Wealthcare Advisory Partners LLC holds a diversified book of 1084 stocks worth $5.3B as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Convergence Long/short Eqy and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealthcare Advisory Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $106.5B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $101.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $22.1B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $20.0B |
| Kestra Advisory Services, LLC | 79 / 80 | $9.4B |
| MORGAN STANLEY | 78 / 80 | $460.0B |
| JPMORGAN CHASE & CO | 78 / 80 | $403.6B |
| Cetera Investment Advisers | 78 / 80 | $28.0B |
Ranked by how many of Wealthcare Advisory Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $385.9M | 4.39M | 7.3% | ▼−3.4% Reduced · −153K sh | |
| 2 | SPDR Series Trust ST STR PR SP1500 | $227.7M | 2.51M | 4.3% | ▼−3.0% Reduced · −79K sh | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $147.4M | 398.4K | 2.8% | ▼−3.1% Reduced · −13K sh | |
| 4 | Ishares TR 0-5 YR TIPS ETF | $135.1M | 1.32M | 2.6% | ▲+9.4% Added · +113K sh | |
| 5 | SPDR Series Trust ST STR SP600 SML | $102.4M | 1.78M | 1.9% | ▲+1.1% Added · +19K sh | |
| 6 | Ishares TR 7-10 YR TRSY BD | $95.4M | 1.01M | 1.8% | ▼−5.9% Reduced · −64K sh | |
| 7 | SPDR Series Trust ST STR P400MID | $83.1M | 1.23M | 1.6% | ▲+4.1% Added · +48K sh | |
| 8 | SPDR Series Trust ST STR AGGRE ETF | $81.8M | 3.21M | 1.6% | ▲+6.3% Added · +191K sh | |
| 9 | Nvidia Corporation COM | $75.7M | 378.5K | 1.4% | ▼−4.0% Reduced · −16K sh | |
| 10 | SPDR Index SHS FDS ST STR PO EX ETF | $71.5M | 1.42M | 1.4% | ▲+2.3% Added · +33K sh | |
| 11 | Fidelity Merrimack STR TR TOTAL BD ETF | $71.2M | 1.57M | 1.3% | ▲+2.7% Added · +41K sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $65.1M | 87.2K | 1.2% | ▼−48% Reduced · −81K sh | |
| 13 | Vanguard Whitehall FDS HIGH DIV YLD | $63.5M | 401.8K | 1.2% | ▲+1.2% Added · +5K sh | |
| 14 | Capital Group Dividend Value SHS CREAT UNIT | $62.1M | 1.26M | 1.2% | ▼−3.5% Reduced · −46K sh | |
| 15 | Ishares TR NATIONAL MUN ETF | $62.0M | 576.3K | 1.2% | ▲+10% Added · +54K sh | |
| 16 | Wisdomtree TR US EFFIC CORE FD | $60.9M | 1.03M | 1.2% | ▲+4.4% Added · +44K sh | |
| 17 | Vanguard Index FDS S&P 500 ETF SHS | $59.7M | 87.0K | 1.1% | ▼−15% Reduced · −15K sh | |
| 18 | Apple Inc COM | $57.4M | 198.5K | 1.1% | ▼−24% Reduced · −64K sh | |
| 19 | Schwab Strategic TR US TIPS ETF | $55.4M | 2.09M | 1.1% | ▲+48% Added · +676K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $53.8M | 73.0K | 1.0% | ▼−24% Reduced · −23K sh | |
| 21 | Ishares TR CORE S&P500 ETF | $45.2M | 60.4K | 0.9% | ▼−10% Reduced · −7K sh | |
| 22 | DBX ETF TR XTRACK MSCI EAFE | $44.6M | 816.6K | 0.8% | ▲+2.7% Added · +22K sh | |
| 23 | Ishares TR CORE US AGGBD ET | $43.8M | 442.1K | 0.8% | ▲+9.0% Added · +37K sh | |
| 24 | Dimensional ETF Trust US COR EQU 2 ETF | $41.1M | 925.5K | 0.8% | ▼−3.3% Reduced · −31K sh | |
| 25 | First TR Exchng Traded FD VI FT VEST US EQT | $40.9M | 741.9K | 0.8% | ▲+1.1% Added · +8K sh | |
| 26 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $40.3M | 565.4K | 0.8% | ▼−2.7% Reduced · −16K sh | |
| 27 | American Centy ETF TR US SML CP VALU | $40.0M | 320.8K | 0.8% | ▲+1.8% Added · +6K sh | |
| 28 | Pacer FDS TR US CASH COWS 100 | $37.1M | 595.7K | 0.7% | ▲+1.5% Added · +9K sh | |
| 29 | Vanguard Intl Equity Index F ALLWRLD EX US | $35.3M | 421.8K | 0.7% | ▲+7.8% Added · +31K sh | |
| 30 | Ishares TR EAFE SML CP ETF | $34.9M | 424.1K | 0.7% | ▲+4.4% Added · +18K sh | |
