Fund Holdings

Wealthcare Advisory Partners LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST STR PO EX ETF
01,386,698+1,386,698063,302,7711.23%+63,302,771
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0733,902+733,902036,937,2640.72%+36,937,264
ISHARES TR767,4651,072,046+304,58173,799,458102,316,0491.99%+28,516,591
FRANKLIN ETF TR5,098199,306+194,208463,97618,091,8800.35%+17,627,904
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
0547,797+547,797016,770,9810.33%+16,770,981
VANGUARD WHITEHALL FDS319,399396,945+77,54645,840,16858,787,6161.14%+12,947,448
VANGUARD INDEX FDS355,564411,337+55,773119,209,782131,961,0332.57%+12,751,251
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
65,916228,984+163,0684,888,96116,237,2620.32%+11,348,301
ISHARES TR124,690230,064+105,3746,259,41914,480,2130.28%+8,220,794
ISHARES TR
0-5 YR TIPS ETF
1,148,5021,209,342+60,840117,595,158125,082,2932.43%+7,487,135
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
283,836417,797+133,96116,246,77423,680,7600.46%+7,433,986
ISHARES TR160,582235,771+75,18915,290,60322,386,4680.44%+7,095,865
TIDAL TRUST I23,836213,537+189,701687,4226,845,9870.13%+6,158,565
SPDR SERIES TRUST
ST STR SP600 SML
1,682,6371,757,127+74,49078,848,37284,904,3631.65%+6,055,991
VANECK ETF TRUST
RARE EAR STR ETF
44,681104,541+59,8603,302,8159,199,6150.18%+5,896,800
SPDR SERIES TRUST
ST STR P400MID
1,114,2531,182,205+67,95264,526,38770,010,2091.36%+5,483,822
SPDR SERIES TRUST
ST STR AGGRE ETF
2,798,1353,015,178+217,04372,051,97777,248,8711.50%+5,196,894
VANGUARD INTL EQUITY INDEX F332,769391,062+58,29324,478,49929,368,7730.57%+4,890,274
ISHARES TR100,663177,100+76,4375,733,75610,482,5670.20%+4,748,811
RBB FD INC
F/M US TREASURY
088,812+88,81204,428,1880.09%+4,428,188
TIDAL TRUST II
RETU STA BDS ETF
281,429496,018+214,5895,870,60910,295,5980.20%+4,424,989
PIMCO ETF TR
MULTISECTOR BD
800,980983,068+182,08821,370,15125,756,3850.50%+4,386,234
ISHARES TR389,051430,576+41,52539,052,90043,341,7320.84%+4,288,832
WISDOMTREE TR
INFLA PLUS FD
12,396123,199+110,803415,3904,644,1220.09%+4,228,732
PGIM ETF TR
PGIM ULTRA SH BD
318,137396,686+78,54915,776,40819,635,9390.38%+3,859,531
WASTE CONNECTIONS INC(WCN)022,784+22,78403,701,0380.07%+3,701,038
EXXON MOBIL CORP121,510106,630-14,88014,622,49518,090,8460.35%+3,468,351
ISHARES TR
CORE MSCI TOTAL
94,066130,778+36,7127,961,73011,330,5900.22%+3,368,860
SPDR INDEX SHS FDS
SP CHINA ETF
031,115+31,11502,897,4080.06%+2,897,408
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
18,15391,679+73,526691,8013,571,8280.07%+2,880,027
INNOVATOR ETFS TRUST
EQUI DU DI 5 ETF
0143,099+143,09902,847,6700.06%+2,847,670
SELECT SECTOR SPDR TR
ST MATE INCO ETF
0117,435+117,43502,775,9290.05%+2,775,929
J P MORGAN EXCHANGE TRADED F
INCOME ETF
532,785595,211+62,42624,662,61227,421,3710.53%+2,758,759
SPROTT ASSET MANAGEMENT LP(CEF)41,75294,841+53,0891,912,2424,525,8130.09%+2,613,571
ISHARES INC
MSCI EMRG CHN
221,999238,191+16,19216,134,90118,736,0970.36%+2,601,196
PACER FDS TR
US CASH COWS 100
568,262587,049+18,78734,192,33436,725,7800.71%+2,533,446
ISHARES TR
GLOBAL REIT ETF
0100,470+100,47002,526,8090.05%+2,526,809
CAPITAL GRP FIXED INCM ETF T
ULTRA SHORT ETF
201,796300,995+99,1995,106,4427,609,1580.15%+2,502,716
DBX ETF TR765,477794,798+29,32136,827,09439,262,9970.76%+2,435,903
SPROTT ASSET MANAGEMENT LP(PHYS)506,481539,041+32,56016,724,00319,103,6130.37%+2,379,610
SPDR INDEX SHS FDS
ST PORT MARK ETF
050,613+50,61302,374,2350.05%+2,374,235
ASTRAZENECA PLC(AZN)011,943+11,94302,355,2610.05%+2,355,261
RBB FD INC
US TREASR 10 YR
10,98263,898+52,916483,8122,785,9750.05%+2,302,163
SPDR INDEX SHS FDS
ST STR MSCI EAFE
024,519+24,51902,286,9060.04%+2,286,906
SELECT SECTOR SPDR TR
ST STR UTIL ETF
49,89996,241+46,3422,130,1874,416,4960.09%+2,286,309
ISHARES INC
CORE MSCI EMKT
22,74254,188+31,4461,528,7473,779,6240.07%+2,250,877
CHEVRON CORPORATION(CVX)32,93935,108+2,1695,020,2817,263,9080.14%+2,243,627
SPDR INDEX SHS FDS
ST STR MSCI WLD
015,386+15,38602,202,3010.04%+2,202,301
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
27,66656,526+28,8602,076,3234,250,1810.08%+2,173,858
