13F Filings History of Wealthcare Advisory Partners LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$5,090,552,301
Signature - Title
James Krause - Chief Compliance Officer
Location
West Chester, PA
Summary
This page shows a list of all the recent 13F filings made by Wealthcare Advisory Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealthcare Advisory Partners LLC reported 1066 stock holdings with total value $5,090,552,301 as of Q4 2025. Top holdings included SPYM, SPTM, VTI, STIP, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,066 $5,090,552,301 +$418,355,163 -$188,753,033 +$229,602,130 SPYM, SPTM, VTI, STIP, SPY 13F-HR 14 Jan 2026, 09:52
Q3 2025 1,017 $4,800,384,439 +$293,568,521 -$139,796,908 +$153,771,613 SPLG, SPTM, VTI, SPY, STIP 13F-HR 07 Nov 2025, 11:43
Q2 2025 969 $4,383,300,907 +$573,965,208 -$174,282,038 +$399,683,170 SPLG, SPTM, VTI, SPY, STIP 13F-HR 22 Jul 2025, 10:37
Q1 2025 903 $3,727,560,340 +$353,403,125 -$141,758,296 +$211,644,829 SPLG, SPTM, VTI, STIP, SPY 13F-HR 14 Apr 2025, 17:34
Q4 2024 887 $3,601,060,260 +$282,324,349 -$101,200,940 +$181,123,409 SPLG, SPTM, SPY, VTI, STIP 13F-HR 15 Jan 2025, 08:46
Q3 2024 871 $3,510,187,950 +$337,058,473 -$192,308,015 +$144,750,458 SPLG, SPTM, SPY, VTI, STIP 13F-HR 04 Nov 2024, 09:07
Q2 2024 821 $3,200,504,721 +$236,916,567 -$76,997,144 +$159,919,423 SPLG, SPTM, VTI, SPY, STIP 13F-HR 09 Aug 2024, 17:44
Q1 2024 798 $3,049,678,501 +$489,089,788 -$95,167,182 +$393,922,606 SPLG, SPTM, VTI, SPY, STIP 13F-HR 15 Apr 2024, 14:40
Q4 2023 745 $2,514,865,212 +$271,826,817 -$127,828,242 +$143,998,575 SPLG, SPTM, VTI, STIP, VOO 13F-HR 06 Feb 2024, 17:06
Q3 2023 697 $2,177,384,992 +$128,591,354 -$106,772,189 +$21,819,165 SPLG, SPTM, VTI, STIP, VOO 13F-HR 12 Oct 2023, 08:55
Q2 2023 717 $2,235,939,628 +$206,733,129 -$390,307,265 -$183,574,136 SPLG, SPTM, VTI, STIP, VOO 13F-HR 17 Jul 2023, 15:49
Q1 2023 693 $2,326,963,251 +$276,255,292 -$135,890,732 +$140,364,560 SPLG, SPTM, VTI, SPSM, MUB 13F-HR 04 May 2023, 16:35
Q4 2022 692 $2,092,933,953 +$314,476,582 -$94,245,509 +$220,231,073 SPLG, SPTM, VTI, SPSM, IEF 13F-HR 13 Feb 2023, 17:01
Q3 2022 600 $1,752,993,000 +$304,523,844 -$101,022,488 +$203,501,356 SPLG, SPTM, VTI, MUB, SPSM 13F-HR 14 Nov 2022, 12:18
Q2 2022 562 $1,652,711,000 +$343,974,072 -$112,214,307 +$231,759,765 SPLG, SPTM, VTI, SPSM, SCHP 13F-HR 15 Aug 2022, 08:00
Q1 2022 540 $1,646,637,000 +$170,063,710 -$115,374,960 +$54,688,750 SPLG, SPTM, IEF, VTI, SPSM 13F-HR 15 Apr 2022, 11:06
Q4 2021 573 $1,670,918,000 +$212,802,024 -$157,967,456 +$54,834,568 SPLG, SPTM, IEF, VTI, SPSM 13F-HR 11 Feb 2022, 11:35
