Wealth Management Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Wealth Management Partners, LLC held in its portfolio 147 assets valued at $350,210,818 (i.e. $350.21M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($31.48M), AMERICAN CENTY ETF TR ($24.90M), and INVESCO QQQ TR ($24.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 147 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Management Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 168788 | 31479027 | COM |
| AMERICAN CENTY ETF TR | 338676 | 24899460 | AVANTIS ALL INT |
| INVESCO QQQ TR | 39783 | 24439027 | UNIT SER 1 |
| ISHARES GOLD TR | 199719 | 16211191 | ISHARES NEW |
| AMERICAN CENTY ETF TR | 202578 | 14310110 | AVANTIS US MID C |
| APPLE INC | 50626 | 13763468 | COM |
| ISHARES TR | 19448 | 13320885 | CORE S&P500 ETF |
| MICROSOFT CORP | 22003 | 10641119 | COM |
| DIMENSIONAL ETF TRUST | 138025 | 9616175 | US SMALL CAP ETF |
| FIRST TR EXCHANGE-TRADED FD | 32905 | 8857368 | DJ INTERNT IDX |
| AMAZON COM INC | 31508 | 7273010 | COM |
| TESLA INC | 14554 | 6545225 | COM |
| ALPHABET INC | 19621 | 6157152 | CAP STK CL C |
| INVESCO EXCH TRADED FD TR II | 47752 | 5467604 | S&P 500 REVENUE |
| ASTERA LABS INC | 32755 | 5449122 | COM |
| ARK ETF TR | 32645 | 4822646 | NEXT GNRTN INTER |
| VANGUARD WHITEHALL FDS | 28788 | 4131669 | HIGH DIV YLD |
| ISHARES TR | 40110 | 4112873 | CORE S&P US VLU |
| FIRST TR EXCHANGE-TRADED ALP | 25026 | 4050518 | COM SHS |
| JPMORGAN CHASE & CO. | 11921 | 3841383 | COM |
| PALANTIR TECHNOLOGIES INC | 21496 | 3820914 | CL A |
| BROADCOM INC | 10635 | 3680682 | COM |
| SPDR S&P 500 ETF TR | 5295 | 3611311 | TR UNIT |
| FIRST TR EXCHANGE-TRADED ALP | 35966 | 3279864 | MID CP GR ALPH |
| EXXON MOBIL CORP | 25847 | 3110593 | COM |
| APPLIED MATLS INC | 11562 | 2971390 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 9521 | 2893341 | SPONSORED ADS |
| MICRON TECHNOLOGY INC | 9988 | 2850761 | COM |
| VERTIV HOLDINGS CO | 16974 | 2749983 | COM CL A |
| COSTCO WHSL CORP NEW | 3091 | 2665493 | COM |
| ISHARES TR | 21985 | 2642157 | CORE S&P SCP ETF |
| ISHARES TR | 27859 | 2623187 | MSCI USA MIN VOL |
| ISHARES TR | 51886 | 2499867 | FUTURE AI & TECH |
| COREWEAVE INC | 31542 | 2259542 | COM CL A |
| ADVANCED MICRO DEVICES INC | 10446 | 2237115 | COM |
| CHEVRON CORP NEW | 14645 | 2232007 | COM |
| ASML HOLDING N V | 1954 | 2090506 | N Y REGISTRY SHS |
| HOME DEPOT INC | 6044 | 2079855 | COM |
| SALESFORCE INC | 7834 | 2075393 | COM |
| SPDR DOW JONES INDL AVERAGE | 4008 | 1926125 | UT SER 1 |
| ARK ETF TR | 16209 | 1858524 | AUTNMUS TECHNLGY |
| WALMART INC | 16106 | 1794344 | COM |
