Q3 2026 13F · SEC CIK 2110717

Wealth Analytics Partners, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $286.7M
Reported positions: 200
Holdings vs S&P 500, 3 yrs: —
Assets under management: $316.0M

Wealth Analytics Partners, LLC is a wealth manager that reported 200 positions worth $286.7M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Vanguard Index Fds (VUG, 19.4%), Vanguard Index Fds (VTV, 17.9%), Vanguard Bd Index Fds (BND, 9.4%).

Wealth Analytics Partners, LLC holdings largest 50 of 200 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth Analytics Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	19.4%	19.9%	618,559	-1.8%	$55.7M
VTVVanguard Index Fds	17.9%	18.8%	237,691	+0.0%	$51.4M
BNDVanguard Bd Index Fds	9.4%	9.2%	385,881	+10.6%	$27.1M
VGITVanguard Scottsdale Fds	5.4%	5.3%	271,098	+9.3%	$15.4M
VIGVanguard Specialized Funds	4.5%	4.9%	55,909	-1.7%	$13.0M
NVDANvidia Corporation	4.5%	4.5%	55,906	-3.6%	$12.8M
VBVanguard Index Fds	4.3%	4.6%	42,972	+1.4%	$12.2M
GOOGAlphabet Inc	3.4%	3.7%	28,187	-2.3%	$9.6M
AAPLApple Inc	3.0%	3.1%	26,103	-2.5%	$8.7M
AMZNAmazon Com Inc	3.0%	3.1%	34,240	-1.6%	$8.5M
IEFAIshares Tr	3.0%	2.8%	87,681	+10.3%	$8.5M
COSTCostco Wholesale Corporation	2.9%	3.0%	9,050	+0.3%	$8.2M
MSFTMicrosoft Corp	2.5%	1.9%	13,825	-0.1%	$7.1M
ORealty Income Corp.	2.2%	2.6%	118,608	+4.0%	$6.4M
METAMeta Platforms Inc	2.1%	2.0%	8,375	-1.0%	$6.1M
EFAIshares Tr	1.3%	1.4%	35,069	-2.5%	$3.6M
TSMTaiwan Semiconductor Manufac	1.0%	0.9%	6,225	+1.8%	$2.8M
TSLATesla Inc	0.9%	1.0%	6,968	-3.0%	$2.5M
IWFIshares Tr	0.9%	0.9%	19,522	+0.0%	$2.4M
VTIVanguard Index Fds	0.7%	0.7%	5,552	+5.5%	$2.1M
ESGVVanguard World Fd	0.7%	0.7%	14,348	-4.3%	$1.9M
QQQInvesco Qqq Tr	0.6%	0.7%	2,484	-1.5%	$1.8M
SPCXSpace Exploration Techn Corp	0.4%	0.1%	7,839	+181.5%	$1.2M
MUMicron Technology Inc	0.4%	0.3%	1,047	+12.0%	$1.1M
ESGDiShares ESG Aware MSCI EAFE ETF	0.4%	0.4%	10,175	+8.2%	$1.0M
DSIIshares Tr	0.3%	0.3%	5,611	-2.6%	$820K
IBITIshares Bitcoin Trust ETF	0.3%	0.2%	16,548	-9.2%	$783K
LLYEli Lilly & Co	0.2%	0.2%	535	+1.9%	$619K
GLDSpdr Gold Tr	0.2%	0.2%	1,534	+0.9%	$584K
SCHGSchwab Strategic Tr	0.2%	0.2%	16,096	+0.0%	$578K
PWRQuanta Svcs Inc	0.2%	0.2%	873	+0.0%	$561K
PLTRPalantir Technologies Inc	0.2%	0.1%	2,614	+2.0%	$489K
WMTWalmart Inc	0.2%	0.2%	4,479	+2.3%	$465K
SKHYVSk Hynix Inc	0.2%	New	2,465	—	$454K
NZACState Street Spdr Msci Acwi Climate Pari	0.2%	0.2%	9,674	+0.0%	$449K
AVGOBroadcom Inc	0.1%	0.2%	1,118	-29.4%	$393K
MRKMerck & Co Inc	0.1%	0.1%	2,609	-0.7%	$379K
IVVIshares Tr	0.1%	0.1%	493	+30.4%	$377K
QBTSD-Wave Quantum Inc	0.1%	0.2%	21,926	-0.2%	$363K
IJRIshares Tr	0.1%	0.1%	2,448	+0.0%	$333K
VIGIVanguard Whitehall Fds	0.1%	0.1%	3,430	-6.4%	$324K
QCOMQualcomm Inc	0.1%	0.1%	1,723	+0.0%	$317K
GBTCGrayscale Bitcoin Trust ETF	0.1%	0.1%	4,710	+0.0%	$304K
BACBank of Amer Corp	0.1%	0.1%	5,267	+0.0%	$287K
AMDAdvanced Micro Devices Inc	0.1%	0.1%	448	+0.0%	$274K
VOOVanguard Index Fds	0.1%	0.1%	342	+0.0%	$240K
IAUIshares Gold Tr	0.1%	0.1%	2,843	+2.2%	$222K
ETHEGrayscale Ethereum Staking E	0.1%	0.1%	10,007	+0.0%	$214K
SCHBSchwab Strategic Tr	0.1%	New	6,504	—	$191K
BRK-BBerkshire Hathaway Inc Del	0.1%	New	370	—	$184K

What Wealth Analytics Partners, LLC bought and sold in Q3 2026, against Q2 2026.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$286.7M	200
Q2 2026	$275.7M	50
Q1 2026	$246.0M	46
Q4 2025	$255.0M	47

Questions about Wealth Analytics Partners, LLC's portfolio

What stocks does Wealth Analytics Partners, LLC own?

Wealth Analytics Partners, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 200 positions worth $286.7M. The largest are Vanguard Index Fds (VUG) at 19.4%, Vanguard Index Fds (VTV) at 17.9%, Vanguard Bd Index Fds (BND) at 9.4%, Vanguard Scottsdale Fds (VGIT) at 5.4% and Vanguard Specialized Funds (VIG) at 4.5%.

What did Wealth Analytics Partners, LLC buy last quarter?

In Q3 2026, Wealth Analytics Partners, LLC added a new position in Sk Hynix Inc (SKHYV), a new position in Schwab Strategic Tr (SCHB), a new position in Berkshire Hathaway Inc Del (BRK-B), Space Exploration Techn Corp (SPCX) (+181.5% shares), Ishares Tr (IVV) (+30.4% shares) and Micron Technology Inc (MU) (+12.0% shares), compared with its Q2 2026 filing.

What did Wealth Analytics Partners, LLC sell last quarter?

In Q3 2026, Wealth Analytics Partners, LLC cut from its top 50 Cerebras Systems Inc (CBRS), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Ryde Group Ltd (RYDE), Broadcom Inc (AVGO) (-29.4% shares), Ishares Bitcoin Trust ETF (IBIT) (-9.2% shares) and Vanguard Whitehall Fds (VIGI) (-6.4% shares), compared with its Q2 2026 filing.

When is Wealth Analytics Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth Analytics Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Wealth Analytics Partners, LLC manage?

Wealth Analytics Partners, LLC reported $316.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $286.7M.