Wealthcare Advisory Partners 13F Holdings & Latest Moves

13F filer · Latest filing Oct 21, 2026

Latest 13F moves (filed Oct 21, 2026): 4 new positions, 37 added, 5 reduced. Largest change by value: added $SPYM ($417.90M held).

New positions
4
Added / reduced
37 / 5
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPYM Added +264.73K (+6.03%) 4.66M $417.90M —
$VTI Added +51.62K (+12.95%) 450.06K $168.43M —
$STIP Added +168.98K (+12.77%) 1.49M $148.72M —
$CGDV Added +1.17M (+93.16%) 2.43M $118.84M —
$SPAB Added +311.31K (+9.71%) 3.52M $85.69M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPTM Reduced -49.87K (-1.99%) 2.46M $226.28M —
$IEF Reduced -142.96K (-14.18%) 865.48K $77.30M —
$VOO Reduced -8.01K (-9.20%) 78.98K $55.35M —
$SCHP Reduced -346.31K (-16.57%) 1.74M $43.82M —
$COWZ Reduced -275.66K (-46.28%) 320K $21.36M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$XOM New +98.65K 98.65K $16.06M —
$QGRO New +116.67K 116.67K $13.68M —
$JHML New +121.78K 121.78K $10.85M —
$NYF New +147.31K 147.31K $7.44M —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPYM Added +264.73K (+6.03%) 4.66M $417.90M —
$VTI Added +51.62K (+12.95%) 450.06K $168.43M —
$STIP Added +168.98K (+12.77%) 1.49M $148.72M —
$CGDV Added +1.17M (+93.16%) 2.43M $118.84M —
$SPAB Added +311.31K (+9.71%) 3.52M $85.69M —
$SPMD Added +86.72K (+7.05%) 1.32M $83.04M —
$SPDW Added +100.98K (+7.12%) 1.52M $76.33M —
$AAPL Added +19.26K (+9.71%) 217.75K $72.52M —
$WT Added +525.39K (+457.39%) 640.26K $62.26M —
$CGGR Added +594.83K (+86.37%) 1.28M $60.88M —
$QQQ Added +4.43K (+6.07%) 77.43K $57.28M —
$IVV Added +8.47K (+14.02%) 68.89K $52.76M —
$AGG Added +108.03K (+24.44%) 550.13K $52.01M —
$CGCP Added +1.46M (+166.99%) 2.33M $49.27M —
$DBEF Added +76.56K (+9.38%) 893.17K $49.08M —
$MSFT Added +9.69K (+11.40%) 94.69K $48.56M —
$AVUV Added +45.33K (+14.13%) 366.18K $43.12M —
$NOBL Added +618.44K (+2920.19%) 639.62K $34.60M —
$IBDU Added +296.16K (+24.20%) 1.52M $34.49M —
$AVDE Added +326.74K (+2896.12%) 338.02K $30.46M —
$SMH Added +16.62K (+73.37%) 39.28K $23.92M —
$VFLO Added +397.73K (+693.34%) 455.10K $23.30M —
$SUB Added +64.23K (+43.84%) 210.75K $22.03M —
$AVGO Added +10.86K (+21.68%) 60.95K $21.41M Read
$VGIT Added +328.79K (+2957.05%) 339.91K $19.26M —
$LLY Added +2.98K (+28.92%) 13.28K $15.37M Read
$IEFA Added +112.80K (+300.75%) 150.30K $14.56M —
$AMD Added +8.96K (+63.66%) 23.03K $14.09M —
$CGSD Added +531.02K (+5582.05%) 540.53K $13.65M —
$CGMU Added +243.90K (+94.63%) 501.63K $13.01M —
$CIBR Added +73.31K (+213.63%) 107.63K $11.10M —
$IEMG Added +73.96K (+131.44%) 130.22K $10.57M —
$VTEB Added +92.39K (+117.91%) 170.74K $8.09M —
$BOND Added +53.75K (+205.91%) 79.86K $6.95M —
$CRWD Added +12.62K (+217.86%) 18.42K $4.88M Read
$VGSH Added +78.73K (+1441.70%) 84.19K $4.85M —
$SNDK Added +2.58K (+1956.06%) 2.71K $4.72M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPTM Reduced -49.87K (-1.99%) 2.46M $226.28M —
$IEF Reduced -142.96K (-14.18%) 865.48K $77.30M —
$VOO Reduced -8.01K (-9.20%) 78.98K $55.35M —
$SCHP Reduced -346.31K (-16.57%) 1.74M $43.82M —
$COWZ Reduced -275.66K (-46.28%) 320K $21.36M —

