Home / Leaderboard / Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC
Matthew T. Regan · Investment Advisor · Multi-Strategy
Wealthcare Advisory Partners LLC (WCAP) is a registered investment advisor headquartered in West Chester, Pennsylvania. Founded in 2014, the firm provides tailored wealth management and financial planning solutions to individuals, high-net-worth clients, and small businesses. WCAP is recognized for its proprietary GDX360 process, an integrated fiduciary model that aligns investment strategies with specific client life goals. The firm’s approach leverages patented technology and a goals-based planning methodology originally developed by its affiliate, Wealthcare Capital Management. In 2025, WCAP and its affiliates were acquired by Sammons Financial Group, signaling a significant expansion of its national advisory footprint. The institution focuses on creating customized portfolios using fundamental, technical, and behavioral analysis, aiming to help clients achieve financial success through disciplined, evidence-based asset management and a commitment to fiduciary duty.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.3% |
| YTD return | +14.8% |
| Sharpe ratio | 4.37 |
| Win rate | 70% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.wealthcaregdx.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.1% | +17.9% |
| AAPL | Apple Inc | 16.0% | +29.4% |
| MSFT | Microsoft Corporation | 8.0% | +0.5% |
| GOOGL | Alphabet Inc Class A | 7.6% | +36.2% |
| AMZN | Amazon.com Inc | 6.0% | +12.1% |
| JPM | JPMorgan Chase & Co | 4.7% | +12.9% |
| BRK-A | Berkshire Hathaway Inc | 4.1% | +2.7% |
| AVGO | Broadcom Inc | 4.1% | +5.1% |
| HD | The Home Depot Inc | 3.6% | -20.4% |
| MU | Micron Technology Inc | 3.6% | +37.9% |
| CAT | Caterpillar Inc | 3.2% | +58.1% |
| LRCX | Lam Research Corp | 3.1% | +34.5% |
| TSLA | Tesla Inc | 3.1% | -16.0% |
| XOM | Exxon Mobil Corp | 3.0% | +41.7% |
| V | Visa Inc. Class A | 2.7% | +7.2% |
| ABBV | AbbVie Inc | 2.5% | +13.1% |
| LLY | Eli Lilly and Company | 2.3% | +36.4% |
| META | Meta Platforms Inc. | 2.2% | -4.2% |
| JNJ | Johnson & Johnson | 2.0% | +6.5% |
| TFC | Truist Financial Corp | 2.0% | -3.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jun 29, 2026 | SELL | MSFT | 8.0% → 8.0% |
| Jun 29, 2026 | SELL | HD | 3.5% → 3.6% |
| Jun 29, 2026 | SELL | AMZN | 6.0% → 6.0% |
| Jun 29, 2026 | SELL | ALAB | 1.9% → 0.0% |
| Jun 29, 2026 | SELL | TSLA | 3.2% → 3.1% |
Investment Style Analysis
Wealthcare Advisory Partners LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jun 29, Wealthcare Advisory Partners LLC made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Wealthcare Advisory Partners follows a goals-based investment philosophy that integrates comprehensive financial planning with investment implementation. At the core of its strategy is the GDX360 process, which emphasizes the 'Comfort Zone' concept to help clients manage the trade-offs between their specific life goals, risk tolerance, and market conditions. The firm employs a fiduciary-first approach, utilizing fundamental, technical, and behavioral economics to construct portfolios that balance index-tracking and active management strategies. By focusing on long-term goal achievement rather than traditional market benchmarks, WCAP seeks to enhance investor commitment and optimize financial outcomes through cost-effective and tax-efficient portfolio management.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Wealthcare Advisory Partners LLC.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -3.2%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.6%
- Wolverine Trading, LLC — Robert Bellick · 3M -3.6%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -4.4%
Frequently asked questions
How is the simulated portfolio for Wealthcare Advisory Partners LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Wealthcare Advisory Partners LLC's largest holding?
As of the latest filing, Wealthcare Advisory Partners LLC's top position is NVIDIA Corporation (NVDA), representing 16.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Wealthcare Advisory Partners LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.3% with a win rate of 70%. Notably, the portfolio maintains a Sharpe Ratio of 4.37, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Wealthcare Advisory Partners LLC primarily invest in?
Wealthcare Advisory Partners LLC has a strong preference for the Semiconductors sector, which makes up 23.8% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Wealthcare Advisory Partners LLC's portfolio concentrated or diversified?
Wealthcare Advisory Partners LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Wealthcare Advisory Partners LLC performed in 2026?
Our AI-simulated model portfolio for Wealthcare Advisory Partners LLC tracks a Year-to-Date (YTD) return of +14.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Matthew T. Regan manage Wealthcare Advisory Partners LLC directly?
Yes, Matthew T. Regan serves as the key portfolio manager for Wealthcare Advisory Partners LLC, overseeing the investment strategy and final capital allocation decisions.