Wealth Management Partners, LLC
CIK: 0001843294Latest portfolio: $350.2M · Q4 2025
Holdings
147
Total Value
$350.2M
New Positions
146
Closed Positions
0
Top Holdings
View All 147 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 168,788 | $31.5M | 8.99% | NEW | |
| 2 | AVNMAMERICAN CENTY ETF TR | 338,676 | $24.9M | 7.11% | NEW | |
| 3 | NDQINVESCO QQQ TR | 39,783 | $24.4M | 6.98% | NEW | |
| 4 | IAU*ISHARES GOLD TR | 199,719 | $16.2M | 4.63% | NEW | |
| 5 | AVMCAMERICAN CENTY ETF TR | 202,578 | $14.3M | 4.09% | NEW | |
| 6 | AAPLAPPLE INC | 50,626 | $13.8M | 3.93% | NEW | |
| 7 | IVVISHARES TR | 19,448 | $13.3M | 3.80% | NEW | |
| 8 | MSFTMICROSOFT CORP | 22,003 | $10.6M | 3.04% | NEW | |
| 9 | DFASDIMENSIONAL ETF TRUST | 138,025 | $9.6M | 2.75% | NEW | |
| 10 | FDNFIRST TR EXCHANGE-TRADED FD | 32,905 | $8.9M | 2.53% | NEW | |
| 11 | AMZNAMAZON COM INC | 31,508 | $7.3M | 2.08% | NEW | |
| 12 | TSLATESLA INC | 14,554 | $6.5M | 1.87% | NEW | |
| 13 | GOOGALPHABET INC | 19,621 | $6.2M | 1.76% | NEW | |
| 14 | RWLINVESCO EXCH TRADED FD TR II | 47,752 | $5.5M | 1.56% | NEW | |
| 15 | ALABASTERA LABS INC | 32,755 | $5.4M | 1.56% | NEW | |
| 16 | ARKTARK ETF TR | 32,645 | $4.8M | 1.38% | NEW | |
| 17 | VYMVANGUARD WHITEHALL FDS | 28,788 | $4.1M | 1.18% | NEW | |
| 18 | IUSVISHARES TR | 40,110 | $4.1M | 1.17% | NEW | |
| 19 | FADFIRST TR EXCHANGE-TRADED ALP | 25,026 | $4.0M | 1.16% | NEW | |
| 20 | JPMJPMORGAN CHASE & CO. | 11,921 | $3.8M | 1.10% | NEW | |
| 21 | PLTRPALANTIR TECHNOLOGIES INC | 21,496 | $3.8M | 1.09% | NEW | |
| 22 | AVGOBROADCOM INC | 10,635 | $3.7M | 1.05% | NEW | |
| 23 | SPYSPDR S&P 500 ETF TR | 5,295 | $3.6M | 1.03% | NEW | |
| 24 | FNYFIRST TR EXCHANGE-TRADED ALP | 35,966 | $3.3M | 0.94% | NEW | |
| 25 | XOMEXXON MOBIL CORP | 25,847 | $3.1M | 0.89% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.4899143101332094e+210T)
Technology0.0% ($3.147913763106415e+98T)
Unknown0.0% ($2.4439162114822144e+38T)
Industrials0.0% ($2.749172576565963e+22T)
Healthcare0.0% ($1329118810399515904.0T)
Consumer Cyclical0.0% ($727365452.1T)
Communication Services0.0% ($615714941.1T)
Consumer Defensive0.0% ($26651.8T)
Utilities0.0% ($1063.6T)
Energy0.0% ($31.1T)
Basic Materials0.0% ($1.4T)
Filing History
Fund Information
Wealth Management Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $350.2M across 147 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 9.0% of the portfolio. Compared to the previous quarter, the fund opened 147 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.