Wealthcare Advisory Partners LLC

WEST CHESTER, PA · CIK 1683059 · 13F filing filed 2026-04-14

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 +1.0% vs Q4 2025

1,073positions

25.7%in top 10

83 new 539 added 401 reduced 76 sold out vs Q4 2025

Holdings, Q1 2026

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	4,543,574	$347.8m6.76%	6.76%	Added +213.5k	+213,486 4.9%
2	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	2,586,827	$204.5m3.98%	3.98%	Added +44.7k	+44,715 1.8%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	411,337	$132.0m2.57%	2.57%	Added +55.8k	+55,773 15.7%
4	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	1,209,342	$125.1m2.43%	2.43%	Added +60.8k	+60,840 5.3%
5	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	168,620	$109.7m2.13%	2.13%	Reduced -3.6k	-3,589 -2.1%
6	ISHARES TR 7-10 YR TRSY BD IEF	IEF	1,072,046	$102.3m1.99%	1.99%	Added +304.6k	+304,581 39.7%
7	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	1,757,127	$84.9m1.65%	1.65%	Added +74.5k	+74,490 4.4%
8	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	3,015,178	$77.2m1.50%	1.50%	Added +217.0k	+217,043 7.8%
9	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	1,182,205	$70.0m1.36%	1.36%	Added +68.0k	+67,952 6.1%
10	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	1,523,999	$69.5m1.35%	1.35%	Added +19.7k	+19,740 1.3%
11	NVIDIA CORPORATION COM NVDA	NVDA	394,346	$68.8m1.34%	1.34%	Reduced -27.3k	-27,330 -6.5%
12	APPLE INC COM AAPL	AAPL	262,694	$66.7m1.30%	1.30%	Reduced -4.5k	-4,547 -1.7%
13	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	1,386,698	$63.3m1.23%	1.23%	Added +112.9k	+112,867 8.9%
14	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	102,314	$61.1m1.19%	1.19%	Reduced -47.0k	-47,030 -31.5%
15	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	396,945	$58.8m1.14%	1.14%	Added +77.5k	+77,546 24.3%
16	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	96,458	$55.7m1.08%	1.08%	Reduced -161	-161 -0.2%
17	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	1,305,709	$55.5m1.08%	1.08%	Added +69.5k	+69,476 5.6%
18	ISHARES TR NATIONAL MUN ETF MUB	MUB	522,191	$55.4m1.08%	1.08%	Reduced -11.2k	-11,246 -2.1%
19	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	988,091	$51.5m1.00%	1.00%	Added +55.4k	+55,390 5.9%
20	ISHARES TR CORE S&P500 ETF IVV	IVV	67,213	$43.9m0.85%	0.85%	Added +287	+287 0.4%
21	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	430,576	$43.3m0.84%	0.84%	Added +41.5k	+41,525 10.7%
22	ISHARES TR CORE US AGGBD ET AGG	AGG	405,504	$40.3m0.78%	0.78%	Added +19.3k	+19,264 5.0%
23	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	794,798	$39.3m0.76%	0.76%	Added +29.3k	+29,321 3.8%
24	MICROSOFT CORP COM MSFT	MSFT	105,087	$38.9m0.76%	0.76%	Added +118	+118 0.1%
25	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	1,414,020	$37.6m0.73%	0.73%	Reduced -8.3k	-8,301 -0.6%
26	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	581,295	$37.2m0.72%	0.72%	Added +4.2k	+4,151 0.7%
