Wealthcare Advisory Partners LLC Portfolio Holdings

Wealthcare Advisory Partners LLC

  • $4.81 Billion
  • Q4 2025

Wealthcare Advisory Partners LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $4.81 Billion distributed in 1066 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $342M, Spdr Portfolio S&P 1500 Compos with a value of $206M, Ishares Barclays 0 5 Year Tips with a value of $118M, Vanguard Total Stock Market Et with a value of $117M, and Spdr S&P 500 ETF Trust with a value of $115M.

Examining the 13F form we can see an increase of $248M in the current position value, from $4.56B to 4.81B.

Wealthcare Advisory Partners LLC is based out at West Chester, PA

Below you can find more details about Wealthcare Advisory Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.81 Billion
ETFs: $3.76 Billion
Technology: $341 Million
Financial Services: $191 Million
Consumer Cyclical: $94.5 Million
Healthcare: $94.2 Million
Industrials: $90.2 Million
Communication Services: $61.3 Million
Energy: $38.1 Million
Other: $81.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$342 Million 7.12% of portfolio
4,330,088
Q4 2025 Added 0.82%
$0
$206 Million 4.29% of portfolio
2,542,112
Q4 2025 Reduced 3.18%
$0
$118 Million 2.46% of portfolio
1,148,502
Q4 2025 Added 8.15%
$0
$117 Million 2.44% of portfolio
355,564
Q4 2025 Reduced 3.01%
$0
$115 Million 2.38% of portfolio
172,209
Q4 2025 Reduced 0.85%
$0
$92.3 Million 1.92% of portfolio
149,344
Q4 2025 Reduced 1.35%
$465B
$78.7 Million 1.64% of portfolio
421,676
Q4 2025 Reduced 1.05%
$0
$76.7 Million 1.59% of portfolio
1,682,637
Q4 2025 Added 2.37%
$0
$74 Million 1.54% of portfolio
767,465
Q4 2025 Added 11.86%
$0
$72.2 Million 1.5% of portfolio
2,798,135
Q4 2025 Added 11.8%
$4.3T
$71.5 Million 1.49% of portfolio
267,241
Q4 2025 Added 19.28%
$0
$69.6 Million 1.45% of portfolio
1,504,259
Q4 2025 Added 4.53%
$0
$62.7 Million 1.3% of portfolio
1,114,253
Q4 2025 Added 4.79%
$0
$59.8 Million 1.24% of portfolio
1,548,995
Q4 2025 Added 1.97%
$0
$58.3 Million 1.21% of portfolio
96,619
Q4 2025 Reduced 1.54%
$0
$57.1 Million 1.19% of portfolio
533,437
Q4 2025 Added 14.25%
$3.78T
$53.3 Million 1.11% of portfolio
104,969
Q4 2025 Added 9.34%
$0
$53 Million 1.1% of portfolio
1,236,233
Q4 2025 Added 8.06%
$0
$50.5 Million 1.05% of portfolio
932,701
Q4 2025 Reduced 0.92%
$0
$45.2 Million 0.94% of portfolio
66,926
Q4 2025 Added 2.66%
$0
$45 Million 0.94% of portfolio
319,399
Q4 2025 Added 160.01%
$0
$39.1 Million 0.81% of portfolio
389,051
Q4 2025 Added 155.8%
$0
$38.6 Million 0.8% of portfolio
386,240
Q4 2025 Reduced 7.74%
$0
$38.1 Million 0.79% of portfolio
1,422,321
Q4 2025 Added 10.26%
$0
$37 Million 0.77% of portfolio
765,477
Q4 2025 Added 4.35%
$0
$35.4 Million 0.74% of portfolio
577,144
Q4 2025 Reduced 5.08%
$0
$33.3 Million 0.69% of portfolio
568,262
Q4 2025 Added 3.24%
$0
$32.5 Million 0.68% of portfolio
333,389
Q4 2025 Added 5.64%
$169B
$30.5 Million 0.64% of portfolio
36,537
Q4 2025 Added 472.14%
$0
$30.8 Million 0.64% of portfolio
403,688
Q4 2025 Added 2.48%
$0
$29.6 Million 0.62% of portfolio
617,481
Q4 2025 Reduced 5.67%
$2.39T
$27.1 Million 0.56% of portfolio
115,628
Q4 2025 Added 12.05%
$0
$26.8 Million 0.56% of portfolio
1,145,131
Q4 2025 Added 2.63%
$0
$26.4 Million 0.55% of portfolio
612,086
Q4 2025 Reduced 36.85%
$0
$25.3 Million 0.53% of portfolio
757,905
Q4 2025 Added 2.44%
$0
$24.6 Million 0.51% of portfolio
532,785
Q4 2025 Added 3.65%
$0
$24.7 Million 0.51% of portfolio
539,613
Q4 2025 Reduced 8.04%
$0
$24.3 Million 0.51% of portfolio
332,769
Q4 2025 Reduced 2.18%
$0
$23.2 Million 0.48% of portfolio
850,937
Q4 2025 Reduced 45.59%
$0
$22.7 Million 0.47% of portfolio
121,482
Q4 2025 Reduced 1.23%
$0
$22.2 Million 0.46% of portfolio
189,815
Q4 2025 Reduced 23.51%
$0
$21.9 Million 0.45% of portfolio
1,043,541
Q4 2025 Reduced 3.19%
$0
$21.7 Million 0.45% of portfolio
78,664
Q4 2025 Added 0.06%
$881B
$21 Million 0.44% of portfolio
70,018
Q4 2025 Added 25.05%
$0
$20.7 Million 0.43% of portfolio
322,208
Q4 2025 Added 0.73%
$0
$20.4 Million 0.42% of portfolio
147,312
Q4 2025 Reduced 4.01%
$0
$20.4 Million 0.42% of portfolio
111,977
Q4 2025 Reduced 0.25%
$0
$19.6 Million 0.41% of portfolio
671,370
Q4 2025 Added 2.67%
$0
$19.2 Million 0.4% of portfolio
66,495
Q4 2025 Added 70.12%

Summary

  • Portfolio
  • No. of Stocks 1,066
  • Current Value $4.81 Billion
  • Prior Value $4.56 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 106 stocks
  • Additional Purchases 533 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 379 stocks
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