Wealth Analytics Partners
Wealth Analytics Partners reported 200 stocks worth $287M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VUG (19.4%), VTV (17.9%) and BND (9.4%). Compared with Q2 2026, the fund opened new positions in SKHY, SCHB and BRK.B, added to BND, VGIT and VB and trimmed VUG, VIG and NVDA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $55.7M | 19.4% | 619K | −12K (−2%) | 4 of 4 | |
| 2 |  VTV Vanguard Index Fds | $51.4M | 17.9% | 238K | No change | 4 of 4 | |
| 3 |  BND Vanguard BD Index Fds | $27.1M | 9.4% | 386K | +37K (+11%) | 4 of 4 | |
| 4 |  VGIT Vanguard Scottsdale Fds | $15.4M | 5.4% | 271K | +23K (+9%) | 4 of 4 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $13M | 4.5% | 56K | −967 (−2%) | 4 of 4 | |
| 6 |  NVDA Nvidia Corporation | $12.8M | 4.5% | 56K | −2,069 (−4%) | 4 of 4 | |
| 7 |  VB Vanguard Index Fds | $12.2M | 4.3% | 43K | +593 (+1%) | 4 of 4 | |
| 8 |  GOOG Alphabet Inc | $9.6M | 3.4% | 28K | −667 (−2%) | 4 of 4 | |
| 9 |  AAPL Apple Inc | $8.7M | 3.0% | 26K | −670 (−3%) | 4 of 4 | |
| 10 |  AMZN Amazon Com Inc | $8.5M | 3.0% | 34K | −568 (−2%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Analytics Partners 13F FAQ
What does Wealth Analytics Partners own?
Wealth Analytics Partners reported 200 stocks worth $287M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VUG (19.4%), VTV (17.9%) and BND (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Analytics Partners buy and sell in Q3 2026?
Compared with Q2 2026: 149 new positions, 17 added to, 18 trimmed and 0 sold out. New positions include SKHY, SCHB and BRK.B.
When will Wealth Analytics Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Analytics Partners's portfolio worth?
The Q3 2026 filing reports $287M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.