Wealthcare Advisory Partners LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Wealthcare Advisory Partners LLC maintained a portfolio of 1123 distinct positions. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 0.8%. Conversely, Wealthcare Advisory Partners LLC completely exited their position in COLLABORATIVE INVEST.
PCA Score Concentration Risk
Risk ENB
Total Positions
1123
Quarter
2025 Q4
Top Holding
SPLG (6.8%)
Top 10 Concentration
25.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1123
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPLG
SPDR SERIES TRU...
ETF 6.82% 7.01% #1
Prev: #1
5.2 35,274 0.8%
P
S
4,330,088 $347,359,671
$80.02 +0.9%
$80.02 +0.9%
2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTM
SPDR SERIES TRU...
ETF 4.12% 4.41% #2
Prev: #2
3.6 -83,423 -3.2%
P
S
2,542,112 $209,724,266
$44.80 +84.0%
$82.25 +0.2%
2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 2.34% 2.51% #3
Prev: #3
2.4 -11,018 -3.0%
P
S
355,564 $119,209,782
$159.65 +111.6%
$334.22 +1.1%
2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STIP
ISHARES TR
ETF 2.31% 2.29% #4 1
Prev: #5
3.4 86,535 8.1%
P
S
1,148,502 $117,595,158 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 2.31% 2.41% #5 1
Prev: #4
1.9 -1,470 -0.8%
P
S
172,209 $117,432,438 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.84% 1.93% #6
Prev: #6
1.2 -2,045 -1.4%
P
S
149,344 $93,658,274 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSM
SPDR SERIES TRU...
ETF 1.55% 1.59% #7 1
Prev: #8
1.1 38,971 2.4%
P
S
1,682,637 $78,848,372 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.54% 1.66% #8 1
Prev: #7
1.1 -4,476 -1.1%
P
S
421,676 $78,642,642 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEF
ISHARES TR
ETF 1.45% 1.38% #9 1
Prev: #10
2.6 81,344 11.9%
P
S
767,465 $73,799,458 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.43% 1.19% #10 5
Prev: #15
2.6 43,188 19.3%
P
S
267,241 $72,652,176 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPAB
SPDR SERIES TRU...
ETF 1.42% 1.35% #11
Prev: #11
2.6 295,437 11.8%
P
S
2,798,135 $72,051,977 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FBND
FIDELITY MERRIM...
ETF 1.36% 1.39% #12 3
Prev: #9
1.0 65,148 4.5%
P
S
1,504,259 $69,256,090 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPMD
SPDR SERIES TRU...
ETF 1.27% 1.27% #13 1
Prev: #12
1.0 50,917 4.8%
P
S
1,114,253 $64,526,387 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAC
DIMENSIONAL ETF...
ETF 1.20% 1.22% #14
Prev: #14
1.0 29,884 2.0%
P
S
1,548,995 $61,324,692 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.17% 1.23% #15 2
Prev: #13
1.0 -1,516 -1.5%
P
S
96,619 $59,354,272 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES TR
ETF 1.12% 1.04% #16 3
Prev: #19
2.4 66,538 14.3%
P
S
533,437 $57,136,421 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 1.11% 1.13% #17 1
Prev: #16
0.9 8,196 0.6%
P
S
1,273,831 $56,570,824 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CGDV
CAPITAL GROUP D...
Unknown 1.06% 1.00% #18 2
Prev: #20
2.4 92,197 8.1%
P
S
1,236,233 $53,949,212 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NTSX
WISDOMTREE TR
Bond/Debt 1.00% 1.06% #19 2
Prev: #17
0.9 -8,614 -0.9%
P
S
932,701 $51,121,366 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.00% 1.04% #20 2
Prev: #18
2.4 8,968 9.3%
P
S
104,969 $50,765,185 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 0.90% 0.91% #21
Prev: #21
0.9 1,731 2.7%
P
S
66,926 $45,840,366 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VYM
VANGUARD WHITEH...
ETF 0.90% 0.36% #22 30
Prev: #52
3.4 196,560 160.0%
P
S
319,399 $45,840,168 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 0.77% 0.32% #23 41
Prev: #64
3.3 236,958 155.8%
P
S
389,051 $39,052,900 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 0.76% 0.87% #24
Prev: #24
0.8 -32,416 -7.7%
P
S
386,240 $38,577,664 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHP
SCHWAB STRATEGI...
ETF 0.74% 0.72% #25 1
Prev: #26
2.3 132,391 10.3%
P
S
1,422,321 $37,677,273 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RDFI
COLLABORATIVE I...
ETF 0.00% 0.06%
Sold All 😨
(Was: #247)
0.0 -127,115 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRDT
SIMPLIFY EXCHAN...
Unknown 0.00% 0.06%
Sold All 😨
(Was: #250)
0.0 -128,507 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KMLM
KRANESHARES TRU...
Bond/Debt 0.00% 0.05%
Sold All 😨
(Was: #285)
0.0 -97,110 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO EXCH TR...
