Wealth Analytics Partners

Wealth Analytics Partners as of March 31, 2026

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