Wealthcare Advisory Partners LLC

WEST CHESTER, PA · CIK 1683059 · 13F filing filed 2026-07-09

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

$5.3bn reported value +2.6% vs Q1 2026

1,084positions

26.7%in top 10

94 new 392 added 551 reduced 83 sold out vs Q1 2026

Holdings, Q2 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	4,391,034	$385.9m7.32%	7.32%	Reduced -152.5k	-152,540 -3.4%
2	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	2,508,062	$227.7m4.32%	4.32%	Reduced -78.8k	-78,765 -3.0%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	398,442	$147.4m2.80%	2.80%	Reduced -12.9k	-12,895 -3.1%
4	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	1,322,733	$135.1m2.56%	2.56%	Added +113.4k	+113,391 9.4%
5	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	1,776,135	$102.4m1.94%	1.94%	Added +19.0k	+19,008 1.1%
6	ISHARES TR 7-10 YR TRSY BD IEF	IEF	1,008,438	$95.4m1.81%	1.81%	Reduced -63.6k	-63,608 -5.9%
7	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	1,230,591	$83.1m1.58%	1.58%	Added +48.4k	+48,386 4.1%
8	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	3,206,173	$81.8m1.55%	1.55%	Added +191.0k	+190,995 6.3%
9	NVIDIA CORPORATION COM NVDA	NVDA	378,479	$75.7m1.44%	1.44%	Reduced -15.9k	-15,867 -4.0%
10	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	1,419,227	$71.5m1.36%	1.36%	Added +32.5k	+32,529 2.4%
11	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	1,565,006	$71.2m1.35%	1.35%	Added +41.0k	+41,007 2.7%
12	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	87,230	$65.1m1.24%	1.24%	Reduced -81.4k	-81,390 -48.3%
13	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	401,762	$63.5m1.20%	1.20%	Added +4.8k	+4,817 1.2%
14	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	1,259,466	$62.1m1.18%	1.18%	Reduced -46.2k	-46,243 -3.5%
15	ISHARES TR NATIONAL MUN ETF MUB	MUB	576,272	$62.0m1.18%	1.18%	Added +54.1k	+54,081 10.4%
16	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	1,031,715	$60.9m1.16%	1.16%	Added +43.6k	+43,624 4.4%
17	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	86,985	$59.7m1.13%	1.13%	Reduced -15.3k	-15,329 -15.0%
18	APPLE INC COM AAPL	AAPL	198,490	$57.4m1.09%	1.09%	Reduced -64.2k	-64,204 -24.4%
19	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	2,090,010	$55.4m1.05%	1.05%	Added +676.0k	+675,990 47.8%
20	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	73,003	$53.8m1.02%	1.02%	Reduced -23.5k	-23,455 -24.3%
21	ISHARES TR CORE S&P500 ETF IVV	IVV	60,420	$45.2m0.86%	0.86%	Reduced -6.8k	-6,793 -10.1%
22	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	816,607	$44.6m0.85%	0.85%	Added +21.8k	+21,809 2.7%
23	ISHARES TR CORE US AGGBD ET AGG	AGG	442,103	$43.8m0.83%	0.83%	Added +36.6k	+36,599 9.0%
24	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	925,525	$41.1m0.78%	0.78%	Reduced -31.4k	-31,421 -3.3%
25	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FSEP	FSEP	741,908	$40.9m0.77%	0.77%	Added +8.0k	+8,006 1.1%
