Wealthcare Advisory Partners LLC
CIK 0001683059 · WEST CHESTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.27B
2026 Q2
Positions
1,084
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
7.3%
SPTM
SPDR SERIES TRUST
4.3%
VTI
VANGUARD INDEX FDS
2.8%
STIP
ISHARES TR
2.6%
SPSM
SPDR SERIES TRUST
1.9%
IEF
ISHARES TR
1.8%
SPMD
SPDR SERIES TRUST
1.6%
SPAB
SPDR SERIES TRUST
1.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.