Wealthcare Advisory Partners LLC

WEST CHESTER, PA · CIK 1683059 · 13F filing filed 2026-01-14

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

$5.1bn reported value +6.0% vs Q3 2025

1,066positions

25.7%in top 10

106 new 529 added 383 reduced 57 sold out vs Q3 2025

Holdings, Q4 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	4,330,088	$347.4m6.82%	6.82%	Added +35.3k	+35,274 0.8%
2	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	2,542,112	$209.7m4.12%	4.12%	Reduced -83.4k	-83,423 -3.2%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	355,564	$119.2m2.34%	2.34%	Reduced -11.0k	-11,018 -3.0%
4	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	1,148,502	$117.6m2.31%	2.31%	Added +86.5k	+86,535 8.2%
5	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	172,209	$117.4m2.31%	2.31%	Reduced -1.5k	-1,470 -0.8%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	149,344	$93.7m1.84%	1.84%	Reduced -2.0k	-2,045 -1.4%
7	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	1,682,637	$78.8m1.55%	1.55%	Added +39.0k	+38,971 2.4%
8	NVIDIA CORPORATION COM NVDA	NVDA	421,676	$78.6m1.54%	1.54%	Reduced -4.5k	-4,476 -1.1%
9	ISHARES TR 7-10 YR TRSY BD IEF	IEF	767,465	$73.8m1.45%	1.45%	Added +81.3k	+81,344 11.9%
10	APPLE INC COM AAPL	AAPL	267,241	$72.7m1.43%	1.43%	Added +43.2k	+43,188 19.3%
11	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	2,798,135	$72.1m1.42%	1.42%	Added +295.4k	+295,437 11.8%
12	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	1,504,259	$69.3m1.36%	1.36%	Added +65.1k	+65,148 4.5%
13	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	1,114,253	$64.5m1.27%	1.27%	Added +50.9k	+50,917 4.8%
14	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,548,995	$61.3m1.20%	1.20%	Added +29.9k	+29,884 2.0%
15	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	96,619	$59.4m1.17%	1.17%	Reduced -1.5k	-1,516 -1.5%
16	ISHARES TR NATIONAL MUN ETF MUB	MUB	533,437	$57.1m1.12%	1.12%	Added +66.5k	+66,538 14.2%
17	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	1,273,831	$56.6m1.11%	1.11%	Added +8.2k	+8,196 0.7%
18	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	1,236,233	$53.9m1.06%	1.06%	Added +92.2k	+92,197 8.1%
19	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	932,701	$51.1m1.00%	1.00%	Reduced -8.6k	-8,614 -0.9%
20	MICROSOFT CORP COM MSFT	MSFT	104,969	$50.8m1.00%	1.00%	Added +9.0k	+8,968 9.3%
21	ISHARES TR CORE S&P500 ETF IVV	IVV	66,926	$45.8m0.90%	0.90%	Added +1.7k	+1,731 2.7%
22	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	319,399	$45.8m0.90%	0.90%	Added +196.6k	+196,560 160.0%
23	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	389,051	$39.1m0.77%	0.77%	Added +237.0k	+236,958 155.8%
24	ISHARES TR CORE US AGGBD ET AGG	AGG	386,240	$38.6m0.76%	0.76%	Reduced -32.4k	-32,416 -7.7%
25	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	1,422,321	$37.7m0.74%	0.74%	Added +132.4k	+132,391 10.3%
26	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	765,477	$36.8m0.72%	0.72%	Added +31.9k	+31,934 4.3%
