Wealth Analytics Partners, LLC - Portfolio overview

Wealth Analytics Partners, LLC has 46 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 18.94%
2. VTV - VANGUARD INDEX FDS, 18.90%
3. BND - VANGUARD BD INDEX FDS, 10.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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