Wealthcare Advisory Partners LLC

WEST CHESTER, PA · CIK 1683059 · 13F filing filed 2023-05-04

SEC-registered investment adviser since 2014 · limited liability company

Assets managed$8.3bn
Staff243 · 173 in investment roles
Main clients (by assets)High net worth individuals 64%, Individuals 29%, Pension plans 6%
Websitewealthcarelv.com
Form ADV · 2026-08-12SEC adviser record

Kindwealth
Others nearbyWest Chester, PA, Horsham, PA, Blue Bell, PA, Leawood, KS, Marietta, GA, Berkeley Heights, NJ

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
West Chester, PA (main office)United States	United States
Horsham, PAUnited States	United States	10
Blue Bell, PAUnited States	United States	7
Leawood, KSUnited States	United States	7
Alpharetta, GAUnited States	United States	4
Berkeley Heights, NJUnited States	United States	4
Leesburg, VAUnited States	United States	4
Marietta, GAUnited States	United States	4
Topeka, KSUnited States	United States	4
Winston-Salem, NCUnited States	United States	4
Charlottesville, VAUnited States	United States	3
Exton, PAUnited States	United States	3

14 more cities

Indianola, IAUnited States	United States	3
Phoenix, AZUnited States	United States	3
Scappoose, ORUnited States	United States	3
Shreveport, LAUnited States	United States	3
Webster, NYUnited States	United States	3
Winchester, VAUnited States	United States	3
Cherry Hill, NJUnited States	United States	2
Knoxville, TNUnited States	United States	2
Lawrence, KSUnited States	United States	2
Lynchburg, VAUnited States	United States	2
Middleton, DEUnited States	United States	2
Neptune, NJUnited States	United States	2
Novi, MIUnited States	United States	2
Weston, FLUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$2.3bn reported value +11.2% vs Q4 2022

