Wealth Analytics Partners, LLC: 13F holdings
CIK 21107172026Q2
| Positions | 50 |
|---|
| Reported value | $275.7m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 50 (+4 vs prior quarter) |
|---|
| Reported value | $275.7m (+12.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 630,086 | $54.8m | 19.9% |
| VTV VANGUARD INDEX FDS | 237,675 | $52.0m | 18.8% |
| BND VANGUARD BD INDEX FDS | 348,871 | $25.4m | 9.2% |
| VGIT VANGUARD SCOTTSDALE FDS | 248,106 | $14.5m | 5.3% |
| VIG VANGUARD SPECIALIZED FUNDS | 56,876 | $13.5m | 4.9% |
| VB VANGUARD INDEX FDS | 42,379 | $12.6m | 4.6% |
| NVDA NVIDIA CORPORATION | 57,975 | $12.3m | 4.5% |
| GOOG ALPHABET INC | 28,854 | $10.3m | 3.7% |
| AMZN AMAZON COM INC | 34,808 | $8.6m | 3.1% |
| AAPL APPLE INC | 26,773 | $8.4m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110717")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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