Wealthcare Advisory Partners LLC

Q2 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
1,084
Total value ($000)
$5,274,278
Net value change ($000)
+131,580 (2.6%)
New positions
94
Sold out positions
82
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 38,119 11.0%
SPTM 23,192 11.3%
SCHP 17,758 47.2%
SPSM 17,526 20.6%
VTI 15,478 11.7%
SPMD 13,129 18.8%
STIP 10,048 8.0%
MU 9,600 168.6%
NTSX 9,394 18.2%
CLSE 8,736 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -44,519 -40.6%
SGOV -42,316 -97.6%
XOM -18,091 -100.0%
GSY -15,464 -98.1%
PULS -14,637 -74.5%
QQQM -10,726 -58.6%
DFUS -10,544 -64.9%
JEPI -10,078 -42.6%
RWL -10,039 -83.1%
AAPL -9,234 -13.9%
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