Wealthcare Advisory Partners LLC
All 13F Filings
- Location
- West Chester, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 5,142,698
- Description
- West Chester Pennsylvania based relationship driven wealth allocation platform with a manager led operating structure and a mandate specific and implementation minded investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for planning centered advisory portfolios. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through mandate level transparency and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 1,073 | 5,142,698 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q4 2025 | 1/14/2026 | 1,066 | 5,090,552 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q3 2025 | 11/7/2025 | 1,017 | 4,800,384 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q2 2025 | 7/22/2025 | 969 | 4,383,301 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q1 2025 | 4/15/2025 | 903 | 3,727,560 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q4 2024 | 1/15/2025 | 887 | 3,601,060 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q3 2024 | 11/4/2024 | 871 | 3,510,188 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q2 2024 | 8/12/2024 | 821 | 3,200,726 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q1 2024 | 4/15/2024 | 798 | 3,049,679 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q4 2023 | 2/6/2024 | 745 | 2,514,917 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q3 2023 | 10/12/2023 | 697 | 2,177,385 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q2 2023 | 7/17/2023 | 717 | 2,235,940 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q1 2023 | 5/4/2023 | 693 | 2,326,963 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q4 2022 | 2/13/2023 | 692 | 2,092,934 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q3 2022 | 11/14/2022 | 601 | 1,752,993 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q2 2022 | 8/15/2022 | 562 | 1,652,711 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q1 2022 | 4/15/2022 | 540 | 1,646,637 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q4 2021 | 2/11/2022 | 573 | 1,672,132 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q3 2021 | 11/15/2021 | 545 | 1,529,430 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q2 2021 | 8/16/2021 | 554 | 1,494,173 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q1 2021 | 4/30/2021 | 2,129 | 1,380,557 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q4 2020 | 2/12/2021 | 438 | 1,125,797 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q3 2020 | 10/29/2020 | 363 | 911,872 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q2 2020 | 7/29/2020 | 321 | 802,329 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q1 2020 | 4/29/2020 | 1,547 | 682,199 | 13F-HR | Wealthcare Advisory Partners LLC |
| Q4 2019 | 1/29/2020 | 1,439 | 786,639 | 13F-HR | Wealthcare Advisory Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.454 M | 28.3% | 0 | 2.485 M | -2.485 M |
| ETFs | 3.65 M | 71.0% | 2.539 M | 0 | 2.539 M |
| Debt | 36.59 K | 0.7% | 1.001 K | 0 | 1.001 K |
| Other | 0 | 0.0% | 0 | 1.884 K | -1.884 K |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
5,142,698
Holdings
1073
QoQ value change ($000)
52,146
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.