Wealthcare Advisory Partners LLC

$5.1B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1683059 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $5.1B
ALL retained default holdings for this (filer, period), including NULL-value ones: 1,073
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 83
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 76

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	ADD	+$405K	+213,486	$347M	$348M	4,330,088	4,543,574
position key `pos:13782` · issuer key `iss:1602` STATE STREET SPD	ADD	−$5.2M	+44,715	$210M	$205M	2,542,112	2,586,827
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	+$12.8M	+55,773	$119M	$132M	355,564	411,337
position key `sid:sec:prov:3810be70acbc4a9e01193709ab22fd3e` · issuer key `cusip6:46429B` 0-5 YR TIPS ETF	ADD	+$7.5M	+60,840	$118M	$125M	1,148,502	1,209,342
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$7.8M	−3,589	$117M	$110M	172,209	168,620
position key `pos:16327` · issuer key `iss:1012` 7-10 YR TRSY BD	ADD	+$28.5M	+304,581	$73.8M	$102M	767,465	1,072,046
position key `pos:16053` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$6.1M	+74,490	$78.8M	$84.9M	1,682,637	1,757,127
position key `pos:10567` · issuer key `iss:1602` STATE STREET SPD	ADD	+$5.2M	+217,043	$72.1M	$77.2M	2,798,135	3,015,178
position key `pos:14252` · issuer key `iss:1602` STATE STREET SPD	ADD	+$5.5M	+67,952	$64.5M	$70.0M	1,114,253	1,182,205
position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188` TOTAL BD ETF	ADD	+$269K	+19,740	$69.3M	$69.5M	1,504,259	1,523,999
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$9.9M	−27,330	$78.6M	$68.8M	421,676	394,346
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$6.0M	−4,547	$72.7M	$66.7M	267,241	262,694
position key `sid:sec:prov:8eb35ebc152e2250618fad852c7a297e` · issuer key `cusip6:78463X` STATE STREET SPD	ADD	+$6.7M	+112,867	$56.6M	$63.3M	1,273,831	1,386,698
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$32.5M	−47,030	$93.7M	$61.1M	149,344	102,314
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	ADD	+$12.9M	+77,546	$45.8M	$58.8M	319,399	396,945
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	TRIM	−$3.7M	−161	$59.4M	$55.7M	96,619	96,458
position key `sid:sec:prov:2ebeed7ba0c3c8f5495a6059ae850775` · issuer key `cusip6:14020W` SHS CREATION UNI	ADD	+$1.6M	+69,476	$53.9M	$55.5M	1,236,233	1,305,709
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	TRIM	−$1.7M	−11,246	$57.1M	$55.4M	533,437	522,191
position key `pos:12128` · issuer key `iss:1983` US EFFICIENT COR	ADD	+$408K	+55,390	$51.1M	$51.5M	932,701	988,091
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	−$1.9M	+287	$45.8M	$43.9M	66,926	67,213
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	ADD	+$4.3M	+41,525	$39.1M	$43.3M	389,051	430,576
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	ADD	+$1.7M	+19,264	$38.6M	$40.3M	386,240	405,504
position key `sid:sec:prov:1d6e641966ead8546e2027abeb23716c` · issuer key `cusip6:233051` XTRACK MSCI EAFE	ADD	+$2.4M	+29,321	$36.8M	$39.3M	765,477	794,798
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$11.9M	+118	$50.8M	$38.9M	104,969	105,087
position key `pos:17475` · issuer key `iss:1633` US TIPS ETF	TRIM	−$50.2K	−8,301	$37.7M	$37.6M	1,422,321	1,414,020
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$1.2M	+4,151	$36.1M	$37.2M	577,144	581,295
position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V` US CORE EQUITY 2	TRIM	−$24.1M	−592,049	$61.3M	$37.2M	1,548,995	956,946
position key `sid:sec:prov:76a113f97763debac4a028fa78797658` · issuer key `cusip6:33740U` FT VEST US EQT	NEW	+$36.9M	+733,902	$0	$36.9M	—	733,902
position key `sid:sec:prov:8ffd8920e6e0488aef7958c82490aaf2` · issuer key `cusip6:69374H` US CASH COWS 100	ADD	+$2.5M	+18,787	$34.2M	$36.7M	568,262	587,049
position key `sid:sec:prov:3fe659bf87a2644a2d7bd1c1995519a0` · issuer key `cusip6:025072` US SML CP VALU	TRIM	+$803K	−18,353	$34.0M	$34.8M	333,389	315,036
position key `pos:12710` · issuer key `iss:1013` EAFE SML CP ETF	ADD	+$550K	+2,479	$31.3M	$31.8M	403,688	406,167
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	ADD	+$4.9M	+58,293	$24.5M	$29.4M	332,769	391,062
position key `sid:sec:prov:f5c263e782979fbc9c5b401d4d1d072b` · issuer key `cusip6:78468R` STATE STREET SPD	TRIM	−$906K	−16,870	$29.6M	$28.7M	617,481	600,611
position key `sid:sec:prov:4a71b6dfa34cdbeba4ded30a6459d58a` · issuer key `cusip6:46436E` IBONDS DEC 29	ADD	+$700K	+37,240	$26.8M	$27.5M	1,145,131	1,182,371
position key `sid:sec:prov:3c753a612d22675d643fa8bd5b65d80e` · issuer key `cusip6:46641Q` INCOME ETF	ADD	+$2.8M	+62,426	$24.7M	$27.4M	532,785	595,211
position key `sid:sec:prov:fbe2069936310c4fd1e930d7bd6a6681` · issuer key `cusip6:14020G` SHS CREATION UNI	ADD	−$1.2M	+35,645	$27.2M	$26.0M	612,086	647,731
position key `sid:sec:prov:472af252cda1e0f13d5ff2184a64a0e5` · issuer key `cusip6:72201R` MULTISECTOR BD	ADD	+$4.4M	+182,088	$21.4M	$25.8M	800,980	983,068
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$1.1M	+7,182	$26.7M	$25.6M	115,628	122,810
position key `pos:17400` · issuer key `cusip6:46641Q` EQUITY PREMIUM	ADD	+$7.4M	+133,961	$16.2M	$23.7M	283,836	417,797
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	TRIM	+$446K	−953	$23.2M	$23.6M	121,482	120,529
position key `pos:14874` · issuer key `iss:1013` MBS ETF	ADD	+$7.1M	+75,189	$15.3M	$22.4M	160,582	235,771
position key `sid:sec:prov:2c10d4638a7d9da6a604369bde29ebb3` · issuer key `cusip6:78468R` STATE STREET SPD	TRIM	−$2.5M	−50,540	$24.7M	$22.2M	539,613	489,073
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	TRIM	−$1.3M	−133,591	$23.3M	$22.0M	850,937	717,346
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$2.9M	−10,974	$24.6M	$21.7M	111,977	101,003
position key `sid:sec:prov:6f9dc5decf4c0d4690493bc1e0555f7c` · issuer key `cusip6:921910` MEGA CAP VAL ETF	ADD	+$830K	+1,873	$20.8M	$21.6M	147,312	149,185
position key `sid:sec:prov:010e2160f1ec02962699c77a9cdd8dc1` · issuer key `cusip6:92189F` MRNGSTR WDE MOAT	ADD	−$925K	+5,603	$22.1M	$21.2M	213,781	219,384
position key `sid:sec:prov:5e061cf01f0216049e6a4dd081d0269e` · issuer key `cusip6:46435G` RUSEL 2500 ETF	ADD	+$1.3M	+11,812	$19.5M	$20.7M	259,949	271,761
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	TRIM	−$560K	−15,587	$21.3M	$20.7M	322,208	306,621
