Wealth Analytics Partners, LLC
•CIK: 2110717•Filing: Q4 2025
**Wealth Analytics Partners, LLC** manages $255M across a diversified portfolio of 47 positions. The fund exhibits a significant tilt toward growth and value, evidenced by top holdings including VUG ($52.5M) and VTV ($45.2M). Core allocations also maintain substantial exposure to fixed income via BND ($23.2M) and VGIT ($13.8M). Notable single-stock concentrations include NVDA ($11.7M), GOOG ($9.2M), and AAPL ($8.8M).
Total AUM
$255.0M
QoQ Performance
N/A
Positions
37
Top 10 Concentration
77.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VTV
BND
VGIT
VIG
VUG20.6%
VTV17.7%
BND9.1%
VGIT5.4%
VIG5.1%
NVDA4.6%
VB4.4%
GOOG3.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other72.1%
Technology16.8%
Consumer7.9%
Real Estate2.5%
Healthcare0.2%
ETF0.2%
Communication0.2%
Financial0.1%