Wealthcare Advisory Partners LLC

CIK 0001683059 · Q2 2026

13F Equity AUM

$5.3B

+2.6% QoQ

Positions

1,083

+10 QoQ

AUM Rank

#1,483

Top 12%

Skill Alpha (FF)

-1.9%/yr

Underperformer

Rank #5,687 · Top 68%

vs S&P -5.0%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 18.9%Top 10: 26.7%Top 20: 38.3%

SPYM7.3%

SPTM4.3%

VTI2.8%

STIP2.6%

SPSM1.9%

IEF1.8%

SPMD1.6%

SPAB1.6%

NVDA1.4%

SPDW1.4%

Others (1073)73.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services84.6%

Technology6.0%

Other9.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1083Median: 0.02%Avg: 0.09%

0–0.5%

1047(50.8%)

0.5–1%

16(11.0%)

1–3%

18(26.6%)

3–5%

1(4.3%)

5%+

1(7.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,083vs 20 funds

0%Low

1,083

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New94Increased399Decreased544Exited83

New Positions

CLSE0.2%

+256K

JIVE0.1%

+67K

HONEYWELL AEROSPACE …0.1%

+14K

HONEYWELL INTL INC0.0%

+10K

EA SERIES TRUST0.0%

+27K

REX ETF TR0.0%

+54K

SPACE EXPLORATION TE…0.0%

+10K

ROUNDHILL ETF TRUST0.0%

+13K

SPHB0.0%

+5K

AMKR0.0%

+4K

Increased

SCHP1.1%

+676K(+48%)

BALT0.3%

+210K(+67%)

GGN0.0%

+193K(+132%)

SPAB1.6%

+191K(+6%)

VO0.3%

+162K(+297%)

CGCP0.4%

+123K(+16%)

STIP2.6%

+113K(+9%)

BKLN0.3%

+109K(+18%)

UYLD0.1%

+104K(+2031%)

HFMF0.1%

+103K(+452%)

Decreased

SGOV0.0%

-420,386(-98%)

RSBA0.1%

-327,443(-66%)

GSY0.0%

-308,552(-98%)

PULS0.1%

-295,807(-75%)

CGUI0.1%

-198,895(-66%)

JEPI0.3%

-176,948(-42%)

JAAA0.1%

-168,737(-54%)

DFUS0.1%

-159,501(-70%)

SPYM7.3%

-152,540(-3%)

GNT0.0%

-126,818(-34%)

Exited

-106,630

-117,093

-37,359

-19,123

-74,027

-22,784

-6,472

-58,641

-5,161

-16,403

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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