Wealth Management Partners, LLC Top Holdings and 13F Report (2026)

About Wealth Management Partners, LLC

Investment Activity

Wealth Management Partners, LLC has $425.00 million in total holdings as of June 30, 2026.
Wealth Management Partners, LLC owns shares of 154 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 4.59% of the portfolio was purchased this quarter.
About 4.30% of the portfolio was sold this quarter.
This quarter, Wealth Management Partners, LLC has purchased 147 new stocks and bought additional shares in 55 stocks.
Wealth Management Partners, LLC sold shares of 67 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Avantis All International Markets Equity ETF: $31,647,677
NVIDIA: $30,638,130
Invesco QQQ: $26,854,436
AMERICAN CENTY ETF TR: $17,517,532
iShares Core S&P 500 ETF: $14,816,977

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP: $1,949,000 Holding
N97284108 - Yandex: $388,295 Holding
G2004J103 - CARNIVAL CORP LTD: $343,298 Holding
889478103 - Toll Brothers: $280,075 Holding
573874104 - Marvell Technology: $272,569 Holding

Largest Purchases this Quarter

THE ALGER ETF TRUST: 75,515 shares (about $3.12M)
SPACE EXPLORATION TECHN CORP: 11,407 shares (about $1.95M)
COREWEAVE INC: 12,291 shares (about $1.22M)
Vanguard Growth ETF: 9,416 shares (about $811.09K)
Eli Lilly and Company: 589 shares (about $706.72K)

