Wealth Analytics Partners, LLC

Est. AUM

$246.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$46.6M	106630	18.94%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$46.5M	236918	18.90%	SOLE
3	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$24.7M	335035	10.03%	SOLE
4	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$14.3M	239426	5.80%	SOLE
5	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.4M	57720	5.05%	SOLE
6	VANGUARD INDEX FDS	SMALL CP ETF	$11.2M	42752	4.55%	SOLE
7	NVIDIA CORPORATION	COM	$10.3M	59128	4.19%	SOLE
8	COSTCO WHSL CORP NEW	COM	$9.0M	9035	3.66%	SOLE
9	ALPHABET INC	CAP STK CL C	$8.2M	28702	3.35%	SOLE
10	AMAZON COM INC	COM	$7.4M	35732	3.03%	SOLE
11	APPLE INC	COM	$7.2M	28429	2.93%	SOLE
12	REALTY INCOME CORP	COM	$7.0M	113687	2.83%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$6.5M	71944	2.65%	SOLE
14	MICROSOFT CORP	COM	$5.3M	14410	2.17%	SOLE
15	META PLATFORMS INC	CL A	$5.0M	8744	2.03%	SOLE
16	ISHARES TR	MSCI EAFE ETF	$3.7M	37763	1.49%	SOLE
17	TESLA INC	COM	$3.0M	7999	1.21%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$2.1M	4949	0.86%	SOLE
19	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.9M	5480	0.75%	SOLE
20	VANGUARD WORLD FD	ESG US STK ETF	$1.7M	15025	0.69%	SOLE
21	VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	5221	0.68%	SOLE
22	INVESCO QQQ TR	UNIT SER 1	$1.5M	2584	0.61%	SOLE
23	ISHARES TR	ESG AW MSCI EAFE	$921K	9630	0.37%	SOLE
24	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$734K	19094	0.30%	SOLE
25	ISHARES TR	ESG MSCI KLD 400	$702K	5790	0.29%	SOLE
26	WALMART INC	COM	$544K	4379	0.22%	SOLE
27	QUANTA SVCS INC	COM	$479K	873	0.19%	SOLE
28	SCHWAB STRATEGIC TR	US LCAP GR ETF	$469K	16096	0.19%	SOLE
29	ELI LILLY & CO	COM	$465K	506	0.19%	SOLE
30	SPDR INDEX SHS FDS	MSCI ACWI CLMTE	$393K	9674	0.16%	SOLE
31	BROADCOM INC	COM	$368K	1190	0.15%	SOLE
32	PALANTIR TECHNOLOGIES INC	CL A	$368K	2515	0.15%	SOLE
33	VANGUARD WHITEHALL FDS	INTL DVD ETF	$355K	4015	0.14%	SOLE
34	SPDR GOLD TR	GOLD SHS	$346K	805	0.14%	SOLE
35	D-WAVE QUANTUM INC	COM	$316K	21865	0.13%	SOLE
36	MERCK & CO INC	COM	$312K	2593	0.13%	SOLE
37	ISHARES TR	CORE S&P SCP ETF	$304K	2449	0.12%	SOLE
38	BANK AMERICA CORP	COM	$257K	5267	0.10%	SOLE
39	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$249K	4710	0.10%	SOLE
40	ISHARES TR	CORE S&P500 ETF	$247K	378	0.10%	SOLE
41	ISHARES GOLD TR	ISHARES NEW	$245K	2783	0.10%	SOLE
42	MICRON TECHNOLOGY INC	COM	$224K	662	0.09%	SOLE
43	QUALCOMM INC	COM	$221K	1718	0.09%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$210K	352	0.09%	SOLE
45	GRAYSCALE ETHEREUM TRUST ETF	SHS	$171K	10007	0.07%	SOLE
46	RYDE GROUP LTD	CL A SHS	$5K	10000	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.