Wealthcare Advisory Partners LLC

Q3 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
1,111
Total value ($000)
$5,898,773
Net value change ($000)
+624,495 (11.8%)
New positions
107
Sold out positions
80
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CGDV 56,775 91.5%
DGRW 51,275 466.8%
NOBL 33,414 2810.3%
SPYM 32,017 8.3%
CGCP 29,840 153.6%
AVDE 29,453 2927.7%
CGGR 28,371 87.3%
VTI 20,991 14.2%
VFLO 20,673 787.8%
VGIT 18,603 2835.8%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -41,056 -100.0%
IEF -18,072 -18.9%
COWZ -15,687 -42.3%
SCHP -11,566 -20.9%
MUB -6,639 -10.7%
FBND -5,663 -8.0%
SPSM -4,647 -4.5%
VOO -4,389 -7.3%
IJR -3,491 -14.5%
DFSV -3,405 -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