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$2.0M	−191	$22.6M	$20.5M	70,018	69,827
position key `sid:sec:prov:068de4b562add61f313e14592c45b3ed` · issuer key `cusip6:92189F` FALLEN ANGEL HG	ADD	+$68.6K	+17,466	$19.7M	$19.8M	671,370	688,836
position key `sid:sec:prov:72be0ebb367e2d6894ef37f946084b25` · issuer key `cusip6:69344A` PGIM ULTRA SH BD	ADD	+$3.9M	+78,549	$15.8M	$19.6M	318,137	396,686
position key `sid:sec:prov:ca43aa0d264ded3a0a711580ae6bca3a` · issuer key `cusip6:25434V` INTL CORE EQUITY	TRIM	−$6.6M	−207,706	$26.1M	$19.5M	757,905	550,199
position key `sid:sec:prov:58efed45bb6267776f77c3a3479342e3` · issuer key `cusip6:14019W` SHS CREATION UNI	ADD	+$1.0M	+35,235	$18.3M	$19.3M	617,695	652,930
position key `sid:sec:prov:2ebaaa42ac21ece1774b2d90b0541929` · issuer key `cusip6:85207H` PHYSICAL GOLD TR	ADD	+$2.4M	+32,560	$16.7M	$19.1M	506,481	539,041
position key `pos:12365` · issuer key `iss:1016` MSCI EMRG CHN	ADD	+$2.6M	+16,192	$16.1M	$18.7M	221,999	238,191
position key `pos:13208` · issuer key `cusip6:46138G` NASDAQ 100 ETF	ADD	−$176K	+3,965	$18.5M	$18.3M	73,040	77,005
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	TRIM	−$4.7M	−44,179	$22.8M	$18.1M	189,815	145,636
position key `sid:sec:prov:35021dacd6f41181a99a1b6e9cb5910a` · issuer key `cusip6:353506` SHRT DUR US GOVT	ADD	+$17.6M	+194,208	$464K	$18.1M	5,098	199,306
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$3.5M	−14,880	$14.6M	$18.1M	121,510	106,630
position key `pos:10189` · issuer key `iss:1983` FLOATNG RAT TREA	ADD	+$1.4M	+26,696	$16.7M	$18.0M	331,094	357,790
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$1.4M	+506	$19.3M	$17.9M	61,604	62,110
position key `sid:sec:prov:d06dc90372e535936c4f30ff3a1ea498` · issuer key `cusip6:46434V` FUTURE EXPONENTI	ADD	−$214K	+2,766	$17.6M	$17.4M	253,082	255,848
position key `pos:10715` · issuer key `iss:916` COM	ADD	+$2.0M	+8,152	$15.3M	$17.3M	44,423	52,575
position key `sid:sec:prov:a322946a230e787c1c23f83e2624e9c0` · issuer key `cusip6:02072L` ALPHA ARCHITECT	TRIM	−$813K	−11,099	$17.8M	$17.0M	197,940	186,841
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	ADD	+$305K	+2,961	$16.6M	$16.9M	44,467	47,428
position key `sid:sec:prov:fff68fb69129d8eedbc2394b60f6eb49` · issuer key `cusip6:33740U` FT VEST NAS	NEW	+$16.8M	+547,797	$0	$16.8M	—	547,797
position key `sid:sec:prov:8eadc2af1060e2faea0b170309153a23` · issuer key `cusip6:14020Y` CORE PLUS INCM	ADD	+$1.8M	+88,398	$14.9M	$16.7M	660,083	748,481
position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V` US EQUITY MARKET	ADD	+$11.3M	+163,068	$4.9M	$16.2M	65,916	228,984
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$1.5M	+1,257	$17.7M	$16.2M	51,028	52,285
position key `pos:17304` · issuer key `iss:994` ULTRA SHRT DUR	ADD	+$1.8M	+36,311	$14.0M	$15.8M	278,063	314,374
position key `sid:sec:prov:56b05b23603c017e287f8db59897c4bd` · issuer key `cusip6:47103U` HENDRSON AAA CL	ADD	+$1.2M	+24,374	$14.5M	$15.7M	286,931	311,305
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	−$54.2K	+384	$15.7M	$15.7M	54,126	54,510
position key `pos:14579` · issuer key `iss:1990` SPDR GLD MINIS	TRIM	+$425K	−9,059	$14.7M	$15.2M	172,716	163,657
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$1.5M	−1,514	$16.4M	$14.9M	32,528	31,014
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$1.7M	+3,084	$16.6M	$14.9M	36,880	39,964
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	ADD	−$1.5M	+6,083	$16.0M	$14.5M	491,800	497,883
position key `pos:16108` · issuer key `iss:1012` NORTH AMERN NAT	ADD	+$8.2M	+105,374	$6.3M	$14.5M	124,690	230,064
position key `pos:13147` · issuer key `iss:1983` INTERNATIONL EFI	ADD	+$26.4K	+1,138	$13.1M	$13.1M	296,301	297,439
position key `pos:11024` · issuer key `iss:1014` ISHARES	ADD	+$958K	+3,816	$12.1M	$13.1M	187,704	191,520
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$1.2M	+25	$14.1M	$12.9M	45,014	45,039
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$1.0M	+2	$11.8M	$12.8M	29,832	29,834
position key `pos:11991` · issuer key `iss:994` VAR RATE INVT	TRIM	−$93.6K	−2,409	$12.9M	$12.8M	512,330	509,921
position key `sid:sec:prov:32ef26f8849908cb045937f5030b983c` · issuer key `cusip6:33741X` SMID RISNG ETF	ADD	+$569K	+5,605	$12.0M	$12.6M	313,127	318,732
position key `sid:sec:prov:b5da1899e91159f39d606484b3813f7c` · issuer key `cusip6:46138G` SR LN ETF	TRIM	−$9.5M	−436,930	$21.9M	$12.4M	1,043,541	606,611
position key `pos:17598` · issuer key `iss:1013` SHRT NAT MUN ETF	ADD	+$2.2M	+20,455	$10.2M	$12.4M	95,649	116,104
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$2.3M	−920	$14.5M	$12.2M	41,350	40,430
position key `sid:sec:prov:efc5a74ead662a589fdaf906b7073edf` · issuer key `cusip6:33740F` FT VEST US EQT	ADD	+$514K	+14,885	$11.7M	$12.2M	220,086	234,971
position key `sid:sec:prov:11dffc33c80c14a94cfc7691071c9bc1` · issuer key `cusip6:46138G` S&P 500 REVENUE	ADD	+$1.6M	+13,702	$10.5M	$12.1M	91,371	105,073
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	ADD	−$920K	+1,468	$12.9M	$12.0M	120,989	122,457
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$159K	+257	$11.7M	$11.9M	122,318	122,575
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$720K	+6,519	$10.8M	$11.6M	121,268	127,787
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$4.4M	−16,701	$15.9M	$11.5M	69,377	52,676
position key `sid:sec:prov:646dd98d51ffd9a312c8378d5fe206fd` · issuer key `cusip6:46138G` SHORT TERM TREAS	ADD	+$249K	+2,459	$11.2M	$11.4M	105,538	107,997
position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F` CORE MSCI TOTAL	ADD	+$3.4M	+36,712	$8.0M	$11.3M	94,066	130,778
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$2.0M	−207	$9.2M	$11.2M	16,007	15,800
position key `pos:12962` · issuer key `iss:1602` STATE STREET SPD	ADD	+$276K	+5,651	$10.7M	$11.0M	188,570	194,221
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$870K	+1,216	$11.7M	$10.9M	17,796	19,012
position key `sid:sec:prov:fa8b43c85ca65c96357fa812389690ff` · issuer key `cusip6:41151J` LONG TERM GROWER	TRIM	−$1.3M	−112	$12.1M	$10.8M	389,942	389,830
position key `sid:sec:prov:8767471c246d824a901d0509c6680b22` · issuer key `cusip6:45783Y` DEFINED WLT SHLD	TRIM	−$6.2M	−183,755	$16.7M	$10.6M	499,408	315,653
position key `pos:17389` · issuer key `iss:1013` CRE U S REIT ETF	ADD	+$4.7M	+76,437	$5.7M	$10.5M	100,663	177,100