27	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	956,946	$37.2m0.72%	0.72%	Reduced -592.0k	-592,049 -38.2%
28	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FSEP	FSEP	733,902	$36.9m0.72%	0.72%	New
29	PACER FDS TR US CASH COWS 100 COWZ	COWZ	587,049	$36.7m0.71%	0.71%	Added +18.8k	+18,787 3.3%
30	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	315,036	$34.8m0.68%	0.68%	Reduced -18.4k	-18,353 -5.5%
31	ISHARES TR EAFE SML CP ETF SCZ	SCZ	406,167	$31.8m0.62%	0.62%	Added +2.5k	+2,479 0.6%
32	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	391,062	$29.4m0.57%	0.57%	Added +58.3k	+58,293 17.5%
33	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	600,611	$28.7m0.56%	0.56%	Reduced -16.9k	-16,870 -2.7%
34	ISHARES TR IBONDS DEC 29 IBDU	IBDU	1,182,371	$27.5m0.53%	0.53%	Added +37.2k	+37,240 3.2%
35	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	595,211	$27.4m0.53%	0.53%	Added +62.4k	+62,426 11.7%
36	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	647,731	$26.0m0.51%	0.51%	Added +35.6k	+35,645 5.8%
37	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	983,068	$25.8m0.50%	0.50%	Added +182.1k	+182,088 22.7%
38	AMAZON COM INC COM AMZN	AMZN	122,810	$25.6m0.50%	0.50%	Added +7.2k	+7,182 6.2%
39	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	417,797	$23.7m0.46%	0.46%	Added +134.0k	+133,961 47.2%
40	VANGUARD INDEX FDS VALUE ETF VTV	VTV	120,529	$23.6m0.46%	0.46%	Reduced -953	-953 -0.8%
41	ISHARES TR MBS ETF MBB	MBB	235,771	$22.4m0.44%	0.44%	Added +75.2k	+75,189 46.8%
42	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	489,073	$22.2m0.43%	0.43%	Reduced -50.5k	-50,540 -9.4%
43	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	717,346	$22.0m0.43%	0.43%	Reduced -133.6k	-133,591 -15.7%
44	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	101,003	$21.7m0.42%	0.42%	Reduced -11.0k	-10,974 -9.8%
45	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	149,185	$21.6m0.42%	0.42%	Added +1.9k	+1,873 1.3%
46	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	219,384	$21.2m0.41%	0.41%	Added +5.6k	+5,603 2.6%
47	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	271,761	$20.7m0.40%	0.40%	Added +11.8k	+11,812 4.5%
48	ISHARES TR CORE S&P MCP ETF IJH	IJH	306,621	$20.7m0.40%	0.40%	Reduced -15.6k	-15,587 -4.8%
49	JPMORGAN CHASE & CO COM JPM	JPM	69,827	$20.5m0.40%	0.40%	Reduced -191	-191 -0.3%
50	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	688,836	$19.8m0.38%	0.38%	Added +17.5k	+17,466 2.6%
51	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	396,686	$19.6m0.38%	0.38%	Added +78.5k	+78,549 24.7%
52	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	550,199	$19.5m0.38%	0.38%	Reduced -207.7k	-207,706 -27.4%
53	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	652,930	$19.3m0.37%	0.37%	Added +35.2k	+35,235 5.7%
54	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	539,041	$19.1m0.37%	0.37%	Added +32.6k	+32,560 6.4%