693positions

30.4%in top 10

71 new 389 added 220 reduced 70 sold out vs Q4 2022

Holdings, Q1 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	3,665,394	$176.5m7.58%	7.58%	Added +148.9k	+148,871 4.2%
2	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	2,347,043	$118.4m5.09%	5.09%	Added +126.7k	+126,681 5.7%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	406,900	$83.0m3.57%	3.57%	Reduced -8.3k	-8,339 -2.0%
4	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	1,491,500	$56.3m2.42%	2.42%	Added +56.2k	+56,218 3.9%
5	ISHARES TR NATIONAL MUN ETF MUB	MUB	496,371	$53.5m2.30%	2.30%	Added +123.4k	+123,364 33.1%
6	ISHARES TR 7-10 YR TRSY BD IEF	IEF	508,352	$50.4m2.17%	2.17%	Added +6.0k	+5,993 1.2%
7	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	482,894	$47.9m2.06%	2.06%	Added +203.7k	+203,684 73.0%
8	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	860,085	$46.1m1.98%	1.98%	Reduced -39.8k	-39,779 -4.4%
9	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	711,938	$38.1m1.64%	1.64%	Added +26.5k	+26,514 3.9%
10	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	814,444	$36.8m1.58%	1.58%	Added +26.3k	+26,323 3.3%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	87,005	$35.6m1.53%	1.53%	Added +9.5k	+9,542 12.3%
12	ISHARES TR CORE S&P MCP ETF IJH	IJH	142,151	$35.6m1.53%	1.53%	Reduced -339	-339 -0.2%
13	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	235,598	$34.1m1.46%	1.46%	Added +8.2k	+8,158 3.6%
14	APPLE INC COM AAPL	AAPL	170,366	$28.1m1.21%	1.21%	Added +725	+725 0.4%
15	ISHARES TR MBS ETF MBB	MBB	290,528	$27.5m1.18%	1.18%	Added +22.5k	+22,453 8.4%
16	ISHARES TR CORE S&P500 ETF IVV	IVV	65,334	$26.9m1.15%	1.15%	Added +3.1k	+3,136 5.0%
17	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	598,535	$26.3m1.13%	1.13%	Added +13.0k	+13,040 2.2%
18	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	927,317	$23.9m1.03%	1.03%	Added +72.5k	+72,528 8.5%
19	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	227,957	$23.0m0.99%	0.99%	Added +736	+736 0.3%
20	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	692,060	$22.2m0.96%	0.96%	Added +30.7k	+30,726 4.7%
21	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	290,241	$21.2m0.91%	0.91%	Added +64.3k	+64,309 28.5%
22	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	603,493	$21.2m0.91%	0.91%	Added +214.6k	+214,606 55.2%
23	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	252,576	$21.0m0.90%	0.90%	Reduced -31.2k	-31,162 -11.0%
24	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	63,778	$20.5m0.88%	0.88%	Added +11.1k	+11,145 21.2%
25	ISHARES U S ETF TR INT RT HDG C B LQDH	LQDH	223,108	$20.4m0.88%	0.88%	Added +15.6k	+15,569 7.5%
26	ISHARES TR EAFE SML CP ETF SCZ	SCZ	336,243	$20.0m0.86%	0.86%	Added +16.7k	+16,674 5.2%
27	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	50,315	$18.9m0.81%	0.81%	Reduced -4.4k	-4,435 -8.1%
28	MICROSOFT CORP COM MSFT	MSFT	63,958	$18.4m0.79%	0.79%	Reduced -55	-55 -0.1%
29	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	113,349	$17.5m0.75%	0.75%	Added +20.7k	+20,695 22.3%
30	ISHARES TR 1 3 YR TREAS BD SHY	SHY	206,275	$16.9m0.73%	0.73%	Added +1.3k	+1,349 0.7%
31	INDEXIQ ETF TR IQ MRGR ARB ETF MNA	MNA	528,058	$16.7m0.72%	0.72%	Reduced -3.1k	-3,057 -0.6%
32	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	123,148	$16.5m0.71%	0.71%	Added +111.8k	+111,794 984.6%
33	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	459,303	$16.2m0.69%	0.69%	Reduced -12.0k	-11,999 -2.5%
34	ISHARES TR CORE US AGGBD ET AGG	AGG	156,834	$15.6m0.67%	0.67%	Added +79.5k	+79,535 102.9%
35	ISHARES TR CORE S&P SCP ETF IJR	IJR	156,786	$15.2m0.65%	0.65%	Added +6.9k	+6,942 4.6%
36	PACER FDS TR US CASH COWS 100 COWZ	COWZ	314,276	$14.8m0.63%	0.63%	Added +40.7k	+40,690 14.9%
37	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	560,401	$14.3m0.61%	0.61%	Added +52.2k	+52,162 10.3%
38	ISHARES TR RUS TP200 GR ETF IWY	IWY	102,145	$14.2m0.61%	0.61%	Added +1.0k	+1,030 1.0%
39	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	125,438	$13.2m0.57%	0.57%	Added +9.2k	+9,191 7.9%
40	ISHARES TR EXPONENTIAL TECH XT	XT	250,098	$13.2m0.57%	0.57%	Added +8.3k	+8,342 3.5%
41	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	271,180	$12.9m0.55%	0.55%	Added +49.1k	+49,111 22.1%
42	JOHNSON & JOHNSON COM JNJ	JNJ	80,010	$12.4m0.53%	0.53%	Reduced -16	-16 -0.0%
43	FRANKLIN ETF TR SHRT DUR US GOVT FTSD	FTSD	136,930	$12.4m0.53%	0.53%	Added +14.1k	+14,130 11.5%
44	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	289,624	$11.6m0.50%	0.50%	Added +33.8k	+33,791 13.2%
45	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	547,445	$11.4m0.49%	0.49%	Added +60.6k	+60,601 12.4%
46	NVIDIA CORPORATION COM NVDA	NVDA	39,851	$11.1m0.48%	0.48%	Added +3.2k	+3,197 8.7%
47	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	84,765	$10.5m0.45%	0.45%	Added +4.8k	+4,797 6.0%
48	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	225,565	$10.4m0.45%	0.45%	Added +220.6k	+220,644 4483.7%