All tracked 13F moves by Wealthcare Advisory Partners

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Reduced -8.01K (-9.20%) 78.98K $55.35M —
$SPTM Reduced -49.87K (-1.99%) 2.46M $226.28M —
$QGRO New +116.67K 116.67K $13.68M —
$NYF New +147.31K 147.31K $7.44M —
$JHML New +121.78K 121.78K $10.85M —
$XOM New +98.65K 98.65K $16.06M —
$SCHP Reduced -346.31K (-16.57%) 1.74M $43.82M —
$IEF Reduced -142.96K (-14.18%) 865.48K $77.30M —
$COWZ Reduced -275.66K (-46.28%) 320K $21.36M —
$WT Added +525.39K (+457.39%) 640.26K $62.26M —
$VFLO Added +397.73K (+693.34%) 455.10K $23.30M —
$VTEB Added +92.39K (+117.91%) 170.74K $8.09M —
$VGSH Added +78.73K (+1441.70%) 84.19K $4.85M —
$VTI Added +51.62K (+12.95%) 450.06K $168.43M —
$VGIT Added +328.79K (+2957.05%) 339.91K $19.26M —
$SMH Added +16.62K (+73.37%) 39.28K $23.92M —
$SUB Added +64.23K (+43.84%) 210.75K $22.03M —
$STIP Added +168.98K (+12.77%) 1.49M $148.72M —
$SPYM Added +264.73K (+6.03%) 4.66M $417.90M —
$SPMD Added +86.72K (+7.05%) 1.32M $83.04M —
$SPDW Added +100.98K (+7.12%) 1.52M $76.33M —
$SPAB Added +311.31K (+9.71%) 3.52M $85.69M —
$SNDK Added +2.58K (+1956.06%) 2.71K $4.72M —
$NOBL Added +618.44K (+2920.19%) 639.62K $34.60M —
$MSFT Added +9.69K (+11.40%) 94.69K $48.56M —
$AGG Added +108.03K (+24.44%) 550.13K $52.01M —
$IVV Added +8.47K (+14.02%) 68.89K $52.76M —
$IEMG Added +73.96K (+131.44%) 130.22K $10.57M —
$IEFA Added +112.80K (+300.75%) 150.30K $14.56M —
$QQQ Added +4.43K (+6.07%) 77.43K $57.28M —
$IBDU Added +296.16K (+24.20%) 1.52M $34.49M —
$CIBR Added +73.31K (+213.63%) 107.63K $11.10M —
$LLY Added +2.98K (+28.92%) 13.28K $15.37M Read
$DBEF Added +76.56K (+9.38%) 893.17K $49.08M —
$CRWD Added +12.62K (+217.86%) 18.42K $4.88M Read
$CGSD Added +531.02K (+5582.05%) 540.53K $13.65M —
$CGMU Added +243.90K (+94.63%) 501.63K $13.01M —
$CGDV Added +1.17M (+93.16%) 2.43M $118.84M —
$CGCP Added +1.46M (+166.99%) 2.33M $49.27M —
$CGGR Added +594.83K (+86.37%) 1.28M $60.88M —
$AVGO Added +10.86K (+21.68%) 60.95K $21.41M Read
$BOND Added +53.75K (+205.91%) 79.86K $6.95M —
$AVUV Added +45.33K (+14.13%) 366.18K $43.12M —
$AVDE Added +326.74K (+2896.12%) 338.02K $30.46M —
$AAPL Added +19.26K (+9.71%) 217.75K $72.52M —
$AMD Added +8.96K (+63.66%) 23.03K $14.09M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Wealthcare Advisory Partners holds or traded

Frequently asked questions

What did Wealthcare Advisory Partners buy and sell in its latest 13F?

It opened or added to $SPYM, $VTI, $STIP, $CGDV and $SPAB; it cut or exited $SPTM, $IEF, $VOO, $SCHP and $COWZ.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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