Wealthcare Advisory Partners LLC
CIK 1683059 · Holdings on Jun 30, 2025 · First reported Jul 22, 2025
Top ten holdings
Q2 2025- SPYM7.13%
- SPTM4.45%
- VTI2.61%
- SPY2.45%
- STIP2.40%
- VOO1.88%
- SPSM1.58%
- NVDA1.55%
- SPAB1.39%
- IEF1.39%
Share classes counted separately26.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUBWeight decreased · -0.57 pp1.57% → 1.00%Shares -135.15K (-24.40%)
- SPYMWeight increased · +0.49 pp6.64% → 7.13%Shares +536.38K (+14.25%)
- SPTMWeight increased · +0.48 pp3.97% → 4.45%Shares +429.95K (+19.78%)
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 ETFPORTFOLIO S&P500 View history and evidence | $312.53M | 7.13% | 4.30M shares | 6.64% → 7.13%+0.49 pp +536.38K (+14.25%) | Added | ↗▾ |
| 02 | SPTMSS SPDR P S&P 1500 COMP ETFPORTFOLI S&P1500 View history and evidence | $194.96M | 4.45% | 2.60M shares | 3.97% → 4.45%+0.48 pp +429.95K (+19.78%) | Added | ↗▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $114.40M | 2.61% | 376.39K shares | 2.73% → 2.61%-0.12 pp +5.68K (+1.53%) | Added | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $107.49M | 2.45% | 173.98K shares | 2.59% → 2.45%-0.14 pp +1.41K (+0.82%) | Added | ↗▾ |
| 05 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $105.34M | 2.40% | 1.02M shares | 2.59% → 2.40%-0.19 pp +89.91K (+9.63%) | Added | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $82.48M | 1.88% | 145.19K shares | 1.51% → 1.88%+0.37 pp +36.02K (+33.00%) | Added | ↗▾ |
| 07 | SPSMSS SPDR P S&P 600 SMALL CAPPORTFOLIO S&P600 View history and evidence | $69.43M | 1.58% | 1.63M shares | 1.51% → 1.58%+0.07 pp +249.13K (+18.04%) | Added | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $68.06M | 1.55% | 430.80K shares | 1.20% → 1.55%+0.35 pp +17.67K (+4.28%) | Added | ↗▾ |
| 09 | SPABSS SPDR P AGG BOND ETFPORTFOLIO AGRGTE View history and evidence | $61.07M | 1.39% | 2.39M shares | 1.52% → 1.39%-0.13 pp +161.63K (+7.27%) | Added | ↗▾ |
| 10 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $60.92M | 1.39% | 636.09K shares | 1.58% → 1.39%-0.19 pp +17.91K (+2.90%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 40
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IDEV ISHARES CORE MSCI DEV MKTS | Non-derivative | -144,011 | -$9.92M | SEC filing ↗ | SEC filing ↗ |
| VWOB VANGUARD EMERG MKTS GOV BND | Non-derivative | -17,302 | -$1.11M | SEC filing ↗ | SEC filing ↗ |
| EMLC VANECK JPM EM LOCAL CURR BND | Non-derivative | -42,716 | -$1.02M | SEC filing ↗ | SEC filing ↗ |
3 / 40 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4383300907
}Research all 969 reported holdings.
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