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Wealthcare Advisory Partners Llc

Portfolio Manager
Wealthcare Advisory Partners LLC
Performance
-3.44% (2026 Q1)
AUM (13F)
$5.14B
# of Holdings
1073
Performance Rank
Allocation (Top 20)
37.01%

Wealthcare Advisory Partners Llc Holdings Map

Top 50 Wealthcare Advisory Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
6.76%4.54M$347.8M
+4.93%(+213.49K)
2025-Q1: 3.76M shares2025-Q2: 4.30M shares2025-Q3: 4.29M shares2025-Q4: 4.33M shares2026-Q1: 4.54M shares
$49.26(+72.93%)
2026-03-31
SPTM
SPDR SERIES TRUST
3.98%2.59M$204.5M
+1.76%(+44.72K)
2025-Q1: 2.17M shares2025-Q2: 2.60M shares2025-Q3: 2.63M shares2025-Q4: 2.54M shares2026-Q1: 2.59M shares
$49.46(+77.65%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.57%411.3K$132.0M
+15.69%(+55.77K)
2025-Q1: 370.7K shares2025-Q2: 376.4K shares2025-Q3: 366.6K shares2025-Q4: 355.6K shares2026-Q1: 411.3K shares
$203.30(+75.60%)
2026-03-31
STIP
ISHARES TR
2.43%1.21M$125.1M
+5.30%(+60.84K)
2025-Q1: 933.7K shares2025-Q2: 1.02M shares2025-Q3: 1.06M shares2025-Q4: 1.15M shares2026-Q1: 1.21M shares
$100.17(+3.36%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.13%168.6K$109.7M
-2.08%(-3.59K)
2025-Q1: 172.6K shares2025-Q2: 174.0K shares2025-Q3: 173.7K shares2025-Q4: 172.2K shares2026-Q1: 168.6K shares
$399.72(+81.07%)
2026-03-31
IEF
ISHARES TR
1.99%1.07M$102.3M
+39.69%(+304.58K)
2025-Q1: 618.2K shares2025-Q2: 636.1K shares2025-Q3: 686.1K shares2025-Q4: 767.5K shares2026-Q1: 1.07M shares
$101.29(-6.68%)
2026-03-31
SPSM
SPDR SERIES TRUST
1.65%1.76M$84.9M
+4.43%(+74.49K)
2025-Q1: 1.38M shares2025-Q2: 1.63M shares2025-Q3: 1.64M shares2025-Q4: 1.68M shares2026-Q1: 1.76M shares
$36.01(+49.24%)
2026-03-31
SPAB
SPDR SERIES TRUST
1.5%3.02M$77.2M
+7.76%(+217.04K)
2025-Q1: 2.22M shares2025-Q2: 2.39M shares2025-Q3: 2.50M shares2025-Q4: 2.80M shares2026-Q1: 3.02M shares
$26.46(-3.75%)
2026-03-31
SPMD
SPDR SERIES TRUST
1.36%1.18M$70.0M
+6.10%(+67.95K)
2025-Q1: 937.7K shares2025-Q2: 1.03M shares2025-Q3: 1.06M shares2025-Q4: 1.11M shares2026-Q1: 1.18M shares
$49.60(+29.56%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
1.35%1.52M$69.5M
+1.31%(+19.74K)
2025-Q1: 1.15M shares2025-Q2: 1.33M shares2025-Q3: 1.44M shares2025-Q4: 1.50M shares2026-Q1: 1.52M shares
$45.54(+0.02%)
2026-03-31

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