27	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	577,144	$36.1m0.71%	0.71%	Reduced -30.9k	-30,909 -5.1%
28	PACER FDS TR US CASH COWS 100 COWZ	COWZ	568,262	$34.2m0.67%	0.67%	Added +17.9k	+17,860 3.2%
29	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	333,389	$34.0m0.67%	0.67%	Added +17.8k	+17,804 5.6%
30	ISHARES TR EAFE SML CP ETF SCZ	SCZ	403,688	$31.3m0.61%	0.61%	Added +9.8k	+9,756 2.5%
31	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	617,481	$29.6m0.58%	0.58%	Reduced -37.1k	-37,150 -5.7%
32	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	612,086	$27.2m0.53%	0.53%	Reduced -357.2k	-357,208 -36.9%
33	ISHARES TR IBONDS DEC 29 IBDU	IBDU	1,145,131	$26.8m0.53%	0.53%	Added +29.3k	+29,301 2.6%
34	AMAZON COM INC COM AMZN	AMZN	115,628	$26.7m0.52%	0.52%	Added +12.4k	+12,431 12.1%
35	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	757,905	$26.1m0.51%	0.51%	Added +18.1k	+18,071 2.4%
36	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	539,613	$24.7m0.48%	0.48%	Reduced -47.2k	-47,172 -8.0%
37	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	532,785	$24.7m0.48%	0.48%	Added +18.8k	+18,769 3.6%
38	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	111,977	$24.6m0.48%	0.48%	Reduced -285	-285 -0.2%
39	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	332,769	$24.5m0.48%	0.48%	Reduced -7.4k	-7,430 -2.2%
40	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	850,937	$23.3m0.46%	0.46%	Reduced -713.1k	-713,055 -45.6%
41	VANGUARD INDEX FDS VALUE ETF VTV	VTV	121,482	$23.2m0.46%	0.46%	Reduced -1.5k	-1,515 -1.2%
42	ISHARES TR CORE S&P SCP ETF IJR	IJR	189,815	$22.8m0.45%	0.45%	Reduced -58.3k	-58,330 -23.5%
43	JPMORGAN CHASE & CO COM JPM	JPM	70,018	$22.6m0.44%	0.44%	Added +14.0k	+14,026 25.1%
44	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	213,781	$22.1m0.43%	0.43%	Added +2.5k	+2,475 1.2%
45	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	1,043,541	$21.9m0.43%	0.43%	Reduced -34.4k	-34,366 -3.2%
46	ISHARES TR RUS TP200 GR ETF IWY	IWY	78,664	$21.8m0.43%	0.43%	Added +48	+48 0.1%
47	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	800,980	$21.4m0.42%	0.42%	Added +70.6k	+70,590 9.7%
48	ISHARES TR CORE S&P MCP ETF IJH	IJH	322,208	$21.3m0.42%	0.42%	Added +2.3k	+2,345 0.7%
49	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	147,312	$20.8m0.41%	0.41%	Reduced -6.1k	-6,146 -4.0%
50	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	671,370	$19.7m0.39%	0.39%	Added +17.5k	+17,456 2.7%
51	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	259,949	$19.5m0.38%	0.38%	Added +9.5k	+9,539 3.8%
52	ALPHABET INC CAP STK CL A GOOGL	GOOGL	61,604	$19.3m0.38%	0.38%	Reduced -985	-985 -1.6%
53	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	73,040	$18.5m0.36%	0.36%	Added +3.4k	+3,366 4.8%
54	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	617,695	$18.3m0.36%	0.36%	Added +121.0k	+120,978 24.4%