Q3 2021 545 $1,529,430,000 +$104,507,675 -$47,681,216 +$56,826,459 SPLG, SPTM, VTI, SPSM, MUB 13F-HR 15 Nov 2021, 07:00
Q2 2021 554 $1,494,173,000 +$163,217,908 -$116,925,671 +$46,292,237 SPLG, SPTM, SPSM, VTI, IJH 13F-HR 16 Aug 2021, 09:09
Q1 2021 2,057 $1,380,478,000 +$246,648,656 -$41,780,579 +$204,868,077 SPLG, SPTM, MUB, SPSM, IJH 13F-HR 29 Apr 2021, 19:17
Q4 2020 438 $1,125,797,000 +$135,218,830 -$19,658,259 +$115,560,571 SPLG, SPTM, SPSM, IJH, MUB 13F-HR 11 Feb 2021, 21:24
Q3 2020 363 $911,872,000 +$94,153,247 -$19,695,089 +$74,458,158 SPLG, IJH, SPSM, MUB, SPTM 13F-HR 29 Oct 2020, 06:58
Q2 2020 321 $802,329,000 +$97,083,393 -$75,962,511 +$21,120,882 SPLG, SPSM, IJH, MUB, VEA 13F-HR 29 Jul 2020, 07:15
Q1 2020 1,466 $682,099,000 +$228,604,565 -$203,733,006 +$24,871,559 SPLG, SPTM, MUB, IJH, SPSM 13F-HR 29 Apr 2020, 14:41
Q4 2019 1,373 $786,559,000 +$77,031,333 -$15,665,928 +$61,365,405 VOO, VTI, AGG, SPY, MUB 13F-HR 29 Jan 2020, 14:42
Q3 2019 1,331 $689,050,000 +$67,686,236 -$13,227,686 +$54,458,550 VOO, VTI, AGG, SPY, MUB 13F-HR 16 Oct 2019, 18:22
Q2 2019 1,296 $631,169,000 +$43,645,007 -$12,790,305 +$30,854,702 VOO, AGG, VTI, SPY, MUB 13F-HR 29 Jul 2019, 20:06
Q1 2019 1,204 $586,242,000 +$110,678,871 -$93,437,397 +$17,241,474 VOO, AGG, SPY, VTI, MUB 13F-HR 13 May 2019, 16:00
Q4 2018 1,191 $515,250,000 +$51,036,313 -$20,360,404 +$30,675,909 SPY, AGG, MUB, VTI, IEF 13F-HR 14 Feb 2019, 10:46
Q3 2018 1,218 $544,534,000 +$47,974,708 -$32,830,204 +$15,144,504 SPY, AGG, VTI, MUB, VEA 13F-HR 14 Nov 2018, 10:31
Q2 2018 1,217 $510,065,000 +$80,753,517 -$19,987,769 +$60,765,748 SPY, AGG, VTI, IEF, VEA 13F-HR 13 Aug 2018, 18:10
Q1 2018 1,061 $442,524,000 +$70,899,947 -$8,491,218 +$62,408,729 SPY, AGG, VTI, IEF, VEA 13F-HR 14 May 2018, 19:00
Q4 2017 1,063 $388,788,000 +$44,370,758 -$2,486,798 +$41,883,960 SPY, AGG, VTI, TFI, MDY 13F-HR 13 Feb 2018, 19:14
Q3 2017 872 $336,508,000 +$125,522,258 -$194,000 +$125,328,258 SPY, AGG, VTI, TFI, IEF 13F-HR 15 Nov 2017, 09:40
Q2 2017 98 $205,824,000 +$20,202,500 -$950,316 +$19,252,184 SPY, AGG, VTI, TFI, IEF 13F-HR 28 Aug 2017, 17:46
Q1 2017 97 $183,206,000 +$13,040,358 -$4,744,526 +$8,295,832 SPY, AGG, VTI, TFI, IEF 13F-HR 11 Apr 2017, 13:54
Q4 2016 96 $169,059,000 +$14,757,386 -$167,785 +$14,589,601 SPY, AGG, VTI, TFI, IEF 13F-HR 11 Jan 2017, 18:13
Q3 2016 75 $153,993,000 +$10,652,157 -$1,968,656 +$8,683,501 SPY, AGG, VTI, TFI, IEF 13F-HR 14 Oct 2016, 09:34
Q2 2016 101 $142,020,000 $0 $0 $0 SPY, AGG, VTI, TFI, IEF 13F-HR 25 Aug 2016, 16:41