Wealth Analytics Partners, LLC

CIK 0002110717 · Q2 2026

13F Equity AUM

$275.7M

+12.1% QoQ

Positions

+4 QoQ

AUM Rank

#6,878

Top 55%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 58.1%Top 10: 77.0%Top 20: 94.3%

VUG19.9%

VTV18.9%

BND9.2%

VGIT5.3%

VIG4.9%

VB4.6%

NVDA4.5%

GOOG3.7%

AMZN3.1%

AAPL3.1%

Others (40)23.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services71.9%

Technology11.5%

Communication Services5.8%

Consumer Cyclical4.2%

Consumer Defensive3.2%

Real Estate2.6%

Other0.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 50Median: 0.27%Avg: 2.00%

0–0.5%

28(4.3%)

0.5–1%

5(3.9%)

1–3%

6(11.8%)

3–5%

7(26.9%)

5%+

4(53.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 50vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased18Decreased19Exited0

New Positions

SPACE EXPLORATION TE…0.1%

+3K

AMD0.1%

+448

CEREBRAS SYSTEMS INC0.1%

+1K

AMAT0.1%

+337

Increased

VUG19.9%

+523K(+491%)

IWF0.9%

+15K(+294%)

BND9.2%

+14K(+4%)

VGIT5.3%

+9K(+4%)

IEFA2.8%

+8K(+11%)

VTV18.9%

+757(+0%)

GQ90.2%

+716(+89%)

TSM0.9%

+634(+12%)

AVGO0.2%

+394(+33%)

O2.6%

+391(+0%)

Decreased

EFA1.4%

-1,803(-5%)

AAPL3.1%

-1,656(-6%)

NVDA4.5%

-1,153(-2%)

AMZN3.1%

-924(-3%)

IBIT0.2%

-863(-5%)

VIG4.9%

-844(-1%)

TSLA1.0%

-818(-10%)

MSFT1.9%

-567(-4%)

VB4.6%

-373(-1%)

VIGI0.1%

-350(-9%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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