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 50

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	NO CHANGE	+$29.4K	$15.7M	$15.7M	81,913	81,913
position key `sid:sec:prov:5e2560c991a548f1a2d5cda3c4188e22` · issuer key `cusip6:74347R` PSHS ULTRA QQQ	NO CHANGE	−$807K	$6.0M	$5.2M	85,710	85,710
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$257K	$5.3M	$5.0M	7	7
position key `sid:sec:prov:18ea04035f24d72d8a0800d3c5640996` · issuer key `cusip6:74347R` PSHS ULT S&P 500	NO CHANGE	−$579K	$5.6M	$5.0M	95,918	95,918
position key `sid:sec:prov:c8da37a188e721f36edf200e5b2fb10f` · issuer key `cusip6:74347R` PSHS ULTRUSS2000	NO CHANGE	−$23.8K	$3.2M	$3.2M	68,080	68,080
position key `sid:sec:prov:6fc52f17450bf72e4e40c57921907922` · issuer key `cusip6:33740F` FT VEST US EQT	NO CHANGE	−$18.2K	$1.3M	$1.3M	23,703	23,703
position key `sid:sec:prov:bdd72893cdfea53ab6fec2c5d124a232` · issuer key `cusip6:88636R` DEFIANCE LARGE	NO CHANGE	−$16.8K	$1.1M	$1.1M	47,504	47,504
position key `sid:sec:prov:850f2f7057541e3c545d1f0791da8d89` · issuer key `cusip6:02072Q` CAMBRIA US EQUAL	NO CHANGE	−$34.3K	$929K	$895K	18,306	18,306
position key `sid:sec:prov:eaf5a687c10257d7915e1b8c06a1cfb0` · issuer key `cusip6:46138J` BULSHS 2027 MUNI	NO CHANGE	−$357	$755K	$755K	31,920	31,920
position key `sid:sec:prov:3faaf3a4b6661a17032043a285f499fa` · issuer key `cusip6:46138J` BULSHS 2028 MUNI	NO CHANGE	−$3.1K	$694K	$691K	29,530	29,530
position key `sid:sec:prov:fe60aa76c4d38b19bc104b47da74067c` · issuer key `cusip6:33740U` VEST BUFFERED	NO CHANGE	−$14.0K	$585K	$571K	21,261	21,261
position key `pos:11765` · issuer key `iss:110` COM	NO CHANGE	+$23.3K	$537K	$560K	7,408	7,408
position key `sid:sec:prov:130816e36e3a320cb72697a68a8a7af2` · issuer key `cusip6:02072Q` CAMBRIA GLOBAL	NO CHANGE	−$9.9K	$520K	$511K	10,126	10,126
position key `sid:sec:prov:039e3c20fd79cd6f8ad94d3b744b2e06` · issuer key `cusip6:92206C` VNG RUS3000IDX	NO CHANGE	−$22.5K	$530K	$507K	1,763	1,763
position key `sid:sec:prov:7a14ba8ea037df912f1dcc80154f8e23` · issuer key `cusip6:46138E` S&P MIDCP LOW	NO CHANGE	+$4.8K	$501K	$506K	8,037	8,037
position key `sid:sec:prov:15333258d733c824ca7cb2d3299a55ad` · issuer key `cusip6:G3156P` SHS	NO CHANGE	+$17.2K	$435K	$453K	7,298	7,298
position key `sid:sec:prov:bdd8a86d3f99ee45620b574600376f0d` · issuer key `cusip6:46435G` MORTGE REL ETF	NO CHANGE	−$14.4K	$451K	$436K	20,313	20,313
position key `sid:sec:prov:89f5df7b04a3151e7702da6ca3c63352` · issuer key `cusip6:46138J` BULSHS 2026 MUNI	NO CHANGE	−$355	$420K	$419K	17,754	17,754
position key `sid:sec:prov:b97b01350427dbbb3ce148f29b5eaf3a` · issuer key `cusip6:464289` CORE 40/60 MODER	NO CHANGE	−$3.2K	$422K	$418K	8,834	8,834
position key `sid:sec:prov:8ecf65dacacc11c10d104b59c104c1ae` · issuer key `cusip6:032108` AMPLIFY CYBERSEC	NO CHANGE	−$28.2K	$429K	$401K	5,337	5,337
position key `sid:sec:prov:d0bd2671872bd0604804bdc2838fc293` · issuer key `cusip6:025072` FOCUSED DYNAMIC	NO CHANGE	−$40.3K	$400K	$359K	3,150	3,150
position key `sid:sec:prov:f80ddb514c6c7d1044e6bb5d8fe11ab6` · issuer key `cusip6:25434V` GLOBAL SUSTAINA	NO CHANGE	−$387	$350K	$350K	6,765	6,765
position key `sid:sec:prov:39e408469d02226a8e7a6e70cae0b2be` · issuer key `cusip6:74316P` AKRE FOCUS ETF	NO CHANGE	−$81.0K	$419K	$338K	6,402	6,402
position key `sid:sec:prov:d7a858ce90cc9f8f6130c11e1f8190c6` · issuer key `cusip6:46138J` BULSHS 2029 MUNI	NO CHANGE	−$1.8K	$335K	$334K	14,491	14,491
position key `sid:sec:prov:abbc2f83c48149c8ea2cfe14213eb7c3` · issuer key `cusip6:921932` MIDCP 400 VAL	NO CHANGE	+$3.0K	$318K	$321K	3,148	3,148
position key `sid:sec:prov:70d64fe5c70f1140dbae6871cc36049c` · issuer key `cusip6:67092P` NUVEEN ESG LRGVL	NO CHANGE	+$3.0K	$300K	$303K	6,667	6,667
position key `sid:sec:prov:f0826b706706965ae3bc4b47a648ae1c` · issuer key `cusip6:46138J` BLOOMBERG PRICIN	NO CHANGE	−$13.3K	$314K	$301K	3,490	3,490
position key `sid:sec:prov:dd5ecfc55b8c2226213166a88a4475e4` · issuer key `cusip6:31609A` ENHANCED LARGE	NO CHANGE	−$31.5K	$313K	$281K	7,499	7,499
position key `pos:17268` · issuer key `iss:1012` GLOB HLTHCRE ETF	NO CHANGE	−$10.7K	$269K	$258K	2,760	2,760
position key `pos:16386` · issuer key `iss:1178` COM	NO CHANGE	−$13.8K	$271K	$258K	7,480	7,480
position key `sid:sec:prov:2ad79f2cedda13b1ae775da0da9279bb` · issuer key `cusip6:37954Y` ADAPTIVE US	NO CHANGE	+$10.5K	$245K	$256K	5,285	5,285
position key `pos:17005` · issuer key `iss:1983` ARTIFICIAL INTEL	NO CHANGE	−$8.2K	$262K	$254K	8,980	8,980
position key `pos:11747` · issuer key `iss:680` COM	NO CHANGE	+$189K	$56.4K	$245K	15,168	15,168
position key `sid:sec:prov:dc75c9764218133658da2251c207ddb8` · issuer key `cusip6:46435U` ESG AWR US AGRGT	NO CHANGE	−$1.5K	$246K	$244K	5,134	5,134
position key `sid:sec:prov:6e7b5719a246ffa24c6f63dada8d9ef6` · issuer key `cusip6:67092P` NUVEEN ESG MIDVL	NO CHANGE	−$1.9K	$229K	$227K	5,860	5,860
position key `sid:sec:prov:48e50a6f8a0d96c450bb8d2eefb7f337` · issuer key `cusip6:46434V` INTL EQTY FACTOR	NO CHANGE	+$6.9K	$217K	$224K	5,740	5,740
position key `pos:15428` · issuer key `iss:1955` PERP PFD CNV A	NO CHANGE	−$10.5K	$228K	$217K	188	188
position key `pos:18173` · issuer key `iss:1614` COM	NO CHANGE	+$11.8K	$205K	$217K	3,450	3,450
position key `pos:16198` · issuer key `iss:1012` MORNINGSTR US EQ	NO CHANGE	−$10.6K	$222K	$211K	2,350	2,350
position key `sid:sec:prov:1b83e405ef0054dedd6b1e6cd282a30b` · issuer key `cusip6:552738` SH BEN INT	NO CHANGE	−$1.1K	$148K	$147K	27,230	27,230
position key `sid:sec:prov:2408f533b6745e59e896abb8a6619f39` · issuer key `cusip6:95766N` COM	NO CHANGE	+$1.3K	$143K	$145K	20,850	20,850
position key `sid:sec:prov:38251aa85861cce94631187273b78da7` · issuer key `cusip6:92189F` MORTGAGE REIT	NO CHANGE	−$3.1K	$129K	$126K	12,252	12,252
position key `sid:sec:prov:a0a3e2db4f1ad10a427a8e39b007ff6d` · issuer key `cusip6:722014` COM SHS	NO CHANGE	−$5.8K	$122K	$116K	25,000	25,000
position key `sid:sec:prov:29dd99021c89cf0c0d42cb1607029d4d` · issuer key `cusip6:64134X` COM	NO CHANGE	+$43.4K	$69.0K	$112K	15,188	15,188
position key `sid:sec:prov:a48a8b428e7b914b0ceef295fdebb409` · issuer key `cusip6:17259U` COM	NO CHANGE	−$43.9K	$150K	$106K	15,517	15,517
position key `sid:sec:prov:729825d702a50a42c2b5d53443100fbe` · issuer key `cusip6:67079X` COM SHS	NO CHANGE	+$2.1K	$101K	$103K	10,000	10,000
position key `sid:sec:prov:f2ca2f3ebdcc1cf837a1624a586c4ea8` · issuer key `cusip6:746823` COM	NO CHANGE	−$1.4K	$75.4K	$73.9K	12,018	12,018
position key `sid:sec:prov:a9a2044f5884963ced0750e4dea3e421` · issuer key `cusip6:05156X` COM	NO CHANGE	−$12.9K	$57.2K	$44.3K	13,544	13,544
position key `sid:sec:prov:ef3369125f9d78b6a44321a03543ef44` · issuer key `cusip6:594960` COM NEW	NO CHANGE	−$2.2K	$9.9K	$7.7K	12,000	12,000
position key `sid:sec:prov:1bd2afa15f1c640233bb5cb59a9f358a` · issuer key `cusip6:92919Y` COM	NO CHANGE	−$1.8K	$5.3K	$3.5K	14,098	14,098

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 617 issuers · $5.1B disclosed value over 1,073 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

SPDR SERIES TRUST

22 positions · 22 reported rows

Rows Wealthcare Advisory Partners LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$348M	4,543,574
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$205M	2,586,827
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$77.2M	3,015,178
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$70.0M	1,182,205
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$12.0M	122,457
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$11.0M	194,221
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$6.9M	71,493
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.7M	43,766
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.8M	84,551
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.4M	98,487
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.8M	12,303
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.2M	40,263
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.0M	40,253
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$625K	27,920
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$536K	8,232
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$531K	5,611
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$512K	5,070
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$461K	16,085
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$452K	2,104
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$347K	1,367
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$258K	791
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$240K	1,882

ticker not yet mapped

$746M

12,104,640

14.5%

—

ISHARES TR

44 positions · 44 reported rows

Rows Wealthcare Advisory Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$102M	1,072,046
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$43.9M	67,213
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$40.3M	405,504
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$20.7M	306,621
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$18.1M	145,636
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$16.9M	47,428
ISHARES TR · NORTH AMERN NAT CUSIP — src ↗	$14.5M	230,064
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$11.9M	122,575
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$9.7M	45,178
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$9.1M	21,457
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$6.4M	25,729
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$6.4M	44,625
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$4.6M	30,141
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$4.3M	13,187
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$3.4M	59,931
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$3.2M	20,421
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$3.0M	36,523
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$2.6M	27,254
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$2.3M	28,175
ISHARES TR · GLOBAL TECH ETF CUSIP — src ↗	$2.2M	22,024
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$2.2M	19,182
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$2.1M	9,768
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$2.0M	5,457
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$1.8M	21,263
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$1.5M	4,850
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$1.5M	8,910
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$1.4M	11,239
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$1.4M	7,272
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$1.3M	11,826
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$1.3M	3,985
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$1.2M	6,748
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$1.2M	8,332
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$1.0M	7,124
ISHARES TR · MORNINGSTAR GRWT CUSIP — src ↗	$969K	10,149
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$624K	5,721
ISHARES TR · U.S. FINLS ETF CUSIP — src ↗	$612K	5,201
ISHARES TR · SELECT US REIT CUSIP — src ↗	$605K	9,778
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$462K	3,487
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$298K	2,958
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$274K	2,678
ISHARES TR · GLOB HLTHCRE ETF CUSIP — src ↗	$258K	2,760
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$256K	2,164
ISHARES TR · U.S. UTILITS ETF CUSIP — src ↗	$215K	1,851
ISHARES TR · MORNINGSTR US EQ CUSIP — src ↗	$211K	2,350