49	EXXON MOBIL CORP COM XOM	XOM	86,271	$9.5m0.41%	0.41%	Reduced -1.9k	-1,850 -2.1%
50	UNITED PARCEL SERVICE INC CL B UPS	UPS	47,325	$9.2m0.39%	0.39%	Added +162	+162 0.3%
51	SPDR INDEX SHS FDS MSCI EAFE STRTGC QEFA	QEFA	131,186	$9.1m0.39%	0.39%	Added +37.9k	+37,941 40.7%
52	VANGUARD INDEX FDS VALUE ETF VTV	VTV	63,948	$8.8m0.38%	0.38%	Reduced -1.7k	-1,710 -2.6%
53	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	172,925	$8.7m0.37%	0.37%	Reduced -197.6k	-197,570 -53.3%
54	VANGUARD INDEX FDS MID CAP ETF VO	VO	40,252	$8.5m0.36%	0.36%	Added +9.2k	+9,233 29.8%
55	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	99,265	$8.5m0.36%	0.36%	Added +1.6k	+1,565 1.6%
56	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	235,055	$8.0m0.34%	0.34%	Added +42.9k	+42,903 22.3%
57	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	115,186	$7.7m0.33%	0.33%	Added +15.3k	+15,335 15.4%
58	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	100,364	$7.4m0.32%	0.32%	Reduced -6.7k	-6,714 -6.3%
59	ISHARES TR CYBERSECURITY IHAK	IHAK	201,797	$7.3m0.32%	0.32%	Added +13.3k	+13,333 7.1%
60	HOME DEPOT INC COM HD	HD	24,827	$7.3m0.31%	0.31%	Reduced -1.0k	-1,024 -4.0%
61	ISHARES TR EAFE VALUE ETF EFV	EFV	150,572	$7.3m0.31%	0.31%	Added +3.4k	+3,397 2.3%
62	INVESCO EXCHANGE TRADED FD T S&P500 EQL REL RSPR	RSPR	232,479	$7.1m0.31%	0.31%	Added +60.1k	+60,106 34.9%
63	ISHARES TR MSCI KLD400 SOC DSI	DSI	89,066	$6.9m0.30%	0.30%	Added +20.5k	+20,511 29.9%
64	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	168,651	$6.8m0.29%	0.29%	Added +8.4k	+8,426 5.3%
65	FLEXSHARES TR MORNSTAR UPSTR GUNR	GUNR	157,232	$6.6m0.29%	0.29%	Reduced -1.0k	-1,025 -0.7%
66	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	235,339	$6.6m0.28%	0.28%	Added +95.9k	+95,904 68.8%
67	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	132,685	$6.4m0.28%	0.28%	Added +10.2k	+10,237 8.4%
68	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	235,460	$6.4m0.28%	0.28%	Added +167.9k	+167,921 248.6%
69	ABBVIE INC COM ABBV	ABBV	39,766	$6.3m0.27%	0.27%	Added +581	+581 1.5%
70	KRANESHARES TRUST KFA MOUNT LUCAS KMLM	KMLM	213,693	$6.3m0.27%	0.27%	Added +48.5k	+48,459 29.3%
71	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	132,264	$6.2m0.27%	0.27%	Reduced -245.3k	-245,298 -65.0%
72	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	20,024	$6.2m0.27%	0.27%	Reduced -688	-688 -3.3%
73	ISHARES TR INTL SEL DIV ETF IDV	IDV	222,546	$6.1m0.26%	0.26%	Added +13.5k	+13,472 6.4%
74	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	124,698	$6.1m0.26%	0.26%	Added +34.3k	+34,338 38.0%
75	AMAZON COM INC COM AMZN	AMZN	58,322	$6.0m0.26%	0.26%	Added +2.1k	+2,077 3.7%
76	DIREXION SHS ETF TR AUSPCE CMD STG COM	COM	192,294	$5.9m0.25%	0.25%	Added +64.9k	+64,858 50.9%
77	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	99,852	$5.8m0.25%	0.25%	Added +90.4k	+90,392 955.5%
78	ISHARES TR RUS 1000 ETF IWB	IWB	24,955	$5.6m0.24%	0.24%	Reduced -13.8k	-13,841 -35.7%
79	JPMORGAN CHASE & CO COM JPM	JPM	42,972	$5.6m0.24%	0.24%	Added +1.3k	+1,305 3.1%
80	FRANKLIN TEMPLETON ETF TR US LRG CP MLTFCT FLQL	FLQL	134,015	$5.5m0.24%	0.24%	Reduced -7.0k	-6,972 -5.0%
81	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	98,906	$5.4m0.23%	0.23%	Added +63.9k	+63,853 182.2%
82	ISHARES TR GENOMICS IMMUN IDNA	IDNA	225,686	$5.3m0.23%	0.23%	Added +7.8k	+7,779 3.6%
83	INVESCO EXCHANGE TRADED FD T S&P SML600 VAL RZV	RZV	56,160	$5.1m0.22%	0.22%	Added +2.4k	+2,369 4.4%
84	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	54,241	$5.0m0.22%	0.22%	Reduced -64.5k	-64,461 -54.3%
85	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	100,921	$4.8m0.21%	0.21%	Added +49.5k	+49,481 96.2%
86	ALPHABET INC CAP STK CL A GOOGL	GOOGL	45,620	$4.7m0.20%	0.20%	Reduced -472	-472 -1.0%
87	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	51,411	$4.7m0.20%	0.20%	Added +5.8k	+5,823 12.8%
88	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	114,975	$4.7m0.20%	0.20%	Reduced -40.0k	-39,954 -25.8%
89	SPDR SER TR S&P REGL BKG KRE	KRE	106,097	$4.7m0.20%	0.20%	New
90	TRUIST FINL CORP COM TFC	TFC	135,737	$4.6m0.20%	0.20%	Added +64.6k	+64,566 90.7%
91	VANGUARD INDEX FDS SMALL CP ETF VB	VB	24,017	$4.6m0.20%	0.20%	Added +4.4k	+4,375 22.3%
92	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	48,391	$4.5m0.19%	0.19%	Added +15.0k	+14,961 44.8%
93	PROCTER AND GAMBLE CO COM PG	PG	29,440	$4.4m0.19%	0.19%	Added +292	+292 1.0%
94	CHEVRON CORP NEW COM CVX	CVX	26,767	$4.4m0.19%	0.19%	Reduced -1.2k	-1,165 -4.2%
95	MERCK & CO INC COM MRK	MRK	40,916	$4.4m0.19%	0.19%	Added +645	+645 1.6%
96	LOCKHEED MARTIN CORP COM LMT	LMT	9,142	$4.3m0.19%	0.19%	Added +934	+934 11.4%
97	WASTE CONNECTIONS INC COM WCN	WCN	29,675	$4.1m0.18%	0.18%	Added +8.4k	+8,412 39.6%
98	ISHARES TR RUS 1000 GRW ETF IWF	IWF	16,716	$4.1m0.18%	0.18%	Reduced -892	-892 -5.1%
99	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	132,260	$4.1m0.18%	0.18%	Added +6.3k	+6,278 5.0%
100	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	26,637	$4.0m0.17%	0.17%	Added +10.0k	+10,003 60.1%

