Wealthcare Advisory Partners LLC
CIK 1683059 · Holdings on Dec 31, 2025 · First reported Jan 14, 2026
Top ten holdings
Q4 2025- SPYM6.82%
- SPTM4.12%
- VTI2.34%
- STIP2.31%
- SPY2.31%
- VOO1.84%
- SPSM1.55%
- NVDA1.54%
- IEF1.45%
- AAPL1.43%
Share classes counted separately25.71%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VYMWeight increased · +0.54 pp0.36% → 0.90%Shares +196.56K (+160.01%)
- SGOVWeight increased · +0.45 pp0.32% → 0.77%Shares +236.96K (+155.80%)
- SPTMWeight decreased · -0.29 pp4.41% → 4.12%Shares -83.42K (-3.18%)
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 ETFSTATE STREET SPD View history and evidence | $347.36M | 6.82% | 4.33M shares | 7.01% → 6.82%-0.19 pp +35.27K (+0.82%) | Added | ↗▾ |
| 02 | SPTMSS SPDR P S&P 1500 COMP ETFSTATE STREET SPD View history and evidence | $209.72M | 4.12% | 2.54M shares | 4.41% → 4.12%-0.29 pp -83.42K (-3.18%) | Reduced | ↗▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $119.21M | 2.34% | 355.56K shares | 2.51% → 2.34%-0.17 pp -11.02K (-3.01%) | Reduced | ↗▾ |
| 04 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $117.60M | 2.31% | 1.15M shares | 2.29% → 2.31%+0.02 pp +86.53K (+8.15%) | Added | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $117.43M | 2.31% | 172.21K shares | 2.41% → 2.31%-0.10 pp -1.47K (-0.85%) | Reduced | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $93.66M | 1.84% | 149.34K shares | 1.93% → 1.84%-0.09 pp -2.04K (-1.35%) | Reduced | ↗▾ |
| 07 | SPSMSS SPDR P S&P 600 SMALL CAPSTATE STREET SPD View history and evidence | $78.85M | 1.55% | 1.68M shares | 1.59% → 1.55%-0.04 pp +38.97K (+2.37%) | Added | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $78.64M | 1.54% | 421.68K shares | 1.66% → 1.54%-0.12 pp -4.48K (-1.05%) | Reduced | ↗▾ |
| 09 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $73.80M | 1.45% | 767.47K shares | 1.38% → 1.45%+0.07 pp +81.34K (+11.86%) | Added | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $72.65M | 1.43% | 267.24K shares | 1.19% → 1.43%+0.24 pp +43.19K (+19.28%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 57
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RDFI RAREVIEW DYNAMIC FIXED INCOM | Non-derivative | -127,115 | -$3.09M | SEC filing ↗ | SEC filing ↗ |
| CRDT SIMPLIFY OPPORTUNISTIC INC | Non-derivative | -128,507 | -$3.04M | SEC filing ↗ | SEC filing ↗ |
| KMLM KRANESHARES MT LC MN FT ID S | Non-derivative | -97,110 | -$2.62M | SEC filing ↗ | SEC filing ↗ |
3 / 57 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5090552301
}Research all 1,066 reported holdings.
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