Wealthcare Advisory Partners LLC

Q4 2025 13F-HR Holdings

Location
West Chester, PA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
1,066
Total value ($000)
$5,090,552
Net value change ($000)
+290,168 (6.0%)
New positions
106
Sold out positions
55
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VYM 28,526 164.8%
SGOV 23,737 155.0%
AAPL 15,601 27.3%
MBB 14,461 1742.3%
SPYM 10,904 3.2%
STIP 7,830 7.1%
IEF 7,616 11.5%
MUB 7,416 14.9%
SPAB 7,357 11.4%
TSLA 7,110 75.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -19,356 -45.3%
CGGR -15,352 -36.1%
SPGP -9,657 -45.2%
IJR -6,675 -22.6%
GUNR -5,749 -71.2%
CGUS -4,365 -40.6%
VNQ -4,081 -26.7%
AGG -3,392 -8.1%
ORCL -3,128 -27.4%
RDFI -3,087 -100.0%
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