Wealthcare Advisory Partners LLC

WEST CHESTER, PA · CIK 1683059 · 13F filing filed 2025-11-07

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

$4.8bn reported value +9.5% vs Q2 2025

1,017positions

26.6%in top 10

95 new 543 added 320 reduced 47 sold out vs Q2 2025

Holdings, Q3 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	4,294,814	$336.5m7.01%	7.01%	Reduced -4.6k	-4,633 -0.1%
2	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	2,625,535	$211.7m4.41%	4.41%	Added +22.2k	+22,225 0.8%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	366,582	$120.3m2.51%	2.51%	Reduced -9.8k	-9,804 -2.6%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	173,679	$115.7m2.41%	2.41%	Reduced -297	-297 -0.2%
5	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	1,061,967	$109.8m2.29%	2.29%	Added +38.4k	+38,380 3.8%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	151,389	$92.7m1.93%	1.93%	Added +6.2k	+6,194 4.3%
7	NVIDIA CORPORATION COM NVDA	NVDA	426,152	$79.5m1.66%	1.66%	Reduced -4.7k	-4,650 -1.1%
8	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	1,643,666	$76.1m1.59%	1.59%	Added +13.8k	+13,807 0.8%
9	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	1,439,111	$66.5m1.39%	1.39%	Added +113.3k	+113,343 8.6%
10	ISHARES TR 7-10 YR TRSY BD IEF	IEF	686,121	$66.2m1.38%	1.38%	Added +50.0k	+50,028 7.9%
11	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	2,502,698	$64.7m1.35%	1.35%	Added +117.2k	+117,213 4.9%
12	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	1,063,336	$60.8m1.27%	1.27%	Added +31.3k	+31,342 3.0%
13	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	98,135	$58.9m1.23%	1.23%	Reduced -7.7k	-7,727 -7.3%
14	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,519,111	$58.6m1.22%	1.22%	Added +90.4k	+90,375 6.3%
15	APPLE INC COM AAPL	AAPL	224,053	$57.1m1.19%	1.19%	Reduced -922	-922 -0.4%
16	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	1,265,635	$54.2m1.13%	1.13%	Added +77.5k	+77,542 6.5%
17	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	941,315	$50.8m1.06%	1.06%	Added +21.1k	+21,111 2.3%
18	MICROSOFT CORP COM MSFT	MSFT	96,001	$49.7m1.04%	1.04%	Added +436	+436 0.5%
19	ISHARES TR NATIONAL MUN ETF MUB	MUB	466,899	$49.7m1.04%	1.04%	Added +48.1k	+48,070 11.5%
20	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	1,144,036	$48.1m1.00%	1.00%	Added +281.4k	+281,395 32.6%
21	ISHARES TR CORE S&P500 ETF IVV	IVV	65,195	$43.6m0.91%	0.91%	Added +1.4k	+1,412 2.2%
22	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	1,563,992	$42.7m0.89%	0.89%	Added +84.8k	+84,781 5.7%
23	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	969,294	$42.6m0.89%	0.89%	Added +21.5k	+21,456 2.3%
24	ISHARES TR CORE US AGGBD ET AGG	AGG	418,656	$42.0m0.87%	0.87%	Added +19.5k	+19,471 4.9%
25	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	608,053	$36.4m0.76%	0.76%	Reduced -16.0k	-16,023 -2.6%
26	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	1,289,930	$34.8m0.72%	0.72%	Added +148.3k	+148,297 13.0%
27	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	733,543	$34.1m0.71%	0.71%	Added +30.0k	+29,958 4.3%
28	PACER FDS TR US CASH COWS 100 COWZ	COWZ	550,402	$31.6m0.66%	0.66%	Added +13.5k	+13,513 2.5%
29	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	654,631	$31.6m0.66%	0.66%	Reduced -3.3k	-3,265 -0.5%
30	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	315,585	$31.4m0.65%	0.65%	Added +74.8k	+74,765 31.1%
31	ISHARES TR EAFE SML CP ETF SCZ	SCZ	393,932	$30.2m0.63%	0.63%	Reduced -1.1k	-1,085 -0.3%
32	ISHARES TR CORE S&P SCP ETF IJR	IJR	248,145	$29.5m0.61%	0.61%	Added +8.0k	+7,961 3.3%
33	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	586,785	$26.7m0.56%	0.56%	Reduced -44.6k	-44,629 -7.1%
34	ISHARES TR IBONDS DEC 29 IBDU	IBDU	1,115,830	$26.2m0.55%	0.55%	Added +53.4k	+53,366 5.0%
35	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	340,199	$24.3m0.51%	0.51%	Reduced -4.9k	-4,929 -1.4%
36	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	739,834	$24.3m0.51%	0.51%	Added +11.4k	+11,420 1.6%
