Funds · 13F filer · West Chester, PA

Wealthcare Advisory Partners LLC

$5.3B in 1,084 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+16.4%S&P 500 +20.9%
3y return+44.4%S&P 500 +68.5%
5y return+35.7%S&P 500 +74.5%
10y return+109.7%S&P 500 +256.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since June 30, 2016: $210 against $357 in the S&P 500.2

Wealthcare Advisory Partners LLCS&P 500 (SPY)
$100$35720162026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
SPYMSpdr Series Trust$385.9M7.3%−3.4%
SPTMSpdr Series Trust$227.7M4.3%−3.0%
VTIVanguard Index Fds$147.4M2.8%−3.1%
STIPIshares Tr$135.1M2.6%+9.4%
SPSMSpdr Series Trust$102.4M1.9%+1.1%
IEFIshares Tr$95.4M1.8%−5.9%
SPMDSpdr Series Trust$83.1M1.6%+4.1%
SPABSpdr Series Trust$81.8M1.6%+6.3%
NVDANvidia Corporation$75.7M1.4%−4.0%
SPDWSpdr Index Shs Fds$71.5M1.4%+2.3%
FBNDFidelity Merrimack Str Tr$71.2M1.3%+2.7%
SPYState Str Spdr S&p 500 Etf T$65.1M1.2%−48.3%
VYMVanguard Whitehall Fds$63.5M1.2%+1.2%
CGDVCapital Group Dividend Value$62.1M1.2%−3.5%
MUBIshares Tr$62.0M1.2%+10.4%
NTSXWisdomtree Tr$60.9M1.2%+4.4%
VOOVanguard Index Fds$59.7M1.1%−15.0%
AAPLApple Inc$57.4M1.1%−24.4%
SCHPSchwab Strategic Tr$55.4M1.1%+47.8%
QQQInvesco Qqq Tr$53.8M1.0%−24.3%
IVVIshares Tr$45.2M0.9%−10.1%
DBEFDbx Etf Tr$44.6M0.8%+2.7%
AGGIshares Tr$43.8M0.8%+9.0%
Dimensional Etf TrustCUSIP 25434V708$41.1M0.8%−3.3%
FSEPFirst Tr Exchng Traded Fd Vi$40.9M0.8%+1.1%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia CorporationJune 30, 2020+2006.7%$75.7M
AAPLApple IncJune 30, 2020+217.3%$57.4M
QQQInvesco Qqq TrJune 30, 2020+197.4%$53.8M
SPYMSpdr Series TrustJune 30, 2020+142.4%$385.9M
VOOVanguard Index FdsJune 30, 2020+142.3%$59.7M
SPYState Str Spdr S&p 500 Etf TJune 30, 2020+142.2%$65.1M
IVVIshares TrJune 30, 2020+141.8%$45.2M
SPTMSpdr Series TrustJune 30, 2020+140.3%$227.7M
VTIVanguard Index FdsJune 30, 2020+136.4%$147.4M
IJRIshares TrJune 30, 2020+117.2%$24.0M

Sold off last quarter

  • Exxon Mobil CorpCUSIP 30231G102 was $18.1M
  • JSIJanus Detroit Str Tr was $6.0M
  • BFCBank First Corp was $5.0M
  • Honeywell Intl IncCUSIP 438516106 was $4.3M
  • WCNWaste Connections Inc was $3.7M
  • VNLAJanus Detroit Str Tr was $3.6M
  • MCOMoodys Corp was $2.8M
  • ILDRFirst Tr Exchng Traded Fd Vi was $1.7M
  • BBYBest Buy Inc was $1.1M
  • ODFLOld Dominion Freight Line In was $1.0M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+9.8%+14.8%
March 31, 2026−1.5%−4.6%
December 31, 2025+1.6%+2.4%
September 30, 2025+6.0%+7.8%
June 30, 2025+7.0%+10.5%
March 31, 2025−2.4%−4.6%
December 31, 2024−0.4%+2.1%
September 30, 2024+5.4%+5.4%
June 30, 2024+1.1%+4.0%
March 31, 2024+6.5%+10.0%
December 31, 2023+8.9%+11.2%
September 30, 2023−3.4%−3.6%
June 30, 2023+4.0%+8.3%
March 31, 2023+4.4%+7.0%
December 31, 2022+6.9%+7.1%
September 30, 2022−5.8%−5.3%
June 30, 2022−13.6%−16.5%
March 31, 2022−4.7%−4.9%
December 31, 2021+5.7%+10.7%
September 30, 2021−1.2%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1683059
  2. 2
    Filed July 9, 2026 · accession 0001951757-26-000979