Wealth Analytics Partners, LLC — 13F holdings

Wealth Analytics Partners, LLC reported 200 holdings worth $287M in its 13F filing for Q3 2026, filed October 19, 2026. That's up 4.0% from $276M in Q2 2026, when it reported 50 holdings. Its 10 largest positions make up 74.8% of the portfolio.

Wealth Analytics Partners, LLC's largest positions in Q3 2026

  1. VUG VANGUARD INDEX FDS — $55.7M (19.4%) · cut 2%
  2. VTV VANGUARD INDEX FDS — $51.4M (17.9%) · unchanged
  3. BND VANGUARD BD INDEX FDS — $27.1M (9.4%) · added 11%
  4. VGIT VANGUARD SCOTTSDALE FDS — $15.4M (5.4%) · added 9%
  5. VIG VANGUARD SPECIALIZED FUNDS — $13.0M (4.6%) · cut 2%
  6. NVDA NVIDIA CORPORATION — $12.8M (4.5%) · cut 4%
  7. VB VANGUARD INDEX FDS — $12.2M (4.3%) · added 1%
  8. GOOG ALPHABET INC — $9.60M (3.4%) · cut 2%
  9. AAPL APPLE INC — $8.69M (3.0%) · cut 3%
  10. AMZN AMAZON COM INC — $8.53M (3.0%) · cut 2%
  11. IEFA ISHARES TR — $8.49M (3.0%) · added 10%
  12. COST COSTCO WHSL CORP NEW — $8.24M (2.9%) · unchanged
  13. MSFT MICROSOFT CORP — $7.09M (2.5%) · unchanged
  14. O REALTY INCOME CORP — $6.44M (2.2%) · added 4%
  15. META Meta Platforms Inc — $6.07M (2.1%) · unchanged
  16. EFA ISHARES TR — $3.64M (1.3%) · cut 2%
  17. TSM TAIWAN SEMICONDUCTOR MFG LTD — $2.84M (1.0%) · added 2%
  18. TSLA TESLA INC — $2.47M (0.9%) · cut 3%
  19. IWF ISHARES TR — $2.45M (0.9%) · unchanged
  20. VTI VANGUARD INDEX FDS — $2.08M (0.7%) · added 5%

What Wealth Analytics Partners, LLC bought in Q3 2026

150 new positions and 15 positions added to.

  1. BND VANGUARD BD INDEX FDS — added, about $2.60M
  2. VGIT VANGUARD SCOTTSDALE FDS — added, about $1.30M
  3. IEFA ISHARES TR — added, about $792K
  4. SPCX SPACE EXPLORATION TECHN CORP — added, about $762K
  5. SKHY SK HYNIX INC — new position, about $454K
  6. O REALTY INCOME CORP — added, about $246K
  7. SCHB SCHWAB STRATEGIC TR — new position, about $191K
  8. BRK.B BERKSHIRE HATHAWAY INC DEL — new position, about $184K
  9. VB VANGUARD INDEX FDS — added, about $169K
  10. EW EDWARDS LIFESCIENCES CORP — new position, about $166K

What Wealth Analytics Partners, LLC sold in Q3 2026

0 positions sold out and 14 reduced.

  1. VUG VANGUARD INDEX FDS — cut 2%, about $1.04M
  2. NVDA NVIDIA CORPORATION — cut 4%, about $473K
  3. GOOG ALPHABET INC — cut 2%, about $227K
  4. VIG VANGUARD SPECIALIZED FUNDS — cut 2%, about $226K
  5. AAPL APPLE INC — cut 3%, about $223K
  6. AVGO BROADCOM INC — cut 29%, about $164K
  7. AMZN AMAZON COM INC — cut 2%, about $142K
  8. EFA ISHARES TR — cut 2%, about $92.6K
  9. ESGV VANGUARD WORLD FD — cut 4%, about $87.8K
  10. IBIT ISHARES BITCOIN TRUST ETF — cut 9%, about $79.7K

Wealth Analytics Partners, LLC portfolio value by quarter

What does Wealth Analytics Partners, LLC own?

Its largest positions in Q3 2026 were VUG, VTV, BND, VGIT, VIG, out of 200 holdings worth $287M.

What did Wealth Analytics Partners, LLC buy last quarter?

In Q3 2026 it opened 150 new positions and added to 15; the largest buys were BND, VGIT, IEFA.

What did Wealth Analytics Partners, LLC sell last quarter?

In Q3 2026 it sold out of 0 positions and reduced 14.