37	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	112,262	$24.2m0.50%	0.50%	Added +2.4k	+2,416 2.2%
38	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	514,016	$23.9m0.50%	0.50%	Added +31.1k	+31,139 6.5%
39	VANGUARD INDEX FDS VALUE ETF VTV	VTV	122,997	$22.9m0.48%	0.48%	Added +1.1k	+1,085 0.9%
40	AMAZON COM INC COM AMZN	AMZN	103,197	$22.7m0.47%	0.47%	Added +3.5k	+3,495 3.5%
41	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	1,077,907	$22.6m0.47%	0.47%	Added +107.8k	+107,809 11.1%
42	ISHARES TR RUS TP200 GR ETF IWY	IWY	78,616	$21.5m0.45%	0.45%	Reduced -2.0k	-1,989 -2.5%
43	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	187,916	$21.4m0.44%	0.44%	Added +5.5k	+5,486 3.0%
44	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	153,458	$21.1m0.44%	0.44%	Added +4.3k	+4,348 2.9%
45	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	211,306	$20.9m0.44%	0.44%	Added +6.1k	+6,071 3.0%
46	ISHARES TR CORE S&P MCP ETF IJH	IJH	319,863	$20.9m0.43%	0.43%	Reduced -76.5k	-76,525 -19.3%
47	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	730,390	$19.6m0.41%	0.41%	Added +632.1k	+632,089 643.0%
48	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	653,914	$19.4m0.40%	0.40%	Added +26.0k	+26,039 4.2%
49	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	250,410	$18.5m0.38%	0.38%	Added +70.4k	+70,363 39.1%
50	ISHARES TR EXPONENTIAL TECH XT	XT	247,147	$17.8m0.37%	0.37%	Added +3.4k	+3,374 1.4%
51	JPMORGAN CHASE & CO COM JPM	JPM	55,992	$17.7m0.37%	0.37%	Added +507	+507 0.9%
52	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	122,839	$17.3m0.36%	0.36%	Reduced -369	-369 -0.3%
53	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	69,674	$17.2m0.36%	0.36%	Added +27.5k	+27,501 65.2%
54	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	35,664	$17.1m0.36%	0.36%	Added +536	+536 1.5%
55	EA SERIES TRUST ALPHA ARCHITECT CAOS	CAOS	184,505	$16.5m0.34%	0.34%	Added +19.5k	+19,515 11.8%
56	ISHARES TR RUS 1000 ETF IWB	IWB	45,042	$16.5m0.34%	0.34%	Reduced -1.1k	-1,107 -2.4%
57	VANGUARD INDEX FDS MID CAP ETF VO	VO	55,509	$16.3m0.34%	0.34%	Added +836	+836 1.5%
58	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	491,952	$16.1m0.34%	0.34%	Added +24.6k	+24,637 5.3%
59	BROADCOM INC COM AVGO	AVGO	48,556	$16.0m0.33%	0.33%	Added +422	+422 0.9%
60	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	84,245	$16.0m0.33%	0.33%	Reduced -12.0k	-11,959 -12.4%
61	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	275,675	$15.7m0.33%	0.33%	Reduced -7.0k	-6,984 -2.5%
62	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	492,489	$15.7m0.33%	0.33%	Reduced -185.4k	-185,445 -27.4%
63	HOME DEPOT INC COM HD	HD	38,143	$15.5m0.32%	0.32%	Added +115	+115 0.3%
64	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	152,093	$15.3m0.32%	0.32%	Added +120.7k	+120,699 384.5%
65	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	167,211	$15.3m0.32%	0.32%	Added +1.8k	+1,815 1.1%
66	ALPHABET INC CAP STK CL A GOOGL	GOOGL	62,589	$15.2m0.32%	0.32%	Added +1.5k	+1,468 2.4%
67	ISHARES INC MSCI EMRG CHN EMXC	EMXC	223,942	$15.1m0.31%	0.31%	Added +4.0k	+3,957 1.8%
68	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	298,782	$15.0m0.31%	0.31%	Reduced -145.7k	-145,732 -32.8%
69	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	505,526	$15.0m0.31%	0.31%	Added +17.4k	+17,368 3.6%
70	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	496,717	$14.7m0.31%	0.31%	Added +109.3k	+109,295 28.2%
71	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	257,091	$14.6m0.30%	0.30%	Added +50.8k	+50,763 24.6%
72	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	267,781	$13.6m0.28%	0.28%	Added +5.0k	+5,035 1.9%
73	JOHNSON & JOHNSON COM JNJ	JNJ	72,290	$13.4m0.28%	0.28%	Added +838	+838 1.2%
74	EXXON MOBIL CORP COM XOM	XOM	117,736	$13.3m0.28%	0.28%	Added +9.3k	+9,318 8.6%
75	VISA INC COM CL A V	V	38,072	$13.0m0.27%	0.27%	Added +471	+471 1.2%
