Wealthcare Advisory Partners LLC has filed its Form 13F-HR with the SEC, disclosing the firm's equity holdings as of September 30, 2026. The filing lists the firm's Chief Compliance Officer, James Krause, as the authorized signatory.
The portfolio consists of a diverse array of assets, including individual stocks and exchange-traded funds. The largest position disclosed is in Apple Inc., with 217,754 shares. Other significant individual stock holdings include Amazon.com Inc. with 119,758 shares, Applied Materials Inc. with 6,859 shares, and Broadcom Inc. with 60,952 shares.
The filing also reveals substantial exposure to exchange-traded funds. The firm holds shares in the iShares Core S&P 500 ETF, the iShares Core S&P 500 ETF, and various other ETFs focused on global markets, artificial intelligence, and bonds. Additionally, the portfolio includes investments in gold trusts, such as the Goldman Sachs Physical Gold Unit and the GraniteShares Gold Trust, as well as several Bitcoin-related ETFs, including the ARK 21Shares Bitcoin ETF and the Bitwise Bitcoin ETF Trust.
