Wealthcare Advisory Partners LLC

WEST CHESTER, PA · CIK 1683059 · 13F filing filed 2025-07-22

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

$4.4bn reported value +17.6% vs Q1 2025

969positions

26.8%in top 10

106 new 539 added 300 reduced 40 sold out vs Q1 2025

Holdings, Q2 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	4,299,447	$312.5m7.13%	7.13%	Added +536.4k	+536,385 14.2%
2	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	2,603,310	$195.0m4.45%	4.45%	Added +430.0k	+429,954 19.8%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	376,386	$114.4m2.61%	2.61%	Added +5.7k	+5,684 1.5%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	173,976	$107.5m2.45%	2.45%	Added +1.4k	+1,408 0.8%
5	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	1,023,587	$105.3m2.40%	2.40%	Added +89.9k	+89,905 9.6%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	145,195	$82.5m1.88%	1.88%	Added +36.0k	+36,023 33.0%
7	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	1,629,859	$69.4m1.58%	1.58%	Added +249.1k	+249,130 18.0%
8	NVIDIA CORPORATION COM NVDA	NVDA	430,802	$68.1m1.55%	1.55%	Added +17.7k	+17,669 4.3%
9	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	2,385,485	$61.1m1.39%	1.39%	Added +161.6k	+161,631 7.3%
10	ISHARES TR 7-10 YR TRSY BD IEF	IEF	636,093	$60.9m1.39%	1.39%	Added +17.9k	+17,915 2.9%
11	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	1,325,768	$60.7m1.38%	1.38%	Added +178.3k	+178,284 15.5%
12	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	105,862	$58.4m1.33%	1.33%	Added +16.4k	+16,358 18.3%
13	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	1,031,994	$56.1m1.28%	1.28%	Added +94.3k	+94,311 10.1%
14	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,428,736	$51.2m1.17%	1.17%	Added +39.9k	+39,868 2.9%
15	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	1,188,093	$48.1m1.10%	1.10%	Added +101.9k	+101,921 9.4%
16	MICROSOFT CORP COM MSFT	MSFT	95,565	$47.5m1.08%	1.08%	Added +3.7k	+3,693 4.0%
17	APPLE INC COM AAPL	AAPL	224,975	$46.2m1.05%	1.05%	Added +9.3k	+9,275 4.3%
18	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	920,204	$46.1m1.05%	1.05%	Added +16.0k	+16,016 1.8%
19	ISHARES TR NATIONAL MUN ETF MUB	MUB	418,829	$43.8m1.00%	1.00%	Reduced -135.1k	-135,149 -24.4%
20	ISHARES TR CORE S&P500 ETF IVV	IVV	63,783	$39.6m0.90%	0.90%	Added +4.1k	+4,083 6.8%
21	ISHARES TR CORE US AGGBD ET AGG	AGG	399,185	$39.6m0.90%	0.90%	Added +22.9k	+22,929 6.1%
22	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	1,479,211	$39.2m0.89%	0.89%	Added +11.1k	+11,131 0.8%
23	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	947,838	$38.5m0.88%	0.88%	Added +67.8k	+67,831 7.7%
24	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	624,076	$35.6m0.81%	0.81%	Added +77.0k	+76,952 14.1%
25	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	862,641	$34.1m0.78%	0.78%	Added +326.2k	+326,154 60.8%
26	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	657,896	$31.5m0.72%	0.72%	Added +68.3k	+68,293 11.6%
27	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	703,585	$30.8m0.70%	0.70%	Added +10.7k	+10,742 1.6%
28	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	1,141,633	$30.5m0.69%	0.69%	Added +207.1k	+207,058 22.2%
29	PACER FDS TR US CASH COWS 100 COWZ	COWZ	536,889	$29.6m0.67%	0.67%	Reduced -1.8k	-1,771 -0.3%
30	ISHARES TR EAFE SML CP ETF SCZ	SCZ	395,017	$28.7m0.65%	0.65%	Added +54.8k	+54,789 16.1%
31	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	631,414	$28.2m0.64%	0.64%	Added +215.1k	+215,071 51.7%
32	ISHARES TR CORE S&P SCP ETF IJR	IJR	240,184	$26.2m0.60%	0.60%	Added +39.4k	+39,373 19.6%
33	ISHARES TR IBONDS DEC 29 IBDU	IBDU	1,062,464	$24.8m0.57%	0.57%	Added +82.4k	+82,444 8.4%
34	ISHARES TR CORE S&P MCP ETF IJH	IJH	396,388	$24.6m0.56%	0.56%	Added +199.3k	+199,276 101.1%
35	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	345,128	$23.2m0.53%	0.53%	Added +44.8k	+44,823 14.9%
