SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Wealthcare Advisory Partners LLC

CIK 0001683059 · 1065 ANDREW DRIVE, WEST CHESTER, PA, 19380 · 804-644-4711

Reported Value
$5.1B
Q4 2025
Positions
1,066
Filings on Record
31
2019–present window
Filed
Jan 14, 2026
original filing

Summary

Wealthcare Advisory Partners Llc reported $5.1B in U.S.-listed holdings across 1,066 positions for Q4 2025.

Its largest position, SPYM, represents 6.8% of the portfolio.

Compared with Q3 2025, the fund opened 106 new positions and exited 57.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $515MQ4 ’18Q1 ’19: $586MQ2 ’19: $631MQ3 ’19: $689MQ4 ’19: $787MQ4 ’19Q1 ’20: $682MQ2 ’20: $802MQ3 ’20: $912MQ4 ’20: $1.1BQ4 ’20Q1 ’21: $1.4BQ2 ’21: $1.5BQ3 ’21: $1.5BQ4 ’21: $1.7BQ4 ’21Q1 ’22: $1.6BQ2 ’22: $1.7BQ3 ’22: $1.8BQ4 ’22: $2.09TQ4 ’22Q1 ’23: $2.3BQ2 ’23: $2.2BQ3 ’23: $2.2BQ4 ’23: $2.5BQ4 ’23Q1 ’24: $3.0BQ2 ’24: $3.2BQ3 ’24: $3.5BQ4 ’24: $3.6BQ4 ’24Q1 ’25: $3.7BQ2 ’25: $4.4BQ3 ’25: $4.8BQ4 ’25: $5.1BQ4 ’25Q1 ’26: $5.1BQ2 ’26: $5.3Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$5.3B1,084Jul 9, 202613F-HRchanges · EDGAR ↗
Q1 2026$5.1B1,073Apr 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$5.1B1,066Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.8B1,017Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$4.4B969Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.7B903Apr 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.6B887Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.5B871Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$3.2B821Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.0B798Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.5B745Feb 6, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.2B697Oct 12, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.2B717Jul 17, 202313F-HRchanges · EDGAR ↗
Q1 2023$2.3B696May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.09T692Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.8B604Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.7B562Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.6B542Apr 15, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.7B574Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.5B545Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.5B554Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.4B2,129Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.1B438Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$912M363Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$802M321Jul 29, 202013F-HRchanges · EDGAR ↗
Q1 2020$682M1,547Apr 29, 202013F-HRchanges · EDGAR ↗
Q4 2019$787M1,441Jan 29, 202013F-HRchanges · EDGAR ↗
Q3 2019$689M1,398Oct 17, 201913F-HRchanges · EDGAR ↗
Q2 2019$631M1,361Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$586M1,278May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$515M1,271Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.