Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealthcare Advisory Partners LLC (CIK 1683059) reported $5.14B across 1,064 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($347.8M, 6.76%), SPTM ($204.5M, 3.98%), VTI ($132.0M, 2.57%), STIP ($125.1M, 2.43%), SPY ($109.7M, 2.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $347.8M | 6.76% | 4.5M | Added |
| 2 | SPTM | SPDR SERIES TRUST | $204.5M | 3.98% | 2.6M | Added |
| 3 | VTI | VANGUARD INDEX FDS | $132.0M | 2.57% | 411,337 | Added |
| 4 | STIP | ISHARES TR | $125.1M | 2.43% | 1.2M | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $109.7M | 2.13% | 168,620 | Trimmed |
| 6 | IEF | ISHARES TR | $102.3M | 1.99% | 1.1M | Added |
| 7 | SPSM | SPDR SERIES TRUST | $84.9M | 1.65% | 1.8M | Added |
| 8 | SPAB | SPDR SERIES TRUST | $77.2M | 1.50% | 3.0M | Added |
| 9 | SPMD | SPDR SERIES TRUST | $70.0M | 1.36% | 1.2M | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $69.5M | 1.35% | 1.5M | Added |
| 11 | NVDA | NVIDIA CORPORATION | $68.8M | 1.34% | 394,346 | Trimmed |
| 12 | AAPL | APPLE INC | $66.7M | 1.30% | 262,694 | Trimmed |
| 13 | SPDW | SPDR INDEX SHS FDS | $63.3M | 1.23% | 1.4M | Added |
| 14 | VOO | VANGUARD INDEX FDS | $61.1M | 1.19% | 102,314 | Trimmed |
| 15 | VYM | VANGUARD WHITEHALL FDS | $58.8M | 1.14% | 396,945 | Added |
| 16 | MUB | ISHARES TR | $55.4M | 1.08% | 522,191 | Trimmed |
| 17 | QQQ | INVESCO QQQ TR | $55.7M | 1.08% | 96,458 | Trimmed |
| 18 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $55.5M | 1.08% | 1.3M | Added |
| 19 | NTSX | WISDOMTREE TR | $51.5M | 1.00% | 988,091 | Added |
| 20 | IVV | ISHARES TR | $43.9M | 0.85% | 67,213 | Added |
| 21 | SGOV | ISHARES TR | $43.3M | 0.84% | 430,576 | Added |
| 22 | AGG | ISHARES TR | $40.3M | 0.78% | 405,504 | Added |
| 23 | MSFT | MICROSOFT CORP | $38.9M | 0.76% | 105,087 | Added |
| 24 | DBEF | DBX ETF TR | $39.3M | 0.76% | 794,798 | Added |
| 25 | SCHP | SCHWAB STRATEGIC TR | $37.6M | 0.73% | 1.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31