5 registered advisors · 24 reported ETFs · $198M reported ETF value · $316M regulatory AUM
Wealth Analytics Partners, LLC is an investment adviser that files Form ADV with the SEC in San Diego, CA, with 5 registered advisors, reporting $316M in regulatory assets under management. Its 13F filings report 24 ETF positions worth $198M.
Last updated 2026-06-29 (latest Form ADV filing)
Scale
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $285.4K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $285.4K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | SCHG — Schwab U.S. Large-Cap Growth ETF | $556.6K | Top 96.8% | Residual alpha +0.98% · Residual Sharpe 0.03 |
| Diversification Benefits | VTV — Vanguard Morningstar Value ETF | $52M | Top 67.4% | Replicability (R²) 95.7% · Residual Sharpe 0.14 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Form ADV facts as filed, most recently 2026-06-29. Figures are the firm's own reported numbers.
Identity
Item 1 and registration status.
Size
Items 5.A through 5.D.
Assets
Item 5.F and custody.
Clients
Item 5.D, by reported assets.
Practice
Items 4 through 9.
Source: SEC Form ADV filed by CRD 140115. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|---|---|---|
| VUG — Vanguard Morningstar Growth ETF | $54.8M | 27.7% | Research alternatives to VUG · VUG institutional holders |
| VTV — Vanguard Morningstar Value ETF | $52M | 26.2% | Research alternatives to VTV · VTV institutional holders |
| BND — Vanguard Total Bond Market ETF | $25.4M | 12.8% | Research alternatives to BND · BND institutional holders |
| VGIT — Vanguard Intermediate-Term Treasury ETF | $14.5M | 7.3% | Research alternatives to VGIT · VGIT institutional holders |
| VIG — Vanguard Div Appreciation ETF | $13.5M | 6.8% | Research alternatives to VIG · VIG institutional holders |
| VB — Vanguard Morningstar Small-Cap ETF | $12.6M | 6.4% | Research alternatives to VB · VB institutional holders |
| IEFA — iShares Core MSCI EAFE ETF | $7.7M | 3.9% | Research alternatives to IEFA · IEFA institutional holders |
| EFA — iShares MSCI EAFE ETF | $3.7M | 1.9% | Research alternatives to EFA · EFA institutional holders |
| IWF — iShares Russell 1000 Growth Fund | $2.4M | 1.2% | Research alternatives to IWF · IWF institutional holders |
| ESGV — Vanguard ESG U.S. Stock ETF | $2M | 1.0% | Research alternatives to ESGV · ESGV institutional holders |
| VTI — Vanguard Morningstar Total Stock Market ETF | $2M | 1.0% | Research alternatives to VTI · VTI institutional holders |
| QQQ — Invesco QQQ Trust, Series 1 | $1.8M | 0.9% | Research alternatives to QQQ · QQQ institutional holders |
| ESGD — iShares ESG Aware MSCI EAFE ETF | $969.8K | 0.5% | Research alternatives to ESGD · ESGD institutional holders |
| DSI — iShares ESG MSCI KLD 400 ETF | $820K | 0.4% | Research alternatives to DSI · DSI institutional holders |
| IBIT — iShares Bitcoin Trust | $666.9K | 0.3% | Research alternatives to IBIT · IBIT institutional holders |
| GLD — SPDR Gold Shares | $566K | 0.3% | Research alternatives to GLD · GLD institutional holders |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $556.6K | 0.3% | Research alternatives to SCHG · SCHG institutional holders |
| NZAC — State Street SPDR MSCI ACWI Climate Paris Aligned ETF | $443.5K | 0.2% | Research alternatives to NZAC · NZAC institutional holders |
| IJR — iShares Core S&P Small-Cap ETF | $355.9K | 0.2% | Research alternatives to IJR · IJR institutional holders |
| VIGI — Vanguard International Dividend Appreciation ETF | $348.5K | 0.2% | Research alternatives to VIGI · VIGI institutional holders |
| IVV — iShares Core S&P 500 ETF | $285.4K | 0.1% | Research alternatives to IVV · IVV institutional holders |
| VOO — Vanguard S&P 500 ETF | $236.4K | 0.1% | Research alternatives to VOO · VOO institutional holders |
| GBTC — Grayscale Bitcoin Trust (BTC) | $235.6K | 0.1% | Research alternatives to GBTC · GBTC institutional holders |
| IAU — iShares Gold Trust Shares | $212.1K | 0.1% | Research alternatives to IAU · IAU institutional holders |
| Address | City | State | Advisors |
|---|---|---|---|
| 12526 High Bluff Dr. | San Diego | CA | 5 |
| San Diego, CA | San Diego | CA | 3 |
| Poway, CA | Poway | CA | 1 |
| San Clemente, CA | San Clemente | CA | 1 |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30