Wealthcare Advisory Partners LLC reported 422 positions worth $1.08B for the quarter ended Sep 30, 2026, up 14.2% on the prior quarter. It opened 43 new positions, added to 210, trimmed 161 and exited 39. Its largest holding is Nvidia Corp at 8.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +98.7K | – | $16.06M | 1.49% |
| AAPL Apple Inc. | +19.3K | +9.7% | $6.42M | 6.74% |
| AMD Advanced Micro Devices Inc | +8,959 | +63.7% | $5.48M | 1.31% |
| MSFT Microsoft Corp | +9,692 | +11.4% | $4.97M | 4.51% |
| SNDK Sandisk Corp | +2,582 | +1,956.1% | $4.49M | 0.439% |
| AVGO Broadcom Inc. | +10.9K | +21.7% | $3.81M | 1.99% |
| LLY ELI LILLY & Co | +2,980 | +28.9% | $3.45M | 1.43% |
| PANW Palo Alto Networks Inc | +8,140 | +52.4% | $3.23M | 0.874% |
| GOOG Alphabet Inc. | +8,944 | +22.0% | $3.05M | 1.57% |
| NVDA Nvidia Corp | +13.2K | +3.5% | $3.02M | 8.31% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DECK Deckers Outdoor Corp | -15.4K | -100.0% | $1.53M | Exited |
| CSCO Cisco Systems, Inc. | -12.1K | -16.4% | $1.31M | 0.621% |
| CRWD CrowdStrike Holdings, Inc. | -4,759 | -20.5% | $1.26M | 0.453% |
| O Realty Income Corp | -23.1K | -65.3% | $1.26M | 0.062% |
| INTC Intel Corp | -9,138 | -19.1% | $1.10M | 0.434% |
| DIS Walt Disney Co | -8,670 | -18.7% | $909.49K | 0.367% |
| ARKB Ark 21Shares Bitcoin ETF | -20.8K | -22.4% | $575.18K | 0.185% |
| GLW Corning Inc | -3,617 | -16.9% | $556.14K | 0.254% |
| MSIF Msc Income Fund, Inc. | -46.4K | -100.0% | $536.87K | Exited |
| ETHA iShares Ethereum Trust ETF | -44.2K | -100.0% | $525.88K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +98.7K | $16.06M | 1.49% |
| MSI Motorola Solutions, Inc. | +4,672 | $2.08M | 0.194% |
| RDDT Reddit, Inc. | +9,566 | $1.36M | 0.127% |
| HWM Howmet Aerospace Inc. | +5,994 | $1.36M | 0.126% |
| RSG Republic Services, Inc. | +6,410 | $1.35M | 0.125% |
| AEIS Advanced Energy Industries Inc | +4,233 | $1.19M | 0.111% |
| NVT nVent Electric plc | +6,140 | $984.65K | 0.091% |
| UGI Ugi Corp | +16.0K | $570.50K | 0.053% |
| LITE Lumentum Holdings Inc. | +569 | $552.65K | 0.051% |
| CLX Clorox Co | +6,445 | $522.08K | 0.049% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DECK Deckers Outdoor Corp | -15.4K | $1.53M | 0.162% |
| MSIF Msc Income Fund, Inc. | -46.4K | $536.87K | 0.057% |
| ETHA iShares Ethereum Trust ETF | -44.2K | $525.88K | 0.056% |
| NVO Novo Nordisk A S | -8,676 | $415.91K | 0.044% |
| AVAV AeroVironment Inc | -2,187 | $361.01K | 0.038% |
| DY Dycom Industries Inc | -691 | $349.36K | 0.037% |
| TTD Trade Desk, Inc. | -18.0K | $325.22K | 0.034% |
| APTV Aptiv PLC | -4,344 | $266.64K | 0.028% |
| NCLH Norwegian Cruise Line Holdings Ltd. | -12.1K | $255.39K | 0.027% |
| LB LandBridge Corp | -3,206 | $254.05K | 0.027% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 391.7K | $89.46M | 8.31% | +13.2K | +3.5% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 217.8K | $72.52M | 6.74% | +19.3K | +9.7% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 94.7K | $48.56M | 4.51% | +9,692 | +11.4% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 119.8K | $29.84M | 2.77% | +9,752 | +8.9% | Added | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 61.0K | $21.41M | 1.99% | +10.9K | +21.7% | Added | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 63.6K | $21.04M | 1.95% | +2,053 | +3.3% | Added | 0% |
| 7 | PHYS Sprott Physical Gold Trust | Others | 560.0K | $17.51M | 1.63% | +14.4K | +2.6% | Added | 0.12% |
| 8 | GOOG Alphabet Inc. | Technology | 49.6K | $16.92M | 1.57% | +8,944 | +22.0% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 48.6K | $16.71M | 1.55% | -553 | -1.1% | Reduced | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 98.7K | $16.06M | 1.49% | +98.7K | – | New | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 13.3K | $15.37M | 1.43% | +2,980 | +28.9% | Added | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 42.0K | $14.90M | 1.38% | +783 | +1.9% | Added | 0% |
| 13 | GLDM World Gold Trust | Others | 179.1K | $14.72M | 1.37% | +14.3K | +8.7% | Added | 0.05% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 29.3K | $14.60M | 1.36% | +3,482 | +13.5% | Added | 0% |
| 15 | MU Micron Technology Inc | Technology | 13.3K | $14.12M | 1.31% | +10 | +0.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Wealthcare Advisory Partners.
As of its Q3 2026 13F filing, Wealthcare Advisory Partners LLC’s five largest positions were Nvidia Corp (NVDA) at 8.3%, Apple Inc. (AAPL) at 6.7%, Microsoft Corp (MSFT) at 4.5%, Amazon Com Inc (AMZN) at 2.8%, Broadcom Inc. (AVGO) at 2.0% of the reported portfolio.
Wealthcare Advisory Partners LLC reported a 13F portfolio worth $1.08B across 422 positions for Q3 2026. That is up 14.2% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($16.06M), Apple Inc. ($6.42M), Advanced Micro Devices Inc ($5.48M). It opened 43 new positions.
Its largest sales by value were Deckers Outdoor Corp ($1.53M), Cisco Systems, Inc. ($1.31M), CrowdStrike Holdings, Inc. ($1.26M). It exited 39 positions entirely.
From the Form 13F-HR reports Wealthcare Advisory Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.