36	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	728,414	$22.6m0.52%	0.52%	Reduced -6.4k	-6,392 -0.9%
37	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	109,846	$22.5m0.51%	0.51%	Added +25.3k	+25,308 29.9%
38	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	482,877	$22.4m0.51%	0.51%	Added +52.2k	+52,164 12.1%
39	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	444,514	$22.4m0.51%	0.51%	Reduced -54.6k	-54,630 -10.9%
40	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	240,820	$21.9m0.50%	0.50%	Added +116.3k	+116,302 93.4%
41	AMAZON COM INC COM AMZN	AMZN	99,702	$21.9m0.50%	0.50%	Added +9.3k	+9,267 10.2%
42	VANGUARD INDEX FDS VALUE ETF VTV	VTV	121,912	$21.5m0.49%	0.49%	Reduced -14.3k	-14,323 -10.5%
43	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	970,098	$20.3m0.46%	0.46%	Added +48.1k	+48,096 5.2%
44	ISHARES TR RUS TP200 GR ETF IWY	IWY	80,605	$19.9m0.45%	0.45%	Added +44.5k	+44,504 123.3%
45	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	677,934	$19.8m0.45%	0.45%	Added +76.1k	+76,051 12.6%
46	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	182,430	$19.6m0.45%	0.45%	Added +14.3k	+14,251 8.5%
47	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	149,110	$19.6m0.45%	0.45%	Added +40.8k	+40,769 37.6%
48	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	205,235	$19.2m0.44%	0.44%	Added +14.8k	+14,751 7.7%
49	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	627,875	$18.4m0.42%	0.42%	Added +19.6k	+19,564 3.2%
50	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	96,204	$17.5m0.40%	0.40%	Added +5.1k	+5,143 5.7%
51	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	123,208	$16.4m0.37%	0.37%	Reduced -1.0k	-1,032 -0.8%
52	FRANKLIN ETF TR SHRT DUR US GOVT FTSD	FTSD	180,037	$16.4m0.37%	0.37%	Reduced -62.4k	-62,364 -25.7%
53	RBB FD INC US TREAS 3 MNTH TBIL	TBIL	324,665	$16.2m0.37%	0.37%	Reduced -64.7k	-64,688 -16.6%
54	JPMORGAN CHASE & CO COM JPM	JPM	55,485	$16.1m0.37%	0.37%	Added +3.1k	+3,080 5.9%
55	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	282,659	$16.1m0.37%	0.37%	Added +38.9k	+38,911 16.0%
56	ISHARES TR EXPONENTIAL TECH XT	XT	243,773	$15.9m0.36%	0.36%	Added +80.8k	+80,844 49.6%
57	ISHARES TR RUS 1000 ETF IWB	IWB	46,149	$15.7m0.36%	0.36%	Added +6.6k	+6,639 16.8%
58	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	35,128	$15.4m0.35%	0.35%	Added +7.5k	+7,476 27.0%
59	VANGUARD INDEX FDS MID CAP ETF VO	VO	54,673	$15.3m0.35%	0.35%	Added +8.6k	+8,601 18.7%
60	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	467,315	$15.0m0.34%	0.34%	Reduced -3.3k	-3,305 -0.7%
61	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	165,396	$14.7m0.34%	0.34%	Reduced -2.4k	-2,429 -1.4%
62	EA SERIES TRUST ALPHA ARCHITECT CAOS	CAOS	164,990	$14.7m0.33%	0.33%	Added +112.5k	+112,488 214.2%
63	HOME DEPOT INC COM HD	HD	38,028	$13.9m0.32%	0.32%	Added +1.4k	+1,421 3.9%
64	ISHARES INC MSCI EMRG CHN EMXC	EMXC	219,985	$13.9m0.32%	0.32%	Added +13.2k	+13,221 6.4%
65	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	257,796	$13.5m0.31%	0.31%	Added +28.8k	+28,752 12.6%
66	VISA INC COM CL A V	V	37,601	$13.4m0.30%	0.30%	Added +1.0k	+1,038 2.8%
67	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	262,746	$13.3m0.30%	0.30%	Reduced -7.2k	-7,240 -2.7%
68	BROADCOM INC COM AVGO	AVGO	48,134	$13.3m0.30%	0.30%	Added +2.7k	+2,736 6.0%
69	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	25,686	$12.5m0.28%	0.28%	Added +550	+550 2.2%
70	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	488,158	$12.4m0.28%	0.28%	Reduced -53.5k	-53,546 -9.9%
71	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	180,047	$12.2m0.28%	0.28%	Added +116.2k	+116,155 181.8%
72	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	240,816	$12.0m0.27%	0.27%	Added +10.1k	+10,134 4.4%
73	INVESCO EXCH TRADED FD TR II SHORT TERM TREAS TBLL	TBLL	112,576	$11.9m0.27%	0.27%	Added +20.0k	+19,983 21.6%
74	EXXON MOBIL CORP COM XOM	XOM	108,418	$11.7m0.27%	0.27%	Added +3.8k	+3,821 3.6%
