Wealth Analytics Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Wealth Analytics Partners, LLC held in its portfolio 47 assets valued at $255,046,473 (i.e. $255.05M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($52.53M), VANGUARD INDEX FDS ($45.16M), and VANGUARD BD INDEX FDS ($23.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Analytics Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 107670 | 52527871 | GROWTH ETF |
| VANGUARD INDEX FDS | 236456 | 45160672 | VALUE ETF |
| VANGUARD BD INDEX FDS | 312655 | 23158382 | TOTAL BND MRKT |
| VANGUARD SCOTTSDALE FDS | 230307 | 13802272 | INTER TERM TREAS |
| VANGUARD SPECIALIZED FUNDS | 58639 | 12887743 | DIV APP ETF |
| NVIDIA CORPORATION | 62472 | 11651064 | COM |
| VANGUARD INDEX FDS | 43390 | 11192465 | SMALL CP ETF |
| ALPHABET INC | 29323 | 9201476 | CAP STK CL C |
| APPLE INC | 32277 | 8774870 | COM |
| AMAZON COM INC | 35273 | 8141606 | COM |
| COSTCO WHSL CORP NEW | 9167 | 7905172 | COM |
| MICROSOFT CORP | 14234 | 6884040 | COM |
| REALTY INCOME CORP | 112393 | 6335577 | COM |
| ISHARES TR | 65158 | 5829075 | CORE MSCI EAFE |
| META PLATFORMS INC | 8697 | 5740988 | CL A |
| ISHARES TR | 38055 | 3654460 | MSCI EAFE ETF |
| TESLA INC | 8068 | 3628429 | COM |
| ISHARES TR | 5081 | 2404824 | RUS 1000 GRW ETF |
| VANGUARD WORLD FD | 15079 | 1823912 | ESG US STK ETF |
| VANGUARD INDEX FDS | 5341 | 1790787 | TOTAL STK MKT |
| INVESCO QQQ TR | 2586 | 1588566 | UNIT SER 1 |
| ISHARES BITCOIN TRUST ETF | 20749 | 1030167 | SHS BEN INT |
| ISHARES TR | 9630 | 915676 | ESG AW MSCI EAFE |
| ISHARES TR | 5950 | 766549 | ESG MSCI KLD 400 |
| SCHWAB STRATEGIC TR | 18396 | 600078 | US LCAP GR ETF |
| D-WAVE QUANTUM INC | 21921 | 573246 | COM |
| ELI LILLY & CO | 476 | 511965 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1648 | 500774 | SPONSORED ADS |
| WALMART INC | 4379 | 487888 | COM |
| PALANTIR TECHNOLOGIES INC | 2543 | 452020 | CL A |
| MICRON TECHNOLOGY INC | 1520 | 433823 | COM |
| SPDR INDEX SHS FDS | 9704 | 416193 | MSCI ACWI CLMTE |
| NETFLIX INC | 4424 | 414799 | COM |
| BROADCOM INC | 1135 | 392923 | COM |
| VANGUARD WHITEHALL FDS | 4116 | 376364 | INTL DVD ETF |
| QUANTA SVCS INC | 873 | 368458 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 4710 | 321976 | SHS REP COM UT |
| QUALCOMM INC | 1780 | 304469 | COM |
| ISHARES TR | 2449 | 294358 | CORE S&P SCP ETF |
| BANK AMERICA CORP | 5286 | 290730 | COM |
| OKLO INC | 3908 | 280403 | COM CL A |
| SPDR GOLD TR | 701 | 277948 | GOLD SHS |
| ISHARES TR | 378 | 258907 | CORE S&P500 ETF |
| GRAYSCALE ETHEREUM TRUST ETF | 10007 | 243871 | SHS |
| ISHARES GOLD TR | 2783 | 225888 | ISHARES NEW |
| VANGUARD INDEX FDS | 351 | 220149 | S&P 500 ETF SHS |
| RYDE GROUP LTD | 10000 | 2600 | CL A SHS |
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