55	EA SERIES TRUST ALPHA ARCHITECT CAOS	CAOS	197,940	$17.8m0.35%	0.35%	Added +13.4k	+13,435 7.3%
56	BROADCOM INC COM AVGO	AVGO	51,028	$17.7m0.35%	0.35%	Added +2.5k	+2,472 5.1%
57	ISHARES TR EXPONENTIAL TECH XT	XT	253,082	$17.6m0.35%	0.35%	Added +5.9k	+5,935 2.4%
58	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	35,487	$17.3m0.34%	0.34%	Reduced -177	-177 -0.5%
59	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	499,408	$16.7m0.33%	0.33%	Added +7.5k	+7,456 1.5%
60	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	506,481	$16.7m0.33%	0.33%	Added +955	+955 0.2%
61	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	331,094	$16.7m0.33%	0.33%	Added +32.3k	+32,312 10.8%
62	ISHARES TR RUS 1000 ETF IWB	IWB	44,467	$16.6m0.33%	0.33%	Reduced -575	-575 -1.3%
63	TESLA INC COM TSLA	TSLA	36,880	$16.6m0.33%	0.33%	Added +15.6k	+15,572 73.1%
64	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	32,528	$16.4m0.32%	0.32%	Added +6.8k	+6,762 26.2%
65	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	283,836	$16.2m0.32%	0.32%	Added +8.2k	+8,161 3.0%
66	ISHARES INC MSCI EMRG CHN EMXC	EMXC	221,999	$16.1m0.32%	0.32%	Reduced -1.9k	-1,943 -0.9%
67	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	491,800	$16.0m0.32%	0.32%	Reduced -689	-689 -0.1%
68	ABBVIE INC COM ABBV	ABBV	69,377	$15.9m0.31%	0.31%	Added +23.1k	+23,065 49.8%
69	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	318,137	$15.8m0.31%	0.31%	Added +66.8k	+66,780 26.6%
70	VANGUARD INDEX FDS MID CAP ETF VO	VO	54,126	$15.7m0.31%	0.31%	Reduced -1.4k	-1,383 -2.5%
71	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	81,913	$15.7m0.31%	0.31%	Reduced -2.3k	-2,332 -2.8%
72	JOHNSON & JOHNSON COM JNJ	JNJ	75,180	$15.6m0.31%	0.31%	Added +2.9k	+2,890 4.0%
73	ISHARES TR MBS ETF MBB	MBB	160,582	$15.3m0.30%	0.30%	Added +151.9k	+151,855 1740.1%
74	HOME DEPOT INC COM HD	HD	44,423	$15.3m0.30%	0.30%	Added +6.3k	+6,280 16.5%
75	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	268,447	$15.0m0.29%	0.29%	Added +11.4k	+11,356 4.4%
76	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	660,083	$14.9m0.29%	0.29%	Added +143.5k	+143,476 27.8%
77	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	172,716	$14.7m0.29%	0.29%	Added +14.1k	+14,088 8.9%
78	EXXON MOBIL CORP COM XOM	XOM	121,510	$14.6m0.29%	0.29%	Added +3.8k	+3,774 3.2%
79	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	286,931	$14.5m0.29%	0.29%	Added +19.1k	+19,150 7.2%
80	VISA INC COM CL A V	V	41,350	$14.5m0.28%	0.28%	Added +3.3k	+3,278 8.6%
81	ALPHABET INC CAP STK CL C GOOG	GOOG	45,014	$14.1m0.28%	0.28%	Added +4.8k	+4,848 12.1%
82	INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR GSY	GSY	278,063	$14.0m0.27%	0.27%	Added +60.5k	+60,504 27.8%
83	WISDOMTREE TR INTERNATIONL EFI NTSI	NTSI	296,301	$13.1m0.26%	0.26%	Added +7.6k	+7,571 2.6%
84	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	120,989	$12.9m0.25%	0.25%	Added +4.2k	+4,163 3.6%
85	INVESCO ACTIVELY MANAGED EXC VAR RATE INVT VRIG	VRIG	512,330	$12.9m0.25%	0.25%	Added +31.9k	+31,866 6.6%