55	ISHARES INC MSCI EMRG CHN EMXC	EMXC	238,191	$18.7m0.36%	0.36%	Added +16.2k	+16,192 7.3%
56	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	77,005	$18.3m0.36%	0.36%	Added +4.0k	+3,965 5.4%
57	ISHARES TR CORE S&P SCP ETF IJR	IJR	145,636	$18.1m0.35%	0.35%	Reduced -44.2k	-44,179 -23.3%
58	FRANKLIN ETF TR SHRT DUR US GOVT FTSD	FTSD	199,306	$18.1m0.35%	0.35%	Added +194.2k	+194,208 3809.5%
59	EXXON MOBIL CORP COM XOM	XOM	106,630	$18.1m0.35%	0.35%	Reduced -14.9k	-14,880 -12.2%
60	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	357,790	$18.0m0.35%	0.35%	Added +26.7k	+26,696 8.1%
61	ALPHABET INC CAP STK CL A GOOGL	GOOGL	62,110	$17.9m0.35%	0.35%	Added +506	+506 0.8%
62	ISHARES TR EXPONENTIAL TECH XT	XT	255,848	$17.4m0.34%	0.34%	Added +2.8k	+2,766 1.1%
63	HOME DEPOT INC COM HD	HD	52,575	$17.3m0.34%	0.34%	Added +8.2k	+8,152 18.4%
64	EA SERIES TRUST ALPHA ARCHITECT CAOS	CAOS	186,841	$17.0m0.33%	0.33%	Reduced -11.1k	-11,099 -5.6%
65	ISHARES TR RUS 1000 ETF IWB	IWB	47,428	$16.9m0.33%	0.33%	Added +3.0k	+2,961 6.7%
66	FIRST TR EXCHNG TRADED FD VI FT VEST NAS QSPT	QSPT	547,797	$16.8m0.33%	0.33%	New
67	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	748,481	$16.7m0.33%	0.33%	Added +88.4k	+88,398 13.4%
68	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	228,984	$16.2m0.32%	0.32%	Added +163.1k	+163,068 247.4%
69	BROADCOM INC COM AVGO	AVGO	52,285	$16.2m0.31%	0.31%	Added +1.3k	+1,257 2.5%
70	INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR GSY	GSY	314,374	$15.8m0.31%	0.31%	Added +36.3k	+36,311 13.1%
71	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	81,913	$15.7m0.31%	0.31%	Unchanged
72	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	311,305	$15.7m0.30%	0.30%	Added +24.4k	+24,374 8.5%
73	VANGUARD INDEX FDS MID CAP ETF VO	VO	54,510	$15.7m0.30%	0.30%	Added +384	+384 0.7%
74	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	163,657	$15.2m0.29%	0.29%	Reduced -9.1k	-9,059 -5.2%
75	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	31,014	$14.9m0.29%	0.29%	Reduced -1.5k	-1,514 -4.7%
76	TESLA INC COM TSLA	TSLA	39,964	$14.9m0.29%	0.29%	Added +3.1k	+3,084 8.4%
77	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	497,883	$14.5m0.28%	0.28%	Added +6.1k	+6,083 1.2%
78	ISHARES TR NORTH AMERN NAT IGE	IGE	230,064	$14.5m0.28%	0.28%	Added +105.4k	+105,374 84.5%
79	WISDOMTREE TR INTERNATIONL EFI NTSI	NTSI	297,439	$13.1m0.25%	0.25%	Added +1.1k	+1,138 0.4%
80	ISHARES SILVER TR ISHARES SLV	SLV	191,520	$13.1m0.25%	0.25%	Added +3.8k	+3,816 2.0%
81	ALPHABET INC CAP STK CL C GOOG	GOOG	45,039	$12.9m0.25%	0.25%	Added +25	+25 0.1%
82	SPDR GOLD TR GOLD SHS GLD	GLD	29,834	$12.8m0.25%	0.25%	Added +2	+2 0.0%
83	INVESCO ACTIVELY MANAGED EXC VAR RATE INVT VRIG	VRIG	509,921	$12.8m0.25%	0.25%	Reduced -2.4k	-2,409 -0.5%
84	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	318,732	$12.6m0.24%	0.24%	Added +5.6k	+5,605 1.8%
