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Jeff Poole

Wealth Analytics Partners, Llc

Assets Managed
$245.972M
Holdings
46
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-3.55%(2Q avg: -1.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Analytics Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Wealth Analytics Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 245.972M in assets, with a quarterly growth rate of -3.55% and a 2-quarter average growth rate of -1.77%. The portfolio is managed by Jeff Poole, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Decreased -0.96%
18.94%
$46.575M
106,630 shares@ $436.8 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.2%
18.9%
$46.483M
236,918 shares@ $196.21 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 7.16%
10.04%
$24.672M
335,035 shares@ $73.64 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 3.96%
5.8%
$14.258M
239,426 shares@ $59.55 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.56%
5.05%
$12.413M
57,720 shares@ $215.06 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.47%
4.56%
$11.198M
42,752 shares@ $261.93 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.35%
4.2%
$10.312M
59,128 shares@ $174.4 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.43%
3.67%
$9.003M
9,035 shares@ $996.45 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.11%
3.35%
$8.234M
28,702 shares@ $286.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.31%
3.03%
$7.442M
35,732 shares@ $208.28 avg price

1-10 of 46