Wealthcare Advisory Partners LLC

Q2 2025 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    969

  • Value ($000)

    $4,383,301

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0001683059
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$312.53M
7 %

4,299,447

---

SPDR SERIES TRUST

PORTFOLI S&P1500
78464A805
$194.96M
4 %

2,603,310

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$114.40M
3 %

376,386

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$107.49M
3 %

173,976

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$105.34M
2 %

1,023,587

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$82.48M
2 %

145,195

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P600
78468R853
$69.43M
2 %

1,629,859

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$68.06M
2 %

430,802

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO AGRGTE
78464A649
$61.07M
1 %

2,385,485

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$60.92M
1 %

636,093

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