Universe · entity
Wealthcare Advisory Partners LLC
Institutional manager (13F) · CIK 1683059
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $348M | 4,543,574 |
| 2 | SPDR SERIES TRUST | $205M | 2,586,827 |
| 3 | VANGUARD INDEX FDS | $132M | 411,337 |
| 4 | ISHARES TR | $125M | 1,209,342 |
| 5 | STATE STR SPDR S&P 500 ETF T | $110M | 168,620 |
| 6 | ISHARES TR | $102M | 1,072,046 |
| 7 | SPDR SERIES TRUST | $85M | 1,757,127 |
| 8 | SPDR SERIES TRUST | $77M | 3,015,178 |
| 9 | SPDR SERIES TRUST | $70M | 1,182,205 |
| 10 | FIDELITY MERRIMACK STR TR | $70M | 1,523,999 |
| 11 | NVIDIA CORPORATION | $69M | 394,346 |
| 12 | APPLE INC | $67M | 262,694 |
| 13 | SPDR INDEX SHS FDS | $63M | 1,386,698 |
| 14 | VANGUARD INDEX FDS | $61M | 102,314 |
| 15 | VANGUARD WHITEHALL FDS | $59M | 396,945 |
| 16 | INVESCO QQQ TR | $56M | 96,458 |
| 17 | CAPITAL GROUP DIVIDEND VALUE | $56M | 1,305,709 |
| 18 | ISHARES TR | $55M | 522,191 |
| 19 | WISDOMTREE TR | $52M | 988,091 |
| 20 | ISHARES TR | $44M | 67,213 |
| 21 | ISHARES TR | $43M | 430,576 |
| 22 | ISHARES TR | $40M | 405,504 |
| 23 | DBX ETF TR | $39M | 794,798 |
| 24 | MICROSOFT CORP | $39M | 105,087 |
| 25 | SCHWAB STRATEGIC TR | $38M | 1,414,020 |
| 26 | VANGUARD TAX-MANAGED FDS | $37M | 581,295 |
| 27 | DIMENSIONAL ETF TRUST | $37M | 956,946 |
| 28 | FIRST TR EXCHNG TRADED FD VI | $37M | 733,902 |
| 29 | PACER FDS TR | $37M | 587,049 |
| 30 | AMERICAN CENTY ETF TR | $35M | 315,036 |
| 31 | ISHARES TR | $32M | 406,167 |
| 32 | VANGUARD INTL EQUITY INDEX F | $29M | 391,062 |
| 33 | SPDR SERIES TRUST | $29M | 600,611 |
| 34 | ISHARES TR | $28M | 1,182,371 |
| 35 | J P MORGAN EXCHANGE TRADED F | $27M | 595,211 |
| 36 | CAPITAL GROUP GROWTH ETF | $26M | 647,731 |
| 37 | PIMCO ETF TR | $26M | 983,068 |
| 38 | AMAZON COM INC | $26M | 122,810 |
| 39 | J P MORGAN EXCHANGE TRADED F | $24M | 417,797 |
| 40 | VANGUARD INDEX FDS | $24M | 120,529 |
| 41 | ISHARES TR | $22M | 235,771 |
| 42 | SPDR SERIES TRUST | $22M | 489,073 |
| 43 | SCHWAB STRATEGIC TR | $22M | 717,346 |
| 44 | VANGUARD SPECIALIZED FUNDS | $22M | 101,003 |
| 45 | VANGUARD WORLD FD | $22M | 149,185 |
| 46 | VANECK ETF TRUST | $21M | 219,384 |
| 47 | ISHARES TR | $21M | 271,761 |
| 48 | ISHARES TR | $21M | 306,621 |
| 49 | JPMORGAN CHASE & CO | $21M | 69,827 |
| 50 | VANECK ETF TRUST | $20M | 688,836 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.