Wealth Analytics Partners, LLC
Q2 2026 13F Holdings
- Locationsan diego, CA
- Num holdings
50
- Value ($000)
$275,694
- Date Filed 07/16/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $54.79M | 20 % | 630,086 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $51.96M | 19 % | 237,675 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $25.36M | 9 % | 348,871 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $14.53M | 5 % | 248,106 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $13.5M | 5 % | 56,876 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $12.58M | 5 % | 42,379 | ||
NVIDIA CORPORATION | COM | 67066G104 | $12.28M | 5 % | 57,975 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $10.31M | 4 % | 28,854 | ||
AMAZON COM INC | COM | 023135106 | $8.61M | 3 % | 34,808 | ||
APPLE INC | COM | 037833100 | $8.43M | 3 % | 26,773 |
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