Investor
Wealth Analytics Partners, LLC
CIK 0002110717 · filed 2026-02-17 · SEC filing
13F book
$255M
Positions
47
Largest name
20.6%
Vanguard Growth Etf
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf | — | 107.7K | $52.5M | 20.6% | — | Held |
| Vanguard Index Fds | — | 236.5K | $45.2M | 17.7% | — | Held |
| Vanguard Bd Index Fds | — | 312.7K | $23.2M | 9.1% | — | Held |
| Vanguard Scottsdale Fds | — | 230.3K | $13.8M | 5.4% | — | Held |
| Vanguard Specialized Funds | — | 58.6K | $12.9M | 5.1% | — | Held |
| Nvidia Corp | NVDA | 62.5K | $11.7M | 4.6% | — | Held |
| Vanguard Index Fds | — | 43.4K | $11.2M | 4.4% | — | Held |
| Alphabet Inc | — | 29.3K | $9.2M | 3.6% | — | Held |
| Apple Inc. | AAPL | 32.3K | $8.77M | 3.4% | — | Held |
| Amazon Com Inc | AMZN | 35.3K | $8.14M | 3.2% | — | Held |
| Costco Whsl Corp New | — | 9.17K | $7.91M | 3.1% | — | Held |
| Microsoft Corp | MSFT | 14.2K | $6.88M | 2.7% | — | Held |
| Realty Income Corp | O | 112.4K | $6.34M | 2.5% | — | Held |
| Ishares Tr | — | 65.2K | $5.83M | 2.3% | — | Held |
| Meta Platforms, Inc. | META | 8.7K | $5.74M | 2.3% | — | Held |
| Ishares Tr | — | 38.1K | $3.65M | 1.4% | — | Held |
| Tesla, Inc. | TSLA | 8.07K | $3.63M | 1.4% | — | Held |
| Ishares Tr | — | 5.08K | $2.4M | 0.9% | — | Held |
| Vanguard World Fd | — | 15.1K | $1.82M | 0.7% | — | Held |
| Vanguard Index Fds | — | 5.34K | $1.79M | 0.7% | — | Held |
| Invesco Qqq Tr | — | 2.59K | $1.59M | 0.6% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 20.7K | $1.03M | 0.4% | — | Held |
| Ishares Tr | — | 9.63K | $915.7K | 0.4% | — | Held |
| Ishares Tr | — | 5.95K | $766.5K | 0.3% | — | Held |
| Schwab Strategic Tr | — | 18.4K | $600.1K | 0.2% | — | Held |
| D-Wave Quantum Inc. | QBTS | 21.9K | $573.2K | 0.2% | — | Held |
| Eli Lilly & Co | LLY | 476 | $512K | 0.2% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.65K | $500.8K | 0.2% | — | Held |
| Walmart Inc. | WMT | 4.38K | $487.9K | 0.2% | — | Held |
| Palantir Technologies Inc. | PLTR | 2.54K | $452K | 0.2% | — | Held |
| Micron Technology Inc | MU | 1.52K | $433.8K | 0.2% | — | Held |
| Spdr Index Shs Fds | — | 9.7K | $416.2K | 0.2% | — | Held |
| Netflix Inc | NFLX | 4.42K | $414.8K | 0.2% | — | Held |
| Broadcom Inc. | AVGO | 1.14K | $392.9K | 0.2% | — | Held |
| Vanguard Whitehall Fds | — | 4.12K | $376.4K | 0.1% | — | Held |
| Quanta Svcs Inc | — | 873 | $368.5K | 0.1% | — | Held |
| Grayscale Bitcoin Trust Etf | GBTC | 4.71K | $322K | 0.1% | — | Held |
| Qualcomm Inc | — | 1.78K | $304.5K | 0.1% | — | Held |
| Ishares Tr | — | 2.45K | $294.4K | 0.1% | — | Held |
| Bank America Corp | — | 5.29K | $290.7K | 0.1% | — | Held |
| Oklo Inc. | OKLO | 3.91K | $280.4K | 0.1% | — | Held |
| Spdr Gold Tr | — | 701 | $277.9K | 0.1% | — | Held |
| Ishares Tr | — | 378 | $258.9K | 0.1% | — | Held |
| Grayscale Ethereum Trust Etf | — | 10K | $243.9K | 0.1% | — | Held |
| Ishares Gold Tr | — | 2.78K | $225.9K | 0.1% | — | Held |
| Vanguard Index Fds | — | 351 | $220.1K | 0.1% | — | Held |
| Ryde Group Ltd | RYDE | 10K | $2.6K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.