Home › Wealth Management Partners, LLC

Wealth Management Partners, LLC 13F holdings

Filed 2026-07-22 · Wealth Management Partners, LLC · 154 positions · $425.0M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
AVNMAMERICAN CENTY ETF TR384.2K$31.6M7.4%
NVDANVIDIA CORPORATION153.1K$30.6M7.2%
QQQINVESCO QQQ TR36.5K$26.9M6.3%
AVMCAMERICAN CENTY ETF TR218.3K$17.5M4.1%
IVVISHARES TR19.8K$14.8M3.5%
AAPLAPPLE INC50.6K$14.6M3.4%
IAUISHARES GOLD TR177.8K$13.4M3.2%
DFASDIMENSIONAL ETF TRUST153.4K$12.6M3.0%
ALABASTERA LABS INC25.8K$12.5M2.9%
MUMICRON TECHNOLOGY INC9.5K$10.9M2.6%
MSFTMICROSOFT CORP22.7K$8.5M2.0%
FDNFIRST TR EXCHANGE-TRADED FD31.6K$8.4M2.0%
AMATAPPLIED MATLS INC11.0K$8.0M1.9%
AMZNAMAZON COM INC32.8K$7.8M1.8%
TSLATESLA INC16.0K$6.7M1.6%
GOOGALPHABET INC19.0K$6.7M1.6%
AMDADVANCED MICRO DEVICES INC10.4K$6.0M1.4%
RWLINVESCO EXCH TRADED FD TR II44.8K$5.7M1.3%
ARTYISHARES TR65.6K$5.0M1.2%
ARKWARK ETF TR34.5K$5.0M1.2%
FADFIRST TR EXCHANGE-TRADED ALP25.0K$5.0M1.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC9.3K$4.5M1.0%
CRWVCOREWEAVE INC44.7K$4.5M1.0%
VYMVANGUARD WHITEHALL FDS28.1K$4.4M1.0%
IUSVISHARES TR40.0K$4.4M1.0%
VRTVERTIV HOLDINGS CO12.9K$4.3M1.0%
FNYFIRST TR EXCHANGE-TRADED ALP36.7K$4.1M1.0%
JPMJPMORGAN CHASE & CO12.4K$4.1M1.0%
AVGOBROADCOM INC10.4K$3.9M0.9%
SPYSTATE STR SPDR S&P 500 ETF T5.2K$3.9M0.9%
CNEQTHE ALGER ETF TRUST92.9K$3.8M0.9%
ASMLASML HLDG NV1.9K$3.8M0.9%
EXMOCEXXON MOBIL CORP25.4K$3.5M0.8%
PANWPALO ALTO NETWORKS INC10.1K$3.4M0.8%
ACWIISHARES INC39.4K$3.3M0.8%
IJRISHARES TR21.9K$3.3M0.8%
CATCATERPILLAR INC2.9K$3.0M0.7%
COSTCOSTCO WHOLESALE CORPORATION3.0K$2.8M0.7%
GFLWVICTORY PORTFOLIOS II80.4K$2.8M0.6%
USMVISHARES TR25.3K$2.4M0.6%
PLTRPALANTIR TECHNOLOGIES INC20.7K$2.4M0.6%
ARKQARK ETF TR17.5K$2.3M0.5%
CVXCHEVRON CORPORATION13.5K$2.2M0.5%
LLYELI LILLY & CO1.8K$2.2M0.5%
HDHOME DEPOT INC6.1K$2.2M0.5%
REMXVANECK ETF TRUST23.5K$2.1M0.5%
AVEMAMERICAN CENTY ETF TR20.4K$2.0M0.5%
SPCXSPACE EXPLORATION TECHN CORP11.4K$1.9M0.5%
WMTWALMART INC17.0K$1.9M0.5%
JOETVIRTUS ETF TR II40.0K$1.9M0.4%
AVUSAMERICAN CENTY ETF TR14.1K$1.8M0.4%
NETCLOUDFLARE INC6.7K$1.6M0.4%
IEOISHARES TR14.7K$1.6M0.4%
IEFAISHARES TR15.7K$1.5M0.4%
IUSGISHARES TR8.0K$1.5M0.4%
IJHISHARES TR19.4K$1.5M0.4%
EEMAISHARES INC12.6K$1.5M0.3%
GOOGLALPHABET INC4.1K$1.5M0.3%
DIASTATE STR SPDR DOW JONES IND2.8K$1.4M0.3%
VVISA INC4.1K$1.4M0.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}