75	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	206,328	$11.6m0.26%	0.26%	Added +91.6k	+91,568 79.8%
76	WISDOMTREE TR INTERNATIONL EFI NTSI	NTSI	281,979	$11.6m0.26%	0.26%	Reduced -1.2k	-1,230 -0.4%
77	ETF SER SOLUTIONS APTUS COLLRD INV ACIO	ACIO	276,896	$11.5m0.26%	0.26%	New
78	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	60,750	$11.1m0.25%	0.25%	Added +3.6k	+3,611 6.3%
79	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	165,258	$11.1m0.25%	0.25%	Added +125.7k	+125,735 318.1%
80	META PLATFORMS INC CL A META	META	14,898	$11.0m0.25%	0.25%	Added +1.0k	+1,001 7.2%
81	JOHNSON & JOHNSON COM JNJ	JNJ	71,452	$10.9m0.25%	0.25%	Added +396	+396 0.6%
82	ALPHABET INC CAP STK CL A GOOGL	GOOGL	61,121	$10.8m0.25%	0.25%	Added +4.2k	+4,246 7.5%
83	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	387,422	$10.5m0.24%	0.24%	Added +143.2k	+143,229 58.6%
84	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	424,364	$10.4m0.24%	0.24%	Added +74.9k	+74,883 21.4%
85	ISHARES TR RUS 1000 VAL ETF IWD	IWD	51,488	$10.0m0.23%	0.23%	Added +26.6k	+26,633 107.2%
86	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	437,070	$9.8m0.22%	0.22%	Added +55.5k	+55,512 14.6%
87	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	102,676	$9.8m0.22%	0.22%	Added +2.4k	+2,388 2.4%
88	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	264,366	$9.8m0.22%	0.22%	Added +29.9k	+29,854 12.7%
89	ETF SER SOLUTIONS APTUS DEFINED DRSK	DRSK	337,108	$9.7m0.22%	0.22%	New
90	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FAUG	FAUG	195,667	$9.6m0.22%	0.22%	Added +3.2k	+3,193 1.7%
91	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	42,173	$9.6m0.22%	0.22%	Added +5.8k	+5,761 15.8%
92	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	114,299	$9.6m0.22%	0.22%	Added +2.5k	+2,508 2.2%
93	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	270,260	$9.5m0.22%	0.22%	Added +9.2k	+9,234 3.5%
94	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	37,235	$9.4m0.22%	0.22%	Added +8.6k	+8,550 29.8%
95	ISHARES TR MSCI EAFE ETF EFA	EFA	104,694	$9.4m0.21%	0.21%	Added +16.8k	+16,847 19.2%
96	INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR GSY	GSY	186,440	$9.3m0.21%	0.21%	Added +50.6k	+50,576 37.2%
97	TRUIST FINL CORP COM TFC	TFC	211,369	$9.1m0.21%	0.21%	Reduced -19.3k	-19,335 -8.4%
98	ISHARES TR RUS 1000 GRW ETF IWF	IWF	21,336	$9.1m0.21%	0.21%	Added +4.6k	+4,637 27.8%
99	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	206,427	$9.0m0.21%	0.21%	Added +77.0k	+76,997 59.5%
100	VANGUARD INDEX FDS SMALL CP ETF VB	VB	37,474	$8.9m0.20%	0.20%	Added +9.1k	+9,095 32.0%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ISHARES TR IDEV	IDEV	144,011	$9.9m144.0k shares
VANGUARD WHITEHALL FDS VWOB	VWOB	17,302	$1.1m17.3k shares
VANECK ETF TRUST EMLC	EMLC	42,716	$1.0m42.7k shares
SPDR SER TR SPTL	SPTL	37,191	$1.0m37.2k shares
SEI EXCHANGE TRADED FUNDS SEIE	SEIE	28,470	$747.4k28.5k shares
INVESCO EXCHANGE TRADED FD T PBP	PBP	30,147	$668.4k30.1k shares
INVESCO EXCH TRADED FD TR II PWZ	PWZ	17,217	$410.6k17.2k shares
ALBERTSONS COS INC ACI	ACI	18,247	$401.3k18.2k shares
SPDR SER TR SPSB	SPSB	12,688	$381.9k12.7k shares
ISHARES INC ACWV	ACWV	3,052	$355.2k3.1k shares
SPDR SER TR EBND	EBND	17,332	$347.9k17.3k shares
CELSIUS HLDGS INC CELH	CELH	9,718	$346.2k9.7k shares
ISHARES TR EMB	EMB	3,606	$326.7k3.6k shares
ISHARES TR ITB	ITB	3,383	$322.1k3.4k shares
BLACKROCK CR ALLOCATION INCO BTZ	BTZ	29,467	$315.9k29.5k shares
SEI EXCHANGE TRADED FUNDS SEIS	SEIS	12,744	$303.1k12.7k shares
INVESCO EXCHANGE TRADED FD T RPG	RPG	7,764	$297.0k7.8k shares
ISHARES TR IYG	IYG	3,759	$295.3k3.8k shares
SEI EXCHANGE TRADED FUNDS SEEM	SEEM	11,464	$283.9k11.5k shares
FIRST TR EXCHANGE-TRADED FD KNG	KNG	5,268	$266.1k5.3k shares
ISHARES TR EFAV	EFAV	3,259	$253.9k3.3k shares
TARGA RES CORP TRGP	TRGP	1,256	$251.8k1.3k shares
SPDR SER TR CWB	CWB	3,284	$251.6k3.3k shares
ISHARES TR IJS	IJS	2,420	$235.9k2.4k shares
ABRDN ETFS BCD	BCD	6,636	$226.5k6.6k shares