Wealth Management Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$349.9M
Q ending 2026-03-31
Prior quarter
$350.2M
Q ending 2025-12-31
Change
-0.1% QoQ · +62.1% YoY
Positions
147
reported holdings
Largest positions
Top 100 of 147 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVNM | Shares | $29.0M | 381K |
| Nvidia Corporation | NVDA | Shares | $27.6M | 158K |
| Invesco Qqq Tr | QQQ | Shares | $21.5M | 37K |
| Ishares Gold Tr | IAU | Shares | $16.1M | 183K |
| American Centy Etf Tr | AVMC | Shares | $15.7M | 217K |
| Apple Inc | AAPL | Shares | $13.0M | 51K |
| Ishares Tr | IVV | Shares | $12.9M | 20K |
| Dimensional Etf Trust | DFAS | Shares | $10.5M | 148K |
| Microsoft Corp | MSFT | Shares | $8.0M | 22K |
| First Tr Exchange-Traded Fd | FDN | Shares | $7.5M | 32K |
| Amazon Com Inc | AMZN | Shares | $6.4M | 31K |
| Tesla Inc | TSLA | Shares | $5.8M | 16K |
| Alphabet Inc | GOOG | Shares | $5.5M | 19K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $5.2M | 45K |
| Astera Labs Inc | ALAB | Shares | $4.6M | 42K |
| Exxon Mobil Corp | XOM | Shares | $4.4M | 26K |
| Vanguard Whitehall Fds | VYM | Shares | $4.2M | 29K |
| Ark Etf Tr | ARKW | Shares | $4.1M | 34K |
| Ishares Tr | IUSV | Shares | $4.1M | 40K |
| First Tr Exchange-Traded Alp | FAD | Shares | $4.0M | 25K |
| Applied Matls Inc | AMAT | Shares | $3.8M | 11K |
| Vertiv Holdings Co | VRT | Shares | $3.5M | 14K |
| Jpmorgan Chase & Co | JPM | Shares | $3.5M | 12K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.3M | 5K |
| First Tr Exchange-Traded Alp | FNY | Shares | $3.3M | 36K |
| Broadcom Inc | AVGO | Shares | $3.3M | 11K |
| Palantir Technologies Inc | PLTR | Shares | $3.2M | 22K |
| Taiwan Semiconductor Manufac | TSM | Shares | $3.2M | 9K |
| Micron Technology Inc | MU | Shares | $3.0M | 9K |
| Costco Wholesale Corporation | COST | Shares | $3.0M | 3K |
| Chevron Corporation | CVX | Shares | $2.9M | 14K |
| Ishares Tr | ARTY | Shares | $2.9M | 62K |
| Ishares Tr | IJR | Shares | $2.7M | 22K |
| Asml Hldg Nv | Shares | $2.6M | 2K | |
| Coreweave Inc | CRWV | Shares | $2.5M | 32K |
| Ishares Tr | USMV | Shares | $2.5M | 27K |
| Ishares Inc | IEMG | Shares | $2.2M | 32K |
| Caterpillar Inc | CAT | Shares | $2.1M | 3K |
| Virtus Etf Tr Ii | JOET | Shares | $2.1M | 53K |
| Advanced Micro Devices Inc | AMD | Shares | $2.1M | 10K |
| Walmart Inc | WMT | Shares | $2.1M | 17K |
| Home Depot Inc | HD | Shares | $2.1M | 6K |
| Ark Etf Tr | ARKQ | Shares | $2.0M | 17K |
| Ishares Tr | IEO | Shares | $1.9M | 16K |
| Vaneck Etf Trust | REMX | Shares | $1.9M | 22K |
| Ishares Tr | ITA | Shares | $1.8M | 8K |
| Victory Portfolios Ii | GFLW | Shares | $1.8M | 68K |
| American Centy Etf Tr | AVEM | Shares | $1.7M | 21K |
| American Centy Etf Tr | AVUS | Shares | $1.6M | 15K |
| Palo Alto Networks Inc | PANW | Shares | $1.6M | 10K |
| Ishares Tr | IEZ | Shares | $1.5M | 52K |
| Ishares Tr | IEFA | Shares | $1.4M | 16K |
| Ishares Tr | IYE | Shares | $1.4M | 22K |
| Rio Tinto Plc | RIO | Shares | $1.4M | 15K |
| Meta Platforms Inc | META | Shares | $1.4M | 2K |
| Cloudflare Inc | NET | Shares | $1.3M | 6K |
| Ishares Tr | IJH | Shares | $1.3M | 19K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $1.3M | 3K |
| Ishares Tr | IUSG | Shares | $1.3M | 8K |
| Vanguard Index Fds | VTV | Shares | $1.3M | 6K |
| Visa Inc | V | Shares | $1.3M | 4K |
| Alphabet Inc | GOOGL | Shares | $1.2M | 4K |
| Summit Therapeutics Inc | SMMT | Shares | $1.2M | 64K |
| Shopify Inc | SHOP | Shares | $1.2M | 10K |
| Ishares Inc | EEMA | Shares | $1.2M | 13K |
| Eli Lilly & Co | LLY | Shares | $1.1M | 1K |
| Ishares Tr | IWP | Shares | $1.1M | 9K |
| Ishares Tr | DSI | Shares | $1.1M | 9K |
| Ishares Tr | IYF | Shares | $1.1M | 9K |
| Freeport Mcmoran Inc | FCX | Shares | $1.1M | 18K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $1.1M | 19K |
| Ishares Tr | IJS | Shares | $1.1M | 9K |
| Verizon Communications Inc | VZ | Shares | $1.0M | 20K |
| Goldman Sachs Group Inc | GS | Shares | $1.0M | 1K |
| Intuitive Surgical Inc | ISRG | Shares | $984K | 2K |
| Ishares Tr | IWV | Shares | $959K | 3K |
| Abbvie Inc | ABBV | Shares | $935K | 4K |
| Vanguard Index Fds | VUG | Shares | $887K | 2K |
| Janus Detroit Str Tr | JAAA | Shares | $849K | 17K |
| Ge Vernova Inc | GEV | Shares | $838K | 960 |
| Oklo Inc | OKLO | Shares | $812K | 16K |
| Etfis Ser Tr I | NFLT | Shares | $781K | 34K |
| Ishares Tr | IYM | Shares | $776K | 4K |
| Delta Air Lines Inc | DAL | Shares | $773K | 12K |
| Rtx Corporation | RTX | Shares | $762K | 4K |
| Spdr Gold Tr | GLD | Shares | $752K | 2K |
| Ishares Tr | IXC | Shares | $738K | 13K |
| Oracle Corp | ORCL | Shares | $715K | 5K |
| Johnson & Johnson | JNJ | Shares | $694K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $684K | 1K |
| Vanguard Index Fds | VTI | Shares | $679K | 2K |
| United Parcel Svcs Inc | UPS | Shares | $657K | 7K |
| Vanguard Specialized Funds | VIG | Shares | $633K | 3K |
| Rigetti Computing Inc | RGTI | Shares | $628K | 45K |
| D-Wave Quantum Inc | QBTS | Shares | $603K | 42K |
| Nextera Energy Inc | NEE | Shares | $591K | 6K |
| Ishares Tr | IWF | Shares | $589K | 1K |
| Schwab Strategic Tr | SCHD | Shares | $562K | 18K |
| Spdr Series Trust | XBI | Shares | $547K | 4K |
| The Alger Etf Trust | CNEQ | Shares | $540K | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.