Wealth Analytics Partners

Wealth Analytics Partners as of June 30, 2026

Portfolio Holdings for Wealth Analytics Partners

Wealth Analytics Partners holds 50 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 19.9 $55M 630k 86.96
Vanguard Index Fds Value Etf (VTV) 18.8 $52M 238k 218.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.2 $25M 349k 72.70
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.3 $15M 248k 58.55
Vanguard Specialized Funds Div App Etf (VIG) 4.9 $14M 57k 237.30
Vanguard Index Fds Small Cp Etf (VB) 4.6 $13M 42k 296.89
NVIDIA Corporation (NVDA) 4.5 $12M 58k 211.80
Alphabet Cap Stk Cl C (GOOG) 3.7 $10M 29k 357.33
Amazon (AMZN) 3.1 $8.6M 35k 247.49
Apple (AAPL) 3.1 $8.4M 27k 314.86
Costco Wholesale Corporation (COST) 3.0 $8.3M 9.0k 921.78
Ishares Tr Core Msci Eafe (IEFA) 2.8 $7.7M 80k 96.89
Realty Income (O) 2.6 $7.3M 114k 63.77
Meta Platforms Cl A (META) 2.0 $5.6M 8.5k 661.04
Microsoft Corporation (MSFT) 1.9 $5.3M 14k 384.93
Ishares Tr Msci Eafe Etf (EFA) 1.4 $3.7M 36k 103.96
Tesla Motors (TSLA) 1.0 $2.8M 7.2k 396.16
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.9 $2.6M 6.1k 420.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $2.4M 20k 123.23
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $2.0M 15k 133.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.0M 5.3k 371.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.8M 2.5k 719.69
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $970k 9.4k 103.08
Micron Technology (MU) 0.3 $919k 935.00 983.12
Ishares Tr Esg Msci Kld Etf (DSI) 0.3 $820k 5.8k 142.29
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $667k 18k 36.58
Broadcom (AVGO) 0.2 $616k 1.6k 389.11
Eli Lilly & Co. (LLY) 0.2 $605k 525.00 1152.54
Quanta Services (PWR) 0.2 $577k 873.00 660.94
Spdr Gold Tr Gold Shs (GLD) 0.2 $566k 1.5k 372.15
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $557k 16k 34.58
Wal-Mart Stores (WMT) 0.2 $498k 4.4k 113.70
Spdr Index Shs Fds Sst Spdr Msci (NZAC) 0.2 $444k 9.7k 45.84
D-wave Quantum (QBTS) 0.2 $416k 22k 18.95
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $379k 2.8k 136.08
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $356k 2.4k 145.38
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $349k 3.7k 95.09
Palantir Technologies Cl A (PLTR) 0.1 $343k 2.6k 133.74
Bank of America Corporation (BAC) 0.1 $319k 5.3k 60.62
Merck & Co (MRK) 0.1 $317k 2.6k 120.78
Qualcomm (QCOM) 0.1 $307k 1.7k 178.10
Ishares Tr Core S&p500 Etf (IVV) 0.1 $285k 378.00 755.12
Advanced Micro Devices (AMD) 0.1 $246k 448.00 548.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $236k 342.00 691.20
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $236k 4.7k 50.03
Ishares Gold Tr Ishares New (IAU) 0.1 $212k 2.8k 76.27
Cerebras Systems Com Cl A (CBRS) 0.1 $204k 1.0k 203.81
Applied Materials (AMAT) 0.1 $201k 337.00 595.70
Grayscale Ethereum Staking E SHS (ETHE) 0.1 $152k 10k 15.15
Ryde Group Cl A Shs (RYDE) 0.0 $6.4k 10k 0.64