Wealthcare Advisory Partners LLC

WEST CHESTER, PA · CIK 1683059 · 13F filing filed 2025-04-15

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

$3.7bn reported value +3.5% vs Q4 2024

903positions

26.2%in top 10

70 new 465 added 330 reduced 54 sold out vs Q4 2024

Holdings, Q1 2025

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	3,763,062	$247.5m6.64%	6.64%	Added +158.0k	+158,042 4.4%
2	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	2,173,356	$147.8m3.97%	3.97%	Reduced -18.5k	-18,468 -0.8%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	370,702	$101.9m2.73%	2.73%	Added +22.6k	+22,617 6.5%
4	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	933,682	$96.6m2.59%	2.59%	Added +34.8k	+34,800 3.9%
5	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	172,568	$96.5m2.59%	2.59%	Reduced -795	-795 -0.5%
6	ISHARES TR 7-10 YR TRSY BD IEF	IEF	618,178	$59.0m1.58%	1.58%	Added +50.3k	+50,268 8.8%
7	ISHARES TR NATIONAL MUN ETF MUB	MUB	553,978	$58.4m1.57%	1.57%	Reduced -11.4k	-11,402 -2.0%
8	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	2,223,854	$56.8m1.52%	1.52%	Reduced -184.8k	-184,771 -7.7%
9	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	1,380,729	$56.3m1.51%	1.51%	Added +53.7k	+53,717 4.0%
10	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	109,172	$56.1m1.51%	1.51%	Reduced -16.4k	-16,357 -13.0%
11	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	1,147,484	$52.4m1.41%	1.41%	Added +69.1k	+69,118 6.4%
12	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	937,683	$48.0m1.29%	1.29%	Added +44.3k	+44,316 5.0%
13	APPLE INC COM AAPL	AAPL	215,700	$47.9m1.29%	1.29%	Added +1.1k	+1,090 0.5%
14	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,388,868	$45.8m1.23%	1.23%	Added +681.9k	+681,936 96.5%
15	NVIDIA CORPORATION COM NVDA	NVDA	413,133	$44.8m1.20%	1.20%	Reduced -7.4k	-7,392 -1.8%
16	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	89,504	$42.0m1.13%	1.13%	Reduced -5.9k	-5,899 -6.2%
17	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	1,468,080	$41.0m1.10%	1.10%	Added +58.2k	+58,174 4.1%
18	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	904,188	$41.0m1.10%	1.10%	Reduced -846	-846 -0.1%
19	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	1,086,172	$39.5m1.06%	1.06%	Added +179.1k	+179,141 19.8%
20	MORGAN STANLEY ETF TRUST EATON VANCE ULTR EVSB	EVSB	736,545	$37.4m1.00%	1.00%	Added +700.0k	+699,992 1915.0%
21	ISHARES TR CORE US AGGBD ET AGG	AGG	376,256	$37.2m1.00%	1.00%	Added +42.2k	+42,230 12.6%
22	MICROSOFT CORP COM MSFT	MSFT	91,872	$34.5m0.93%	0.93%	Reduced -1.8k	-1,782 -1.9%
23	ISHARES TR CORE S&P500 ETF IVV	IVV	59,700	$33.5m0.90%	0.90%	Added +18.6k	+18,565 45.1%
24	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	880,007	$30.1m0.81%	0.81%	Reduced -28.5k	-28,477 -3.1%
25	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	692,843	$30.0m0.80%	0.80%	Added +13.0k	+12,975 1.9%
26	PACER FDS TR US CASH COWS 100 COWZ	COWZ	538,660	$29.5m0.79%	0.79%	Added +17.4k	+17,399 3.3%
