Wealth Management Partners, LLC Top Holdings and 13F Report (2025) About Wealth Management Partners, LLCInvestment ActivityWealth Management Partners, LLC has $314.72 million in total holdings as of September 30, 2025.Wealth Management Partners, LLC owns shares of 138 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 4.62% of the portfolio was purchased this quarter.About 4.40% of the portfolio was sold this quarter.This quarter, Wealth Management Partners, LLC has purchased 136 new stocks and bought additional shares in 58 stocks.Wealth Management Partners, LLC sold shares of 48 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $32,584,672Invesco QQQ $23,896,147Avantis All International Markets Equity ETF $23,299,553iShares Gold Trust $14,820,557Apple $13,209,723 Largest New Holdings this Quarter 21873S108 - COREWEAVE INC $2,809,941 Holding46435U556 - iShares Robotics and Artificial Intelligence Multisector ETF $2,185,079 HoldingQ4982L109 - IREN $488,494 HoldingG25457105 - Credo Technology Group $431,442 HoldingN97284108 - Yandex $323,899 Holding Largest Purchases this Quarter COREWEAVE INC 20,533 shares (about $2.81M)iShares Robotics and Artificial Intelligence Multisector ETF 47,730 shares (about $2.19M)AltC Acquisition 7,605 shares (about $848.95K)Rigetti Computing 21,603 shares (about $643.55K)ARK Next Generation Internet ETF 3,482 shares (about $607.99K) Largest Sales this Quarter NVIDIA 6,476 shares (about $1.21M)UnitedHealth Group 1,701 shares (about $587.35K)Amazon.com 1,710 shares (about $375.46K)Apple 1,257 shares (about $320.07K)Strategy 765 shares (about $246.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Management Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$32,584,672$1,208,291 ▼-3.6%174,64210.4%Computer and TechnologyQQQInvesco QQQ$23,896,147$37,223 ▲0.2%39,8027.6%FinanceAVNMAvantis All International Markets Equity ETF$23,299,553$65,940 ▲0.3%330,0227.4%ETFIAUiShares Gold Trust$14,820,557$7,131 ▲0.0%203,6634.7%FinanceAAPLApple$13,209,723$320,071 ▼-2.4%51,8784.2%Computer and TechnologyIVViShares Core S&P 500 ETF$13,064,235$98,388 ▲0.8%19,5194.2%ETFMSFTMicrosoft$11,264,273$518 ▲0.0%21,7483.6%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$9,353,652$10,634 ▲0.1%33,4253.0%ETFTSLATesla$7,924,021$36,022 ▲0.5%17,8182.5%Auto/Tires/TrucksAMZNAmazon.com$6,898,670$375,465 ▼-5.2%31,4192.2%Retail/WholesaleRWLInvesco S&P 500 Revenue ETF$5,672,432$81,335 ▼-1.4%51,2601.8%ETFASTERA LABS INC$5,105,877$57,174 ▼-1.1%26,0771.6%COMGOOGAlphabet$4,763,352$1,218 ▲0.0%19,5581.5%Computer and TechnologyVYMVanguard High Dividend Yield ETF$4,222,367$64,274 ▼-1.5%29,9561.3%ETFPALANTIR TECHNOLOGIES INC$4,163,007$153,050 ▲3.8%22,8211.3%CL AARKWARK Next Generation Internet ETF$4,155,893$607,992 ▲17.1%23,8011.3%ETFIUSViShares Core S&P U.S. Value ETF$4,081,209$79,459 ▲2.0%40,8331.3%ManufacturingFADFirst Trust Multi Cap Growth AlphaDEX Fund$3,965,034$113,186 ▲2.9%24,6971.3%ETFJPMJPMorgan Chase & Co.