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
FIRST TR NASDAQ ABA CMNTY BK QABA	QABA	113,334	$6.0m113.3k shares
HARTFORD FDS EXCHANGE TRADED TRPA	TRPA	82,651	$3.1m82.7k shares
FIRST EAGLE ALTR CAP BDC INC		348,308	$1.5m348.3k shares
ISHARES TR SUSL	SUSL	13,821	$916.5k13.8k shares
FIRST TR EXCHANGE-TRADED FD FCG	FCG	35,358	$866.6k35.4k shares
ISHARES TR TLH	TLH	7,006	$757.9k7.0k shares
FIRST TR EXCHANGE TRADED FD FXN	FXN	42,448	$725.4k42.4k shares
DEXCOM INC DXCM	DXCM	4,834	$547.4k4.8k shares
INVESCO EXCHANGE TRADED FD T XSVM	XSVM	11,137	$509.4k11.1k shares
INVESCO EXCHANGE TRADED FD T PXE	PXE	16,289	$481.8k16.3k shares
INVESCO EXCHANGE TRADED FD T PXI	PXI	10,622	$459.2k10.6k shares
INVESCO EXCHANGE TRADED FD T		5,966	$412.8k6.0k shares
LINDE PLC 99952EUR	99952EUR	1,232	$401.7k1.2k shares
FIDELITY COVINGTON TRUST FDIS	FDIS	6,713	$380.5k6.7k shares
INVESCO EXCHANGE TRADED FD T XMVM	XMVM	8,588	$378.2k8.6k shares
INVESCO EXCH TRADED FD TR II EELV	EELV	16,354	$376.3k16.4k shares
INVESCO EXCH TRADED FD TR II PIE	PIE	18,813	$334.6k18.8k shares
STANLEY BLACK & DECKER INC SWK	SWK	4,030	$302.8k4.0k shares
INVESCO EXCH TRADED FD TR II PBTP	PBTP	11,742	$286.4k11.7k shares
BNY MELLON STRATEGIC MUN BD DSM	DSM	46,013	$266.0k46.0k shares
ISHARES TR IGSB	IGSB	5,126	$255.4k5.1k shares
ISHARES TR SHYG	SHYG	6,109	$249.8k6.1k shares
SPDR SER TR JNK	JNK	2,744	$247.0k2.7k shares
ISHARES TR IUSB	IUSB	5,489	$246.6k5.5k shares
FIRST TR LRG CP VL ALPHADEX FTA	FTA	3,726	$245.2k3.7k shares