76	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	25,766	$13.0m0.27%	0.27%	Added +80	+80 0.3%
77	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	251,357	$12.5m0.26%	0.26%	Added +10.5k	+10,541 4.4%
78	WISDOMTREE TR INTERNATIONL EFI NTSI	NTSI	288,730	$12.3m0.26%	0.26%	Added +6.8k	+6,751 2.4%
79	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	116,826	$12.2m0.25%	0.25%	Added +14.2k	+14,150 13.8%
80	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	158,628	$12.1m0.25%	0.25%	Added +104.8k	+104,755 194.4%
81	INVESCO ACTIVELY MANAGED EXC VAR RATE INVT VRIG	VRIG	480,464	$12.1m0.25%	0.25%	Added +461.7k	+461,722 2463.6%
82	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	61,559	$12.0m0.25%	0.25%	Added +809	+809 1.3%
83	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	516,607	$11.7m0.24%	0.24%	Added +79.5k	+79,537 18.2%
84	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	308,326	$11.7m0.24%	0.24%	Added +38.1k	+38,066 14.1%
85	HARBOR ETF TRUST LONG TERM GROWER WINN	WINN	373,897	$11.7m0.24%	0.24%	Added +113.6k	+113,639 43.7%
86	INVESCO EXCH TRADED FD TR II SHORT TERM TREAS TBLL	TBLL	108,723	$11.5m0.24%	0.24%	Reduced -3.9k	-3,853 -3.4%
87	ORACLE CORP COM ORCL	ORCL	40,616	$11.4m0.24%	0.24%	Added +241	+241 0.6%
88	META PLATFORMS INC CL A META	META	15,500	$11.4m0.24%	0.24%	Added +602	+602 4.0%
89	ISHARES TR MSCI EAFE ETF EFA	EFA	118,316	$11.0m0.23%	0.23%	Added +13.6k	+13,622 13.0%
90	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	418,315	$11.0m0.23%	0.23%	Reduced -6.0k	-6,049 -1.4%
91	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	39,086	$11.0m0.23%	0.23%	Added +1.9k	+1,851 5.0%
92	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FAUG	FAUG	211,087	$11.0m0.23%	0.23%	Added +15.4k	+15,420 7.9%
93	INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR GSY	GSY	217,559	$10.9m0.23%	0.23%	Added +31.1k	+31,119 16.7%
94	ETF SER SOLUTIONS APTUS DEFINED DRSK	DRSK	375,840	$10.8m0.23%	0.23%	Added +38.7k	+38,732 11.5%
95	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	271,610	$10.7m0.22%	0.22%	Added +7.2k	+7,244 2.7%
96	ABBVIE INC COM ABBV	ABBV	46,312	$10.7m0.22%	0.22%	Added +307	+307 0.7%
97	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	117,266	$10.4m0.22%	0.22%	Added +3.0k	+2,967 2.6%
98	ISHARES TR RUS 1000 VAL ETF IWD	IWD	50,017	$10.2m0.21%	0.21%	Reduced -1.5k	-1,471 -2.9%
99	ISHARES TR RUS 1000 GRW ETF IWF	IWF	21,627	$10.1m0.21%	0.21%	Added +291	+291 1.4%
100	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	209,140	$10.0m0.21%	0.21%	Added +2.7k	+2,713 1.3%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
ARES MANAGEMENT CORPORATION ARES	ARES	9,889	$1.7m9.9k shares
ETF SER SOLUTIONS OSCV	OSCV	25,143	$907.9k25.1k shares
SEAGATE TECHNOLOGY HLDNGS PL STX	STX	5,545	$800.3k5.5k shares
UGI CORP NEW UGI	UGI	19,568	$712.7k19.6k shares
INVESCO EXCHANGE TRADED FD T XSMO	XSMO	9,591	$652.4k9.6k shares
FRANKLIN TEMPLETON ETF TR FLMI	FLMI	26,060	$632.2k26.1k shares
AB ACTIVE ETFS INC TAFM	TAFM	22,094	$550.6k22.1k shares
BLACKROCK ETF TRUST II HIMU	HIMU	9,380	$456.2k9.4k shares
SIMPLIFY EXCHANGE TRADED FUN TUA	TUA	18,070	$398.1k18.1k shares
NUVEEN PFD & INCOME TERM FD XJPIX	XJPIX	15,520	$322.8k15.5k shares
FIVERR INTL LTD FVRR	FVRR	10,644	$312.2k10.6k shares
SIMPLIFY EXCHANGE TRADED FUN AGGH	AGGH	15,008	$309.8k15.0k shares
LYONDELLBASELL INDUSTRIES N LYB	LYB	4,907	$283.9k4.9k shares
GITLAB INC GTLB	GTLB	6,233	$281.2k6.2k shares
NORTHERN LTS FD TR IV WWJD	WWJD	8,134	$278.7k8.1k shares
FLEXSHARES TR ESG	ESG	1,890	$277.5k1.9k shares
AMERICAN HEALTHCARE REIT INC AHR	AHR	7,208	$264.8k7.2k shares
NOVO-NORDISK A S NVO	NVO	3,834	$264.7k3.8k shares
ATLASSIAN CORPORATION TEAM	TEAM	1,237	$251.2k1.2k shares
CONFLUENT INC CFLT	CFLT	10,056	$250.7k10.1k shares
COLLABORATIVE INVESTMNT SER RSEE	RSEE	8,247	$249.7k8.2k shares
ISHARES TR IAI	IAI	1,476	$249.7k1.5k shares
PAN AMERN SILVER CORP PAAS	PAAS	8,750	$248.5k8.8k shares
THOMSON REUTERS CORP		1,226	$246.6k1.2k shares
AXON ENTERPRISE INC AXON	AXON	290	$240.1k290 shares