Wealth Analytics Partners, LLC
Q4 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
47
- Value ($000)
$255,046
- Date Filed02/17/2026
- Form type13F-HR
- CIK0002110717
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $52.53M | 21 % | 107,670 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $45.16M | 18 % | 236,456 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $23.16M | 9 % | 312,655 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $13.8M | 5 % | 230,307 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $12.89M | 5 % | 58,639 | ||
NVIDIA CORPORATION | COM | 67066G104 | $11.65M | 5 % | 62,472 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $11.19M | 4 % | 43,390 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $9.2M | 4 % | 29,323 | ||
APPLE INC | COM | 037833100 | $8.77M | 3 % | 32,277 | ||
AMAZON COM INC | COM | 023135106 | $8.14M | 3 % | 35,273 |
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