Largest Sales this Quarter

ASTERA LABS INC: 16,385 shares (about $7.91M)
iShares U.S. Aerospace & Defense ETF: 6,445 shares (about $1.56M)
NVIDIA: 5,028 shares (about $1.01M)
JPMorgan Nasdaq Equity Premium Income ETF: 10,574 shares (about $649.88K)
Invesco QQQ: 835 shares (about $614.90K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVNM Avantis All International Markets Equity ETF	$31,647,677	$264,193 â–²	0.8%	384,167	7.4%	ETF
NVDA NVIDIA	$30,638,130	$1,006,051 â–¼	-3.2%	153,122	7.2%	Computer and Technology
QQQ Invesco QQQ	$26,854,436	$614,897 â–¼	-2.2%	36,467	6.3%	Finance
AMERICAN CENTY ETF TR	$17,517,532	$90,683 â–²	0.5%	218,287	4.1%	AVA MID EQU ETF
IVV iShares Core S&P 500 ETF	$14,816,977	$38,943 â–²	0.3%	19,785	3.5%	ETF
AAPL Apple	$14,642,544	$143,509 â–¼	-1.0%	50,608	3.4%	Computer and Technology
IAU iShares Gold Trust	$13,425,905	$381,854 â–¼	-2.8%	177,803	3.2%	Finance
DFAS Dimensional U.S. Small Cap ETF	$12,628,738	$429,650 â–²	3.5%	153,373	3.0%	ETF
ASTERA LABS INC	$12,456,141	$7,911,842 â–¼	-38.8%	25,796	2.9%	COM
MU Micron Technology	$10,947,634	$615,256 â–²	6.0%	9,484	2.6%	Computer and Technology
MSFT Microsoft	$8,460,580	$415,923 â–²	5.2%	22,681	2.0%	Computer and Technology
FDN First Trust Dow Jones Internet Index Fund	$8,377,594	$89,475 â–¼	-1.1%	31,647	2.0%	ETF
AMAT Applied Materials	$7,957,539	$16,629 â–²	0.2%	11,006	1.9%	Computer and Technology
AMZN Amazon.com	$7,827,913	$482,660 â–²	6.6%	32,842	1.8%	Retail/Wholesale
TSLA Tesla	$6,716,982	$183,382 â–²	2.8%	15,970	1.6%	Auto/Tires/Trucks
GOOG Alphabet	$6,714,602	$46,992 â–¼	-0.7%	19,004	1.6%	Computer and Technology
AMD Advanced Micro Devices	$6,022,875	$28,465 â–²	0.5%	10,368	1.4%	Computer and Technology
RWL Invesco S&P 500 Revenue ETF	$5,718,921	$75,634 â–¼	-1.3%	44,763	1.3%	ETF
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	$4,992,669	$296,796 â–²	6.3%	65,555	1.2%	Manufacturing
ARK ETF TR	$4,991,006	$45,051 â–²	0.9%	34,454	1.2%	NEXT GNRTN INTER
FAD First Trust Multi Cap Growth AlphaDEX Fund	$4,989,434	$8,799 â–²	0.2%	24,951	1.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$4,454,308	$6,686 â–¼	-0.1%	9,327	1.0%	Computer and Technology
COREWEAVE INC	$4,451,181	$1,223,050 â–²	37.9%	44,732	1.0%	COM CL A
VYM Vanguard High Dividend Yield ETF	$4,441,446	$64,476 â–¼	-1.4%	28,105	1.0%	Financial Services
IUSV iShares Core S&P U.S. Value ETF	$4,405,783	$14,209 â–¼	-0.3%	39,998	1.0%	Manufacturing
VRT Vertiv	$4,320,264	$334,826 â–¼	-7.2%	12,903	1.0%	Computer and Technology
FNY First Trust Mid Cap Growth AlphaDEX Fund	$4,069,838	$34,697 â–²	0.9%	36,714	1.0%	ETF
JPM JPMorgan Chase & Co.	$4,056,325	$197,071 â–²	5.1%	12,391	1.0%	Finance
AVGO Broadcom	$3,946,632	$43,062 â–¼	-1.1%	10,448	0.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,854,209	$6,720 â–²	0.2%	5,162	0.9%	Finance
THE ALGER ETF TRUST	$3,832,002	$3,116,504 â–²	435.6%	92,852	0.9%	CONCENTRATED EQT
ASML ASML	$3,817,735	$31,831 â–¼	-0.8%	1,919	0.9%	Computer and Technology
XOM ExxonMobil	$3,474,979	$103,765 â–¼	-2.9%	25,418	0.8%	Energy
PANW Palo Alto Networks	$3,431,002	$33,079 â–²	1.0%	10,061	0.8%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$3,263,073	$594,378 â–²	22.3%	39,390	0.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$3,253,032	$15,721 â–²	0.5%	21,934	0.8%	ETF
CAT Caterpillar	$3,040,960	$169,297 â–¼	-5.3%	2,856	0.7%	Industrials
COST Costco Wholesale	$2,775,539	$3,742 â–¼	-0.1%	2,967	0.7%	Retail/Wholesale
VICTORY PORTFOLIOS II	$2,756,522	$409,275 â–²	17.4%	80,404	0.6%	VICT FR GROW ETF
USMV iShares MSCI USA Min Vol Factor ETF	$2,439,746	$131,956 â–¼	-5.1%	25,293	0.6%	ETF
PALANTIR TECHNOLOGIES INC	$2,419,736	$104,070 â–¼	-4.1%	20,740	0.6%	CL A
ARKQ ARK Autonomous Technology & Robotics ETF	$2,319,271	$12,561 â–²	0.5%	17,541	0.5%	ETF
CVX Chevron	$2,238,416	$100,616 â–¼	-4.3%	13,504	0.5%	Energy
LLY Eli Lilly and Company	$2,162,166	$706,724 â–²	48.6%	1,802	0.5%	Medical
HD Home Depot	$2,159,218	$52,552 â–¼	-2.4%	6,122	0.5%	Retail/Wholesale
REMX VanEck Rare Earth and Strategic Metals ETF	$2,082,228	$175,938 â–²	9.2%	23,528	0.5%	ETF
AVEM Avantis Emerging Markets Equity ETF	$1,971,291	$34,640 â–¼	-1.7%	20,430	0.5%	ETF
SPACE EXPLORATION TECHN CORP	$1,949,000	$1,949,000 â–²	New Holding	11,407	0.5%	CLASS A COM STK
WALMART INC	$1,930,821	$41,792 â–²	2.2%	17,048	0.5%	COM
