Wealthcare Advisory Partners LLC
CIK 1683059
13F filing for Q2 2026・No. 885
- Holdings
- US$5.27B
- Quarter change
- +US$131.58M
- Entries
- 1,084
- Net bought (estimate)
- −US$399.38M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 94
- Sold out 83
- Cut 548
- Added 395
- Corporate actions 2
- Unchanged 47
Largest holdings
1,084 stocks worth US$5.27B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Cut | 4,391,034 | US$385.88M | 7.32% |
| SPDR SERIES TRUSTST STR PR SP1500 | Cut | 2,508,062 | US$227.71M | 4.32% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 398,442 | US$147.44M | 2.80% |
| ISHARES TR0-5 YR TIPS ETF | Added | 1,322,733 | US$135.13M | 2.56% |
| SPDR SERIES TRUSTST STR SP600 SML | Added | 1,776,135 | US$102.43M | 1.94% |
| IEFISHARES TR7-10 YR TRSY BD | Cut | 1,008,438 | US$95.37M | 1.81% |
| SPDR SERIES TRUSTST STR P400MID | Added | 1,230,591 | US$83.14M | 1.58% |
| SPDR SERIES TRUSTST STR AGGRE ETF | Added | 3,206,173 | US$81.82M | 1.55% |
| NVDANvidiaCOM | Cut | 378,479 | US$75.73M | 1.44% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 1,419,227 | US$71.51M | 1.36% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.