27	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	589,603	$28.1m0.75%	0.75%	Added +27.4k	+27,391 4.9%
28	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	547,124	$27.8m0.75%	0.75%	Reduced -14.1k	-14,101 -2.5%
29	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	934,575	$25.1m0.67%	0.67%	Reduced -110.1k	-110,122 -10.5%
30	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	499,144	$25.1m0.67%	0.67%	Added +32.9k	+32,854 7.0%
31	VANGUARD INDEX FDS VALUE ETF VTV	VTV	136,235	$23.5m0.63%	0.63%	Added +1.3k	+1,315 1.0%
32	ISHARES TR IBONDS DEC 29 IBDU	IBDU	980,020	$22.7m0.61%	0.61%	Added +172.1k	+172,099 21.3%
33	FRANKLIN ETF TR SHRT DUR US GOVT FTSD	FTSD	242,401	$22.0m0.59%	0.59%	Reduced -6.6k	-6,563 -2.6%
34	ISHARES TR EAFE SML CP ETF SCZ	SCZ	340,228	$21.6m0.58%	0.58%	Added +18.4k	+18,364 5.7%
35	ISHARES TR CORE S&P SCP ETF IJR	IJR	200,811	$21.0m0.56%	0.56%	Reduced -58.7k	-58,743 -22.6%
36	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	734,806	$20.4m0.55%	0.55%	Added +615.1k	+615,097 513.8%
37	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	430,713	$19.8m0.53%	0.53%	Added +222.5k	+222,546 106.9%
38	RBB FD INC US TREAS 3 MNTH TBIL	TBIL	389,353	$19.5m0.52%	0.52%	Added +129.0k	+129,048 49.6%
39	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	536,487	$19.1m0.51%	0.51%	Added +45.3k	+45,275 9.2%
40	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	922,002	$19.1m0.51%	0.51%	Added +226.3k	+226,269 32.5%
41	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	416,343	$18.8m0.50%	0.50%	Added +122.6k	+122,594 41.7%
42	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	300,305	$18.2m0.49%	0.49%	Reduced -63.0k	-62,971 -17.3%
43	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	608,311	$17.6m0.47%	0.47%	Added +51.1k	+51,071 9.2%
44	AMAZON COM INC COM AMZN	AMZN	90,435	$17.2m0.46%	0.46%	Added +2.2k	+2,182 2.5%
45	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	168,179	$16.8m0.45%	0.45%	Added +3.4k	+3,430 2.1%
46	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	190,484	$16.8m0.45%	0.45%	Added +7.5k	+7,550 4.1%
47	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	84,538	$16.4m0.44%	0.44%	Added +3.9k	+3,927 4.9%
48	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	124,240	$16.0m0.43%	0.43%	Added +4.2k	+4,153 3.5%
49	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	91,061	$15.8m0.42%	0.42%	Added +10.3k	+10,276 12.7%
50	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	167,825	$15.2m0.41%	0.41%	Reduced -14.9k	-14,935 -8.2%
51	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	601,883	$15.1m0.40%	0.40%	Added +25.3k	+25,266 4.4%
52	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	203,608	$15.0m0.40%	0.40%	Reduced -6.0k	-6,048 -2.9%
53	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	470,620	$14.8m0.40%	0.40%	Added +38.2k	+38,202 8.8%
54	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	535,683	$14.2m0.38%	0.38%	Reduced -5.8k	-5,755 -1.1%
