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Latest Wealthcare Advisory Partners LLC Stock Portfolio

$5.14Billion– No. of Holdings #1065

Wealthcare Advisory Partners LLC Performance:
2026 Q1: -1.34%YTD: -1.34%2025: 12.01%
Performance for 2026 Q1 is -1.34%, and YTD is -1.34%, and 2025 is 12.01%.

About Wealthcare Advisory Partners LLC and 13F Hedge Fund Stock Holdings

Wealthcare Advisory Partners LLC is a hedge fund based in West Chester, PA. On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wealthcare Advisory Partners LLC reported an equity portfolio of $5.1 Billions as of 31 Mar, 2026.

The top stock holdings of Wealthcare Advisory Partners LLC are BIL, BIL, VB. The fund has invested 6.8% of it's portfolio in SPDR SERIES TRUST and 4% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), TRISALUS LIFE SCIENCES INC and STATE STR CORP (STT) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), DIREXION SHARES ETF TRUST (COM) and DIMENSIONAL ETF TRUST (DFAC). Wealthcare Advisory Partners LLC opened new stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), WASTE CONNECTIONS INC (WCN) and INNOVATOR ETFS TRUST. The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN ETF TR (FTSD), WISDOMTREE TR (DWMF) and TIDAL TRUST I (ACSI).
Wealthcare Advisory Partners LLC Equity Portfolio Value
Last Reported on: 14 Apr, 2026

Wealthcare Advisory Partners LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Wealthcare Advisory Partners LLC made a return of -1.34% in the last quarter. In trailing 12 months, it's portfolio return was 12.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchng traded fd vi36,937,300
first tr exchng traded fd vi16,771,000
waste connections inc3,701,040
innovator etfs trust2,847,670
select sector spdr tr2,775,930
ishares tr2,526,810
astrazeneca plc2,355,260
sprott fds tr2,066,380
New stocks bought by Wealthcare Advisory Partners LLC

Additions

Ticker% Inc.
franklin etf tr3,809
wisdomtree tr893
tidal trust i795
rbb fd inc481
roblox corp452
dimensional etf trust405
dimensional etf trust382
huntington bancshares inc352
Additions to existing portfolio by Wealthcare Advisory Partners LLC

Reductions

Ticker% Reduced
invesco exchange traded fd t-78.57
tjx cos inc new-74.04
vanguard index fds-62.14
american centy etf tr-59.89
oracle corp-57.15
ishares tr-55.82
dimensional etf trust-47.36
spdr index shs fds-45.83
Wealthcare Advisory Partners LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Wealthcare Advisory Partners LLC

Sector Distribution

Wealthcare Advisory Partners LLC has about 80.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Communication Services
Sector%
Others80.5
Technology5.6
Utilities3.2
Financial Services2.1
Industrials2
Consumer Cyclical1.8
Healthcare1.7
Communication Services1.2

Market Cap. Distribution

Wealthcare Advisory Partners LLC has about 16% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED80.5
MEGA-CAP10
LARGE-CAP6
MID-CAP2.9

Stocks belong to which Index?

About 18.5% of the stocks held by Wealthcare Advisory Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others81.5
S&P 50015.1
RUSSELL 20003.4
Top 5 Winners (%)%
ERAS
erasca inc
334.9 %
REI
ring energy inc
74.1 %
neuraxis inc
63.0 %
BE
bloom energy corp
55.1 %
GLW
corning inc
52.5 %
Top 5 Winners ($)$
XOM
exxon mobil corp
5.6 M
AEMB
american centy etf tr
2.8 M
FNDA
schwab strategic tr
2.5 M
BIL
spdr series trust
2.5 M
IJR
ishares tr
2.3 M
Top 5 Losers (%)%
NUVB
nuvation bio inc
-52.1 %
CRNC
cerence inc
-40.8 %
APP
applovin corp
-38.0 %
FICO
fair isaac corp
-36.3 %
HOOD
robinhood mkts inc
-36.1 %
Top 5 Losers ($)$
BIL
spdr series trust
-16.3 M
MSFT
microsoft corp
-11.9 M
BIL
spdr series trust
-8.8 M
VB
vanguard index fds
-5.5 M
SPY
state str spdr s&p 500 etf t
-5.4 M

Wealthcare Advisory Partners LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC has 1065 stocks in it's portfolio. About 25.7% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Wealthcare Advisory Partners LLC last quarter.

Last Reported on: 14 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions