Wealth Management Partners, LLC Top Holdings and 13F Report (2026) About Wealth Management Partners, LLCInvestment ActivityWealth Management Partners, LLC has $349.87 million in total holdings as of March 31, 2026.Wealth Management Partners, LLC owns shares of 147 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 6.22% of the portfolio was purchased this quarter.About 4.02% of the portfolio was sold this quarter.This quarter, Wealth Management Partners, LLC has purchased 147 new stocks and bought additional shares in 68 stocks.Wealth Management Partners, LLC sold shares of 52 stocks and completely divested from 10 stocks this quarter.Largest Holdings Avantis All International Markets Equity ETF $29,017,723NVIDIA $27,581,421Invesco QQQ $21,530,076iShares Gold Trust $16,120,938AMERICAN CENTY ETF TR $15,687,422 Largest New Holdings this Quarter 46434G103 - iShares Core MSCI Emerging Markets ETF $2,246,996 Holding92189H805 - VanEck Rare Earth and Strategic Metals ETF $1,895,520 Holding464288844 - iShares U.S. Oil Equipment & Services ETF $1,514,548 Holding78464A870 - SPDR S&P Biotech ETF $547,068 Holding015564404 - THE ALGER ETF TRUST $539,527 Holding Largest Purchases this Quarter Avantis All International Markets Equity ETF 42,284 shares (about $3.22M)iShares Core MSCI Emerging Markets ETF 32,215 shares (about $2.25M)VanEck Rare Earth and Strategic Metals ETF 21,540 shares (about $1.90M)iShares U.S. Oil Equipment & Services ETF 52,316 shares (about $1.51M)AMERICAN CENTY ETF TR 14,579 shares (about $1.05M) Largest Sales this Quarter NVIDIA 10,638 shares (about $1.86M)iShares Gold Trust 16,859 shares (about $1.49M)Invesco QQQ 2,481 shares (about $1.43M)Vertiv 3,071 shares (about $769.54K)SPDR Dow Jones Industrial Average ETF Trust 1,239 shares (about $573.89K) 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 PortfolioSectorAVNMAvantis All International Markets Equity ETF$29,017,723$3,220,772 â–²12.5%380,9608.3%ETFNVDANVIDIA$27,581,421$1,855,271 â–¼-6.3%158,1507.9%Computer and TechnologyQQQInvesco QQQ$21,530,076$1,431,991 â–¼-6.2%37,3026.2%FinanceIAUiShares Gold Trust$16,120,938$1,486,289 â–¼-8.4%182,8604.6%FinanceAMERICAN CENTY ETF TR$15,687,422$1,053,187 â–²7.2%217,1574.5%AVANTIS US MID CAAPLApple$12,968,370$121,299 â–²0.9%51,1043.7%Computer and TechnologyIVViShares Core S&P 500 ETF$12,889,957$186,167 â–²1.5%19,7333.7%ETFDFASDimensional U.S. Small Cap ETF$10,538,246$720,546 â–²7.3%148,1553.0%ETFMSFTMicrosoft$7,982,917$161,761 â–¼-2.0%21,5662.3%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$7,485,450$215,308 â–¼-2.8%31,9852.1%ETFAMZNAmazon.com$6,416,829$143,883 â–¼-2.2%30,8171.8%Retail/WholesaleTSLATesla$5,774,765$364,315 â–²6.7%15,5341.7%Auto/Tires/TrucksGOOGAlphabet$5,489,503$138,837 â–¼-2.5%19,1371.6%Computer and TechnologyRWLInvesco S&P 500 Revenue ETF$5,211,743$275,439 â–¼-5.0%45,3551.5%ETFASTERA LABS INC$4,621,479$1,032,741 â–²28.8%42,1811.3%COMXOMExxonMobil$4,441,596$55,993 â–²1.3%26,1771.3%EnergyVYMVanguard High Dividend Yield ETF$4,222,708$40,727 â–¼-1.0%28,5131.2%Financial ServicesARK ETF TR$4,117,987$180,674 â–²4.6%34,1431.2%NEXT GNRTN INTERIUSViShares Core S&P U.S. Value ETF$4,103,029$1,738 â–²0.0%40,1271.2%ManufacturingFADFirst Trust Multi Cap Growth AlphaDEX Fund$3,958,290$18,912 â–¼-0.5%24,9071.1%ETFAMATApplied Materials$3,753,975$197,901 â–¼-5.0%10,9831.1%Computer and TechnologyVRTVertiv$3,483,861$769,542 â–¼-18.1%13,9031.0%Computer and TechnologyJPMJPMorgan Chase & Co.