26	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	565,404	$40.3m0.76%	0.76%	Reduced -15.9k	-15,891 -2.7%
27	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	320,844	$40.0m0.76%	0.76%	Added +5.8k	+5,808 1.8%
28	PACER FDS TR US CASH COWS 100 COWZ	COWZ	595,665	$37.1m0.70%	0.70%	Added +8.6k	+8,616 1.5%
29	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	421,784	$35.3m0.67%	0.67%	Added +30.7k	+30,722 7.9%
30	ISHARES TR EAFE SML CP ETF SCZ	SCZ	424,121	$34.9m0.66%	0.66%	Added +18.0k	+17,954 4.4%
31	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	688,721	$32.5m0.62%	0.62%	Added +41.0k	+40,990 6.3%
32	MICROSOFT CORP COM MSFT	MSFT	84,993	$31.7m0.60%	0.60%	Reduced -20.1k	-20,094 -19.1%
33	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	630,709	$29.0m0.55%	0.55%	Added +35.5k	+35,498 6.0%
34	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	593,505	$28.5m0.54%	0.54%	Reduced -7.1k	-7,106 -1.2%
35	ISHARES TR IBONDS DEC 29 IBDU	IBDU	1,223,806	$28.3m0.54%	0.54%	Added +41.4k	+41,435 3.5%
36	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	1,025,937	$27.2m0.52%	0.52%	Added +42.9k	+42,869 4.4%
37	AMAZON COM INC COM AMZN	AMZN	110,006	$26.2m0.50%	0.50%	Reduced -12.8k	-12,804 -10.4%
38	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	154,959	$25.3m0.48%	0.48%	Added +5.8k	+5,774 3.9%
39	ISHARES TR CORE S&P MCP ETF IJH	IJH	322,790	$24.9m0.47%	0.47%	Added +16.2k	+16,169 5.3%
40	ISHARES TR CORE S&P SCP ETF IJR	IJR	162,012	$24.0m0.46%	0.46%	Added +16.4k	+16,376 11.2%
41	ISHARES INC MSCI EMRG CHN EMXC	EMXC	234,093	$23.9m0.45%	0.45%	Reduced -4.1k	-4,098 -1.7%
42	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	746,454	$23.7m0.45%	0.45%	Added +29.1k	+29,108 4.1%
43	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	257,371	$23.6m0.45%	0.45%	Reduced -14.4k	-14,390 -5.3%
44	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	97,336	$23.0m0.44%	0.44%	Reduced -3.7k	-3,667 -3.6%
45	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	220,424	$22.9m0.43%	0.43%	Added +1.0k	+1,040 0.5%
46	ISHARES TR MBS ETF MBB	MBB	242,028	$22.9m0.43%	0.43%	Added +6.3k	+6,257 2.6%
47	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	487,611	$22.3m0.42%	0.42%	Reduced -1.5k	-1,462 -0.3%
48	ISHARES TR EXPONENTIAL TECH XT	XT	264,664	$21.9m0.41%	0.41%	Added +8.8k	+8,816 3.5%
49	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	566,612	$21.1m0.40%	0.40%	Added +16.4k	+16,413 3.0%
50	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	708,131	$20.7m0.39%	0.39%	Added +19.3k	+19,295 2.8%
51	JPMORGAN CHASE & CO COM JPM	JPM	61,535	$20.1m0.38%	0.38%	Reduced -8.3k	-8,292 -11.9%
52	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	565,209	$19.6m0.37%	0.37%	Reduced -87.7k	-87,721 -13.4%
53	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	871,667	$19.4m0.37%	0.37%	Added +123.2k	+123,186 16.5%
54	FRANKLIN ETF TR SHRT DUR US GOVT FTSD	FTSD	210,011	$19.0m0.36%	0.36%	Added +10.7k	+10,705 5.4%
