Wealthcare Advisory Partners LLC
Annual return '25
+12.8%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$5.1B
Holdings
1,074
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
6.8%
02
$SPTM
SPDR SERIES TRUST
Held since at least Q1 2024
4.0%
03
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
2.6%
04
$STIP
ISHARES TR
Held since at least Q1 2024
2.4%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (50.0k shares)
2.1%
06
$IEF
ISHARES TR
Held since at least Q1 2024
2.0%
07
$SPSM
SPDR SERIES TRUST
Held since at least Q1 2024
1.7%
08
$SPAB
SPDR SERIES TRUST
Held since at least Q1 2024
1.5%
09
$SPMD
SPDR SERIES TRUST
Held since at least Q1 2024
1.4%
10
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.