Sign In
test

James Krause

Wealthcare Advisory Partners Llc

Assets Managed
$5.274B
Holdings
1084
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
2.56%(2Q avg: 1.8%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcare Advisory Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1084 positions.

Assets under management

The assets under management (AUM) of Wealthcare Advisory Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 5.274B in assets, with a quarterly growth rate of 2.56% and a 2-quarter average growth rate of 1.8%. The portfolio is managed by James Krause, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -3.35%
7.32%
$385.884M
4.391M shares@ $87.89 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -3.04%
4.32%
$227.707M
2.508M shares@ $90.79 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -3.13%
2.8%
$147.439M
398,442 shares@ $370.04 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 9.38%
2.57%
$135.13M
1.323M shares@ $102.17 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 1.09%
1.95%
$102.43M
1.776M shares@ $57.68 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Decreased -5.93%
1.81%
$95.368M
1.008M shares@ $94.58 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 4.1%
1.58%
$83.139M
1.231M shares@ $67.57 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 6.34%
1.56%
$81.822M
3.206M shares@ $25.53 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.02%
1.44%
$75.73M
378,479 shares@ $200.1 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 2.35%
1.36%
$71.515M
1.419M shares@ $50.39 avg price

1-10 of 1084