Wealthcare Advisory Partners LLC

WEST CHESTER, PA · CIK 1683059 · 13F filing filed 2025-01-15

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

$3.6bn reported value +2.6% vs Q3 2024

887positions

27.8%in top 10

70 new 409 added 385 reduced 54 sold out vs Q3 2024

Holdings, Q4 2024

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	3,605,020	$248.5m6.90%	6.90%	Added +210.0k	+209,983 6.2%
2	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	2,191,824	$156.6m4.35%	4.35%	Added +43.2k	+43,161 2.0%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	173,363	$101.6m2.82%	2.82%	Reduced -7.6k	-7,608 -4.2%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	348,085	$100.9m2.80%	2.80%	Reduced -9.3k	-9,343 -2.6%
5	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	898,882	$90.4m2.51%	2.51%	Added +68.3k	+68,332 8.2%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	125,529	$67.6m1.88%	1.88%	Reduced -2.2k	-2,227 -1.7%
7	ISHARES TR NATIONAL MUN ETF MUB	MUB	565,380	$60.2m1.67%	1.67%	Added +105.3k	+105,343 22.9%
8	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	2,408,625	$60.2m1.67%	1.67%	Added +185.6k	+185,641 8.3%
9	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	1,327,012	$59.6m1.66%	1.66%	Added +92.1k	+92,063 7.5%
10	NVIDIA CORPORATION COM NVDA	NVDA	420,525	$56.5m1.57%	1.57%	Reduced -11.2k	-11,174 -2.6%
11	APPLE INC COM AAPL	AAPL	214,610	$53.7m1.49%	1.49%	Reduced -1.3k	-1,336 -0.6%
12	ISHARES TR 7-10 YR TRSY BD IEF	IEF	567,910	$52.5m1.46%	1.46%	Added +47.3k	+47,306 9.1%
13	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	893,367	$48.9m1.36%	1.36%	Added +41.2k	+41,178 4.8%
14	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	95,403	$48.8m1.35%	1.35%	Added +2.4k	+2,430 2.6%
15	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	1,078,366	$48.4m1.34%	1.34%	Added +53.9k	+53,921 5.3%
16	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	905,034	$42.3m1.17%	1.17%	Added +19.7k	+19,666 2.2%
17	MICROSOFT CORP COM MSFT	MSFT	93,654	$39.5m1.10%	1.10%	Reduced -1.3k	-1,286 -1.4%
18	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	1,409,906	$38.5m1.07%	1.07%	Added +60.8k	+60,776 4.5%
19	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	908,484	$33.8m0.94%	0.94%	Added +47.9k	+47,916 5.6%
20	ISHARES TR CORE US AGGBD ET AGG	AGG	334,026	$32.4m0.90%	0.90%	Reduced -19.2k	-19,161 -5.4%
21	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	907,031	$31.0m0.86%	0.86%	Added +137.9k	+137,935 17.9%
22	ISHARES TR CORE S&P SCP ETF IJR	IJR	259,554	$29.9m0.83%	0.83%	Added +1.8k	+1,759 0.7%
23	PACER FDS TR US CASH COWS 100 COWZ	COWZ	521,261	$29.4m0.82%	0.82%	Reduced -47.1k	-47,116 -8.3%
24	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	679,868	$28.1m0.78%	0.78%	Added +68.6k	+68,568 11.2%
25	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	1,044,697	$27.0m0.75%	0.75%	Added +19.7k	+19,725 1.9%
26	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	561,225	$26.8m0.75%	0.75%	Reduced -1.2k	-1,208 -0.2%
27	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	562,212	$26.6m0.74%	0.74%	Added +65.2k	+65,244 13.1%
28	ISHARES TR RUS TP200 GR ETF IWY	IWY	107,818	$25.4m0.70%	0.70%	Reduced -1.1k	-1,084 -1.0%
29	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	706,932	$24.5m0.68%	0.68%	Added +41.0k	+40,956 6.2%
30	ISHARES TR CORE S&P500 ETF IVV	IVV	41,135	$24.2m0.67%	0.67%	Reduced -2.4k	-2,352 -5.4%
31	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	466,290	$23.5m0.65%	0.65%	Added +78.2k	+78,181 20.1%
