Wealth Management Partners, LLC
CIK: 0001843294SEC EDGAR →
Portfolio Value
$350.2M
Holdings
147
As of
Q4 2025
New Positions
147
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 168,788 | $31.5M | 8.99% |
| 2 | AMERICAN CENTY ETF TR | 338,676 | $24.9M | 7.11% |
| 3 | INVESCO QQQ TR | 39,783 | $24.4M | 6.98% |
| 4 | ISHARES GOLD TR | 199,719 | $16.2M | 4.63% |
| 5 | AMERICAN CENTY ETF TR | 202,578 | $14.3M | 4.09% |
| 6 | APPLE INC | 50,626 | $13.8M | 3.93% |
| 7 | ISHARES TR | 19,448 | $13.3M | 3.80% |
| 8 | MICROSOFT CORP | 22,003 | $10.6M | 3.04% |
| 9 | DIMENSIONAL ETF TRUST | 138,025 | $9.6M | 2.75% |
| 10 | FIRST TR EXCHANGE-TRADED FD | 32,905 | $8.9M | 2.53% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (147)
$31.5M · 169K shares
$24.9M · 339K shares
$24.4M · 40K shares
$16.2M · 200K shares
$14.3M · 203K shares
$13.8M · 51K shares
$13.3M · 19K shares
$10.6M · 22K shares
$9.6M · 138K shares
$8.9M · 33K shares
$7.3M · 32K shares
$6.5M · 15K shares
$6.2M · 20K shares
$5.5M · 48K shares
$5.4M · 33K shares
$4.8M · 33K shares
$4.1M · 29K shares
$4.1M · 40K shares
$4.0M · 25K shares
$3.8M · 12K shares
$3.8M · 21K shares
$3.7M · 11K shares
$3.6M · 5K shares
$3.3M · 36K shares
$3.1M · 26K shares
$3.0M · 12K shares
$2.9M · 10K shares
$2.9M · 10K shares
$2.7M · 17K shares
$2.7M · 3K shares
$2.6M · 22K shares
$2.6M · 28K shares
$2.5M · 52K shares
$2.3M · 32K shares
$2.2M · 10K shares
$2.2M · 15K shares
$2.1M · 2K shares
$2.1M · 6K shares
$2.1M · 8K shares
$1.9M · 4K shares
$1.9M · 16K shares
$1.8M · 16K shares
$1.8M · 10K shares
$1.7M · 41K shares
$1.7M · 3K shares
$1.6M · 21K shares
$1.6M · 10K shares
$1.5M · 2K shares
$1.4M · 4K shares
$1.4M · 51K shares
$1.4M · 16K shares
$1.4M · 11K shares
$1.4M · 8K shares
$1.4M · 12K shares
$1.4M · 17K shares
$1.3M · 1K shares
$1.3M · 19K shares
$1.3M · 6K shares
$1.2M · 6K shares
$1.2M · 9K shares
$1.2M · 2K shares
$1.2M · 9K shares
$1.1M · 4K shares
$1.1M · 12K shares
$1.1M · 15K shares
$1.1M · 1K shares
$1.0M · 18K shares
$1.0M · 9K shares
$1.0M · 59K shares
$1.0M · 39K shares
$1.0M · 22K shares
$1.0M · 5K shares
$1.0M · 2K shares
$1.0M · 3K shares
$987K · 5K shares
$975K · 11K shares
$951K · 4K shares
$936K · 42K shares
$920K · 18K shares
$919K · 18K shares
$809K · 2K shares
$780K · 3K shares
$765K · 4K shares
$718K · 31K shares
$694K · 2K shares
$659K · 7K shares
$653K · 1K shares
$626K · 9K shares
$621K · 15K shares
$605K · 2K shares
$589K · 902 shares
$585K · 13K shares
$553K · 3K shares
$541K · 3K shares
$521K · 2K shares
$512K · 3K shares
$510K · 6K shares
$500K · 4K shares
$491K · 3K shares
$479K · 7K shares
$478K · 13K shares
$477K · 2K shares
$471K · 6K shares
$457K · 2K shares
$441K · 3K shares
$440K · 3K shares
$425K · 3K shares
$402K · 2K shares
$393K · 5K shares
$391K · 13K shares
$390K · 7K shares
$386K · 12K shares
$375K · 1K shares
$355K · 2K shares
$351K · 531 shares
$347K · 2K shares
$339K · 23K shares
$330K · 13K shares
$329K · 932 shares
$325K · 7K shares
$311K · 9K shares
$299K · 11K shares
$295K · 981 shares
$280K · 2K shares
$272K · 840 shares
$265K · 2K shares
$260K · 2K shares
$260K · 3K shares
$257K · 6K shares
$252K · 1K shares
$247K · 4K shares
$246K · 1K shares
$239K · 973 shares
$229K · 3K shares
$219K · 6K shares
$216K · 936 shares
$214K · 1K shares
$207K · 999 shares
$203K · 2K shares
$202K · 28K shares
$202K · 3K shares
$202K · 2K shares
$200K · 2K shares
$164K · 21K shares
$96K · 11K shares
$50K · 26K shares
$49K · 28K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $143.1M | 40.9% |
| Technology | 29 | $97.2M | 27.8% |
| Unknown | 14 | $53.3M | 15.2% |
| Consumer Cyclical | 5 | $16.5M | 4.7% |
| Communication Services | 5 | $9.3M | 2.6% |
| Industrials | 10 | $8.1M | 2.3% |
| Energy | 3 | $6.1M | 1.7% |
| Healthcare | 9 | $6.0M | 1.7% |
| Consumer Defensive | 4 | $5.4M | 1.5% |
| Basic Materials | 3 | $2.6M | 0.7% |
| Utilities | 4 | $2.5M | 0.7% |