StockDriftsStockDriftsTop 48 Wealth Analytics Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 19.87% | 630.1K | $54.8M | -1.52%(-9.69K) | $80.62(+10.47%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 18.85% | 237.7K | $52.0M | +0.32%(+757) | $188.80(+19.60%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 9.2% | 348.9K | $25.4M | +4.13%(+13.84K) | $74.17(-2.53%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.27% | 248.1K | $14.5M | +3.63%(+8.68K) | $59.94(-2.63%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.9% | 56.9K | $13.5M | -1.46%(-844) | $217.78(+13.24%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 4.56% | 42.4K | $12.6M | -0.87%(-373) | $256.12(+19.63%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.45% | 58.0K | $12.3M | -1.95%(-1.15K) | $186.54(+18.18%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.74% | 28.9K | $10.3M | +0.53%(+152) | $278.86(+25.69%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.12% | 34.8K | $8.6M | -2.59%(-924) | $225.12(+22.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.06% | 26.8K | $8.4M | -5.83%(-1.66K) | $263.24(+16.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.85% |
Wealth Analytics Partners, LLC reports $275.69M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are VUG (19.9%), VTV (18.9%) and BND (9.2%). The top 20 holdings account for 94.35% of reported assets. Its disclosed equity book has returned +6.12% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wealth Analytics Partners, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wealth Analytics Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110717). View Wealth Analytics Partners, LLC’s 13F filings on SEC