| 31 | Capital Group Growth ETF SHS CREAT UNIT | $32.5M | 688.7K | 0.6% | ▲+6.3% Added · +41K sh | |
| 32 | Microsoft Corp COM | $31.7M | 85.0K | 0.6% | ▼−19% Reduced · −20K sh | |
| 33 | J P Morgan Exchange Traded F INCOME ETF | $29.0M | 630.7K | 0.6% | ▲+6.0% Added · +35K sh | |
| 34 | SPDR Series Trust ST NUVE TERM ETF | $28.5M | 593.5K | 0.5% | ▼−1.2% Reduced · −7K sh | |
| 35 | Ishares TR IBONDS DEC 29 | $28.3M | 1.22M | 0.5% | ▲+3.5% Added · +41K sh | |
| 36 | Pimco ETF TR MULTISECTOR BD | $27.2M | 1.03M | 0.5% | ▲+4.4% Added · +43K sh | |
| 37 | Amazon Com Inc COM | $26.2M | 110.0K | 0.5% | ▼−10% Reduced · −13K sh | |
| 38 | Vanguard World FD MEGA CAP VAL ETF | $25.3M | 155.0K | 0.5% | ▲+3.9% Added · +6K sh | |
| 39 | Ishares TR CORE S&P MCP ETF | $24.9M | 322.8K | 0.5% | ▲+5.3% Added · +16K sh | |
| 40 | Ishares TR CORE S&P SCP ETF | $24.0M | 162.0K | 0.5% | ▲+11% Added · +16K sh | |
| 41 | Ishares Inc MSCI EMRG CHN | $23.9M | 234.1K | 0.5% | ▼−1.7% Reduced · −4K sh | |
| 42 | Schwab Strategic TR US DIVIDEND EQ | $23.7M | 746.5K | 0.4% | ▲+4.0% Added · +29K sh | |
| 43 | Ishares TR RUSEL 2500 ETF | $23.6M | 257.4K | 0.4% | ▼−5.3% Reduced · −14K sh | |
| 44 | Vanguard Specialized Funds DIV APP ETF | $23.0M | 97.3K | 0.4% | ▼−3.6% Reduced · −4K sh | |
| 45 | Vaneck ETF Trust MRNGSTR WDE MOAT | $22.9M | 220.4K | 0.4% | ▲+0.5% Added · +1K sh | |
| 46 | Ishares TR MBS ETF | $22.9M | 242.0K | 0.4% | ▲+2.6% Added · +6K sh | |
| 47 | SPDR Series Trust ST STR NUVEE ETF | $22.3M | 487.6K | 0.4% | ▼−0.3% Reduced · −1K sh | |
| 48 | Ishares TR FUTU EXPO TE ETF | $21.9M | 264.7K | 0.4% | ▲+3.4% Added · +9K sh | |
| 49 | Dimensional ETF Trust INTL CORE EQUITY | $21.1M | 566.6K | 0.4% | ▲+3.0% Added · +16K sh | |
| 50 | Vaneck ETF Trust FALLEN ANGEL HG | $20.7M | 708.1K | 0.4% | ▲+2.8% Added · +19K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1683059/holdings"
Use Arkolith to show Wealthcare Advisory Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 1,084 | $5.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 1,073 | $5.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 1,066 | $5.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 1,017 | $4.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 969 | $4.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 903 | $3.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 887 | $3.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 871 | $3.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 821 | $3.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 15, 2024 | 798 | $3.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 745 | $2.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 12, 2023 | 697 | $2.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 717 | $2.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 4, 2023 | 696 | $2.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 692 | $2.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 604 | $1.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 562 | $1.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 15, 2022 | 542 | $1.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 574 | $1.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 545 | $1.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 554 | $1.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 30, 2021 | 2,129 | $1.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 438 | $1.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 29, 2020 | 363 | $911.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.