ticker not yet mapped

$350M

2,946,785

6.8%

—

VANGUARD INDEX FDS

13 positions · 13 reported rows

Rows Wealthcare Advisory Partners LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$132M	411,337
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$61.1M	102,314
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$23.6M	120,529
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$15.7M	54,510
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$9.7M	37,141
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$8.6M	19,754
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$5.0M	27,220
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$4.3M	47,941
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$3.9M	18,052
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$3.6M	13,835
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$2.9M	9,661
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$1.9M	6,470
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$1.1M	5,448

ticker not yet mapped

$273M

874,212

5.3%

—

ISHARES TR

23 positions · 23 reported rows

Rows Wealthcare Advisory Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$55.4M	522,191
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$31.8M	406,167
ISHARES TR · MBS ETF CUSIP — src ↗	$22.4M	235,771
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$12.4M	116,104
ISHARES TR · CRE U S REIT ETF CUSIP — src ↗	$10.5M	177,100
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$8.8M	118,845
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$5.6M	46,200
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$3.6M	68,121
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$2.0M	66,281
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$1.6M	7,111
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$1.4M	17,103
ISHARES TR · CALIF MUN BD ETF CUSIP — src ↗	$1.1M	19,414
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$882K	12,884
ISHARES TR · MRGSTR MD CP GRW CUSIP — src ↗	$874K	11,090
ISHARES TR · GLB INFRASTR ETF CUSIP — src ↗	$696K	10,383
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$496K	5,285
ISHARES TR · U.S. PHARMA ETF CUSIP — src ↗	$431K	4,972
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$401K	3,630
ISHARES TR · MSCI AC ASIA ETF CUSIP — src ↗	$389K	4,037
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$327K	6,147
ISHARES TR · MRGSTR SM CP GR CUSIP — src ↗	$318K	5,800
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$316K	7,435
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$219K	4,100

ticker not yet mapped

$162M

1,876,171

3.1%

—

SPDR SERIES TRUST

12 positions · 12 reported rows

Rows Wealthcare Advisory Partners LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$84.9M	1,757,127
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R739 src ↗	$28.7M	600,611
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R721 src ↗	$22.2M	489,073
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R523 src ↗	$4.4M	44,677
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$4.1M	45,281
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R648 src ↗	$2.8M	47,487
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 src ↗	$1.5M	51,542
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R200 src ↗	$468K	15,195
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R788 src ↗	$446K	9,802
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R606 src ↗	$421K	18,052
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R408 src ↗	$404K	16,171
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R812 src ↗	$340K	1,979

ticker not yet mapped

$151M

3,096,997

2.9%

—

ISHARES TR

6 positions · 6 reported rows

Rows Wealthcare Advisory Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · 0-5 YR TIPS ETF CUSIP 46429B747 src ↗	$125M	1,209,342
ISHARES TR · FLTG RATE NT ETF CUSIP 46429B655 src ↗	$6.8M	134,442
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$2.4M	25,641
ISHARES TR · MSCI INDIA ETF CUSIP 46429B598 src ↗	$358K	7,652
ISHARES TR · CMBS ETF CUSIP 46429B366 src ↗	$306K	6,271
ISHARES TR · A RATE CP BD ETF CUSIP 46429B291 src ↗	$255K	5,354

ticker not yet mapped

$135M

1,388,702

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$110M

168,620

2.1%

—

SCHWAB STRATEGIC TR

15 positions · 15 reported rows

Rows Wealthcare Advisory Partners LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US TIPS ETF CUSIP — src ↗	$37.6M	1,414,020
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$22.0M	717,346
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$14.5M	497,883
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$10.0M	388,600
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$4.7M	189,097
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$2.7M	86,264
SCHWAB STRATEGIC TR · US REIT ETF CUSIP — src ↗	$2.7M	124,084
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$2.1M	73,369
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$1.4M	56,815
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$1.3M	42,050
SCHWAB STRATEGIC TR · INT-TRM U.S TRES CUSIP — src ↗	$1.2M	49,027
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$667K	27,487
SCHWAB STRATEGIC TR · INTL SCEQT ETF CUSIP — src ↗	$655K	14,004
SCHWAB STRATEGIC TR · HIGH YIELD BD ET CUSIP — src ↗	$273K	10,500
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$264K	5,388

ticker not yet mapped

$102M

3,695,934

2.0%

—

WISDOMTREE TR

9 positions · 9 reported rows

Rows Wealthcare Advisory Partners LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · US EFFICIENT COR CUSIP — src ↗	$51.5M	988,091
WISDOMTREE TR · FLOATNG RAT TREA CUSIP — src ↗	$18.0M	357,790
WISDOMTREE TR · INTERNATIONL EFI CUSIP — src ↗	$13.1M	297,439
WISDOMTREE TR · EFFICIENT GLD PL CUSIP — src ↗	$8.1M	129,271
WISDOMTREE TR · INFLATION PLUS F CUSIP — src ↗	$4.6M	123,199
WISDOMTREE TR · EMERGING MARKETS CUSIP — src ↗	$4.5M	113,663
WISDOMTREE TR · MORTGAGE PLUS BD CUSIP — src ↗	$343K	7,750
WISDOMTREE TR · EFFICIENT GLD PL CUSIP — src ↗	$256K	2,527
WISDOMTREE TR · ARTIFICIAL INTEL CUSIP — src ↗	$254K	8,980

ticker not yet mapped

$101M

2,028,710

2.0%

—

DIMENSIONAL ETF TRUST

21 positions · 21 reported rows

Rows Wealthcare Advisory Partners LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$37.2M	956,946
DIMENSIONAL ETF TRUST · INTL CORE EQUITY CUSIP 25434V799 src ↗	$19.5M	550,199
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$16.2M	228,984
DIMENSIONAL ETF TRUST · GLOBAL CORE PLUS CUSIP 25434V583 src ↗	$3.6M	67,387
DIMENSIONAL ETF TRUST · INTL CORE EQT MK CUSIP 25434V203 src ↗	$3.6M	91,679
DIMENSIONAL ETF TRUST · US LARGE CAP VAL CUSIP 25434V666 src ↗	$3.5M	98,726
DIMENSIONAL ETF TRUST · US SMALL CAP VAL CUSIP 25434V815 src ↗	$3.0M	85,688
DIMENSIONAL ETF TRUST · CORE FIXED INCOM CUSIP 25434V872 src ↗	$2.9M	68,614
DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG CUSIP 25434V302 src ↗	$1.6M	48,340
DIMENSIONAL ETF TRUST · NATL MUN BD ETF CUSIP 25434V849 src ↗	$1.6M	33,737
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$1.5M	30,127
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$1.4M	20,157
DIMENSIONAL ETF TRUST · GLOBAL REAL EST CUSIP 25434V658 src ↗	$1.3M	48,105
DIMENSIONAL ETF TRUST · EMERGING MKTS CO CUSIP 25434V732 src ↗	$961K	27,827
DIMENSIONAL ETF TRUST · US SUSTAINABILTY CUSIP 25434V716 src ↗	$357K	8,678
DIMENSIONAL ETF TRUST · GLOBAL SUSTAINA CUSIP 25434V674 src ↗	$350K	6,765
DIMENSIONAL ETF TRUST · INTL SMALL CAP E CUSIP 25434V773 src ↗	$296K	8,802
DIMENSIONAL ETF TRUST · ULTRASHORT FIXED CUSIP 25434V591 src ↗	$293K	5,772
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$241K	3,867
DIMENSIONAL ETF TRUST · WORLD EX US CORE CUSIP 25434V880 src ↗	$239K	7,049
DIMENSIONAL ETF TRUST · US REAL ESTATE E CUSIP 25434V823 src ↗	$223K	9,442

ticker not yet mapped

$100.0M

2,406,891

1.9%

—

SPDR INDEX SHS FDS

10 positions · 10 reported rows

Rows Wealthcare Advisory Partners LLC reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$63.3M	1,386,698
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X400 src ↗	$2.9M	31,115
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509 src ↗	$2.4M	50,613
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X434 src ↗	$2.3M	24,519
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X418 src ↗	$2.2M	15,386
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X541 src ↗	$1.7M	23,363
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X871 src ↗	$1.2M	27,843
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X772 src ↗	$342K	7,505
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X202 src ↗	$308K	4,962
SPDR INDEX SHS FDS · SST SPDR MSCI CUSIP 78463X194 src ↗	$262K	6,444

ticker not yet mapped

$76.9M

1,578,448

1.5%

—

ISHARES TR

2 positions · 2 reported rows

Rows Wealthcare Advisory Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 src ↗	$43.3M	430,576
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$27.5M	1,182,371

ticker not yet mapped

$70.8M

1,612,947

1.4%

—

INVESCO EXCH TRADED FD TR II

8 positions · 8 reported rows

Rows Wealthcare Advisory Partners LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF CUSIP — src ↗	$18.3M	77,005
INVESCO EXCH TRADED FD TR II · SR LN ETF CUSIP 46138G508 src ↗	$12.4M	606,611
INVESCO EXCH TRADED FD TR II · S&P 500 REVENUE CUSIP 46138G698 src ↗	$12.1M	105,073
INVESCO EXCH TRADED FD TR II · SHORT TERM TREAS CUSIP 46138G888 src ↗	$11.4M	107,997
INVESCO EXCH TRADED FD TR II · VAR RATE PFD CUSIP 46138G870 src ↗	$6.7M	277,988
INVESCO EXCH TRADED FD TR II · NASDAQNXTGEN100 CUSIP 46138G631 src ↗	$5.7M	156,545
INVESCO EXCH TRADED FD TR II · FLOATING RATE MU CUSIP 46138G862 src ↗	$2.9M	115,796
INVESCO EXCH TRADED FD TR II · INVESCO PHLX SM CUSIP 46138G615 src ↗	$215K	3,600

