Wealthcare Advisory Partners LLC

Q1 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
1,073
Total value ($000)
$5,142,698
Net value change ($000)
+52,146 (1.0%)
New positions
80
Sold out positions
76
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FSEP 36,937 NEW
IEF 28,517 38.6%
FTSD 17,628 3799.1%
QSPT 16,771 NEW
VYM 12,948 28.2%
VTI 12,751 10.7%
DFUS 11,348 232.1%
IGE 8,221 131.3%
STIP 7,487 6.4%
JEPI 7,434 45.8%
Top Reduces (Value $000, Stocks/ETFs)
VOO -32,520 -34.7%
DFAC -24,138 -39.4%
VGLT -14,979 -100.0%
IWY -13,137 -60.3%
MSFT -11,865 -23.4%
NVDA -9,869 -12.5%
BKLN -9,533 -43.5%
SPGP -9,326 -79.8%
VUG -8,685 -50.2%
SPY -7,772 -6.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type