Wealth Analytics Partners, LLC holds a focused book of 46 stocks worth $246.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened MERCK & CO INC and trimmed VANGUARD INDEX FDS. Their largest long position is VANGUARD INDEX FDS at 19% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2110717/holdings"
Use Arkolith to show Wealth Analytics Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $46.6M | 106.6K | 18.9% | ▼−1.0% Reduced · −1K sh | |
| 2 | Vanguard Index FDS VALUE ETF | $46.5M | 236.9K | 18.9% | ▲+0.2% Added · +462 sh | |
| 3 | Vanguard BD Index FDS TOTAL BND MRKT | $24.7M | 335.0K | 10.0% | ▲+7.2% Added · +22K sh | |
| 4 | Vanguard Scottsdale FDS INTER TERM TREAS | $14.3M | 239.4K | 5.8% | ▲+4.0% Added · +9K sh | |
| 5 | Vanguard Specialized Funds DIV APP ETF | $12.4M | 57.7K | 5.0% | ▼−1.6% Reduced · −919 sh | |
| 6 | Vanguard Index FDS SMALL CP ETF | $11.2M | 42.8K | 4.6% | ▼−1.5% Reduced · −638 sh | |
| 7 | Nvidia Corporation COM | $10.3M | 59.1K | 4.2% | ▼−5.3% Reduced · −3K sh | |
| 8 | Costco WHSL Corp New COM | $9.0M | 9.0K | 3.7% | ▼−1.4% Reduced · −132 sh | |
| 9 | Alphabet Inc CAP STK CL C | $8.2M | 28.7K | 3.3% | ▼−2.1% Reduced · −621 sh | |
| 10 | Amazon Com Inc COM | $7.4M | 35.7K | 3.0% | ▲+1.3% Added · +459 sh | |
| 11 | Apple Inc COM | $7.2M | 28.4K | 2.9% | ▼−12% Reduced · −4K sh | |
| 12 | Realty Income Corp COM | $7.0M | 113.7K | 2.8% | ▲+1.1% Added · +1K sh | |
| 13 | Ishares TR CORE MSCI EAFE | $6.5M | 71.9K | 2.6% | ▲+10% Added · +7K sh | |
| 14 | Microsoft Corp COM | $5.3M | 14.4K | 2.2% | ▲+1.2% Added · +176 sh | |
| 15 | Meta Platforms Inc CL A | $5.0M | 8.7K | 2.0% | ▲+0.5% Added · +47 sh | |
| 16 | Ishares TR MSCI EAFE ETF | $3.7M | 37.8K | 1.5% | ▼−0.8% Reduced · −292 sh | |
| 17 | Tesla Inc COM | $3.0M | 8.0K | 1.2% | ▼−0.8% Reduced · −69 sh | |
| 18 | Ishares TR RUS 1000 GRW ETF | $2.1M | 4.9K | 0.9% | ▼−2.6% Reduced · −132 sh | |
| 19 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $1.9M | 5.5K | 0.8% | ▲+233% Added · +4K sh | |
| 20 | Vanguard World FD ESG US STK ETF | $1.7M | 15.0K | 0.7% | ▼−0.3% Reduced · −54 sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 5.2K | 0.7% | ▼−2.2% Reduced · −120 sh | |
| 22 | Invesco QQQ TR UNIT SER 1 | $1.5M | 2.6K | 0.6% | ▼−0.1% Reduced · −2 sh | |
| 23 | Ishares TR ESG AW MSCI EAFE | $921K | 9.6K | 0.4% | —Held | |
| 24 | Ishares Bitcoin Trust ETF SHS BEN INT | $734K | 19.1K | 0.3% | ▼−8.0% Reduced · −2K sh | |
| 25 | Ishares TR ESG MSCI KLD 400 | $702K | 5.8K | 0.3% | ▼−2.7% Reduced · −160 sh | |
| 26 | Walmart Inc COM | $544K | 4.4K | 0.2% | —Held | |
| 27 | Quanta Svcs Inc COM | $479K | 873 | 0.2% | —Held | |
| 28 | Schwab Strategic TR US LCAP GR ETF | $469K | 16.1K | 0.2% | ▼−13% Reduced · −2K sh | |
| 29 | Eli Lilly & Co COM | $465K | 506 | 0.2% | ▲+6.3% Added · +30 sh | |
| 30 | SPDR Index SHS FDS MSCI ACWI CLMTE | $393K | 9.7K | 0.2% | ▼−0.3% Reduced · −30 sh | |
| 31 | Broadcom Inc COM | $368K | 1.2K | 0.1% | ▲+4.8% Added · +55 sh | |
| 32 | Palantir Technologies Inc CL A | $368K | 2.5K | 0.1% | ▼−1.1% Reduced · −28 sh | |
| 33 | Vanguard Whitehall FDS INTL DVD ETF | $355K | 4.0K | 0.1% | ▼−2.5% Reduced · −101 sh | |
| 34 | SPDR Gold TR GOLD SHS | $346K | 805 | 0.1% | ▲+15% Added · +104 sh | |
| 35 | D-Wave Quantum Inc COM | $316K | 21.9K | 0.1% | ▼−0.3% Reduced · −56 sh | |
| 36 | Merck & Co Inc COM | $312K | 2.6K | 0.1% | ▲New New position | |
| 37 | Ishares TR CORE S&P SCP ETF | $304K | 2.4K | 0.1% | —Held | |
| 38 | Bank America Corp COM | $257K | 5.3K | 0.1% | ▼−0.3% Reduced · −19 sh | |
| 39 | Grayscale Bitcoin Trust ETF SHS REP COM UT | $249K | 4.7K | 0.1% | —Held | |
| 40 | Ishares TR CORE S&P500 ETF | $247K | 378 | 0.1% | —Held | |
| 41 | Ishares Gold TR ISHARES NEW | $245K | 2.8K | 0.1% | —Held | |
| 42 | Micron Technology Inc COM | $224K | 662 | 0.1% | ▼−56% Reduced · −858 sh | |
| 43 | Qualcomm Inc COM | $221K | 1.7K | 0.1% | ▼−3.5% Reduced · −62 sh | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $210K | 352 | 0.1% | ▲+0.3% Added · +1 sh | |
| 45 | Grayscale Ethereum Trust ETF SHS | $171K | 10.0K | 0.1% | —Held | |
| 46 | Ryde Group Ltd CL A SHS | $5K | 10.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.