32	VANGUARD INDEX FDS VALUE ETF VTV	VTV	134,920	$22.8m0.63%	0.63%	Reduced -5.3k	-5,255 -3.8%
33	FRANKLIN ETF TR SHRT DUR US GOVT FTSD	FTSD	248,964	$22.5m0.62%	0.62%	Added +12.0k	+12,006 5.1%
34	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	363,276	$20.9m0.58%	0.58%	Added +2.2k	+2,180 0.6%
35	ISHARES TR EAFE SML CP ETF SCZ	SCZ	321,864	$19.6m0.54%	0.54%	Added +24.5k	+24,465 8.2%
36	AMAZON COM INC COM AMZN	AMZN	88,253	$19.4m0.54%	0.54%	Reduced -3.1k	-3,110 -3.4%
37	ISHARES TR IBONDS DEC 29 IBDU	IBDU	807,921	$18.4m0.51%	0.51%	Added +205.1k	+205,066 34.0%
38	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	491,212	$17.3m0.48%	0.48%	Added +46.5k	+46,522 10.5%
39	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	164,749	$17.3m0.48%	0.48%	Reduced -9.2k	-9,182 -5.3%
40	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	182,934	$17.0m0.47%	0.47%	Reduced -10.3k	-10,260 -5.3%
41	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	182,760	$16.3m0.45%	0.45%	Reduced -8.4k	-8,397 -4.4%
42	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	576,617	$16.1m0.45%	0.45%	Reduced -52.9k	-52,855 -8.4%
43	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	557,240	$16.0m0.44%	0.44%	Added +19.8k	+19,841 3.7%
44	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	80,611	$15.8m0.44%	0.44%	Reduced -2.9k	-2,924 -3.5%
45	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	120,087	$15.3m0.43%	0.43%	Added +8.0k	+7,951 7.1%
46	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	209,656	$15.1m0.42%	0.42%	Added +1.1k	+1,131 0.5%
47	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	695,733	$14.7m0.41%	0.41%	Added +27.4k	+27,377 4.1%
48	HOME DEPOT INC COM HD	HD	36,528	$14.2m0.39%	0.39%	Reduced -951	-951 -2.5%
49	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	80,785	$14.2m0.39%	0.39%	Added +17.6k	+17,648 27.9%
50	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	541,438	$14.1m0.39%	0.39%	Reduced -12.5k	-12,533 -2.3%
51	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	109,656	$13.7m0.38%	0.38%	Reduced -5.2k	-5,192 -4.5%
52	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	432,418	$13.6m0.38%	0.38%	Added +26.3k	+26,339 6.5%
53	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	234,438	$13.5m0.37%	0.37%	Added +10.9k	+10,910 4.9%
54	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	293,749	$13.4m0.37%	0.37%	Reduced -13.1k	-13,080 -4.3%
55	RBB FD INC US TREAS 3 MNTH TBIL	TBIL	260,305	$13.0m0.36%	0.36%	Added +94.9k	+94,923 57.4%
56	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	131,991	$12.7m0.35%	0.35%	Added +10.5k	+10,520 8.7%
57	JPMORGAN CHASE & CO COM JPM	JPM	52,520	$12.6m0.35%	0.35%	Reduced -1.7k	-1,697 -3.1%
58	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	209,783	$12.2m0.34%	0.34%	Added +9.3k	+9,308 4.6%
59	ISHARES TR CORE S&P MCP ETF IJH	IJH	193,865	$12.1m0.34%	0.34%	Reduced -26.3k	-26,259 -11.9%
60	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	229,018	$11.6m0.32%	0.32%	Added +51.9k	+51,865 29.3%
61	ISHARES INC MSCI EMRG CHN EMXC	EMXC	208,172	$11.5m0.32%	0.32%	Added +20.6k	+20,572 11.0%
62	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	28,083	$11.5m0.32%	0.32%	Added +1.3k	+1,252 4.7%
63	VISA INC COM CL A V	V	36,300	$11.5m0.32%	0.32%	Added +386	+386 1.1%
64	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	25,170	$11.4m0.32%	0.32%	Reduced -538	-538 -2.1%
65	TRUIST FINL CORP COM TFC	TFC	253,390	$11.0m0.31%	0.31%	Added +535	+535 0.2%