86	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	61,339	$12.2m0.24%	0.24%	Reduced -220	-220 -0.4%
87	HARBOR ETF TRUST LONG TERM GROWER WINN	WINN	389,942	$12.1m0.24%	0.24%	Added +16.0k	+16,045 4.3%
88	ISHARES SILVER TR ISHARES SLV	SLV	187,704	$12.1m0.24%	0.24%	Added +61.9k	+61,886 49.2%
89	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	313,127	$12.0m0.24%	0.24%	Added +4.8k	+4,801 1.6%
90	SPDR GOLD TR GOLD SHS GLD	GLD	29,832	$11.8m0.23%	0.23%	Added +3.0k	+3,049 11.4%
91	META PLATFORMS INC CL A META	META	17,796	$11.7m0.23%	0.23%	Added +2.3k	+2,296 14.8%
92	ISHARES TR MSCI EAFE ETF EFA	EFA	122,318	$11.7m0.23%	0.23%	Added +4.0k	+4,002 3.4%
93	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	102,704	$11.7m0.23%	0.23%	Reduced -85.2k	-85,212 -45.4%
94	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FAUG	FAUG	220,086	$11.7m0.23%	0.23%	Added +9.0k	+8,999 4.3%
95	ELI LILLY & CO COM LLY	LLY	10,838	$11.6m0.23%	0.23%	Added +322	+322 3.1%
96	ETF SER SOLUTIONS APTUS DEFINED DRSK	DRSK	403,302	$11.5m0.23%	0.23%	Added +27.5k	+27,462 7.3%
97	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	126,626	$11.2m0.22%	0.22%	Reduced -40.6k	-40,585 -24.3%
98	INVESCO EXCH TRADED FD TR II SHORT TERM TREAS TBLL	TBLL	105,538	$11.2m0.22%	0.22%	Reduced -3.2k	-3,185 -2.9%
99	ISHARES TR CORE MSCI EAFE IEFA	IEFA	121,268	$10.8m0.21%	0.21%	Added +36.6k	+36,624 43.3%
100	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	188,570	$10.7m0.21%	0.21%	Added +14.3k	+14,282 8.2%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
COLLABORATIVE INVESTMNT SER RDFI	RDFI	127,115	$3.1m127.1k shares
SIMPLIFY EXCHANGE TRADED FUN CRDT	CRDT	128,507	$3.0m128.5k shares
KRANESHARES TRUST KMLM	KMLM	97,110	$2.6m97.1k shares
INVESCO EXCH TRD SLF IDX FD BSJP	BSJP	45,213	$1.0m45.2k shares
NEW JERSEY RES CORP NJR	NJR	20,811	$1.0m20.8k shares
BRITISH AMERN TOB PLC BTI	BTI	18,601	$987.4k18.6k shares
RUBRIK INC. RBRK	RBRK	11,173	$919.0k11.2k shares
PRINCIPAL EXCHANGE TRADED FD PREF	PREF	44,476	$851.3k44.5k shares
INVESCO EXCH TRD SLF IDX FD BSCP	BSCP	39,168	$810.4k39.2k shares
INVESCO EXCHANGE TRADED FD T PBW	PBW	21,378	$617.4k21.4k shares
SPDR SERIES TRUST XME	XME	6,267	$584.0k6.3k shares
BEST BUY INC BBY	BBY	7,221	$546.1k7.2k shares
ALLY FINL INC ALLY	ALLY	12,796	$501.6k12.8k shares
PACER FDS TR BUL	BUL	9,133	$478.0k9.1k shares
FLEXSHARES TR		12,674	$425.5k12.7k shares
FIRST TR EXCHANGE TRADED FD FXU	FXU	9,143	$415.5k9.1k shares
FIRST TR EXCHANGE-TRADED FD FV	FV	6,687	$414.1k6.7k shares
AES CORP AES	AES	30,539	$401.9k30.5k shares
FIRST TR EXCH TRADED FD III FMHI	FMHI	8,400	$399.1k8.4k shares
SPDR INDEX SHS FDS EWX	EWX	5,629	$378.8k5.6k shares
OCCIDENTAL PETE CORP OXY	OXY	7,898	$373.2k7.9k shares
INVESCO EXCHANGE TRADED FD T PSP	PSP	5,345	$368.9k5.3k shares
SPDR SER TR CWB	CWB	3,938	$356.4k3.9k shares
PIMCO ETF TR MUNI	MUNI	6,358	$332.4k6.4k shares
ZEBRA TECHNOLOGIES CORPORATI ZBRA	ZBRA	1,070	$318.0k1.1k shares