Wealth Analytics Partners, LLC has submitted its quarterly holdings report for the third quarter of 2026, revealing a total portfolio value of approximately $286.7 million. This filing is crucial as it provides insights into the firm’s investment strategies and its positioning within the financial services sector.
The report, filed on October 19, 2026, shows that Wealth Analytics Partners has made significant investments in various sectors, particularly in technology and consumer goods. The firm’s holdings include notable companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., which are key players in their respective industries.
Background
Wealth Analytics Partners, LLC is an investment management firm based in San Diego, California. The firm focuses on providing strategic investment solutions and has been active in the market with several recent filings. The company operates under the Central Index Key (CIK) number 0002110717 and has a fiscal year ending on December 31. The firm has submitted multiple 13F-HR filings this year, showcasing its ongoing investment activities.
What the Filing Says
The recent filing indicates that Wealth Analytics Partners holds a total of 200 different securities. The report states, "The total value of the holdings is $286,678,510 as of September 30, 2026." This figure reflects the firm's active management and strategic asset allocation.
Impact
This update may affect various stakeholders, including clients, investors, and competitors in the investment management sector. The detailed disclosure of holdings allows clients to assess the firm's investment strategies and performance. Competitors will likely analyze these holdings to gauge market trends and adapt their strategies accordingly.
What's Next
The filing does not say what happens next, leaving stakeholders to await further updates from Wealth Analytics Partners regarding future investment strategies or any changes in their portfolio management approach.