$3,803,287$33,437 ▼-0.9%12,0571.2%FinanceAVGOBroadcom$3,607,478$30,351 ▼-0.8%10,9351.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,344,224$666 ▲0.0%5,0201.1%FinanceFNYFirst Trust Mid Cap Growth AlphaDEX Fund$3,329,083$25,286 ▲0.8%36,3381.1%ETFXOMExxon Mobil$2,925,868$57,728 ▼-1.9%25,9500.9%EnergyIJRiShares Core S&P Small-Cap ETF$2,874,379$59,653 ▼-2.0%24,1890.9%ETFCOREWEAVE INC$2,809,941$2,809,941 ▲New Holding20,5330.9%COM CL ACOSTCostco Wholesale$2,808,361$70,348 ▼-2.4%3,0340.9%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$2,708,688$282,603 ▲11.6%39,5660.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,663,523$96,567 ▼-3.5%27,9960.8%ETFHDHome Depot$2,572,778$112,635 ▼-4.2%6,3500.8%Retail/WholesaleVRTVertiv$2,554,526$339,588 ▲15.3%16,9330.8%Computer and TechnologyAMATApplied Materials$2,346,173$28,869 ▲1.2%11,4590.7%Computer and TechnologyCVXChevron$2,237,427$30,126 ▼-1.3%14,4080.7%EnergyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$2,185,079$2,185,079 ▲New Holding47,7300.7%ManufacturingCRMSalesforce$1,970,963$150,263 ▲8.3%8,3160.6%Computer and TechnologyPANWPalo Alto Networks$1,902,422$18,733 ▲1.0%9,3430.6%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,858,670$86,256 ▲4.9%4,0080.6%FinanceARKQARK Autonomous Technology & Robotics ETF$1,809,057$5,801 ▲0.3%16,2160.6%ETFAMDAdvanced Micro Devices$1,784,705$33,329 ▲1.9%11,0310.6%Computer and TechnologyWMTWalmart$1,665,941$16,799 ▲1.0%16,1650.5%Retail/WholesaleMETAMeta Platforms$1,642,168$174,792 ▼-9.6%2,2360.5%Computer and TechnologyMUMicron Technology$1,621,047$32,628 ▲2.1%9,6880.5%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$1,594,597$29,669 ▼-1.8%21,2300.5%ETFAVUSAvantis U.S. Equity ETF$1,556,801$6,739 ▲0.4%14,3220.5%ETFSMMTSummit Therapeutics$1,540,616$21,528 ▼-1.4%74,5700.5%MedicalCATCaterpillar$1,522,753$132,662 ▼-8.0%3,1910.5%IndustrialsSHOPIFY INC$1,503,190$27,047 ▼-1.8%10,1150.5%CL A SUB VTG SHSJOETVirtus Terranova U.S. Quality Momentum ETF$1,496,791$294,016 ▲24.4%34,8010.5%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$1,475,396$4,815 ▲0.3%15,9330.5%ETFALCCAltC Acquisition$1,438,911$848,946 ▲143.9%12,8900.5%EnergyVVisa$1,426,543$341 ▲0.0%4,1790.5%Business ServicesDSIiShares ESG MSCI KLD 400 ETF$1,368,825$252 ▼0.0%10,8680.4%ETFIUSGiShares Core S&P U.S. Growth ETF$1,365,885$3,785 ▼-0.3%8,3010.4%ManufacturingIJHiShares Core S&P Mid-Cap ETF$1,297,891$71,655 ▼-5.2%19,8880.4%ETFNETCloudflare$1,271,660$107,080 ▲9.2%5,9260.4%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,244,201$17,658 ▼-1.4%8,7370.4%ETFVTVVanguard Value ETF$1,238,1070.0%6,6390.4%ETFEEMAiShares MSCI Emerging Markets Asia ETF$1,223,487$13,579 ▼-1.1%13,3350.4%ManufacturingIYFiShares U.S. Financials ETF$1,164,102$6,206 ▲0.5%9,1920.4%ETFRGTIRigetti Computing$1,131,960$643,553 ▲131.8%37,9980.4%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$1,085,953$30,057 ▲2.8%18,8960.