Wealth Analytics Partners, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the filer's principal contact as Jeff Poole, based in San Diego, California.
The report details a portfolio consisting of 413 individual positions. The largest holding disclosed in the filing is NVIDIA Corporation, for which the firm reported ownership of 12,767,900 shares. Other significant positions include Microsoft Corporation (7,090,749 shares), Meta Platforms Inc. (6,073,184 shares), Taiwan Semiconductor Manufacturing Company (2,839,884 shares), and Costco Wholesale Corporation (8,238,198 shares).
The portfolio also includes substantial positions in exchange-traded funds (ETFs). The top ETF holding is the Vanguard Total Stock Market ETF, with 55,738,361 shares. Other notable ETFs include the Schwab Strategic Trust US Large Cap Growth ETF (578,329 shares) and the Vanguard S&P 500 ETF Shares (239,730 shares).
The filing lists a diverse mix of technology, consumer, healthcare, and financial services companies. Specific individual stock positions include Apple Inc., Amazon.com Inc., Alphabet Inc., Eli Lilly & Co., Procter & Gamble Co., and Johnson & Johnson. The report indicates that all positions are held in a Sole voting capacity.