ETF 0.00% 0.02%
Sold All 😨
(Was: #492)
0.0 -45,213 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NJR
NEW JERSEY RES ...
Utilities 0.00% 0.02%
Sold All 😨
(Was: #501)
0.0 -20,811 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BTI
BRITISH AMERN T...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #503)
0.0 -18,601 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RBRK
RUBRIK INC.
Technology 0.00% 0.02%
Sold All 😨
(Was: #523)
0.0 -11,173 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PREF
PRINCIPAL EXCHA...
Preferred 0.00% 0.02%
Sold All 😨
(Was: #545)
0.0 -44,476 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.02%
Sold All 😨
(Was: #556)
0.0 -39,168 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PBW
INVESCO EXCHANG...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #623)
0.0 -21,378 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XME
SPDR SERIES TRU...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #636)
0.0 -6,267 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BBY
BEST BUY INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #651)
0.0 -7,221 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALLY
ALLY FINL INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #680)
0.0 -12,796 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BUL
PACER FDS TR
Warrant 0.00% 0.01%
Sold All 😨
(Was: #693)
0.0 -9,133 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ASET
FLEXSHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #719)
0.0 -12,674 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FXU
FIRST TR EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #727)
0.0 -9,143 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FV
FIRST TR EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #729)
0.0 -6,687 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AES
AES CORP
Utilities 0.00% 0.01%
Sold All 😨
(Was: #738)
0.0 -30,539 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FMHI
FIRST TR EXCH T...
ETF 0.00% 0.01%
Sold All 😨
(Was: #741)
0.0 -8,400 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWX
SPDR INDEX SHS ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #762)
0.0 -5,629 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OXY
OCCIDENTAL PETE...
Energy 0.00% 0.01%
Sold All 😨
(Was: #766)
0.0 -7,898 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSP
INVESCO EXCHANG...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #769)
0.0 -5,345 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWB
SPDR SERIES TRU...
ETF 0.00% 0.01%
Sold All 😨
(Was: #784)
0.0 -3,938 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MUNI
PIMCO ETF TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #815)
0.0 -6,358 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBRA
ZEBRA TECHNOLOG...
Technology 0.00% 0.01%
Sold All 😨
(Was: #831)
0.0 -1,070 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AWK
AMERICAN WTR WK...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #839)
0.0 -2,237 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GIS
GENERAL MLS INC
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #842)
0.0 -6,120 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYX
SPDR SERIES TRU...
ETF 0.00% 0.01%
Sold All 😨
(Was: #855)
0.0 -5,465 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #889)
0.0 -1,823 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BAGY
AMPLIFY ETF TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #892)
0.0 -4,948 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HFXI
NEW YORK LIFE I...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #905)
0.0 -8,264 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SRLN
SSGA ACTIVE ETF...
ETF 0.00% 0.01%
Sold All 😨
(Was: #913)
0.0 -5,941 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RHLD
RESOLUTE HLDGS ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #918)
0.0 -3,385 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HYBL
SSGA ACTIVE TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #922)
0.0 -8,268 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHE
SCHWAB STRATEGI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #924)
0.0 -7,048 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DLY
DOUBLELINE YIEL...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #936)
0.0 -14,990 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DUPONT DE NEMOU...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #938)
0.0 -2,891 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CBSH
COMMERCE BANCSH...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #951)
0.0 -3,652 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BLV
VANGUARD BD IND...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #957)
0.0 -3,047 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DTM
DT MIDSTREAM IN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #961)
0.0 -1,893 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDF
SCHWAB STRATEGI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #968)
0.0 -4,810 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VIOO
VANGUARD ADMIRA...
ETF 0.00% 0.00%
Sold All 😨
(Was: #973)
0.0 -1,840 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWZ
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #974)
0.0 -6,545 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAI
CARIS LIFE SCIE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #975)
0.0 -6,666 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ROP
ROPER TECHNOLOG...
Technology 0.00% 0.00%
Sold All 😨
(Was: #976)
0.0 -404 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RFG
INVESCO EXCHANG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #978)
0.0 -3,938 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTY
TIDAL TRUST II
Unknown 0.00% 0.00%
Sold All 😨
(Was: #983)
0.0 -11,433 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NXP
NUVEEN SELECT T...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #989)
0.0 -10,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLG
FLAGSTAR FINANC...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #990)
0.0 -12,428 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XIFR
XPLR INFRASTRUC...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #994)
0.0 -12,300 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHR
ARCHER AVIATION...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #997)
0.0 -10,343 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNAP
SNAP INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #998)
0.0 -12,741 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BTQQF
BTQ TECHNOLOGIE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1001)
0.0 -13,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TCPC
BLACKROCK TCP C...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1008)
0.0 -10,135 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NOK
NOKIA CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #1009)
0.0 -10,312 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TLRY
TILRAY BRANDS I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1014)
0.0 -13,055 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
COHEN & STEERS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1017)
0.0 -10,517 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1123 holdings

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