$3,465,975$38,808 â–¼-1.1%11,7891.0%FinanceSPYSPDR S&P 500 ETF Trust$3,349,236$92,294 â–¼-2.7%5,1531.0%FinanceFNYFirst Trust Mid Cap Growth AlphaDEX Fund$3,293,795$39,362 â–²1.2%36,4010.9%ETFAVGOBroadcom$3,268,963$22,594 â–¼-0.7%10,5620.9%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,164,329$19,894 â–²0.6%21,6320.9%CL ATSMTaiwan Semiconductor Manufacturing$3,156,798$60,831 â–¼-1.9%9,3410.9%Computer and TechnologyMUMicron Technology$3,024,108$350,352 â–¼-10.4%8,9510.9%Computer and TechnologyCOSTCostco Wholesale$2,960,394$119,572 â–¼-3.9%2,9710.8%Retail/WholesaleCVXChevron$2,919,622$110,487 â–¼-3.6%14,1110.8%EnergyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$2,868,947$454,691 â–²18.8%61,6580.8%ManufacturingIJRiShares Core S&P Small-Cap ETF$2,713,439$19,517 â–¼-0.7%21,8280.8%ETFASMLASML$2,555,806$25,096 â–¼-1.0%1,9350.7%Computer and TechnologyCOREWEAVE INC$2,510,226$69,563 â–²2.9%32,4410.7%COM CL AUSMViShares MSCI USA Min Vol Factor ETF$2,472,525$111,102 â–¼-4.3%26,6610.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,246,996$2,246,996 â–²New Holding32,2150.6%ETFCATCaterpillar$2,135,691$2,833 â–²0.1%3,0150.6%IndustrialsVIRTUS ETF TR II$2,129,636$468,751 â–²28.2%53,2010.6%VIRTUS US QLTYAMDAdvanced Micro Devices$2,099,194$25,836 â–¼-1.2%10,3190.6%Computer and TechnologyWALMART INC$2,072,876$71,213 â–²3.6%16,6790.6%COMHDHome Depot$2,062,527$74,660 â–²3.8%6,2710.6%Retail/WholesaleARKQARK Autonomous Technology & Robotics ETF$1,961,803$139,101 â–²7.6%17,4460.6%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$1,939,697$65,198 â–¼-3.3%15,5300.6%ETFREMXVanEck Rare Earth and Strategic Metals ETF$1,895,520$1,895,520 â–²New Holding21,5400.5%ETFITAiShares U.S. Aerospace & Defense ETF$1,839,906$833,875 â–²82.9%8,4110.5%ETFVICTORY PORTFOLIOS II$1,800,361$455,888 â–²33.9%68,4660.5%VICTORYSHARES FRAVEMAvantis Emerging Markets Equity ETF$1,675,178$33,280 â–¼-1.9%20,7890.5%ETFAVUSAvantis U.S. Equity ETF$1,615,001$238,481 â–²17.3%14,5260.5%ETFPANWPalo Alto Networks$1,597,428$41,363 â–²2.7%9,9640.5%Computer and TechnologyIEZiShares U.S. Oil Equipment & Services ETF$1,514,548$1,514,548 â–²New Holding52,3160.4%ETFIEFAiShares Core MSCI EAFE ETF$1,411,725$424,948 â–²43.1%15,5940.4%ETFIYEiShares U.S. Energy ETF$1,402,076$453 â–¼0.0%21,6470.4%ETFRIORio Tinto$1,399,755$202,724 â–¼-12.7%15,0040.4%Basic MaterialsMETAMeta Platforms$1,374,548$79,510 â–²6.1%2,4030.4%Computer and TechnologyNETCloudflare$1,338,321$28,062 â–²2.1%6,4860.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,311,365$3,579 â–¼-0.3%19,4190.