55	BROADCOM INC COM AVGO	AVGO	50,093	$18.9m0.36%	0.36%	Reduced -2.2k	-2,192 -4.2%
56	ISHARES TR RUS 1000 ETF IWB	IWB	46,059	$18.9m0.36%	0.36%	Reduced -1.4k	-1,369 -2.9%
57	EA SERIES TRUST ALPHA ARCHITECT CAOS	CAOS	207,580	$18.8m0.36%	0.36%	Added +20.7k	+20,739 11.1%
58	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	359,365	$18.1m0.34%	0.34%	Added +1.6k	+1,575 0.4%
59	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	525,929	$18.0m0.34%	0.34%	Added +210.3k	+210,276 66.6%
60	FIRST TR EXCHNG TRADED FD VI FT VEST NAS QSPT	QSPT	516,910	$18.0m0.34%	0.34%	Reduced -30.9k	-30,887 -5.6%
61	ALPHABET INC CAP STK CL A GOOGL	GOOGL	49,118	$17.6m0.33%	0.33%	Reduced -13.0k	-12,992 -20.9%
62	VANGUARD INDEX FDS MID CAP ETF VO	VO	216,504	$17.4m0.33%	0.33%	Reduced -1.5k	-1,536 -0.7%
63	TESLA INC COM TSLA	TSLA	41,216	$17.3m0.33%	0.33%	Added +1.3k	+1,252 3.1%
64	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	493,453	$16.7m0.32%	0.32%	Reduced -4.4k	-4,430 -0.9%
65	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	545,634	$16.5m0.31%	0.31%	Added +6.6k	+6,593 1.2%
66	VANGUARD INDEX FDS VALUE ETF VTV	VTV	73,598	$16.0m0.30%	0.30%	Reduced -46.9k	-46,931 -38.9%
67	ISHARES TR SHRT NAT MUN ETF SUB	SUB	146,517	$15.6m0.30%	0.30%	Added +30.4k	+30,413 26.2%
68	MICRON TECHNOLOGY INC COM MU	MU	13,250	$15.3m0.29%	0.29%	Reduced -3.6k	-3,608 -21.4%
69	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	22,656	$14.9m0.28%	0.28%	Reduced -2.9k	-2,949 -11.5%
70	ISHARES TR NORTH AMERN NAT IGE	IGE	261,750	$14.7m0.28%	0.28%	Added +31.7k	+31,686 13.8%
71	HOME DEPOT INC COM HD	HD	41,673	$14.7m0.28%	0.28%	Reduced -10.9k	-10,902 -20.7%
72	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	715,314	$14.6m0.28%	0.28%	Added +108.7k	+108,703 17.9%
73	WISDOMTREE TR INTERNATIONL EFI NTSI	NTSI	309,093	$14.4m0.27%	0.27%	Added +11.7k	+11,654 3.9%
74	ALPHABET INC CAP STK CL C GOOG	GOOG	40,702	$14.4m0.27%	0.27%	Reduced -4.3k	-4,337 -9.6%
75	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	120,854	$14.4m0.27%	0.27%	Reduced -1.6k	-1,603 -1.3%
76	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	323,604	$14.0m0.26%	0.26%	Added +4.9k	+4,872 1.5%
77	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FAUG	FAUG	245,697	$13.9m0.26%	0.26%	Added +10.7k	+10,726 4.6%
78	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	240,849	$13.6m0.26%	0.26%	Reduced -176.9k	-176,948 -42.4%
79	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	140,901	$13.4m0.25%	0.25%	Added +10.1k	+10,123 7.7%
80	INVESCO ACTIVELY MANAGED EXC VAR RATE INVT VRIG	VRIG	536,030	$13.4m0.25%	0.25%	Added +26.1k	+26,109 5.1%
81	ISHARES TR CRE U S REIT ETF USRT	USRT	200,743	$13.3m0.25%	0.25%	Added +23.6k	+23,643 13.3%
82	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	164,826	$13.1m0.25%	0.25%	Added +1.2k	+1,169 0.7%
83	ISHARES TR US INFRASTRUC IFRA	IFRA	205,700	$13.0m0.25%	0.25%	Added +24.9k	+24,899 13.8%
84	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	25,840	$12.9m0.25%	0.25%	Reduced -5.2k	-5,174 -16.7%
85	ABBVIE INC COM ABBV	ABBV	50,422	$12.7m0.24%	0.24%	Reduced -2.3k	-2,254 -4.3%
86	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	59,240	$12.6m0.24%	0.24%	Reduced -22.7k	-22,673 -27.7%
87	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	211,492	$12.5m0.24%	0.24%	Added +7.2k	+7,238 3.5%
88	CATERPILLAR INC COM CAT	CAT	11,613	$12.4m0.23%	0.23%	Reduced -4.2k	-4,187 -26.5%
89	ELI LILLY & CO COM LLY	LLY	10,304	$12.4m0.23%	0.23%	Added +6	+6 0.1%
90	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	149,633	$12.1m0.23%	0.23%	Added +4.8k	+4,811 3.3%
91	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	199,255	$12.1m0.23%	0.23%	Added +5.0k	+5,034 2.6%
92	HARBOR ETF TRUST LONG TERM GROWER WINN	WINN	371,874	$12.1m0.23%	0.23%	Reduced -18.0k	-17,956 -4.6%
93	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	53,676	$11.8m0.22%	0.22%	Added +1.5k	+1,503 2.9%
94	INVESCO EXCHANGE TRADED FD T S&P500 EQL IND RSPN	RSPN	175,887	$11.3m0.21%	0.21%	Added +2.3k	+2,257 1.3%
95	ASTERA LABS INC COM ALAB	ALAB	22,845	$11.0m0.21%	0.21%	Added +201	+201 0.9%
96	AMERICAN CENTY ETF TR AVANTIS EMERGING AVXC	AVXC	128,604	$11.0m0.21%	0.21%	Reduced -5.3k	-5,350 -4.0%
97	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	114,868	$11.0m0.21%	0.21%	Reduced -1.3k	-1,306 -1.1%
98	VANGUARD INDEX FDS SMALL CP ETF VB	VB	36,007	$10.9m0.21%	0.21%	Reduced -1.1k	-1,134 -3.0%
99	SPDR GOLD TR GOLD SHS GLD	GLD	29,374	$10.8m0.21%	0.21%	Reduced -460	-460 -1.5%
100	INVESCO EXCH TRADED FD TR II SHORT TERM TREAS TBLL	TBLL	101,303	$10.7m0.20%	0.20%	Reduced -6.7k	-6,694 -6.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	106,630	$18.1m106.6k shares
JANUS DETROIT STR TR JSI	JSI	117,093	$6.0m117.1k shares
BANK FIRST CORP BFC	BFC	37,359	$5.0m37.4k shares
HONEYWELL INTL INC		9,562	$4.3m9.6k shares
WASTE CONNECTIONS INC WCN	WCN	22,784	$3.7m22.8k shares
JANUS DETROIT STR TR VNLA	VNLA	74,027	$3.6m74.0k shares
MOODYS CORP MCO	MCO	6,472	$2.8m6.5k shares
FIRST TR EXCHNG TRADED FD VI ILDR	ILDR	58,641	$1.7m58.6k shares
BEST BUY INC BBY	BBY	16,808	$1.1m16.8k shares
OLD DOMINION FREIGHT LINE IN ODFL	ODFL	5,161	$1.0m5.2k shares
ISHARES TR ACWX	ACWX	12,884	$882.2k12.9k shares
PGIM ETF TR PSDM	PSDM	16,403	$836.1k16.4k shares
BROWN & BROWN INC BRO	BRO	11,150	$727.1k11.2k shares
EVERGY INC EVRG	EVRG	7,856	$643.6k7.9k shares
NUVEEN PENNSYLVANIA QLT MUN XNQPX	XNQPX	53,440	$637.5k53.4k shares
FEDERATED HERMES INC FHI	FHI	10,733	$608.7k10.7k shares
AGNICO EAGLE MINES LTD AEM	AEM	2,786	$565.5k2.8k shares
BRITISH AMERN TOB PLC BTI	BTI	9,664	$565.0k9.7k shares
REAVES UTIL INCOME FD UTG	UTG	11,795	$463.3k11.8k shares
NUVATION BIO INC NUVB	NUVB	106,999	$459.0k107.0k shares
CDW CORP CDW	CDW	3,728	$451.2k3.7k shares
LISTED FD TR OVB	OVB	21,481	$441.4k21.5k shares
CARNIVAL CORP		16,071	$415.9k16.1k shares
GE HEALTHCARE TECHNOLOGIES I GEHC	GEHC	5,778	$411.2k5.8k shares
HILTON WORLDWIDE HLDGS INC HLT	HLT	1,282	$389.9k1.3k shares