85	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	606,611	$12.4m0.24%	0.24%	Reduced -436.9k	-436,930 -41.9%
86	ISHARES TR SHRT NAT MUN ETF SUB	SUB	116,104	$12.4m0.24%	0.24%	Added +20.5k	+20,455 21.4%
87	VISA INC COM CL A V	V	40,430	$12.2m0.24%	0.24%	Reduced -920	-920 -2.2%
88	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FAUG	FAUG	234,971	$12.2m0.24%	0.24%	Added +14.9k	+14,885 6.8%
89	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	105,073	$12.1m0.23%	0.23%	Added +13.7k	+13,702 15.0%
90	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	122,457	$12.0m0.23%	0.23%	Added +1.5k	+1,468 1.2%
91	ISHARES TR MSCI EAFE ETF EFA	EFA	122,575	$11.9m0.23%	0.23%	Added +257	+257 0.2%
92	ISHARES TR CORE MSCI EAFE IEFA	IEFA	127,787	$11.6m0.22%	0.22%	Added +6.5k	+6,519 5.4%
93	ABBVIE INC COM ABBV	ABBV	52,676	$11.5m0.22%	0.22%	Reduced -16.7k	-16,701 -24.1%
94	INVESCO EXCH TRADED FD TR II SHORT TERM TREAS TBLL	TBLL	107,997	$11.4m0.22%	0.22%	Added +2.5k	+2,459 2.3%
95	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	130,778	$11.3m0.22%	0.22%	Added +36.7k	+36,712 39.0%
96	CATERPILLAR INC COM CAT	CAT	15,800	$11.2m0.22%	0.22%	Reduced -207	-207 -1.3%
97	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	194,221	$11.0m0.21%	0.21%	Added +5.7k	+5,651 3.0%
98	META PLATFORMS INC CL A META	META	19,012	$10.9m0.21%	0.21%	Added +1.2k	+1,216 6.8%
99	HARBOR ETF TRUST LONG TERM GROWER WINN	WINN	389,830	$10.8m0.21%	0.21%	Reduced -112	-112 -0.0%
100	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	315,653	$10.6m0.21%	0.21%	Reduced -183.8k	-183,755 -36.8%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
VANGUARD SCOTTSDALE FDS VGLT	VGLT	268,447	$15.0m268.4k shares
TRISALUS LIFE SCIENCES INC TLSI	TLSI	643,740	$4.5m643.7k shares
STATE STR CORP STT	STT	21,120	$2.7m21.1k shares
PACER FDS TR PTLC	PTLC	39,366	$2.2m39.4k shares
ASTRAZENECA PLC		11,772	$2.2m11.8k shares
DIMENSIONAL ETF TRUST DIHP	DIHP	66,090	$2.1m66.1k shares
DIMENSIONAL ETF TRUST		46,595	$1.8m46.6k shares
CADENCE BANK BXS	BXS	35,192	$1.5m35.2k shares
DIMENSIONAL ETF TRUST DEHP	DEHP	32,656	$1.1m32.7k shares
DIMENSIONAL ETF TRUST DFSD	DFSD	20,489	$982.4k20.5k shares
JANUS DETROIT STR TR JBBB	JBBB	19,312	$921.2k19.3k shares
OMNICOM GROUP INC OMC	OMC	10,905	$880.6k10.9k shares
ISHARES TR VLUE	VLUE	6,300	$861.4k6.3k shares
DIMENSIONAL ETF TRUST DISV	DISV	20,556	$781.1k20.6k shares
INVESCO EXCH TRADED FD TR II SPHB	SPHB	6,631	$775.6k6.6k shares
ISHARES TR IWC	IWC	4,578	$722.0k4.6k shares
AMERICAN CENTY ETF TR AVES	AVES	11,588	$675.7k11.6k shares
INVESCO EXCHANGE TRADED FD T PTH	PTH	13,150	$653.6k13.2k shares
ISHARES TR EFG	EFG	5,523	$629.2k5.5k shares
FIRST TR EXCHANGE-TRADED FD DVOL	DVOL	14,436	$505.8k14.4k shares
ISHARES TR ITB	ITB	5,131	$494.1k5.1k shares
CAPITOL FED FINL INC CFFN	CFFN	72,510	$493.8k72.5k shares
BJS WHSL CLUB HLDGS INC BJ	BJ	5,170	$465.5k5.2k shares
DIMENSIONAL ETF TRUST DFEV	DFEV	11,972	$403.9k12.0k shares
VANGUARD SCOTTSDALE FDS VGSH	VGSH	6,834	$401.3k6.8k shares