Data as of Q4 2025 (Dec 31, 2025)

Wealthcare Advisory Partners LLC

•CIK: 1683059•Filing: Q4 2025

Wealthcare Advisory Partners LLC, with $5.1 billion in assets under management, is known for its concentrated, actively managed approach, currently holding 1,066 positions. Recently, the fund has made notable moves by adding LOW and VYM with significant weight increases, while exiting positions in RDFI and CRDT, reflecting a strategic shift towards growth and value-oriented equities.

Total AUM
$5.1B
QoQ Performance
+6.0%
Positions
567
Top 10 Concentration
31.4%
Latest Filing
Q4 2025

Top Holdings Allocation

SPYM
SPYM6.8%
SPTM4.1%
VTI2.3%
STIP2.3%
SPY2.3%
VOO1.8%
SPSM1.5%
NVDA1.5%

📈 Biggest Buys

VYM
VANGUARD WHITEHALL FDS
+160.0%
0.9% of portfolio
SGOV
ISHARES TR
+155.8%
0.8% of portfolio
MBB
ISHARES TR
+1740.1%
0.3% of portfolio
AAPL
APPLE INC
+19.3%
1.4% of portfolio
STIP
ISHARES TR
+8.1%
2.3% of portfolio

📉 Biggest Sells

SCHD
SCHWAB STRATEGIC TR
-45.6%
0.5% of portfolio
CGGR
CAPITAL GROUP GROWTH ETF
-36.9%
0.5% of portfolio
SPGP
INVESCO EXCHANGE TRADED FD T
-45.3%
0.2% of portfolio
IJR
ISHARES TR
-23.5%
0.4% of portfolio
SPTM
SPDR SERIES TRUST
-3.2%
4.1% of portfolio

Sector Breakdown

Other80.8%
Technology7.0%
ETF6.2%
Consumer2.0%
Financial1.5%
Healthcare1.2%
Industrial0.6%
Energy0.4%

🚪 Exited Positionssold since Q3 2025

GUNR
FLEXSHARES TR
SOLD
$8.1M
BX
BLACKSTONE INC
SOLD
$5.2M
VT
VANGUARD INTL EQUITY INDEX F
SOLD
$4.8M
XLP
SELECT SECTOR SPDR TR
SOLD
$4.3M
FTSM
FIRST TR EXCHANGE-TRADED FD
SOLD
$4.3M
+818 more exited positions

Changes from Q3 2025

NEW6 new positions
↑127 increased
↓66 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPYM6.8%
SPDR SERIES TRUST
$347.4M
SPTM4.1%
SPDR SERIES TRUST
$209.7M
VTI2.3%
VANGUARD INDEX FDS
$119.2M
STIP2.3%
ISHARES TR
$117.6M
SPY2.3%
SPDR S&P 500 ETF TR
$117.4M

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