ISHARES TR95,649116,104+20,45510,205,74912,365,0400.24%+2,159,291
ISHARES TR28,25044,625+16,3754,200,5316,355,9620.12%+2,155,431
AMERICAN CENTY ETF TR
AVAN EMER EX ETF
108,645133,954+25,3096,928,3359,059,4840.18%+2,131,149
ISHARES TR
US INFRASTRUC
157,241180,801+23,5608,274,02210,341,8410.20%+2,067,819
SPROTT FDS TR
ACTIVE METALS
076,846+76,84602,066,3840.04%+2,066,384
CATERPILLAR INC(CAT)16,00715,800-2079,170,18611,193,4580.22%+2,023,272
HOME DEPOT INC(HD)44,42352,575+8,15215,285,88217,291,3160.34%+2,005,434
SELECT SECTOR SPDR TR
ST ENER INCO ETF
067,254+67,25401,902,1160.04%+1,902,116
VANGUARD WORLD FD
INDUSTRIAL ETF
2,7538,609+5,856821,4402,687,9200.05%+1,866,480
ISHARES TR18,52925,729+7,2004,561,2006,380,8520.12%+1,819,652
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
278,063314,374+36,31113,972,66815,756,4270.31%+1,783,759
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
660,083748,481+88,39814,944,27416,721,0600.33%+1,776,786
SPDR INDEX SHS FDS
ST STR NAT ETF
023,363+23,36301,744,5380.03%+1,744,538
LAM RESEARCH CORP(LRCX)42,19141,775-4167,222,2628,925,7280.17%+1,703,466
ISHARES TR386,240405,504+19,26438,577,66440,254,3860.78%+1,676,722
SSGA ACTIVE TR
SST BRIDGEWATER
057,617+57,61701,662,2370.03%+1,662,237
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
91,371105,073+13,70210,461,99312,073,9080.23%+1,611,915
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
1,236,2331,305,709+69,47653,949,21255,544,8481.08%+1,595,636
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
38,29347,618+9,3253,764,9235,275,1280.10%+1,510,205
LOCKHEED MARTIN CORP(LMT)12,26612,293+275,932,5607,430,0180.14%+1,497,458
SELECT SECTOR SPDR TR
ST STR ENERG ETF
87,79488,039+2453,925,2535,393,2400.10%+1,467,987
VERIZON COMMUNICATIONS INC(VZ)76,68889,568+12,8803,123,4844,496,3100.09%+1,372,826
COSTCO WHOLESALE CORPORATION(COST)8,7138,910+1977,513,5618,878,3700.17%+1,364,809
WISDOMTREE TR(WT)331,094357,790+26,69616,660,63818,011,1530.35%+1,350,515
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
10,02948,340+38,311326,6591,636,7800.03%+1,310,121
SCHWAB STRATEGIC TR65,955124,084+58,1291,377,7912,666,5610.05%+1,288,770
HUNTINGTON BANCSHARES INC(HBAN)24,013108,638+84,625416,6171,700,1910.03%+1,283,574
ISHARES TR
RUSEL 2500 ETF
259,949271,761+11,81219,480,54420,748,9520.40%+1,268,408
VERTIV HOLDINGS CO(VRT)20,33518,096-2,2393,294,4834,534,5230.09%+1,240,040
VANGUARD TAX-MANAGED FDS577,144581,295+4,15136,054,17737,249,3520.72%+1,195,175
SPDR INDEX SHS FDS
ST INTL CAP ETF
027,843+27,84301,175,8000.02%+1,175,800
JANUS DETROIT STR TR
HENDRSON AAA CL
286,931311,305+24,37414,512,98615,680,4080.30%+1,167,422
ALTRIA GROUP INC(MO)44,02356,082+12,0592,538,3393,700,8190.07%+1,162,480
ISHARES TR45,93868,121+22,1832,429,1783,580,4440.07%+1,151,266
ROBLOX CORP(RBLX)4,80726,536+21,729389,5111,500,8760.03%+1,111,365
KURV ETF TR033,894+33,89401,103,9300.02%+1,103,930
NEXTERA ENERGY INC(NEE)28,59336,468+7,8752,295,4843,387,1380.07%+1,091,654
BEST BUY INC(BBY)016,808+16,80801,079,0560.02%+1,079,056
SPDR GOLD TR(GLD)29,83229,834+211,822,59712,837,1380.25%+1,014,541
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
617,695652,930+35,23518,252,89019,254,8990.37%+1,002,009
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
214,781253,201+38,4205,880,6986,874,4010.13%+993,703
GILEAD SCIENCES INC(GILD)19,54724,339+4,7922,399,2353,392,1920.07%+992,957
FEDERATED HERMES ETF TRUST
US STRATEGIC DIV
43,50371,965+28,4621,244,6262,216,5280.04%+971,902
ISHARES SILVER TR(SLV)187,704191,520+3,81612,091,89213,050,1730.25%+958,281
FIDELITY COVINGTON TRUST
ENHANCED INTL
72,20295,307+23,1052,641,1433,545,4070.07%+904,264
INVESCO EXCH TRADED FD TR II
FLOAT RATE ETF
79,297115,796+36,4991,976,0882,879,8580.06%+903,770
GLOBAL X FDS
GLOBAL X COPPER
011,467+11,4670875,5160.02%+875,516
ISHARES TR
MSCI USA MIN ETF
16,01325,641+9,6281,507,7522,377,9220.05%+870,170
CORNING INC(GLW)24,30221,814-2,4882,127,8732,966,0370.06%+838,164
ISHARES TR
FLTG RATE NT ETF
118,321134,442+16,1216,017,8136,849,8090.13%+831,996
VANGUARD WORLD FD147,312149,185+1,87320,794,51521,624,2970.42%+829,782
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