Wealthcare Advisory Partners LLC Portfolio Holdings
Wealthcare Advisory Partners LLC
- $4.81 Billion
- Q4 2025
Wealthcare Advisory Partners LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $4.81 Billion distributed in 1066 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $342M, Spdr Portfolio S&P 1500 Compos with a value of $206M, Ishares Barclays 0 5 Year Tips with a value of $118M, Vanguard Total Stock Market Et with a value of $117M, and Spdr S&P 500 ETF Trust with a value of $115M.
Examining the 13F form we can see an increase of $248M in the current position value, from $4.56B to 4.81B.
Wealthcare Advisory Partners LLC is based out at West Chester, PA
Below you can find more details about Wealthcare Advisory Partners LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,066
- Current Value $4.81 Billion
- Prior Value $4.56 Billion
- Filing
- Period Q4 2025
- Filing Date January 14, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 106 stocks
- Additional Purchases 533 stocks
- Sold out of 0 stocks
- Reduced holdings in 379 stocks