Wealthcare Advisory Partners LLC

Q3 2025 13F-HR Holdings

Location
West Chester, PA
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
1,017
Total value ($000)
$4,800,384
Net value change ($000)
+417,083 (9.5%)
New positions
93
Sold out positions
46
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 23,929 7.7%
PYLD 16,995 651.4%
SPTM 16,787 8.6%
CGDV 14,018 41.1%
SGOV 12,155 384.5%
VRIG 11,591 2471.4%
NVDA 11,449 16.8%
AAPL 10,893 23.6%
VOO 10,232 12.4%
AVUV 9,471 43.2%
Top Reduces (Value $000, Stocks/ETFs)
FTSD -15,902 -97.2%
TBIL -11,353 -69.9%
USFR -7,344 -32.8%
DFUS -5,371 -48.5%
ACIO -4,774 -41.6%
SCHG -4,087 -20.6%
SPYV -3,850 -28.5%
IJH -3,710 -15.1%
BILS -3,473 -39.5%
JGRO -2,919 -82.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type