ticker not yet mapped

$69.6M

1,450,615

1.4%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$69.5M

1,523,999

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$68.8M

394,346

1.3%

—

J P MORGAN EXCHANGE TRADED F

9 positions · 9 reported rows

Rows Wealthcare Advisory Partners LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · INCOME ETF CUSIP 46641Q159 src ↗	$27.4M	595,211
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$23.7M	417,797
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$6.0M	117,230
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$3.8M	74,447
J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF CUSIP 46641Q670 src ↗	$2.4M	51,452
J P MORGAN EXCHANGE TRADED F · INTL BD OPP ETF CUSIP 46641Q852 src ↗	$1.5M	30,786
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$1.2M	23,318
J P MORGAN EXCHANGE TRADED F · BETABUILDERS EUR CUSIP 46641Q191 src ↗	$917K	12,670
J P MORGAN EXCHANGE TRADED F · REALTY INCOME ET CUSIP 46641Q126 src ↗	$647K	13,460

ticker not yet mapped

$67.5M

1,336,371

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$66.7M

262,694

1.3%

—

VANGUARD WHITEHALL FDS

3 positions · 3 reported rows

Rows Wealthcare Advisory Partners LLC reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$58.8M	396,945
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$6.7M	71,405
VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP 921946810 src ↗	$405K	4,574

ticker not yet mapped

$65.9M

472,924

1.3%

—

VANECK ETF TRUST

10 positions · 10 reported rows

Rows Wealthcare Advisory Partners LLC reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · MRNGSTR WDE MOAT CUSIP 92189F643 src ↗	$21.2M	219,384
VANECK ETF TRUST · FALLEN ANGEL HG CUSIP 92189F437 src ↗	$19.8M	688,836
VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP — src ↗	$9.8M	25,605
VANECK ETF TRUST · PREFERRED SECURT CUSIP 92189F429 src ↗	$3.8M	218,685
VANECK ETF TRUST · REAL ASSETS ETF CUSIP 92189F130 src ↗	$1.9M	46,766
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$1.2M	13,243
VANECK ETF TRUST · URANIUM AND NUCL CUSIP 92189F601 src ↗	$712K	5,343
VANECK ETF TRUST · BDC INCOME ETF CUSIP 92189F411 src ↗	$679K	53,020
VANECK ETF TRUST · CEF MUNI INCOME CUSIP 92189F460 src ↗	$316K	14,703
VANECK ETF TRUST · MORTGAGE REIT CUSIP 92189F452 src ↗	$126K	12,252

ticker not yet mapped

$59.6M

1,297,837

1.2%

—

INVESCO EXCHANGE TRADED FD T

21 positions · 21 reported rows

Rows Wealthcare Advisory Partners LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$15.7M	81,913
INVESCO EXCHANGE TRADED FD T · S&P500 EQL IND CUSIP — src ↗	$10.0M	173,630
INVESCO EXCHANGE TRADED FD T · S&P MDCP QUALITY CUSIP — src ↗	$6.7M	64,948
INVESCO EXCHANGE TRADED FD T · S&P SML600 VAL CUSIP — src ↗	$6.5M	51,863
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$4.3M	56,526
INVESCO EXCHANGE TRADED FD T · S&P MDCP MOMNTUM CUSIP — src ↗	$3.0M	20,572
INVESCO EXCHANGE TRADED FD T · S&P 500 GARP ETF CUSIP — src ↗	$2.4M	22,007
INVESCO EXCHANGE TRADED FD T · LARGE CAP GROWTH CUSIP — src ↗	$2.1M	16,797
INVESCO EXCHANGE TRADED FD T · AEROSPACE DEFN CUSIP — src ↗	$1.2M	7,108
INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — src ↗	$1.1M	19,677
INVESCO EXCHANGE TRADED FD T · WATER RES ETF CUSIP — src ↗	$945K	14,132
INVESCO EXCHANGE TRADED FD T · DJ INDL AVG DV CUSIP — src ↗	$851K	14,250
INVESCO EXCHANGE TRADED FD T · BUYBACK ACHIEV CUSIP — src ↗	$580K	4,420
INVESCO EXCHANGE TRADED FD T · DORSEY WRGT TECH CUSIP — src ↗	$548K	6,350
INVESCO EXCHANGE TRADED FD T · BUILDING & CONST CUSIP — src ↗	$486K	4,986
INVESCO EXCHANGE TRADED FD T · AI AND NEXT GEN CUSIP — src ↗	$377K	6,500
INVESCO EXCHANGE TRADED FD T · S&P500 EQL ENR CUSIP — src ↗	$364K	3,328
INVESCO EXCHANGE TRADED FD T · S&P500 PUR VAL CUSIP — src ↗	$348K	3,245
INVESCO EXCHANGE TRADED FD T · SEMICONDUCTORS CUSIP — src ↗	$340K	3,606
INVESCO EXCHANGE TRADED FD T · FINL PFD ETF CUSIP — src ↗	$269K	19,517
INVESCO EXCHANGE TRADED FD T · S&P500 EQL FIN CUSIP — src ↗	$242K	3,391

ticker not yet mapped

$58.2M

598,766

1.1%

—

FIRST TR EXCHNG TRADED FD VI

5 positions · 5 reported rows

Rows Wealthcare Advisory Partners LLC reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U307 src ↗	$36.9M	733,902
FIRST TR EXCHNG TRADED FD VI · FT VEST NAS CUSIP 33740U836 src ↗	$16.8M	547,797
FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP 33740U752 src ↗	$2.7M	76,322
FIRST TR EXCHNG TRADED FD VI · VEST BUFFERED CUSIP 33740U778 src ↗	$571K	21,261
FIRST TR EXCHNG TRADED FD VI · FT VEST LAD CUSIP 33740U729 src ↗	$242K	9,214

ticker not yet mapped

$57.2M

1,388,496

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$55.7M

96,458

1.1%

—

CAPITAL GROUP DIVIDEND VALUE · SHS CREATION UNI CUSIP 14020W106
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$55.5M

1,305,709

1.1%

—

PACER FDS TR

7 positions · 7 reported rows

Rows Wealthcare Advisory Partners LLC reported for PACER FDS TR, as it reported them
PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 src ↗	$36.7M	587,049
PACER FDS TR · US SMALL CAP CAS CUSIP 69374H857 src ↗	$3.5M	78,790
PACER FDS TR · DEVELOPED MRKT CUSIP 69374H873 src ↗	$1.5M	36,357
PACER FDS TR · GLOBL CASH ETF CUSIP 69374H709 src ↗	$1.1M	24,038
PACER FDS TR · US LRG CP CASH CUSIP 69374H360 src ↗	$1.1M	32,752
PACER FDS TR · ARISTOTLE PACIFI CUSIP 69374H428 src ↗	$782K	16,882
PACER FDS TR · AMERICAN ENERGY CUSIP 69374H634 src ↗	$557K	11,853

ticker not yet mapped

$45.4M

787,721

0.9%

—

AMERICAN CENTY ETF TR

8 positions · 8 reported rows

Rows Wealthcare Advisory Partners LLC reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$34.8M	315,036
AMERICAN CENTY ETF TR · REAL ESTATE ETF CUSIP 025072356 src ↗	$3.5M	78,592
AMERICAN CENTY ETF TR · US LARGE CAP VLU CUSIP 025072349 src ↗	$1.5M	18,660
AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 src ↗	$875K	10,312
AMERICAN CENTY ETF TR · US EQT ETF CUSIP 025072885 src ↗	$791K	7,115
AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 src ↗	$700K	8,683
AMERICAN CENTY ETF TR · INTL SMCP VLU CUSIP 025072802 src ↗	$505K	5,056
AMERICAN CENTY ETF TR · FOCUSED DYNAMIC CUSIP 025072810 src ↗	$359K	3,150

ticker not yet mapped

$43.0M

446,604

0.8%

—

DBX ETF TR

3 positions · 3 reported rows

Rows Wealthcare Advisory Partners LLC reported for DBX ETF TR, as it reported them
DBX ETF TR · XTRACK MSCI EAFE CUSIP 233051200 src ↗	$39.3M	794,798
DBX ETF TR · XTRACK USD HIGH CUSIP 233051432 src ↗	$909K	25,137
DBX ETF TR · XTRACK MSCI JAPN CUSIP 233051507 src ↗	$204K	2,017

ticker not yet mapped

$40.4M

821,952

0.8%

—

SELECT SECTOR SPDR TR

11 positions · 11 reported rows

Rows Wealthcare Advisory Partners LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$7.7M	58,115
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$7.7M	47,569
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$5.4M	88,039
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$4.4M	96,241
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$3.7M	45,666
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y845 src ↗	$2.8M	117,435
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$2.5M	17,312
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y829 src ↗	$1.9M	67,254
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$1.8M	15,917
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$1.5M	29,391
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$538K	4,935

ticker not yet mapped

$39.9M

587,874

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$38.9M

105,087

0.8%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$37.2M

581,295

0.7%

—

ISHARES TR

7 positions · 7 reported rows

Rows Wealthcare Advisory Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · FUTURE EXPONENTI CUSIP 46434V381 src ↗	$17.4M	255,848
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$6.7M	95,846
ISHARES TR · US SML CAP EQT CUSIP 46434V290 src ↗	$6.4M	85,300
ISHARES TR · HDG MSCI EAFE CUSIP 46434V803 src ↗	$2.7M	64,455
ISHARES TR · GLOBAL REIT ETF CUSIP 46434V647 src ↗	$2.5M	100,470
ISHARES TR · TRS FLT RT BD CUSIP 46434V860 src ↗	$319K	6,301
ISHARES TR · INTL EQTY FACTOR CUSIP 46434V274 src ↗	$224K	5,740

