Institutional Fund
Wealthcare Advisory Partners LLC
West Chester, PACIK 16830595 filings on record
Portfolio Value
$5.14B
Q1 2026
Holdings
1,073
Reported positions
New Buys
83
Opened this quarter
QoQ Change
+1.0%
from $5.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust6.8%
- Spdr Series Trust4.0%
- Vanguard Index Fds2.6%
- Ishares Tr2.4%
- Spdr S&P 500 ETF Tr2.1%
- Ishares Tr2.0%
- Other80.1%
Portfolio Holdings
1,073 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 4.54M | $347.77M | 6.8% | +213.5K | Added |
| 2 | Spdr Series Trust | 2.59M | $204.51M | 4.0% | +44.7K | Added |
| 3 | Vanguard Index Fds | 411.3K | $131.96M | 2.6% | +55.8K | Added |
| 4 | Ishares Tr | 1.21M | $125.08M | 2.4% | +60.8K | Added |
| 5 | Spdr S&P 500 ETF Tr | 168.6K | $109.66M | 2.1% | −3.6K | Reduced |
| 6 | Ishares Tr | 1.07M | $102.32M | 2.0% | +304.6K | Added |
| 7 | Spdr Series Trust | 1.76M | $84.90M | 1.7% | +74.5K | Added |
| 8 | Spdr Series Trust | 3.02M | $77.25M | 1.5% | +217.0K | Added |
| 9 | Spdr Series Trust | 1.18M | $70.01M | 1.4% | +68.0K | Added |
| 10 | Fidelity Merrimack Str Tr | 1.52M | $69.52M | 1.4% | +19.7K | Added |
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