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,053,104$199,485 ▲23.4%18,3080.3%ETFVUGVanguard Growth ETF$1,034,039$28,777 ▲2.9%2,1560.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,032,689$11,612 ▼-1.1%9,3380.3%ETFIYEiShares U.S. Energy ETF$1,001,532$15,919 ▲1.6%21,0760.3%ETFIWViShares Russell 3000 ETF$1,000,781$2,653 ▼-0.3%2,6410.3%ETFABBVAbbVie$967,737$6,714 ▼-0.7%4,1800.3%MedicalIEFAiShares Core MSCI EAFE ETF$961,510$140,389 ▲17.1%11,0130.3%ETFISRGIntuitive Surgical$937,394$11,181 ▼-1.2%2,0960.3%MedicalGSThe Goldman Sachs Group$934,119$7,964 ▼-0.8%1,1730.3%FinanceLLYEli Lilly and Company$930,097$24,416 ▲2.7%1,2190.3%MedicalJAAAJanus Henderson AAA CLO ETF$895,505$60,174 ▲7.2%17,6350.3%ETFITAiShares U.S. Aerospace & Defense ETF$853,990$31,598 ▲3.8%4,0810.3%ETFGOOGLAlphabet$849,414$25,040 ▼-2.9%3,4940.3%Computer and TechnologyQBTSD-Wave Quantum$823,782$418,414 ▲103.2%33,3380.3%Computer and TechnologyBRK.BBerkshire Hathaway$820,472$2,514 ▼-0.3%1,6320.3%FinanceRTXRTX$740,268$2,677 ▲0.4%4,4240.2%AerospaceFCXFreeport-McMoRan$730,655$26,748 ▲3.8%18,6300.2%Basic MaterialsNFLTVirtus Newfleet Multi-Sector Bond ETF$701,868$80,981 ▼-10.3%30,4300.2%ETFAMERICAN CENTY ETF TR$696,024$474,337 ▲214.0%10,0030.2%AVANTIS US MID CIONQIonQ$694,089$61,131 ▲9.7%11,2860.2%Computer and TechnologyUPSUnited Parcel Service$677,381$38,175 ▲6.0%8,1090.2%TransportationORCLOracle$671,601$292,771 ▲77.3%2,3880.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$652,027$10,305 ▼-1.6%1,3920.2%ETFGLDSPDR Gold Shares$640,5570.0%1,8020.2%FinanceVZVerizon Communications$603,420$68,253 ▲12.8%13,7300.2%Computer and TechnologyDALDelta Air Lines$593,094$95,624 ▲19.2%10,4510.2%TransportationNOWServiceNow$577,936$25,768 ▲4.7%6280.2%Computer and TechnologyPNCThe PNC Financial Services Group$546,5300.0%2,7200.2%FinanceISHARES BITCOIN TRUST ETF$534,495$195,455 ▲57.6%8,2230.2%SHS BEN INTSYLDCambria Shareholder Yield ETF$532,270$15,586 ▼-2.8%7,7520.2%ETFUNHUnitedHealth Group$532,107$587,355 ▼-52.5%1,5410.2%MedicalCCLCarnival$527,608$164,787 ▼-23.8%18,2500.2%Consumer DiscretionaryRSGRepublic Services$517,4770.0%2,2550.2%Business ServicesJNJJohnson & Johnson$504,713$32,448 ▼-6.0%2,7220.2%MedicalIRENIREN$488,494$488,494 ▲New Holding10,4090.2%FinanceIYJiShares U.S. Industrials ETF$483,722$729 ▼-0.2%3,3160.2%ETFNEENextEra Energy$480,1160.0%6,3600.2%UtilitiesSYYSysco$479,550$131,250 ▼-21.5%5,8240.2%Consumer StaplesWMWaste Management$459,5470.0%2,0810.1%Business ServicesGE VERNOVA INC$435,964$140,812 ▲47.7%7090.1%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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