55	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	108,341	$14.0m0.37%	0.37%	Reduced -1.3k	-1,315 -1.2%
56	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	243,748	$13.9m0.37%	0.37%	Added +9.3k	+9,310 4.0%
57	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	269,986	$13.7m0.37%	0.37%	Added +41.0k	+40,968 17.9%
58	HOME DEPOT INC COM HD	HD	36,607	$13.4m0.36%	0.36%	Added +79	+79 0.2%
59	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	25,136	$13.4m0.36%	0.36%	Reduced -34	-34 -0.1%
60	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	541,704	$13.0m0.35%	0.35%	Added +418.3k	+418,273 338.9%
61	JPMORGAN CHASE & CO COM JPM	JPM	52,405	$12.9m0.34%	0.34%	Reduced -115	-115 -0.2%
62	VISA INC COM CL A V	V	36,563	$12.8m0.34%	0.34%	Added +263	+263 0.7%
63	EXXON MOBIL CORP COM XOM	XOM	104,597	$12.4m0.33%	0.33%	Added +2.5k	+2,455 2.4%
64	ISHARES TR RUS 1000 ETF IWB	IWB	39,510	$12.1m0.33%	0.33%	Added +12.9k	+12,856 48.2%
65	VANGUARD INDEX FDS MID CAP ETF VO	VO	46,072	$11.9m0.32%	0.32%	Added +5.2k	+5,165 12.6%
66	JOHNSON & JOHNSON COM JNJ	JNJ	71,056	$11.8m0.32%	0.32%	Reduced -1.3k	-1,294 -1.8%
67	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	229,044	$11.7m0.31%	0.31%	Added +14.3k	+14,317 6.7%
68	ISHARES TR CORE S&P MCP ETF IJH	IJH	197,112	$11.5m0.31%	0.31%	Added +3.2k	+3,247 1.7%
69	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	230,682	$11.5m0.31%	0.31%	Added +111.2k	+111,235 93.1%
70	ISHARES INC MSCI EMRG CHN EMXC	EMXC	206,764	$11.4m0.31%	0.31%	Reduced -1.4k	-1,408 -0.7%
71	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	124,518	$10.9m0.29%	0.29%	Reduced -7.5k	-7,473 -5.7%
72	WISDOMTREE TR INTERNATIONL EFI NTSI	NTSI	283,209	$10.8m0.29%	0.29%	Added +3.6k	+3,630 1.3%
73	HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE HMOP	HMOP	267,788	$10.3m0.28%	0.28%	Added +5.7k	+5,709 2.2%
74	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	27,652	$10.3m0.28%	0.28%	Reduced -431	-431 -1.5%
75	ISHARES TR CORE MSCI INTL IDEV	IDEV	144,011	$9.9m0.27%	0.27%	Reduced -2.3k	-2,255 -1.5%
76	INVESCO EXCH TRADED FD TR II SHORT TERM TREAS TBLL	TBLL	92,593	$9.8m0.26%	0.26%	Added +8.8k	+8,780 10.5%
77	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	57,139	$9.8m0.26%	0.26%	Reduced -699	-699 -1.2%
78	TRUIST FINL CORP COM TFC	TFC	230,704	$9.5m0.25%	0.25%	Reduced -22.7k	-22,686 -8.9%
79	ISHARES TR EXPONENTIAL TECH XT	XT	162,929	$9.4m0.25%	0.25%	Reduced -4.3k	-4,334 -2.6%
80	ABBVIE INC COM ABBV	ABBV	43,902	$9.2m0.25%	0.25%	Added +664	+664 1.5%
81	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	111,791	$8.9m0.24%	0.24%	Added +13.7k	+13,735 14.0%
82	ALPHABET INC CAP STK CL A GOOGL	GOOGL	56,875	$8.8m0.24%	0.24%	Added +2.1k	+2,117 3.9%
83	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FAUG	FAUG	192,474	$8.8m0.23%	0.23%	Reduced -29.4k	-29,399 -13.2%
84	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	261,026	$8.7m0.23%	0.23%	Added +67.9k	+67,912 35.2%
85	ELI LILLY & CO COM LLY	LLY	10,573	$8.7m0.23%	0.23%	Added +829	+829 8.5%
86	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	381,558	$8.6m0.23%	0.23%	Added +44.8k	+44,839 13.3%
87	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	100,288	$8.1m0.22%	0.22%	Reduced -644	-644 -0.6%
88	META PLATFORMS INC CL A META	META	13,897	$8.0m0.21%	0.21%	Reduced -272	-272 -1.9%
89	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	234,512	$7.8m0.21%	0.21%	Added +755	+755 0.3%
90	ISHARES TR EAFE VALUE ETF EFV	EFV	131,058	$7.7m0.21%	0.21%	Reduced -676	-676 -0.5%
91	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	349,481	$7.7m0.21%	0.21%	Reduced -4.6k	-4,621 -1.3%
92	ISHARES TR RUS TP200 GR ETF IWY	IWY	36,101	$7.6m0.20%	0.20%	Reduced -71.7k	-71,717 -66.5%
93	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	91,658	$7.6m0.20%	0.20%	Reduced -3.4k	-3,438 -3.6%
94	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	213,313	$7.6m0.20%	0.20%	Added +18.5k	+18,518 9.5%
95	BROADCOM INC COM AVGO	AVGO	45,398	$7.6m0.20%	0.20%	Added +1.9k	+1,938 4.5%
96	FRANKLIN TEMPLETON ETF TR US LRG CP MLTFCT FLQL	FLQL	131,622	$7.4m0.20%	0.20%	Added +427	+427 0.3%
97	FLEXSHARES TR MORNSTAR UPSTR GUNR	GUNR	188,896	$7.3m0.20%	0.20%	Added +21.8k	+21,751 13.0%
98	ISHARES TR US INFRASTRUC IFRA	IFRA	159,663	$7.2m0.19%	0.19%	Reduced -16.7k	-16,739 -9.5%
99	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	9	$7.2m0.19%	0.19%	Added +1	+1 12.5%
100	PIMCO DYNAMIC INCOME FD SHS PDI	PDI	362,845	$7.2m0.19%	0.19%	Added +24.5k	+24,511 7.2%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
SIMPLIFY EXCHANGE TRADED FUN HIGH	HIGH	113,603	$2.6m113.6k shares
VANECK ETF TRUST MOO	MOO	18,636	$1.2m18.6k shares
DEXCOM INC DXCM	DXCM	12,838	$998.4k12.8k shares
BEAZER HOMES USA INC BZH	BZH	36,015	$989.0k36.0k shares
TRIUMPH GROUP INC NEW TGI	TGI	50,090	$934.7k50.1k shares
ISHARES TR ICLN	ICLN	61,991	$705.5k62.0k shares
KB HOME KBH	KBH	10,664	$700.8k10.7k shares
WESTLAKE CORPORATION WLK	WLK	4,954	$568.0k5.0k shares
GRANITE CONSTR INC GVA	GVA	6,419	$563.0k6.4k shares
DIREXION SHS ETF TR QQQE	QQQE	5,163	$463.5k5.2k shares
SPDR SER TR XBI	XBI	4,588	$413.2k4.6k shares
FLEXSHARES TR RAVI	RAVI	5,193	$390.4k5.2k shares
FLEXSHARES TR TDTT	TDTT	16,136	$380.6k16.1k shares
VANECK ETF TRUST SMB	SMB	22,135	$378.3k22.1k shares
SCHWAB STRATEGIC TR SCHE	SCHE	12,867	$342.6k12.9k shares
FIRST TR EXCHANGE-TRADED FD HYLS	HYLS	7,836	$323.9k7.8k shares
VANGUARD INTL EQUITY INDEX F VSS	VSS	2,705	$309.7k2.7k shares
INVESCO EXCHANGE TRADED FD T PSI	PSI	5,037	$291.8k5.0k shares
SPDR SER TR FLRN	FLRN	9,419	$289.4k9.4k shares
INNOVATIVE INDL PPTYS INC IIPR	IIPR	4,127	$275.0k4.1k shares
ALBEMARLE CORP ALB	ALB	3,179	$273.6k3.2k shares
J P MORGAN EXCHANGE TRADED F JPIN	JPIN	4,882	$261.5k4.9k shares
TWO RDS SHARED TR LSAT	LSAT	6,276	$252.3k6.3k shares
JANUS DETROIT STR TR JSML	JSML	3,812	$249.9k3.8k shares
CORTEVA INC CTVA	CTVA	4,378	$249.3k4.4k shares