Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001683059

Wealthcare Advisory Partners LLC

WEST CHESTER, PA · File #028-17524

Latest AUM
$5.09B
Positions
1,066
Top-10 Concentration
47.4%
Filings
12

Sector Allocation

Financials
9.6%$487.8M
Technology
6.0%$306.5M
Healthcare
1.8%$89.3M
Industrials
1.4%$74.2M
Energy
0.5%$27.4M
Materials
0.5%$25.3M
Utilities
0.3%$15.0M
Real Estate
0.1%$3.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A8544,330,088$347.4M12.58%
2SPDR SERIES TRUST78464A8052,542,112$209.7M7.60%
3VANGUARD INDEX FDS922908769355,564$119.2M4.32%
4ISHARES TR46429B7471,148,502$117.6M4.26%
5SPDR S&P 500 ETF TRSPY172,209$117.4M4.25%
6VANGUARD INDEX FDS922908363149,344$93.7M3.39%
7SPDR SERIES TRUST78468R8531,682,637$78.8M2.86%
8NVIDIA CORPORATIONNVDA421,676$78.6M2.85%
9ISHARES TR464287440767,465$73.8M2.67%
10APPLE INCAAPL267,241$72.7M2.63%
11SPDR SERIES TRUST78464A6492,798,135$72.1M2.61%
12FIDELITY MERRIMACK STR TR3161883091,504,259$69.3M2.51%
13SPDR SERIES TRUST78464A8471,114,253$64.5M2.34%
14DIMENSIONAL ETF TRUST25434V7081,548,995$61.3M2.22%
15INVESCO QQQ TRIVZ96,619$59.4M2.15%
16ISHARES TR464288414533,437$57.1M2.07%
17SPDR INDEX SHS FDS78463X8891,273,831$56.6M2.05%
18CAPITAL GROUP DIVIDEND VALUE14020W1061,236,233$53.9M1.95%
19WISDOMTREE TRWT932,701$51.1M1.85%
20MICROSOFT CORPMSFT104,969$50.8M1.84%