ticker not yet mapped

$36.4M

613,960

0.7%

—

CAPITAL GRP FIXED INCM ETF T

7 positions · 7 reported rows

Rows Wealthcare Advisory Partners LLC reported for CAPITAL GRP FIXED INCM ETF T, as it reported them
CAPITAL GRP FIXED INCM ETF T · CORE PLUS INCM CUSIP 14020Y102 src ↗	$16.7M	748,481
CAPITAL GRP FIXED INCM ETF T · ULTRA SHORT INCO CUSIP 14020Y888 src ↗	$7.6M	300,995
CAPITAL GRP FIXED INCM ETF T · MUNICIPAL INCOME CUSIP 14020Y201 src ↗	$6.9M	253,201
CAPITAL GRP FIXED INCM ETF T · MUNICIPAL HIGH I CUSIP 14020Y805 src ↗	$3.0M	119,651
CAPITAL GRP FIXED INCM ETF T · SHORT DURATION CUSIP 14020Y409 src ↗	$449K	17,420
CAPITAL GRP FIXED INCM ETF T · US MULTI-SECTOR CUSIP 14020Y300 src ↗	$445K	16,347
CAPITAL GRP FIXED INCM ETF T · CORE BOND ETF CUSIP 14020Y508 src ↗	$263K	9,998

ticker not yet mapped

$35.4M

1,466,093

0.7%

—

VANGUARD INTL EQUITY INDEX F

3 positions · 3 reported rows

Rows Wealthcare Advisory Partners LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$29.4M	391,062
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$3.5M	25,191
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$1.9M	34,591

ticker not yet mapped

$34.7M

450,844

0.7%

—

INVESCO ACTIVELY MANAGED EXC

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for INVESCO ACTIVELY MANAGED EXC, as it reported them
INVESCO ACTIVELY MANAGED EXC · ULTRA SHRT DUR CUSIP — src ↗	$15.8M	314,374
INVESCO ACTIVELY MANAGED EXC · VAR RATE INVT CUSIP — src ↗	$12.8M	509,921
INVESCO ACTIVELY MANAGED EXC · S&P 500 EQUAL WE CUSIP — src ↗	$4.5M	89,495
INVESCO ACTIVELY MANAGED EXC · MSCI EAFE INCOME CUSIP — src ↗	$897K	17,016

ticker not yet mapped

$33.9M

930,806

0.7%

—

ISHARES TR

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$11.6M	127,787
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$11.3M	130,778
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$10.0M	52,173
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$381K	1,589

ticker not yet mapped

$33.3M

312,327

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Wealthcare Advisory Partners LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$17.9M	62,110
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$12.9M	45,039

$30.8M

107,149

0.6%

—

PIMCO ETF TR

5 positions · 5 reported rows

Rows Wealthcare Advisory Partners LLC reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · MULTISECTOR BD CUSIP 72201R585 src ↗	$25.8M	983,068
PIMCO ETF TR · ACTIVE BD ETF CUSIP 72201R775 src ↗	$2.0M	21,294
PIMCO ETF TR · ENHNCD LW DUR AC CUSIP 72201R718 src ↗	$903K	9,428
PIMCO ETF TR · SHTRM MUN BD ACT CUSIP 72201R874 src ↗	$587K	11,632
PIMCO ETF TR · ENHAN SHRT MA AC CUSIP — src ↗	$408K	4,052

ticker not yet mapped

$29.6M

1,029,474

0.6%

—

JANUS DETROIT STR TR

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for JANUS DETROIT STR TR, as it reported them
JANUS DETROIT STR TR · HENDRSON AAA CL CUSIP 47103U845 src ↗	$15.7M	311,305
JANUS DETROIT STR TR · HENDERSON SECURI CUSIP 47103U746 src ↗	$6.0M	117,093
JANUS DETROIT STR TR · HENDRSN SHRT ETF CUSIP 47103U886 src ↗	$3.6M	74,027
JANUS DETROIT STR TR · HENDERSN CAP ETF CUSIP 47103U100 src ↗	$3.0M	42,401

ticker not yet mapped

$28.3M

544,826

0.6%

—

CAPITAL GROUP GROWTH ETF · SHS CREATION UNI CUSIP 14020G101
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$26.0M

647,731

0.5%

—

ISHARES TR

9 positions · 9 reported rows

Rows Wealthcare Advisory Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · RUSEL 2500 ETF CUSIP 46435G268 src ↗	$20.7M	271,761
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$1.1M	11,085
ISHARES TR · HIGH YLD SYSTM B CUSIP 46435G250 src ↗	$903K	19,403
ISHARES TR · ESG AWRE 1 5 YR CUSIP 46435G243 src ↗	$770K	30,729
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$609K	7,292
ISHARES TR · MORTGE REL ETF CUSIP 46435G342 src ↗	$436K	20,313
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$431K	3,044
ISHARES TR · FALN ANGLS USD CUSIP 46435G474 src ↗	$400K	14,971
ISHARES TR · INTL DIV GRWTH CUSIP 46435G524 src ↗	$271K	3,230

ticker not yet mapped

$25.6M

381,828

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$25.6M

122,810

0.5%

—

VANGUARD WORLD FD

3 positions · 3 reported rows

Rows Wealthcare Advisory Partners LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · MEGA CAP VAL ETF CUSIP 921910840 src ↗	$21.6M	149,185
VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816 src ↗	$2.6M	7,206
VANGUARD WORLD FD · ESG INTL STK ETF CUSIP 921910725 src ↗	$329K	4,587

ticker not yet mapped

$24.6M

160,978

0.5%

—

ISHARES INC

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$18.7M	238,191
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$3.8M	54,188
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$545K	11,993
ISHARES INC · MSCI GBL ETF NEW CUSIP — src ↗	$204K	3,608

ticker not yet mapped

$23.3M

307,980

0.5%

—

EA SERIES TRUST

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for EA SERIES TRUST, as it reported them
EA SERIES TRUST · ALPHA ARCHITECT CUSIP 02072L516 src ↗	$17.0M	186,841
EA SERIES TRUST · FREEDOM 100 EM CUSIP 02072L607 src ↗	$2.5M	45,492
EA SERIES TRUST · ALPHA ARCH 1-3 CUSIP 02072L565 src ↗	$1.7M	14,841
EA SERIES TRUST · RELATIVE SENTIME CUSIP 02072L813 src ↗	$1.2M	30,207

ticker not yet mapped

$22.4M

277,381

0.4%

—

GLOBAL X FDS

13 positions · 13 reported rows

Rows Wealthcare Advisory Partners LLC reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · US INFR DEV ETF CUSIP 37954Y673 src ↗	$10.4M	204,254
GLOBAL X FDS · GLB X MLP ENRG I CUSIP 37954Y293 src ↗	$2.9M	38,946
GLOBAL X FDS · INTERNET OF THNG CUSIP 37954Y780 src ↗	$2.4M	64,265
GLOBAL X FDS · DATA CTR & DIGIT CUSIP 37954Y236 src ↗	$1.6M	65,851
GLOBAL X FDS · ARTIFICIAL ETF CUSIP 37954Y632 src ↗	$1.0M	21,968
GLOBAL X FDS · RBTCS ARTFL INTE CUSIP 37954Y715 src ↗	$890K	26,790
GLOBAL X FDS · GLOBAL X COPPER CUSIP 37954Y830 src ↗	$876K	11,467
GLOBAL X FDS · US PFD ETF CUSIP 37954Y657 src ↗	$634K	34,457
GLOBAL X FDS · GLOBAL X URANIUM CUSIP 37954Y871 src ↗	$535K	11,046
GLOBAL X FDS · S&P 500 COVERED CUSIP — src ↗	$510K	13,026
GLOBAL X FDS · ADAPTIVE US CUSIP 37954Y574 src ↗	$256K	5,285
GLOBAL X FDS · DAX GERMANY ETF CUSIP — src ↗	$222K	5,277
GLOBAL X FDS · NASDAQ 100 COVER CUSIP 37954Y483 src ↗	$211K	12,321

ticker not yet mapped

$22.4M

514,953

0.4%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$21.7M

101,003

0.4%

—

PGIM ETF TR

3 positions · 3 reported rows

Rows Wealthcare Advisory Partners LLC reported for PGIM ETF TR, as it reported them
PGIM ETF TR · PGIM ULTRA SH BD CUSIP 69344A107 src ↗	$19.6M	396,686
PGIM ETF TR · FLOATING RT INC CUSIP 69344A883 src ↗	$1.1M	22,208
PGIM ETF TR · PGIM SHORT DURAT CUSIP 69344A842 src ↗	$836K	16,403

ticker not yet mapped

$21.6M

435,297

0.4%

—

VANGUARD WORLD FD

8 positions · 8 reported rows

Rows Wealthcare Advisory Partners LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$6.6M	9,454
VANGUARD WORLD FD · MATERIALS ETF CUSIP 92204A801 src ↗	$5.4M	23,816
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$2.7M	8,609
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$2.1M	7,735
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$1.4M	3,985
VANGUARD WORLD FD · CONSUM STP ETF CUSIP 92204A207 src ↗	$1.4M	6,169
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$715K	3,607
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$350K	2,025

