Wealth Analytics Partners, LLC ETF holdings
San Diego, CA
Reported $198.2M in 25 ETFs in its Form 13F for June 30, 2026.
ETF value
$198.2M
ETFs held
25
Change from prior quarter
+11.3%
With price moves
ETFs as a share of its 13F
71.9%
of $275.7M
Top 10 of 25 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $54.8M | 630,086 | +523,456 shares |
| VTV | Vanguard Morningstar Value ETF | $52.0M | 237,675 | +757 shares |
| BND | Vanguard Total Bond Market ETF | $25.4M | 348,871 | +13,836 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $14.5M | 248,106 | +8,680 shares |
| VIG | Vanguard Dividend Appreciation ETF | $13.5M | 56,876 | −844 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $12.6M | 42,379 | −373 shares |
| IEFA | iShares Core MSCI EAFE ETF | $7.7M | 79,502 | +7,558 shares |
| EFA | iShares MSCI EAFE ETF | $3.7M | 35,960 | −1,803 shares |
| IWF | iShares Russell 1000 Growth ETF | $2.4M | 19,522 | +14,573 shares |
| ESGV | Vanguard ESG U.S. Stock ETF | $2.0M | 14,996 | −29 shares |
15 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002110717. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wealth Analytics Partners, LLC own?
Wealth Analytics Partners, LLC reported 25 ETF positions worth $198.2M in its Form 13F for June 30, 2026. The largest was VUG, at $54.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.