66	EXXON MOBIL CORP COM XOM	XOM	102,142	$11.0m0.31%	0.31%	Added +16	+16 0.0%
67	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	214,727	$11.0m0.30%	0.30%	Added +1.9k	+1,933 0.9%
68	VANGUARD INDEX FDS MID CAP ETF VO	VO	40,907	$10.8m0.30%	0.30%	Added +342	+342 0.8%
69	JOHNSON & JOHNSON COM JNJ	JNJ	72,350	$10.5m0.29%	0.29%	Reduced -4.3k	-4,315 -5.6%
70	ALPHABET INC CAP STK CL A GOOGL	GOOGL	54,758	$10.4m0.29%	0.29%	Reduced -805	-805 -1.4%
71	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FAUG	FAUG	221,873	$10.3m0.29%	0.29%	Reduced -2.6k	-2,624 -1.2%
72	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	57,838	$10.3m0.29%	0.29%	Reduced -1.9k	-1,946 -3.3%
73	HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE HMOP	HMOP	262,079	$10.1m0.28%	0.28%	Added +12.7k	+12,737 5.1%
74	BROADCOM INC COM AVGO	AVGO	43,460	$10.1m0.28%	0.28%	Added +170	+170 0.4%
75	ISHARES TR EXPONENTIAL TECH XT	XT	167,263	$10.0m0.28%	0.28%	Added +3.2k	+3,192 1.9%
76	WISDOMTREE TR INTERNATIONL EFI NTSI	NTSI	279,579	$9.8m0.27%	0.27%	Added +37.0k	+37,026 15.3%
77	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	208,167	$9.5m0.26%	0.26%	Added +11.1k	+11,093 5.6%
78	ISHARES TR CORE MSCI INTL IDEV	IDEV	146,266	$9.4m0.26%	0.26%	Added +2.3k	+2,313 1.6%
79	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	100,932	$8.9m0.25%	0.25%	Reduced -2.4k	-2,392 -2.3%
80	INVESCO EXCH TRADED FD TR II SHORT TERM TREAS TBLL	TBLL	83,813	$8.9m0.25%	0.25%	Added +24.9k	+24,897 42.3%
81	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	95,096	$8.6m0.24%	0.24%	Added +1.2k	+1,170 1.2%
82	ISHARES TR RUS 1000 ETF IWB	IWB	26,654	$8.6m0.24%	0.24%	Reduced -1.2k	-1,158 -4.2%
83	INVESCO EXCHANGE TRADED FD T S&P500 EQL IND RSPN	RSPN	169,717	$8.5m0.24%	0.24%	Added +1.0k	+1,031 0.6%
84	HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD HTAB	HTAB	437,511	$8.5m0.24%	0.24%	Added +22.5k	+22,537 5.4%
85	META PLATFORMS INC CL A META	META	14,169	$8.3m0.23%	0.23%	Added +530	+530 3.9%
86	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	354,102	$8.2m0.23%	0.23%	Reduced -88.2k	-88,233 -19.9%
87	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	233,757	$8.2m0.23%	0.23%	Added +3.6k	+3,590 1.6%
88	ISHARES TR US INFRASTRUC IFRA	IFRA	176,402	$8.2m0.23%	0.23%	Added +27.2k	+27,196 18.2%
89	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	98,056	$7.9m0.22%	0.22%	Added +37.3k	+37,268 61.3%
90	ISHARES TR SHRT NAT MUN ETF SUB	SUB	73,104	$7.7m0.21%	0.21%	Added +1.8k	+1,761 2.5%
91	FRANKLIN TEMPLETON ETF TR US LRG CP MLTFCT FLQL	FLQL	131,195	$7.7m0.21%	0.21%	Reduced -102	-102 -0.1%
92	ABBVIE INC COM ABBV	ABBV	43,238	$7.7m0.21%	0.21%	Reduced -53	-53 -0.1%
93	ELI LILLY & CO COM LLY	LLY	9,744	$7.5m0.21%	0.21%	Reduced -508	-508 -5.0%
94	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	336,719	$7.5m0.21%	0.21%	Added +120.0k	+119,974 55.4%
95	UNITED PARCEL SERVICE INC CL B UPS	UPS	58,003	$7.3m0.20%	0.20%	Added +10.0k	+10,041 20.9%
96	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	33,237	$7.0m0.19%	0.19%	Added +2.6k	+2,556 8.3%
97	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	193,114	$6.9m0.19%	0.19%	Added +49.3k	+49,272 34.2%
98	ISHARES TR EAFE VALUE ETF EFV	EFV	131,734	$6.9m0.19%	0.19%	Reduced -5.3k	-5,291 -3.9%
99	KRANESHARES TRUST KFA MOUNT LUCAS KMLM	KMLM	241,089	$6.8m0.19%	0.19%	Reduced -19.8k	-19,841 -7.6%
100	APOLLO GLOBAL MGMT INC COM APO	APO	40,970	$6.8m0.19%	0.19%	Reduced -3.5k	-3,521 -7.9%