ticker not yet mapped

$20.6M

65,400

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$20.5M

69,827

0.4%

—

INVESCO EXCH TRADED FD TR II

9 positions · 9 reported rows

Rows Wealthcare Advisory Partners LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · KBW BK ETF CUSIP 46138E628 src ↗	$6.9M	86,644
INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM CUSIP 46138E339 src ↗	$6.4M	56,682
INVESCO EXCH TRADED FD TR II · S&P GBL WATER CUSIP 46138E263 src ↗	$2.4M	37,304
INVESCO EXCH TRADED FD TR II · S&P500 LOW VOL CUSIP 46138E354 src ↗	$1.5M	20,464
INVESCO EXCH TRADED FD TR II · S&P SMLCP INFO CUSIP 46138E115 src ↗	$1.5M	24,754
INVESCO EXCH TRADED FD TR II · NATL AMT MUNI CUSIP — src ↗	$598K	26,040
INVESCO EXCH TRADED FD TR II · S&P MIDCP LOW CUSIP 46138E198 src ↗	$506K	8,037
INVESCO EXCH TRADED FD TR II · PFD ETF CUSIP 46138E511 src ↗	$447K	41,047
INVESCO EXCH TRADED FD TR II · S&P INTL MOMNT CUSIP 46138E222 src ↗	$338K	6,172

ticker not yet mapped

$20.5M

307,144

0.4%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Wealthcare Advisory Partners LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$14.9M	31,014
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$5.0M	7

$19.9M

31,021

0.4%

—

ETF SER SOLUTIONS

3 positions · 3 reported rows

Rows Wealthcare Advisory Partners LLC reported for ETF SER SOLUTIONS, as it reported them
ETF SER SOLUTIONS · APTUS DEFINED CUSIP — src ↗	$10.0M	364,388
ETF SER SOLUTIONS · APTUS COLLRD INV CUSIP 26922A222 src ↗	$6.0M	142,584
ETF SER SOLUTIONS · DEFIANCE QUANTUM CUSIP 26922A420 src ↗	$3.3M	31,063

ticker not yet mapped

$19.3M

538,035

0.4%

—

CAPITAL GROUP INTL FOCUS EQT · SHS CREATION UNI CUSIP 14019W109
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$19.3M

652,930

0.4%

—

ISHARES TR

7 positions · 7 reported rows

Rows Wealthcare Advisory Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · US INFRASTRUC CUSIP 46435U713 src ↗	$10.3M	180,801
ISHARES TR · FUTURE AI & TECH CUSIP 46435U556 src ↗	$4.9M	105,306
ISHARES TR · ESG AWARE MSCI CUSIP 46435U663 src ↗	$1.8M	37,795
ISHARES TR · CYBERSECURITY CUSIP 46435U135 src ↗	$854K	19,575
ISHARES TR · ESG MSCI LEADR CUSIP 46435U218 src ↗	$822K	7,231
ISHARES TR · IBONDS DEC 28 CUSIP 46435U325 src ↗	$292K	11,436
ISHARES TR · ESG AWR US AGRGT CUSIP 46435U549 src ↗	$244K	5,134

ticker not yet mapped

$19.2M

367,278

0.4%

—

FIRST TR EXCHNG TRADED FD VI

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F862 src ↗	$12.2M	234,971
FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP — src ↗	$3.9M	116,142
FIRST TR EXCHNG TRADED FD VI · INNOVATION LEAD CUSIP 33740F565 src ↗	$1.7M	58,641
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F763 src ↗	$1.3M	23,703

ticker not yet mapped

$19.2M

433,457

0.4%

—

SPROTT ASSET MANAGEMENT LP · PHYSICAL GOLD TR CUSIP 85207H104
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$19.1M

539,041

0.4%

—

FRANKLIN ETF TR · SHRT DUR US GOVT CUSIP 353506108
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$18.1M

199,306

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$18.1M

106,630

0.4%

—

RBB FD INC

6 positions · 6 reported rows

Rows Wealthcare Advisory Partners LLC reported for RBB FD INC, as it reported them
RBB FD INC · MOTLEY FOL ETF CUSIP 74933W601 src ↗	$4.7M	71,529
RBB FD INC · F/M US TREASURY CUSIP — src ↗	$4.4M	88,812
RBB FD INC · US TREASR 10 YR CUSIP 74933W536 src ↗	$2.8M	63,898
RBB FD INC · US TRSRY 6 MNTH CUSIP 74933W460 src ↗	$2.0M	40,104
RBB FD INC · US TREASY 2 YR CUSIP 74933W486 src ↗	$1.8M	38,133
RBB FD INC · US TREASRY 12 MT CUSIP 74933W478 src ↗	$1.8M	35,483

ticker not yet mapped

$17.6M

337,959

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$17.3M

52,575

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$16.2M

52,285

0.3%

—

FIRST TR EXCHANGE TRADED FD

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for FIRST TR EXCHANGE TRADED FD, as it reported them
FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV CUSIP 33738R506 src ↗	$9.9M	144,822
FIRST TR EXCHANGE TRADED FD · RBA INDL ETF CUSIP 33738R704 src ↗	$5.3M	47,618
FIRST TR EXCHANGE TRADED FD · NASDQ SEMCNDTR CUSIP 33738R811 src ↗	$292K	1,980
FIRST TR EXCHANGE TRADED FD · BUYWRIT INCM ETF CUSIP 33738R308 src ↗	$234K	10,192

ticker not yet mapped

$15.7M

204,612

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WORLD GOLD TR · SPDR GLD MINIS CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$15.2M

163,657

0.3%

—

ISHARES TR

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for ISHARES TR, as it reported them
ISHARES TR · RUS TP200 GR ETF CUSIP 464289438 src ↗	$8.6M	34,752
ISHARES TR · 10+ YR INVST GRD CUSIP 464289511 src ↗	$5.7M	113,962
ISHARES TR · CORE 40/60 MODER CUSIP 464289875 src ↗	$418K	8,834
ISHARES TR · CORE 60/40 BALAN CUSIP 464289867 src ↗	$203K	3,147

ticker not yet mapped

$14.9M

160,695

0.3%

—

WISDOMTREE TR

9 positions · 9 reported rows

Rows Wealthcare Advisory Partners LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · ITL HIGH DIV FD CUSIP — src ↗	$4.1M	76,563
WISDOMTREE TR · US SMALLCAP DIVD CUSIP — src ↗	$3.6M	100,160
WISDOMTREE TR · US MIDCAP DIVID CUSIP — src ↗	$3.1M	58,378
WISDOMTREE TR · JAPN HEDGE EQT CUSIP — src ↗	$1.5M	9,212
WISDOMTREE TR · EMER MKT HIGH FD CUSIP — src ↗	$1.2M	24,369
WISDOMTREE TR · US LARGECAP DIVD CUSIP — src ↗	$542K	6,065
WISDOMTREE TR · US MIDCAP FUND CUSIP — src ↗	$329K	4,900
WISDOMTREE TR · WISDOMTREE US VA CUSIP — src ↗	$301K	3,182
WISDOMTREE TR · INDIA ERNGS FD CUSIP — src ↗	$209K	5,122

ticker not yet mapped

$14.9M

287,951

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$14.9M

39,964

0.3%

—

GOLDMAN SACHS ETF TR

2 positions · 2 reported rows

Rows Wealthcare Advisory Partners LLC reported for GOLDMAN SACHS ETF TR, as it reported them
GOLDMAN SACHS ETF TR · ACTIVEBETA INT CUSIP 381430107 src ↗	$9.3M	216,433
GOLDMAN SACHS ETF TR · EQUAL WEIGHT US CUSIP — src ↗	$5.0M	58,818

ticker not yet mapped

$14.3M

275,251

0.3%

—

INNOVATOR ETFS TRUST

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for INNOVATOR ETFS TRUST, as it reported them
INNOVATOR ETFS TRUST · DEFINED WLT SHLD CUSIP 45783Y855 src ↗	$10.6M	315,653
INNOVATOR ETFS TRUST · LADERD ALCTN PWR CUSIP 45783Y814 src ↗	$2.6M	52,736
INNOVATOR ETFS TRUST · NASDAQ 100 MANA CUSIP 45783Y681 src ↗	$353K	10,586
INNOVATOR ETFS TRUST · QUITY MANAGD FLR CUSIP 45783Y673 src ↗	$338K	9,540

ticker not yet mapped

$13.9M

388,515

0.3%

—

VANGUARD SCOTTSDALE FDS

9 positions · 9 reported rows

Rows Wealthcare Advisory Partners LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$3.6M	32,934
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$2.4M	25,213
VANGUARD SCOTTSDALE FDS · VNG RUS1000IDX CUSIP 92206C730 src ↗	$2.1M	7,258
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$2.1M	20,497
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$1.4M	18,207
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$670K	8,093
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$667K	11,208
VANGUARD SCOTTSDALE FDS · VNG RUS3000IDX CUSIP 92206C599 src ↗	$507K	1,763
VANGUARD SCOTTSDALE FDS · VNG RUS2000VAL CUSIP 92206C649 src ↗	$395K	2,362

ticker not yet mapped

$13.9M

127,535

0.3%

—

PROSHARES TR

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for PROSHARES TR, as it reported them
PROSHARES TR · PSHS ULTRA QQQ CUSIP 74347R206 src ↗	$5.2M	85,710
PROSHARES TR · PSHS ULT S&P 500 CUSIP 74347R107 src ↗	$5.0M	95,918
PROSHARES TR · PSHS ULTRUSS2000 CUSIP 74347R842 src ↗	$3.2M	68,080
PROSHARES TR · LARGE CAP CRE CUSIP 74347R248 src ↗	$303K	4,044

ticker not yet mapped

$13.7M

253,752

0.3%

—

VANECK ETF TRUST

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · RARE EARTH AND S CUSIP 92189H805 src ↗	$9.2M	104,541
VANECK ETF TRUST · HIGH YLD MUNIETF CUSIP — src ↗	$3.5M	69,440
VANECK ETF TRUST · DIGI TRANSFRM CUSIP 92189H821 src ↗	$356K	23,846
VANECK ETF TRUST · INTRMDT MUNI ETF CUSIP 92189H201 src ↗	$218K	4,694

ticker not yet mapped

$13.3M

202,521

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES SILVER TR · ISHARES CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$13.1M

