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James Krause

Wealthcare Advisory Partners Llc

Assets Managed
$5.143B
Holdings
1073
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
1.03%(2Q avg: 3.54%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcare Advisory Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1073 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.143B in assets, with a quarterly growth rate of 1.03% and a 2-quarter average growth rate of 3.54%. The portfolio is managed by James Krause, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 4.94%
6.77%
$347.765M
4.544M shares@ $76.54 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 1.76%
3.98%
$204.515M
2.587M shares@ $79.06 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 15.69%
2.57%
$131.961M
411,337 shares@ $320.82 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 5.3%
2.44%
$125.082M
1.209M shares@ $103.44 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.08%
2.14%
$109.66M
168,620 shares@ $650.35 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 39.69%
1.99%
$102.316M
1.072M shares@ $95.44 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 4.43%
1.66%
$84.904M
1.757M shares@ $48.32 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 7.76%
1.51%
$77.249M
3.015M shares@ $25.63 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 6.1%
1.37%
$70.01M
1.182M shares@ $59.23 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 1.32%
1.36%
$69.525M
1.524M shares@ $45.63 avg price

1-10 of 1073