Wealth Analytics Partners, LLC

Q1 2026 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    46

  • Value ($000)

    $245,972

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002110717
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG

VANGUARD INDEX FDS

GROWTH ETF
$46.57M
19 %

106,630

VTV

VANGUARD INDEX FDS

VALUE ETF
$46.48M
19 %

236,918

BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$24.67M
10 %

335,035

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$14.26M
6 %

239,426

VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$12.41M
5 %

57,720

VB

VANGUARD INDEX FDS

SMALL CP ETF
$11.2M
5 %

42,752

NVDA

NVIDIA CORPORATION

COM
$10.31M
4 %

59,128

COST

COSTCO WHSL CORP NEW

COM
$9M
4 %

9,035

GOOG

ALPHABET INC

CAP STK CL C
$8.23M
3 %

28,702

AMZN

AMAZON COM INC

COM
$7.44M
3 %

35,732

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