VIRTUS ETF TR II	$1,851,821	$610,593 â–¼	-24.8%	40,009	0.4%	VIRTUS US QLTY
AVUS Avantis U.S. Equity ETF	$1,801,829	$58,661 â–¼	-3.2%	14,068	0.4%	ETF
NET Cloudflare	$1,635,527	$44,641 â–²	2.8%	6,668	0.4%	Computer and Technology
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$1,610,218	$95,442 â–¼	-5.6%	14,661	0.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,518,141	$12,072 â–²	0.8%	15,719	0.4%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$1,511,973	$25,579 â–¼	-1.7%	8,039	0.4%	Manufacturing
IJH iShares Core S&P Mid-Cap ETF	$1,496,474	$925 â–¼	-0.1%	19,407	0.4%	ETF
EEMA iShares MSCI Emerging Markets Asia ETF	$1,474,399	$4,211 â–²	0.3%	12,606	0.3%	Manufacturing
GOOGL Alphabet	$1,461,319	$77,194 â–¼	-5.0%	4,089	0.3%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,446,498		0.0%	2,769	0.3%	Finance
V Visa	$1,419,506		0.0%	4,137	0.3%	Business Services
RIO Rio Tinto	$1,417,869	$6,455 â–¼	-0.5%	14,936	0.3%	Basic Materials
VTV Vanguard Value ETF	$1,370,780	$34,215 â–¼	-2.4%	6,290	0.3%	ETF
META Meta Platforms	$1,317,378	$36,046 â–¼	-2.7%	2,339	0.3%	Computer and Technology
SMMT Summit Therapeutics	$1,300,722	$371,389 â–²	40.0%	89,274	0.3%	Medical
IEZ iShares U.S. Oil Equipment & Services ETF	$1,270,729	$136,571 â–¼	-9.7%	47,239	0.3%	ETF
DSI iShares ESG MSCI KLD 400 ETF	$1,252,747	$29,332 â–¼	-2.3%	8,798	0.3%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$1,247,267	$6,442 â–¼	-0.5%	8,519	0.3%	ETF
GS The Goldman Sachs Group	$1,221,735	$15,171 â–²	1.3%	1,208	0.3%	Finance
GE VERNOVA INC	$1,199,534	$71,667 â–²	6.4%	1,021	0.3%	COM
QBTS D-Wave Quantum	$1,178,557	$176,375 â–²	17.6%	49,127	0.3%	Computer and Technology
IYF iShares U.S. Financials ETF	$1,174,012	$5,738 â–²	0.5%	9,207	0.3%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$1,167,247	$57,406 â–¼	-4.7%	8,540	0.3%	ETF
IYE iShares U.S. Energy ETF	$1,139,326	$85,677 â–¼	-7.0%	20,133	0.3%	ETF
IWV iShares Russell 3000 ETF	$1,103,097		0.0%	2,587	0.3%	ETF
FCX Freeport-McMoRan	$1,099,295	$53,141 â–¼	-4.6%	17,480	0.3%	Basic Materials
SHOPIFY INC	$1,094,415	$68,508 â–¼	-5.9%	9,585	0.3%	CL A SUB VTG SHS
ABBV AbbVie	$1,082,064	$252 â–²	0.0%	4,300	0.3%	Medical
ORCL Oracle	$1,035,815	$324,022 â–²	45.5%	7,068	0.2%	Computer and Technology
RGTI Rigetti Computing	$999,404	$134,834 â–²	15.6%	51,729	0.2%	Computer and Technology
VUG Vanguard Growth ETF	$985,958	$811,094 â–²	463.8%	11,446	0.2%	ETF
SOXX iShares Semiconductor ETF	$967,594	$149,945 â–²	18.3%	1,510	0.2%	ETF
DAL Delta Air Lines	$943,250	$145,173 â–¼	-13.3%	10,071	0.2%	Transportation
XBI SPDR S&P Biotech ETF	$940,955	$263,170 â–²	38.8%	5,946	0.2%	ETF
ALCC AltC Acquisition	$912,060	$55,417 â–²	6.5%	17,429	0.2%	Energy
IONQ IonQ	$889,069	$162,549 â–²	22.4%	16,693	0.2%	Computer and Technology
VZ Verizon Communications	$851,454	$10,500 â–¼	-1.2%	20,110	0.2%	Computer and Technology
CRDO Credo Technology Group	$831,623	$10,606 â–¼	-1.3%	3,058	0.2%	Computer and Technology
JAAA Janus Henderson AAA CLO ETF	$830,964	$20,347 â–¼	-2.4%	16,458	0.2%	ETF
RTX RTX	$820,393	$71,149 â–²	9.5%	4,324	0.2%	Aerospace
JNJ Johnson & Johnson	$817,529	$96,509 â–²	13.4%	3,219	0.2%	Medical
ISRG Intuitive Surgical	$817,232	$31,417 â–¼	-3.7%	2,055	0.2%	Medical
IYM iShares U.S. Basic Materials ETF	$809,860	$17,773 â–²	2.2%	4,511	0.2%	ETF
UNH UnitedHealth Group	$741,243	$6,239 â–¼	-0.8%	1,782	0.2%	Medical
BRK.B Berkshire Hathaway	$714,557		0.0%	1,428	0.2%	Finance
MORGAN STANLEY ETF TRUST	$713,907	$502,599 â–²	237.9%	14,281	0.2%	EAT INC OPP ETF
LEU Centrus Energy	$713,280	$215,881 â–²	43.4%	4,249	0.2%	Basic Materials
VTI Vanguard Total Stock Market ETF	$700,062	$83,623 â–¼	-10.7%	1,892	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$696,846		0.0%	2,945	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$685,915	$514,436 â–²	300.0%	5,524	0.2%	ETF
ARKG ARK Genomic Revolution ETF	$645,200	$284,830 â–²	79.0%	15,340	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Wealth Management Partners, LLC Top Holdings and 13F Report (2026)

About Wealth Management Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Wealth Management Partners, LLC Top Holdings and 13F Report (2026)

About Wealth Management Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealth Management Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools