us Effic Core Fd | 1.06M | $61.7M | 1.0% | +2.4% | 13F ↗ |
| 18 | Capital Group Growth ETF Units | 1.28M | $60.9M | 1.0% | +86.4% | 13F ↗ |
| 19 | Invesco Qqq Tr | 77,432 | $57.3M | 1.0% | +6.1% | 13F ↗ |
| 20 | iShares Tr National Mun Etf | 547,760 | $55.4M | 0.9% | -4.9% | 13F ↗ |
| 21 | Vanguard Index Fds S&P 500 Etf Shs | 78,979 | $55.4M | 0.9% | -9.2% | 13F ↗ |
| 22 | iShares Tr Core S&P500 Etf | 68,888 | $52.8M | 0.9% | +14.0% | 13F ↗ |
| 23 | iShares Tr Core Us Aggbd Et | 550,132 | $52.0M | 0.9% | +24.4% | 13F ↗ |
| 24 | Capital Grp Fixed Incm ETF T Core Plus Incm | 2.33M | $49.3M | 0.8% | +167% | 13F ↗ |
| 25 | Dbx ETF Tr Xtrack Msci Eafe | 893,166 | $49.1M | 0.8% | +9.4% | 13F ↗ |
| 26 | MSFT Microsoft Corporation | 94,685 | $48.6M | 0.8% | +11.4% | 13F ↗ |
| 27 | Schwab Strategic Tr Us Tips Etf | 1.74M | $43.8M | 0.7% | -16.6% | 13F ↗ |
| 28 | American Centy ETF Tr Us Sml Cp Valu | 366,176 | $43.1M | 0.7% | +14.1% | 13F ↗ |
| 29 | First Tr Exchng Traded Fd Vi Ft Vest Us Eqt | 743,635 | $42.5M | 0.7% | +0.2% | 13F ↗ |
| 30 | Vanguard Tax-Managed Fds | 597,541 | $42.2M | 0.7% | +5.7% | 13F ↗ |
| 31 | iShares Tr Equities | 451,654 | $38.1M | 0.6% | +6.5% | 13F ↗ |
| 32 | Vanguard International Equity Index F Allwrld Ex Us | 426,447 | $35.4M | 0.6% | +1.1% | 13F ↗ |
| 33 | Proshares Tr S&P 500 Dv Arist | 639,616 | $34.6M | 0.6% | +2920% | 13F ↗ |
| 34 | iShares Tr Ibonds Dec 29 | 1.52M | $34.5M | 0.6% | +24.2% | 13F ↗ |
| 35 | American Centy ETF Tr Intl Eqt Etf | 338,022 | $30.5M | 0.5% | +2896% | 13F ↗ |
| 36 | AMZN Amazon.com, Inc. | 119,758 | $29.8M | 0.5% | +8.9% | 13F ↗ |
| 37 | Pimco ETF Tr Multisector Bd | 1.14M | $29.1M | 0.5% | +11.6% | 13F ↗ |
| 38 | J P Morgan Exchange Traded F Income Etf | 616,998 | $27.7M | 0.5% | -2.2% | 13F ↗ |
| 39 | Vanguard World Fd Mrngstr Val Etf | 166,432 | $26.8M | 0.5% | +7.4% | 13F ↗ |
| 40 | Spdr Series Trust St Nuve Term Etf | 554,718 | $25.9M | 0.4% | -6.5% | 13F ↗ |
| 41 | Schwab Strategic Tr Us Dividend Eq | 760,558 | $24.7M | 0.4% | +1.9% | 13F ↗ |
| 42 | Wisdomtree Tr Floatng Rat Trea | 488,500 | $24.6M | 0.4% | +35.9% | 13F ↗ |
| 43 | iShares Inc Msci Emrg Chn | 245,412 | $24.3M | 0.4% | +4.8% | 13F ↗ |
| 44 | iShares Tr Futu Expo Te Etf | 288,286 | $24.0M | 0.4% | +8.9% | 13F ↗ |
| 45 | Vaneck ETF Trust Semiconductr Etf | 39,279 | $23.9M | 0.4% | +73.4% | 13F ↗ |
| 46 | iShares Tr Mbs Etf | 261,546 | $23.4M | 0.4% | +8.1% | 13F ↗ |
| 47 | Vaneck ETF Trust Mrngstr Wde Moat | 220,638 | $23.3M | 0.4% | +0.1% | 13F ↗ |
| 48 | Victory Portfolios II Etf | 455,099 | $23.3M | 0.4% | +693% | 13F ↗ |
| 49 | Vanguard Specialized Funds Div App Etf | 99,732 | $23.3M | 0.4% | +2.5% | 13F ↗ |
| 50 | Ea Series Trust Alpha Architect | 248,440 | $22.5M | 0.4% | +19.7% | 13F ↗ |
Showing the top 50 of 1,111 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
107 new, 596 added to, 351 trimmed, 80 exited, 57 unchanged. By estimated dollars.
New positions (107)
| XOM ExxonMobil Holdings Corporation | 98,650 | New | $16.1M |
| American Centy ETF Tr Us Quality Grow | 116,670 | New | $13.7M |
| John Hancock Exchange Traded Mltfctr Lrg Cap | 121,779 | New | $10.9M |
| iShares Tr New York Mun Etf | 147,307 | New | $7.4M |
| Vanguard Mun Bd Fds Core Tax Exempt | 69,871 | New | $5.0M |
| T Rowe Price Exchange-Traded Us Equi Resh Etf | 92,852 | New | $4.5M |
| Vanguard World Fd Comm Srvc Etf | 17,620 | New | $3.4M |
| Dfa Invt Dimensions Group In U.S. Sml Cp Val | 87,421 | New | $3.3M |
| Amplify ETF Tr Cwp Intl Enhance | 76,671 | New | $3.2M |
| Franklin Templeton ETF Tr Income Focus Etf | 108,492 | New | $3.1M |
Added to (596)
| Capital Group Dividend Value Units | 2.43M | +93.2% | $57.3M |
| Wisdomtree Tr Us Qtly Div Grt | 640,262 | +457% | $51.1M |
| Proshares Tr S&P 500 Dv Arist | 639,616 | +2920% | $33.5M |
| Capital Grp Fixed Incm ETF T Core Plus Incm | 2.33M | +167% | $30.8M |
| American Centy ETF Tr Intl Eqt Etf | 338,022 | +2896% | $29.4M |
| Capital Group Growth ETF Units | 1.28M | +86.4% | $28.2M |
| Spdr Series Trust St Str P500ETF | 4.66M | +6.0% | $23.8M |
| Victory Portfolios II Etf | 455,099 | +693% | $20.4M |
| Vanguard Index Fds Mrngstr Ttl Stk | 450,057 | +13.0% | $19.3M |
| Vanguard Scottsdale Fds Inter Term Treas | 339,913 | +2957% | $18.6M |
Trimmed (351)
| Pacer Fds Tr Us Cash Cows 100 | 320,003 | -46.3% | -$18.4M |
| iShares Tr 7-10 Yr Trsy Bd | 865,479 | -14.2% | -$12.8M |
| Schwab Strategic Tr Us Tips Etf | 1.74M | -16.6% | -$8.7M |
| Vanguard Index Fds S&P 500 Etf Shs | 78,979 | -9.2% | -$5.6M |
| Spdr Series Trust St Str Pr SP1500 | 2.46M | -2.0% | -$4.6M |
| iShares Tr National Mun Etf | 547,760 | -4.9% | -$2.9M |
| Fidelity Merrimack Str Tr Total Bd Etf | 1.51M | -3.3% | -$2.2M |
| Vanguard World Fd Industrial Etf | 3,339 | -65.7% | -$2.1M |
| Schwab Strategic Tr Us Reit Etf | 49,259 | -64.2% | -$2.0M |
| Select Sector Spdr Tr St Str Util Etf | 44,105 | -51.9% | -$1.9M |
Exited (80)
| Dimensional ETF Trust Us Cor Equ 2 Etf | 925,525 | Exited | -$41.1M |
| Dimensional ETF Trust Us Small Cap Etf | 87,790 | Exited | -$3.4M |
| DECK Deckers Outdoor Corporation | 15,429 | Exited | -$1.5M |
| Dimensional ETF Trust Us Small Cap Etf | 14,306 | Exited | -$1.2M |
| Bondbloxx ETF Trust Bloomberg Three | 23,248 | Exited | -$1.1M |
| Bondbloxx ETF Trust Bloomberg One Yr | 23,044 | Exited | -$1.1M |
| Bondbloxx ETF Trust Bloomberg Fve Yr | 23,026 | Exited | -$1.1M |
| iShares Inc Jp Mrgn Em Hi Bd | 27,210 | Exited | -$1.1M |
| iShares Tr 10+ Yr Invst Grd | 16,247 | Exited | -$813.0K |
| Oneok Inc | 9,258 | Exited | -$804.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 21, 2026 | 13F-HR | 1,111 | $5.9B | Current | SEC ↗ |
| Q2 2026 | Jul 9, 2026 | 13F-HR | 1,084 | $5.3B | Current | SEC ↗ |
| Q1 2026 | Apr 14, 2026 | 13F-HR | 1,073 | $5.1B | Current | SEC ↗ |
| Q4 2025 | Jan 14, 2026 | 13F-HR | 1,066 | $5.1B | Current | SEC ↗ |
| Q3 2025 | Nov 7, 2025 | 13F-HR | 1,017 | $4.8B | Current | SEC ↗ |
| Q2 2025 | Jul 22, 2025 | 13F-HR | 969 | $4.4B | Current | SEC ↗ |
| Q1 2025 | Apr 15, 2025 | 13F-HR | 903 | $3.7B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer