account_balance

Investment manager · 13F filer · SEC CIK 2110717

Wealth Analytics Partners, LLC

Reported value$287Mas of Sep 30, 2026

Positions200 150 new, 0 sold out

Top 10 weight74.8%VUG alone is 19%

FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VUGVanguard Index FDS

19.4%

VTVVanguard Index FDS

17.9%

BNDVanguard Bd Index FDS

9.4%Added +11%

VGITVanguard Scottsdale FDS

5.4%Added +9%

VIGVanguard Specialized Funds

4.6%

NVDANVIDIA Corp

4.5%Trimmed −4%

VBVanguard Index FDS

4.3%

GOOGAlphabet Inc.

3.4%Trimmed −2%

AAPLApple Inc.

3.0%Trimmed −3%

AMZNAmazon.com Inc

3.0%

IEFAiShares Tr

3.0%Added +10%

COSTCostco Wholesale Corp

2.9%

VUGVanguard Index FDS

19.4%

VTVVanguard Index FDS

17.9%

BNDVanguard Bd Index FDS

9.4%+11%

VGITVanguard Scottsdale FDS

5.4%+9%

VIG4.6%

NVDA4.5%

VBVanguard Index FDS

4.3%

GOOG3.4%AAPLAMZN

IEFA

COST

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VUG Vanguard Index FDS 19.4% Held

VTV Vanguard Index FDS 17.9% Held

BND Vanguard Bd Index FDS 9.4% Added +11%

VGIT Vanguard Scottsdale FDS 5.4% Added +9%

VIG Vanguard Specialized Funds 4.6% Held

NVDA NVIDIA Corp 4.5% Trimmed −4%

VB Vanguard Index FDS 4.3% Held

GOOG Alphabet Inc. 3.4% Trimmed −2%AAPL Apple Inc. 3.0% Trimmed −3%AMZN Amazon.com Inc 3.0% Held

IEFA iShares Tr 3.0% Added +10%

COST Costco Wholesale Corp 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 16, 2026 filing

add_circleNew

SKHY $454K
SCHB $191K
BRK-B $184K
EW $166K

arrow_upwardAdded

SPCX +181%
MU +12%
BND +11%
IEFA +10%

arrow_downwardTrimmed

IBIT −9%
ESGV −4%
NVDA −4%
TSLA −3%

remove_circleSold out

None

Wealth Analytics Partners, LLC

Where the money is

Biggest moves since Jun 30, 2026

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