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Wealth Analytics Partners

Latest statistics and disclosures from Wealth Analytics Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110717

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Positions held by Wealth Analytics Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Analytics Partners

Wealth Analytics Partners holds 46 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	18.9	$47M	107k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	18.9	$47M	237k	196.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.0	$25M	335k	73.64	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.8	$14M	239k	59.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.0	$12M	58k	215.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.6	$11M	43k	261.92	View chart
NVIDIA Corporation (NVDA)	4.2	$10M	59k	174.40	View chart
Costco Wholesale Corporation (COST)	3.7	$9.0M	9.0k	996.45	View chart
Alphabet Cap Stk Cl C (GOOG)	3.3	$8.2M	29k	286.86	View chart
Amazon (AMZN)	3.0	$7.4M	36k	208.27	View chart
Apple (AAPL)	2.9	$7.2M	28k	253.79	View chart
Realty Income (O)	2.8	$7.0M	114k	61.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.6	$6.5M	72k	90.53	View chart
Microsoft Corporation (MSFT)	2.2	$5.3M	14k	370.17	View chart
Meta Platforms Cl A (META)	2.0	$5.0M	8.7k	572.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.5	$3.7M	38k	97.13	View chart
Tesla Motors (TSLA)	1.2	$3.0M	8.0k	371.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$2.1M	4.9k	426.40	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.8	$1.9M	5.5k	337.93	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$1.7M	15k	112.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$1.7M	5.2k	320.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.5M	2.6k	577.17	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$921k	9.6k	95.62	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$734k	19k	38.42	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$702k	5.8k	121.19	View chart
Wal-Mart Stores (WMT)	0.2	$544k	4.4k	124.29	View chart
Quanta Services (PWR)	0.2	$479k	873.00	549.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$469k	16k	29.13	View chart
Eli Lilly & Co. (LLY)	0.2	$465k	506.00	919.77	View chart
Spdr Index Shs Fds Msci Acwi Clmte (NZAC)	0.2	$393k	9.7k	40.65	View chart
Broadcom (AVGO)	0.1	$368k	1.2k	309.58	View chart
Palantir Technologies Cl A (PLTR)	0.1	$368k	2.5k	146.28	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$355k	4.0k	88.45	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$346k	805.00	430.24	View chart
D-wave Quantum (QBTS)	0.1	$316k	22k	14.43	View chart
Merck & Co (MRK)	0.1	$312k	2.6k	120.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$305k	2.4k	124.33	View chart
Bank of America Corporation (BAC)	0.1	$257k	5.3k	48.75	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$249k	4.7k	52.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$247k	378.00	653.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$245k	2.8k	88.16	View chart
Micron Technology (MU)	0.1	$224k	662.00	337.84	View chart
Qualcomm (QCOM)	0.1	$221k	1.7k	128.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$210k	352.00	597.63	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$171k	10k	17.07	View chart
Ryde Group Cl A Shs (RYDE)	0.0	$5.5k	10k	0.55	View chart

Past Filings by Wealth Analytics Partners

SEC 13F filings are viewable for Wealth Analytics Partners going back to 2026

Wealth Analytics Partners 2026 Q1 filed May 15, 2026

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