191,520

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$12.8M

29,834

0.2%

—

WISDOMTREE TR

6 positions · 6 reported rows

Rows Wealthcare Advisory Partners LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · US QTLY DIV GRT CUSIP — src ↗	$10.2M	116,174
WISDOMTREE TR · DYNAMIC INTL EQT CUSIP — src ↗	$999K	22,637
WISDOMTREE TR · YIELD ENHANCD US CUSIP — src ↗	$544K	12,525
WISDOMTREE TR · ITL HDG QTLY DIV CUSIP — src ↗	$542K	11,259
WISDOMTREE TR · INTL QULTY DIV CUSIP — src ↗	$267K	6,660
WISDOMTREE TR · EURO QTLY DIV GR CUSIP — src ↗	$253K	6,947

ticker not yet mapped

$12.8M

176,202

0.2%

—

TIDAL TRUST II

3 positions · 3 reported rows

Rows Wealthcare Advisory Partners LLC reported for TIDAL TRUST II, as it reported them
TIDAL TRUST II · RETURN STACKED B CUSIP 88636R586 src ↗	$10.3M	496,018
TIDAL TRUST II · STKD 100 BITCOIN CUSIP 88636R834 src ↗	$1.3M	46,367
TIDAL TRUST II · DEFIANCE LARGE CUSIP 88636R743 src ↗	$1.1M	47,504

ticker not yet mapped

$12.6M

589,889

0.2%

—

FIRST TR EXCHANGE TRADED FD · SMID RISNG ETF CUSIP 33741X102
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$12.6M

318,732

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$12.2M

40,430

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$11.5M

52,676

0.2%

—

J P MORGAN EXCHANGE TRADED F

4 positions · 4 reported rows

Rows Wealthcare Advisory Partners LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — src ↗	$7.1M	128,135
J P MORGAN EXCHANGE TRADED F · JPMORGAM LTD DUR CUSIP 46654Q773 src ↗	$3.5M	66,526
J P MORGAN EXCHANGE TRADED F · ACTIVE GROWTH CUSIP 46654Q609 src ↗	$474K	5,606
J P MORGAN EXCHANGE TRADED F · EQUITY FOCUS ETF CUSIP 46654Q781 src ↗	$236K	3,283

ticker not yet mapped

$11.3M

203,550

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$11.2M

15,800

0.2%

—

FRANKLIN TEMPLETON ETF TR

5 positions · 5 reported rows

Rows Wealthcare Advisory Partners LLC reported for FRANKLIN TEMPLETON ETF TR, as it reported them
FRANKLIN TEMPLETON ETF TR · US LRG CP MLTFCT CUSIP 35473P801 src ↗	$9.3M	136,884
FRANKLIN TEMPLETON ETF TR · FRANKLIN DYN MUN CUSIP 35473P868 src ↗	$714K	28,799
FRANKLIN TEMPLETON ETF TR · SENIOR LOAN ETF CUSIP 35473P595 src ↗	$398K	17,302
FRANKLIN TEMPLETON ETF TR · INCOME FOCUS ETF CUSIP 35473P439 src ↗	$323K	11,244
FRANKLIN TEMPLETON ETF TR · INTL COR DIV TIL CUSIP 35473P108 src ↗	$223K	5,608

ticker not yet mapped

$10.9M

199,837

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$10.9M

19,012

0.2%

—

HARBOR ETF TRUST · LONG TERM GROWER CUSIP 41151J406
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$10.8M

389,830

0.2%

—

HARTFORD FDS EXCHANGE TRADED

3 positions · 3 reported rows

Rows Wealthcare Advisory Partners LLC reported for HARTFORD FDS EXCHANGE TRADED, as it reported them
HARTFORD FDS EXCHANGE TRADED · MUN OPORTUNITE CUSIP 41653L503 src ↗	$5.9M	152,863
HARTFORD FDS EXCHANGE TRADED · SCHRDRS TAX BD CUSIP 41653L404 src ↗	$3.9M	207,424
HARTFORD FDS EXCHANGE TRADED · TOTAL RTRN ETF CUSIP 41653L305 src ↗	$216K	6,392

ticker not yet mapped

$10.1M

366,679

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$10.0M

40,924

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$9.5M

10,298

0.2%

—

AMERICAN CENTY ETF TR · AVANTIS EMERGING CUSIP 02507A101
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$9.1M

133,954

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$8.9M

41,775

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRUIST FINL CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$8.9M

193,896

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$8.9M

8,910

0.2%

—

COLUMBIA ETF TR II · EM CORE EX ETF CUSIP 19762B202
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$7.9M

194,729

0.2%

—

FIRST TR EXCHANGE-TRADED FD · NASDQ CLN EDGE CUSIP 33737A108
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$7.9M

48,395

0.2%

—

TIDAL TRUST I

3 positions · 3 reported rows

Rows Wealthcare Advisory Partners LLC reported for TIDAL TRUST I, as it reported them
TIDAL TRUST I · UNLIMITED HFGM CUSIP 886364363 src ↗	$6.8M	213,537
TIDAL TRUST I · UNLIMITED HFMF M CUSIP 886364322 src ↗	$530K	22,854
TIDAL TRUST I · UNLIMITED HFEQ E CUSIP 886364371 src ↗	$320K	15,171

ticker not yet mapped

$7.7M

251,562

0.1%

—

PIMCO DYNAMIC INCOME FD · SHS CUSIP 72201Y101
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$7.5M

437,892

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$7.4M

12,293

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$7.3M

35,108

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$7.1M

29,911

0.1%

—

CALAMOS ETF TR · AUTOCALLABLE INC CUSIP 12811T571
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$7.1M

280,552

0.1%

—

FIRST TR EXCHANGE-TRADED FD

2 positions · 2 reported rows

Rows Wealthcare Advisory Partners LLC reported for FIRST TR EXCHANGE-TRADED FD, as it reported them
FIRST TR EXCHANGE-TRADED FD · FIRST TR ENH NEW CUSIP 33739Q408 src ↗	$3.9M	65,209
FIRST TR EXCHANGE-TRADED FD · FST LOW OPPT EFT CUSIP — src ↗	$3.0M	60,430

ticker not yet mapped

$6.9M

125,639

0.1%

—

AMPLIFY ETF TR

3 positions · 3 reported rows

Rows Wealthcare Advisory Partners LLC reported for AMPLIFY ETF TR, as it reported them
AMPLIFY ETF TR · CWP ENHANCED DIV CUSIP 032108409 src ↗	$5.7M	126,695
AMPLIFY ETF TR · AMPLIFY JUNIOR S CUSIP 032108649 src ↗	$623K	20,948
AMPLIFY ETF TR · AMPLIFY CYBERSEC CUSIP 032108664 src ↗	$401K	5,337

ticker not yet mapped

$6.7M

152,980

0.1%

—

INVESCO EXCH TRD SLF IDX FD

11 positions · 11 reported rows

Rows Wealthcare Advisory Partners LLC reported for INVESCO EXCH TRD SLF IDX FD, as it reported them
INVESCO EXCH TRD SLF IDX FD · RUSL 1000 DYNM CUSIP 46138J619 src ↗	$1.6M	25,962
INVESCO EXCH TRD SLF IDX FD · BULSHS 2027 CB CUSIP 46138J783 src ↗	$823K	41,945
INVESCO EXCH TRD SLF IDX FD · BULSHS 2027 MUNI CUSIP 46138J494 src ↗	$755K	31,920
INVESCO EXCH TRD SLF IDX FD · BULSHS 2028 MUNI CUSIP 46138J486 src ↗	$691K	29,530
INVESCO EXCH TRD SLF IDX FD · BULSHS 2026 CB CUSIP 46138J791 src ↗	$562K	28,754
INVESCO EXCH TRD SLF IDX FD · BULSHS 2026 MUNI CUSIP 46138J510 src ↗	$419K	17,754
INVESCO EXCH TRD SLF IDX FD · INVSCO BLSH 28 CUSIP 46138J643 src ↗	$375K	18,383
INVESCO EXCH TRD SLF IDX FD · BULSHS 2029 MUNI CUSIP 46138J478 src ↗	$334K	14,491
INVESCO EXCH TRD SLF IDX FD · BLOOMBERG PRICIN CUSIP 46138J775 src ↗	$301K	3,490
INVESCO EXCH TRD SLF IDX FD · INVSC 30 MUNI BD CUSIP 46138J445 src ↗	$298K	13,677
INVESCO EXCH TRD SLF IDX FD · BULETSHS 2029 CUSIP 46138J577 src ↗	$281K	15,073

ticker not yet mapped

$6.4M

240,979

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 40.9%below median 80.0%
Concentration index: 121 bpsbelow median 446 bps
Positions with value: 1073 / 1073median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 40.9% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 121 · QoQ moves: 1,149

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Wealthcare Advisory Partners LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).