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,282,573$573,892 â–¼-30.9%2,7690.4%FinanceIUSGiShares Core S&P U.S. Growth ETF$1,268,095$19,545 â–¼-1.5%8,1750.4%ManufacturingVTVVanguard Value ETF$1,264,901$16,285 â–²1.3%6,4470.4%ETFVVisa$1,250,303$302 â–²0.0%4,1370.4%Business ServicesGOOGLAlphabet$1,237,973$196,983 â–²18.9%4,3050.4%Computer and TechnologySMMTSummit Therapeutics$1,209,345$82,552 â–²7.3%63,7840.3%MedicalSHOPIFY INC$1,208,145$15,776 â–²1.3%10,1850.3%CL A SUB VTG SHSEEMAiShares MSCI Emerging Markets Asia ETF$1,203,390$89,991 â–²8.1%12,5700.3%ManufacturingLLYEli Lilly and Company$1,115,681$22,074 â–¼-1.9%1,2130.3%MedicalIWPiShares Russell Mid-Cap Growth ETF$1,097,092$18,193 â–¼-1.6%8,5630.3%ETFDSIiShares ESG MSCI KLD 400 ETF$1,091,195$225,898 â–¼-17.2%9,0040.3%ETFIYFiShares U.S. Financials ETF$1,078,026$3,648 â–²0.3%9,1620.3%ETFFCXFreeport-McMoRan$1,077,122$12,461 â–²1.2%18,3250.3%Basic MaterialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,065,166$64,626 â–²6.5%19,1850.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,061,312$27,717 â–¼-2.5%8,9600.3%ETFVZVerizon Communications$1,021,954$255,614 â–²33.4%20,3580.3%Computer and TechnologyGSThe Goldman Sachs Group$1,009,266$5,922 â–¼-0.6%1,1930.3%FinanceISRGIntuitive Surgical$983,753$16,596 â–²1.7%2,1340.3%MedicalIWViShares Russell 3000 ETF$958,9490.0%2,5870.3%ETFABBVAbbVie$935,019$29,145 â–²3.2%4,2990.3%MedicalVUGVanguard Growth ETF$886,684$26,207 â–¼-2.9%2,0300.3%ETFJAAAJanus Henderson AAA CLO ETF$849,289$67,647 â–¼-7.4%16,8610.2%ETFGE VERNOVA INC$837,985$50,628 â–²6.4%9600.2%COMALCCAltC Acquisition$811,788$76,964 â–²10.5%16,3700.2%EnergyNFLTVirtus Newfleet Multi-Sector Bond ETF$780,894$71,685 â–²10.1%34,3250.2%ETFIYMiShares U.S. Basic Materials ETF$776,159$271,620 â–²53.8%4,4120.2%ETFDALDelta Air Lines$772,564$172,183 â–²28.7%11,6210.2%TransportationRTXRTX$761,762$43,402 â–¼-5.4%3,9490.2%AerospaceGLDSPDR Gold Shares$752,147$1,721 â–¼-0.2%1,7480.2%FinanceIXCiShares Global Energy ETF$737,811$383,452 â–²108.2%12,8070.2%ETFORCLOracle$714,513$57,373 â–¼-7.4%4,8570.2%Computer and TechnologyJNJJohnson & Johnson$693,965$54,266 â–²8.5%2,8390.2%MedicalBRK.BBerkshire Hathaway$684,298$87,694 â–¼-11.4%1,4280.2%FinanceVTIVanguard Total Stock Market ETF$679,394$180,594 â–²36.2%2,1180.2%ETFUPSUnited Parcel Service$657,000$5,298 â–²0.8%6,6960.2%TransportationVIGVanguard Dividend Appreciation ETF$633,352$239,577 â–²60.8%2,9450.2%ETFRGTIRigetti Computing$628,290$34,974 â–²5.9%44,7500.2%Computer and TechnologyQBTSD-Wave Quantum$602,813$33,723 â–²5.9%41,7750.2%Computer and TechnologyNEENextEra Energy$590,7170.0%6,3600.2%UtilitiesIWFiShares Russell 1000 Growth ETF$588,8580.0%1,3810.2%ETFSCHDSchwab US Dividend Equity ETF$561,659$227,032 â–²67.8%18,3070.2%ETFXBISPDR S&P Biotech ETF$547,068$547,068 â–²New Holding4,2830.2%ETFTHE ALGER ETF TRUST$539,527$539,527 â–²New Holding17,3370.2%CONCENTRATED EQTShowing 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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