Portfolio (Quarterly) Guide ↗

Wealthcare Advisory Partners LLC

· CIK 0001683059

13F Portfolio $5.3B AUM 1,084 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 94 New 361 Added 517 Reduced 83 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
81	USA	LIBERTY ALL STAR EQUITY FD	Financial Services	15,502	$86K	0.00%	SOLD
82	AUR	AURORA INNOVATION INC	Technology	16,413	$68K	0.00%	SOLD
83	ASG	LIBERTY ALL-STAR GROWTH FD I	Financial Services	13,739	$65K	0.00%	SOLD

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Sector Allocation

Financial Services 30.3%

Technology 29.7%

Industrials 9.2%

Consumer Cyclical 8.3%

Healthcare 8.0%

Communication Services 5.2%

Consumer Defensive 2.8%

Utilities 2.8%

Energy 2.1%

Real Estate 0.9%