account_balance
Investment manager · 13F filer · SEC CIK 1683059
Wealthcare Advisory Partners LLC
Reported value$5.9Bas of Sep 30, 2026
Positions1,111 104 new, 77 sold out
Top 10 weight25.7%SPYM alone is 7%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
7.1%Added +6%
SPTMSPDR Series Trust
3.8%
VTIVanguard Index FDS
2.9%Added +13%
STIPiShares Tr
2.5%Added +13%
CGDVCapital Group Dividend Value
2.0%Added +93%
SPSMSPDR Series Trust
1.7%Added +4%
NVDANVIDIA Corp
1.5%Added +3%
SPABSPDR Series Trust
1.5%Added +10%
SPMDSPDR Series Trust
1.4%+7%
IEFiShares Tr
1.3%−14%
SPDWSPDR Index SHS FDS
1.3%+7%
AAPLApple Inc.
1.2%+10%
SPYMSPDR Series Trust
7.1%Added +6%
SPTMSPDR Series Trust
3.8%
VTIVanguard Index FDS
2.9%
STIPiShares Tr
2.5%
CGDVCapital Group Dividend Value
2.0%+93%
SPSMSPDR Series Trust
1.7%
NVDANVIDIA Corp
1.5%
SPABSPDR Series Trust
1.5%
SPMD1.4%
IEF1.3%
SPDW1.3%
AAPL1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 7.1% Added +6%
SPTM SPDR Series Trust 3.8% Held
VTI Vanguard Index FDS 2.9% Added +13%
STIP iShares Tr 2.5% Added +13%
CGDV Capital Group Dividend Value 2.0% Added +93%
SPSM SPDR Series Trust 1.7% Added +4%
NVDA NVIDIA Corp 1.5% Added +3%SPAB SPDR Series Trust 1.5% Added +10%
SPMD SPDR Series Trust 1.4% Added +7%
IEF iShares Tr 1.3% Trimmed −14%
SPDW SPDR Index SHS FDS 1.3% Added +7%
AAPL Apple Inc. 1.2% Added +10%What changed
Biggest moves since Jun 30, 2026
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