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CIK: 0002110717
Total reported value
$275.7M
$275.7M
47 檔
53.5%
In Q4 2025, Wealth Analytics Partners, LLC's U.S. equity holdings reached a combined market value of $275.7M, distributed across 47 disclosed stock positions.
During Q4 2025, Wealth Analytics Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 20.60% | +0.93% | — | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 17.71% | -0.05% | — | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 9.08% | -0.83% | — | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.41% | -0.53% | — | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.05% | -0.15% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.57% | +0.26% | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 4.39% | +0.01% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.61% | +0.39% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.44% | +0.13% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | +0.09% | — | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.10% | -0.64% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.24% | — | |
| 13 | O | Realty Income CORP | Stock-Real Estate | 2.48% | -0.19% | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.29% | +0.14% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.25% | — | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.43% | -0.13% | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.42% | -0.18% | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.94% | +0.01% | — | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.72% | +0.03% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | +0.03% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.05% | — | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.40% | -0.06% | — | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.36% | -0.02% | — | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.30% | +0.01% | — | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.24% | +0.01% | — | |
| 26 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.22% | +0.02% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.03% | — | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.20% | +0.18% | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.04% | — | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.18% | -0.03% | — | |
| 31 | MU | Micron Technology Inc | Stock-Tech | 0.17% | +0.24% | — | |
| 32 | NZAC | State Street Spdr Msci Acwi | ETF-Other | 0.16% | — | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.16% | — | — | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.07% | — | |
| 35 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.15% | -0.01% | — | |
| 36 | PWR | Quanta Services Inc | Stock-Industrials | 0.14% | +0.02% | — | |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.13% | -0.01% | — | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.12% | +0.02% | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.12% | +0.01% | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.11% | +0.02% | — | |
| 41 | OKLO | Oklo Inc | Stock-Utilities | 0.11% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.11% | +0.07% | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | — | |
| 44 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.10% | -0.01% | — | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.09% | -0.02% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | — | |
| 47 | ✓ | Ryde Group LTD | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Wealth Analytics Partners, LLC reported a total U.S. public equity portfolio value of $275.7M across 47 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, BND) accounted for 53.5% of total reported equity market value during Q4 2025.
During Q4 2025, Wealth Analytics Partners, LLC's top holdings by market value included VUG (20.6%)、VTV (17.7%)、BND (9.1%). The largest single position, VUG, represented 20.6% of total portfolio value.
In Q4 2025, Wealth Analytics Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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