StockDriftsStockDriftsTop 50 Wealthcare Advisory Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 7.08% | 4.66M | $417.9M | +6.03%(+264.73K) | $51.51(+76.31%) | 2026-09-30 | |
| SPTM | SPDR SERIES TRUST | 3.84% | 2.46M | $226.3M | -1.99%(-49.87K) | $49.46(+88.48%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.86% | 450.1K | $168.4M | +12.95%(+51.62K) | $220.50(+71.61%) | 2026-09-30 | |
| STIP | ISHARES TR | 2.52% | 1.49M | $148.7M | +12.77%(+168.98K) | $100.45(+0.05%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.01% | 2.43M | $118.8M | +93.16%(+1.17M) | $42.96(+14.11%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 1.66% | 1.85M | $97.8M | +4.15%(+73.71K) | $36.94(+44.50%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.52% | 391.7K | $89.5M | +3.49%(+13.22K) | $31.23(+605.94%) | 2026-09-30 | |
| SPAB | SPDR SERIES TRUST | 1.45% | 3.52M | $85.7M | +9.71%(+311.31K) | $26.28(-6.69%) | 2026-09-30 | |
| SPMD | SPDR SERIES TRUST | 1.41% | 1.32M | $83.0M | +7.05%(+86.72K) | $51.11(+25.38%) | 2026-09-30 | |
| IEF | ISHARES TR | 1.31% | 865.5K | $77.3M | -14.18%(-142.96K) | $101.29(-11.08%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.63% | +50.63% | +6.73% | +38.48% |
| Top 20 Holdings Unweighted | +13.29% | +45.39% | +5.47% | +30.51% |
Wealthcare Advisory Partners LLC reports $5.90B in US-listed equity holdings across 1,111 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (7.1%), SPTM (3.8%) and VTI (2.9%). The top 20 holdings account for 36.54% of reported assets. Its disclosed equity book has returned +50.63% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthcare Advisory Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1683059). View Wealthcare Advisory Partners LLC’s 13F filings on SEC