Wealthcare Advisory Partners LLC

SEC CIK: 0001683059
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by Wealthcare Advisory Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overview All 13F holders of TFC Full Q2 2026 holdings

Shares (Q2 2026): 185,123
Value: $9.22M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of TFC by Wealthcare Advisory Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	185,123	$9.22M	0.2%	−8,773−4.5%	Reduced	Holders
Q1 2026	193,896	$8.91M	0.2%	−8,850−4.4%	Reduced	Holders
Q4 2025	202,746	$9.98M	0.2%	−13,872−6.4%	Reduced	Holders
Q3 2025	216,618	$9.90M	0.2%	+5,249+2.5%	Added	Holders
Q2 2025	211,369	$9.09M	0.2%	−19,335−8.4%	Reduced	Holders
Q1 2025	230,704	$9.49M	0.3%	−22,686−9.0%	Reduced	Holders
Q4 2024	253,390	$11.0M	0.3%	+535+0.2%	Added	Holders
Q3 2024	252,855	$10.8M	0.3%	+11,190+4.6%	Added	Holders
Q2 2024	241,665	$9.39M	0.3%	+22,577+10.3%	Added	Holders
Q1 2024	219,088	$8.54M	0.3%	+3,973+1.8%	Added	Holders
Q4 2023	215,115	$7.94M	0.3%	+53,737+33.3%	Added	Holders
Q3 2023	161,378	$4.62M	0.2%	+2,807+1.8%	Added	Holders
Q2 2023	158,571	$4.81M	0.2%	+22,834+16.8%	Added	Holders
Q1 2023	135,737	$4.63M	0.2%	+64,566+90.7%	Added	Holders
Q4 2022	71,171	$3.06M	0.1%	+38,019+114.7%	Added	Holders
Q3 2022	33,152	$1.44M	0.1%	+7,394+28.7%	Added	Holders
Q2 2022	25,758	$1.22M	0.1%	−264−1.0%	Reduced	Holders
Q1 2022	26,022	$1.48M	0.1%	−474−1.8%	Reduced	Holders
Q4 2021	26,496	$1.55M	0.1%	−923−3.4%	Reduced	Holders
Q3 2021	27,419	$1.61M	0.1%	+2,299+9.2%	Added	Holders
Q2 2021	25,120	$1.39M	0.1%	−2,487−9.0%	Reduced	Holders
Q1 2021	27,607	$1.61M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.