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
WASTE CONNECTIONS INC WCN	WCN	29,487	$5.3m29.5k shares
JANUS DETROIT STR TR JMBS	JMBS	64,150	$3.0m64.2k shares
HARTFORD FDS EXCHANGE TRADED HTRB	HTRB	52,894	$1.8m52.9k shares
FIRST TR EXCHANGE TRADED FD FXH	FXH	6,408	$716.8k6.4k shares
ARISTA NETWORKS INC		6,944	$666.3k6.9k shares
APTIV PLC 99911EUR	99911EUR	7,597	$547.1k7.6k shares
PIPER SANDLER COMPANIES PJC	PJC	1,500	$425.7k1.5k shares
ISHARES U S ETF TR MEAR	MEAR	8,451	$425.2k8.5k shares
EAGLE MATLS INC EXP	EXP	1,417	$407.6k1.4k shares
CAMBRIA ETF TR GMOM	GMOM	13,465	$398.6k13.5k shares
DBX ETF TR DBJP	DBJP	5,251	$374.9k5.3k shares
BLACKROCK ETF TRUST II SHYM	SHYM	15,724	$364.5k15.7k shares
FIRST TR EXCHANGE-TRADED FD FTGS	FTGS	11,544	$360.4k11.5k shares
VICTORY PORTFOLIOS II		11,291	$352.6k11.3k shares
HERSHEY CO HSY	HSY	1,830	$350.9k1.8k shares
ISHARES TR IDV	IDV	11,449	$346.1k11.4k shares
ISHARES TR FLOT	FLOT	6,688	$341.4k6.7k shares
NORTHERN LTS FD TR IV SECT	SECT	6,107	$328.4k6.1k shares
TWO RDS SHARED TR SQEW	SQEW	9,245	$316.6k9.2k shares
LYONDELLBASELL INDUSTRIES N LYB	LYB	3,264	$313.0k3.3k shares
KENVUE INC KVUE	KVUE	12,340	$285.4k12.3k shares
ST JOE CO JOE	JOE	4,776	$278.5k4.8k shares
LISTED FDS TR MAGS	MAGS	5,620	$268.0k5.6k shares
DIMENSIONAL ETF TRUST DFIV	DFIV	6,595	$251.1k6.6k shares
SCHLUMBERGER LTD SLB	SLB	5,828	$244.5k5.8k shares