Wealth Analytics Partners, LLC

SAN DIEGO, CA · CIK 2110717 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Diego, CA

$275.7m reported value +12.1% vs Q1 2026

50positions

77.0%in top 10

4 new 16 added 21 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	630,086	$54.8m19.87%	19.87%	Reduced -9.7k	-9,694 -1.5%
2	VANGUARD INDEX FDS VALUE ETF VTV	VTV	237,675	$52.0m18.85%	18.85%	Added +757	+757 0.3%
3	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	348,871	$25.4m9.20%	9.20%	Added +13.8k	+13,836 4.1%
4	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	248,106	$14.5m5.27%	5.27%	Added +8.7k	+8,680 3.6%
5	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	56,876	$13.5m4.90%	4.90%	Reduced -844	-844 -1.5%
6	VANGUARD INDEX FDS SMALL CP ETF VB	VB	42,379	$12.6m4.56%	4.56%	Reduced -373	-373 -0.9%
7	NVIDIA CORPORATION COM NVDA	NVDA	57,975	$12.3m4.45%	4.45%	Reduced -1.2k	-1,153 -1.9%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	28,854	$10.3m3.74%	3.74%	Added +152	+152 0.5%
9	AMAZON COM INC COM AMZN	AMZN	34,808	$8.6m3.12%	3.12%	Reduced -924	-924 -2.6%
10	APPLE INC COM AAPL	AAPL	26,773	$8.4m3.06%	3.06%	Reduced -1.7k	-1,656 -5.8%
11	COSTCO WHSL CORP NEW COM COST	COST	9,023	$8.3m3.02%	3.02%	Reduced -12	-12 -0.1%
12	ISHARES TR CORE MSCI EAFE IEFA	IEFA	79,502	$7.7m2.79%	2.79%	Added +7.6k	+7,558 10.5%
13	REALTY INCOME CORP COM O	O	114,078	$7.3m2.64%	2.64%	Added +391	+391 0.3%
14	META PLATFORMS INC CL A META	META	8,458	$5.6m2.03%	2.03%	Reduced -286	-286 -3.3%
15	MICROSOFT CORP COM MSFT	MSFT	13,843	$5.3m1.93%	1.93%	Reduced -567	-567 -3.9%
16	ISHARES TR MSCI EAFE ETF EFA	EFA	35,960	$3.7m1.36%	1.36%	Reduced -1.8k	-1,803 -4.8%
17	TESLA INC COM TSLA	TSLA	7,181	$2.8m1.03%	1.03%	Reduced -818	-818 -10.2%
18	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,114	$2.6m0.93%	0.93%	Added +634	+634 11.6%
19	ISHARES TR RUS 1000 GRW ETF IWF	IWF	19,522	$2.4m0.87%	0.87%	Reduced -274	-274 -1.4%
20	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	14,996	$2.0m0.73%	0.73%	Reduced -29	-29 -0.2%
21	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,265	$2.0m0.71%	0.71%	Added +44	+44 0.8%
22	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,523	$1.8m0.66%	0.66%	Reduced -61	-61 -2.4%
23	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	9,408	$969.8k0.35%	0.35%	Reduced -222	-222 -2.3%
24	MICRON TECHNOLOGY INC COM MU	MU	935	$919.2k0.33%	0.33%	Added +273	+273 41.2%
25	ISHARES TR MSCI KLD400 SOC DSI	DSI	5,763	$820.0k0.30%	0.30%	Reduced -27	-27 -0.5%
26	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	18,231	$666.9k0.24%	0.24%	Reduced -863	-863 -4.5%
27	BROADCOM INC COM AVGO	AVGO	1,584	$616.4k0.22%	0.22%	Added +394	+394 33.1%
28	ELI LILLY & CO COM LLY	LLY	525	$605.1k0.22%	0.22%	Added +19	+19 3.8%
29	QUANTA SVCS INC COM PWR	PWR	873	$577.0k0.21%	0.21%	Unchanged
30	SPDR GOLD TR GOLD SHS GLD	GLD	1,521	$566.0k0.21%	0.21%	Added +716	+716 88.9%
31	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	16,096	$556.6k0.20%	0.20%	Unchanged
32	WALMART INC COM WMT	WMT	4,379	$497.9k0.18%	0.18%	Unchanged
33	SPDR INDEX SHS FDS MSCI ACWI CLMTE NZAC	NZAC	9,674	$443.5k0.16%	0.16%	Unchanged
34	D-WAVE QUANTUM INC COM QBTS	QBTS	21,975	$416.4k0.15%	0.15%	Added +110	+110 0.5%
35	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	2,785	$379.0k0.14%	0.14%	New
36	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,448	$355.9k0.13%	0.13%	Reduced -1	-1 -0.0%
37	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	3,665	$348.5k0.13%	0.13%	Reduced -350	-350 -8.7%
38	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,564	$342.9k0.12%	0.12%	Added +49	+49 1.9%
39	BANK AMERICA CORP COM BAC	BAC	5,267	$319.3k0.12%	0.12%	Unchanged
40	MERCK & CO INC COM MRK	MRK	2,627	$317.3k0.12%	0.12%	Added +34	+34 1.3%
41	QUALCOMM INC COM QCOM	QCOM	1,723	$306.9k0.11%	0.11%	Added +5	+5 0.3%
42	ISHARES TR CORE S&P500 ETF IVV	IVV	378	$285.4k0.10%	0.10%	Unchanged
43	ADVANCED MICRO DEVICES INC COM AMD	AMD	448	$245.6k0.09%	0.09%	New
44	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	342	$236.4k0.09%	0.09%	Reduced -10	-10 -2.8%
45	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	4,710	$235.6k0.09%	0.09%	Unchanged
46	ISHARES GOLD TR ISHARES NEW IAU	IAU	2,781	$212.1k0.08%	0.08%	Reduced -2	-2 -0.1%
47	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	1,000	$203.8k0.07%	0.07%	New
48	APPLIED MATLS INC COM AMAT	AMAT	337	$200.8k0.07%	0.07%	New
49	GRAYSCALE ETHEREUM TRUST ETF SHS ETHE	ETHE	10,007	$151.6k0.05%	0.05%	Unchanged
50	RYDE GROUP LTD CL A SHS RYDE	RYDE	10,000	$6.4k0.00%	0.00%	Unchanged