Wealthcare Advisory Partners LLC

Portfolio Overview

Wealthcare Advisory Partners’ 13F reports a $5.09 billion equity/ETF portfolio as of 2025-12-31, up 6.0% from $4.80 billion at 2025-09-30. The filing lists 1,066 holdings, with the 50 largest positions totaling approximately $2.79 billion (≈54.7% of the portfolio). The portfolio is heavily ETF-centric: ETFs account for $2.31 billion (≈45.4% of the total), with the remainder composed of single-stock positions and some holdings classified as “Unknown” ($223.93M, ≈4.4%). The la...