Wealth Analytics Partners, LLC
Q1 2026 13F Holdings
- Locationsan diego, CA
- Num holdings
46
- Value ($000)
$245,972
- Date Filed 05/15/2026
- Form type13F-HR
- CIK 0002110717
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $46.57M | 19 % | 106,630 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $46.48M | 19 % | 236,918 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $24.67M | 10 % | 335,035 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $14.26M | 6 % | 239,426 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $12.41M | 5 % | 57,720 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $11.2M | 5 % | 42,752 | ||
NVIDIA CORPORATION | COM | 67066G104 | $10.31M | 4 % | 59,128 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | $9M | 4 % | 9,035 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $8.23M | 3 % | 28,702 | ||
AMAZON COM INC | COM | 023135106 | $7.44M | 3 % | 35,732 |
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