Wealthcare Advisory Partners
Wealthcare Advisory Partners reported 1,111 stocks worth $5.9B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are SPYM (7.1%), SPTM (3.8%) and VTI (2.9%). Compared with Q2 2026, the fund opened new positions in XOM and QGRO, added to SPYM, VTI and STIP, trimmed SPTM, IEF and FBND and sold out of DECK, XTRE and XONE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $418M | 7.1% | 4.7M | +265K (+6%) | 8 of 8 | |
| 2 |  SPTM Spdr Series Trust | $226M | 3.8% | 2.5M | −50K (−2%) | 8 of 8 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $168M | 2.9% | 450K | +52K (+13%) | 8 of 8 | |
| 4 |  STIP Ishares 0-5 | $149M | 2.5% | 1.5M | +169K (+13%) | 8 of 8 | |
| 5 |  CGDV Capital Group Dividend | $119M | 2.0% | 2.4M | +1.2M (+93%) | 8 of 8 | |
| 6 |  SPSM State Street | $97.8M | 1.7% | 1.8M | +74K (+4%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $89.5M | 1.5% | 392K | +13K (+3%) | 8 of 8 | |
| 8 |  SPAB Spdr Series Trust | $85.7M | 1.4% | 3.5M | +311K (+10%) | 8 of 8 | |
| 9 |  SPMD State Street | $83M | 1.4% | 1.3M | +87K (+7%) | 8 of 8 | |
| 10 |  IEF Ishares TR | $77.3M | 1.3% | 865K | −143K (−14%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $41.1M | 926K |
DIMENSIONAL ETF TRUST | $3.4M | 88K |
 DECK Deckers Outdoor Corp | $1.5M | 15K |
DIMENSIONAL U S SMALL CAP ETF | $1.2M | 14K |
 XTRE Bondbloxx ETF Trust | $1.1M | 23K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealthcare Advisory Partners 13F FAQ
What does Wealthcare Advisory Partners own?
Wealthcare Advisory Partners reported 1,111 stocks worth $5.9B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are SPYM (7.1%), SPTM (3.8%) and VTI (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Wealthcare Advisory Partners buy and sell in Q3 2026?
Compared with Q2 2026: 107 new positions, 576 added to, 347 trimmed and 80 sold out. New positions include XOM and QGRO. It sold all of DECK, XTRE and XONE.
When will Wealthcare Advisory Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealthcare Advisory Partners's portfolio worth?
The Q3 2026 filing reports $5.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.