Wealth Analytics Partners, LLC
Filing Date
Global Rank
#6,274
/ 8,336
▲ 119
Top Industry
Semiconductors
21.8%
3Y Alpha vs SPY
-9.2%
Period ended 3 months ago
Filed May 15, 2026 · 31d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+6.5%
SPY
+9.1%
Annualised alpha
-9.1%
Max drawdown
−9.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.4%
−0.8 pts
Top 5
65.1%
+1.1 pts
Top 10
91.6%
+0.5 pts
HHI
1,045
Diversified−3
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.7% | $26,215,108 |
| Consumer Cyclical | 16.6% | $10,415,531 |
| Consumer Defensive | 15.2% | $9,546,967 |
| Real Estate | 11.1% | $6,955,370 |
| Communication Services | 8.0% | $5,002,704 |
| Unclassified | 5.1% | $3,236,074 |
| Healthcare | 1.2% | $777,314 |
| Industrials | 0.8% | $479,294 |
| Financial Services | 0.4% | $256,766 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +3,832 | 5,480 | $1,851,966 | |
| O | Realty Income Corp | +1,294 | 113,687 | $6,955,370 | |
| AMZN | Amazon Com Inc | +459 | 35,732 | $7,441,903 | |
| MSFT | Microsoft Corp | +176 | 14,410 | $5,334,149 | |
| GLD | Spdr Gold Trust | +104 | 805 | $346,383 | |
| AVGO | Broadcom Inc. | +55 | 1,190 | $368,316 | |
| META | Meta Platforms, Inc. | +47 | 8,744 | $5,002,704 | |
| LLY | ELI LILLY & Co | +30 | 506 | $465,403 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −3,848 | 28,429 | $7,214,995 | |
| NVDA | Nvidia Corp | −3,344 | 59,128 | $10,311,923 | |
| IBIT | iShares Bitcoin Trust ETF | −1,655 | 19,094 | $733,591 | |
| MU | Micron Technology Inc | −858 | 662 | $223,650 | |
| COST | Costco Wholesale Corp /New | −132 | 9,035 | $9,002,745 | |
| TSLA | Tesla, Inc. | −69 | 7,999 | $2,973,628 | |
| QCOM | Qualcomm Inc/De | −62 | 1,718 | $221,244 | |
| QBTS | D-Wave Quantum Inc. | −56 | 21,865 | $315,511 | |
| PLTR | Palantir Technologies Inc. | −28 | 2,515 | $367,894 | |
| BAC | Bank Of America Corp /De/ | −19 | 5,267 | $256,766 | |
| QQQ | Invesco Qqq Trust, Series 1 | −2 | 2,584 | $1,491,433 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRK | Merck & Co., Inc. | 2,593 | $311,911 | |
| No positions match the current search. | ||||
2 positions ·
$777,314 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 506 | $465,403 | 59.87% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 2,593 | $311,911 | 40.13% |