Wealthcare Advisory Partners LLC
CIK 1683059 · Holdings on Jun 30, 2026 · First reported Jul 9, 2026
Top ten holdings
Q2 2026- SPYM7.32%
- SPTM4.32%
- VTI2.80%
- STIP2.56%
- SPSM1.94%
- IEF1.81%
- SPMD1.58%
- SPAB1.55%
- NVDA1.44%
- SPDW1.36%
Share classes counted separately26.68%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYWeight decreased · -0.89 pp2.13% → 1.24%Shares -81.39K (-48.27%)
- SPYMWeight increased · +0.56 pp6.76% → 7.32%Shares -152.54K (-3.36%)
- SPTMWeight increased · +0.34 pp3.98% → 4.32%Shares -78.77K (-3.04%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $385.88M | 7.32% | 4.39M shares | 6.76% → 7.32%+0.56 pp -152.54K (-3.36%) | Reduced | ▾ |
| 02 | SPTMSS SPDR P S&P 1500 COMP ETFST STR PR SP1500 View history and evidence | $227.71M | 4.32% | 2.51M shares | 3.98% → 4.32%+0.34 pp -78.77K (-3.04%) | Reduced | ▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $147.44M | 2.80% | 398.44K shares | 2.57% → 2.80%+0.23 pp -12.89K (-3.13%) | Reduced | ▾ |
| 04 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $135.13M | 2.56% | 1.32M shares | 2.43% → 2.56%+0.13 pp +113.39K (+9.38%) | Added | ▾ |
| 05 | SPSMSS SPDR P S&P 600 SMALL CAPST STR SP600 SML View history and evidence | $102.43M | 1.94% | 1.78M shares | 1.65% → 1.94%+0.29 pp +19.01K (+1.08%) | Added | ▾ |
| 06 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $95.37M | 1.81% | 1.01M shares | 1.99% → 1.81%-0.18 pp -63.61K (-5.93%) | Reduced | ▾ |
| 07 | SPMDSS SPDR P S&P 400 MIDCAP ETFST STR P400MID View history and evidence | $83.14M | 1.58% | 1.23M shares | 1.36% → 1.58%+0.22 pp +48.39K (+4.09%) | Added | ▾ |
| 08 | SPABSS SPDR P AGG BOND ETFST STR AGGRE ETF View history and evidence | $81.82M | 1.55% | 3.21M shares | 1.50% → 1.55%+0.05 pp +191.00K (+6.33%) | Added | ▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $75.73M | 1.44% | 378.48K shares | 1.34% → 1.44%+0.10 pp -15.87K (-4.02%) | Reduced | ▾ |
| 10 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $71.51M | 1.36% | 1.42M shares | 1.23% → 1.36%+0.13 pp +32.53K (+2.35%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 82
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -106,630 | -$18.09M | SEC filing ↗ | SEC filing ↗ |
| JSI JH SECURITIZED INCOME ETF | Non-derivative | -117,093 | -$6.04M | SEC filing ↗ | SEC filing ↗ |
| BFC BANK FIRST CORP | Non-derivative | -37,359 | -$5.05M | SEC filing ↗ | SEC filing ↗ |
3 / 82 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1683059 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5274277645
}Research all 1,084 reported holdings.
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