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The Analysis of Wealth Analytics Partners, LLC's Holdings & P&L

Currently, Wealth Analytics Partners, LLC holds 46 types of securities in its portfolio with a total value $246.0M. In the most recent quarter, they have increased their positions in BND (+22.4K shares, valued at $1.6M), TSM (+3.8K shares, valued at $1.3M), IEFA (+6.8K shares, valued at $614.3K); decreased their positions in AAPL (-3.8K shares, valued at $976.6K), NVDA (-3.3K shares, valued at $583.2K), VUG (-1.0K shares, valued at $454.3K); initiated new positions in N/A (+2.6K shares, valued at $311.9K).

1M P&L

+4.2M+1.64%

3M P&L

-864.9K-0.33%

HY P&L

-252.1M-49.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A176.1M

74.9%

2Semiconductors12.6M

5.4%

3Discount Stores9.5M

4.1%

Top Industries by Stock Count

1N/A22 stocks

55.0%

2Semiconductors4 stocks

10.0%

3Discount Stores2 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS106.6K shares-0.97%2026-03-312026-05-15

VTV VANGUARD INDEX FDS236.9K shares0.20%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS335.0K shares7.16%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS239.4K shares3.96%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS57.7K shares-1.57%2026-03-312026-05-15

VB VANGUARD INDEX FDS42.8K shares-1.47%2026-03-312026-05-15

NVDA NVIDIA CORPORATION59.1K shares-5.35%2026-03-312026-05-15

COST COSTCO WHSL CORP NEW9.0K shares-1.44%2026-03-312026-05-15

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ALPHABET INC ALPHABET INC28.7K shares-2.12%2026-03-312026-05-15

AMZN AMAZON COM INC35.7K shares1.30%2026-03-312026-05-15

AAPL APPLE INC28.4K shares-11.92%2026-03-312026-05-15

O REALTY INCOME CORP113.7K shares1.15%2026-03-312026-05-15

IEFA ISHARES TR71.9K shares10.41%2026-03-312026-05-15

MSFT MICROSOFT CORP14.4K shares1.24%2026-03-312026-05-15

META META PLATFORMS INC8.7K shares0.54%2026-03-312026-05-15

EFA ISHARES TR37.8K shares-0.77%2026-03-312026-05-15

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TSLA TESLA INC8.0K shares-0.86%2026-03-312026-05-15

IWF ISHARES TR4.9K shares-2.60%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MFG LTD5.5K shares232.52%2026-03-312026-05-15

ESGV VANGUARD WORLD FD15.0K shares-0.36%2026-03-312026-05-15

VTI VANGUARD INDEX FDS5.2K shares-2.25%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR2.6K shares-0.08%2026-03-312026-05-15

ESGD ISHARES TR9.6K shares0.00%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF19.1K shares-7.98%2026-03-312026-05-15

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DSI ISHARES TR5.8K shares-2.69%2026-03-312026-05-15

WMT WALMART INC4.4K shares0.00%2026-03-312026-05-15

PWR QUANTA SVCS INC873 shares0.00%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR16.1K shares-12.50%2026-03-312026-05-15

LLY ELI LILLY & CO506 shares6.30%2026-03-312026-05-15

NZAC SPDR INDEX SHS FDS9.7K shares-0.31%2026-03-312026-05-15

BROADCOM INC BROADCOM INC1.2K shares4.85%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC2.5K shares-1.10%2026-03-312026-05-15

Sponsored

VIGI VANGUARD WHITEHALL FDS4.0K shares-2.45%2026-03-312026-05-15

GLD SPDR GOLD TR805 shares14.84%2026-03-312026-05-15

QBTS D-WAVE QUANTUM INC21.9K shares-0.26%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC2.6K sharesnew addition2026-03-312026-05-15

IJR ISHARES TR2.4K shares0.00%2026-03-312026-05-15

BAC BANK AMERICA CORP5.3K shares-0.36%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF4.7K shares0.00%2026-03-312026-05-15

IVV ISHARES TR378 shares0.00%2026-03-312026-05-15

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ISHARES GOLD TR ISHARES GOLD TR2.8K shares0.00%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC662 shares-56.45%2026-03-312026-05-15

QCOM QUALCOMM INC1.7K shares-3.48%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS352 shares0.28%2026-03-312026-05-15

ETHE GRAYSCALE ETHEREUM TRUST ETF10.0K shares0.00%2026-03-312026-05-15

RYDE RYDE GROUP LTD10.0K shares0.00%2026-03-312026-05-15

VUG

VANGUARD INDEX FDS

-0.97%

Shares106.6K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

0.20%

Shares236.9K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

7.16%

Shares335.0K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

3.96%

Shares239.4K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

-1.57%

Shares57.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-1.47%

Shares42.8K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-5.35%

Shares59.1K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHSL CORP NEW

-1.44%

Shares9.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-2.12%

Shares28.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

1.30%

Shares35.7K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-11.92%

Shares28.4K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

1.15%

Shares113.7K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

10.41%

Shares71.9K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

1.24%

Shares14.4K

Event2026-03-31

Filed2026-05-15