| PALO ALTO NETWORKS INC | 9706 | 1787845 | COM |
| VIRTUS ETF TR II | 41491 | 1742622 | VIRTUS US QLTY |
| CATERPILLAR INC | 3011 | 1725180 | COM |
| AMERICAN CENTY ETF TR | 21202 | 1632991 | AVANTIS EMGMKT |
| SHOPIFY INC | 10052 | 1618070 | CL A SUB VTG SHS |
| META PLATFORMS INC | 2264 | 1494648 | CL A |
| VISA INC | 4136 | 1450627 | COM CL A |
| VICTORY PORTFOLIOS II | 51129 | 1439793 | VICTORYSHARES FR |
| ISHARES TR | 16052 | 1432802 | US OIL GS EX ETF |
| ISHARES TR | 10868 | 1400124 | ESG MSCI KLD 400 |
| ISHARES TR | 8301 | 1394131 | CORE S&P US GWT |
| AMERICAN CENTY ETF TR | 12381 | 1383948 | US EQT ETF |
| RIO TINTO PLC | 17177 | 1374703 | SPONSORED ADR |
| ELI LILLY & CO | 1237 | 1329379 | COM |
| ISHARES TR | 19472 | 1285152 | CORE S&P MCP ETF |
| CLOUDFLARE INC | 6350 | 1251903 | CL A COM |
| VANGUARD INDEX FDS | 6364 | 1215460 | VALUE ETF |
| ISHARES TR | 8705 | 1192029 | RUS MD CP GR ETF |
| INTUITIVE SURGICAL INC | 2098 | 1188223 | COM NEW |
| ISHARES TR | 9131 | 1177288 | U.S. FINLS ETF |
| ALPHABET INC | 3620 | 1133089 | CAP STK CL A |
| ISHARES INC | 11630 | 1093453 | MSCI EM ASIA ETF |
| OKLO INC | 14818 | 1063340 | COM CL A |
| GOLDMAN SACHS GROUP INC | 1200 | 1054800 | COM |
| J P MORGAN EXCHANGE TRADED F | 18021 | 1047391 | NASDAQ EQT PREM |
| ISHARES TR | 9194 | 1045542 | SP SMCP600VL ETF |
| SUMMIT THERAPEUTICS INC | 59430 | 1039431 | COM |
| D-WAVE QUANTUM INC | 39438 | 1031304 | COM |
| ISHARES TR | 21654 | 1029215 | U.S. ENERGY ETF |
| ORACLE CORP | 5247 | 1022693 | COM |
| VANGUARD INDEX FDS | 2090 | 1019627 | GROWTH ETF |
| ISHARES TR | 2587 | 1000781 | RUSSELL 3000 ETF |
| ISHARES TR | 4599 | 987359 | US AER DEF ETF |
| ISHARES TR | 10900 | 975079 | CORE MSCI EAFE |
| ABBVIE INC | 4165 | 951734 | COM |
| RIGETTI COMPUTING INC | 42259 | 936037 | COMMON STOCK |
| JANUS DETROIT STR TR | 18204 | 920758 | HENDRSON AAA CL |
| FREEPORT-MCMORAN INC | 18113 | 919941 | CL B |
| BERKSHIRE HATHAWAY INC DEL | 1611 | 809769 | CL B NEW |
| CENTRUS ENERGY CORP | 3215 | 780473 | CL A |
| RTX CORPORATION | 4174 | 765512 | COM |
| ETFIS SER TR I | 31174 | 718249 | VIRTUS NEWFLEET |
| SPDR GOLD TR | 1752 | 694335 | GOLD SHS |
| UNITED PARCEL SERVICE INC | 6642 | 659035 | CL B |
| ISHARES TR | 1381 | 653627 | RUS 1000 GRW ETF |
| DELTA AIR LINES INC DEL | 9031 | 626751 | COM NEW |
| VERIZON COMMUNICATIONS INC | 15266 | 621795 | COM |
| UNITEDHEALTH GROUP INC | 1832 | 605051 | COM |
| GE VERNOVA INC | 902 | 589521 | COM |
| IONQ INC | 13039 | 585060 | COM |
| PNC FINL SVCS GROUP INC | 2650 | 553135 | COM |
| JOHNSON & JOHNSON | 2617 | 541588 | COM |
| VANGUARD INDEX FDS | 1555 | 521218 | TOTAL STK MKT |
| SERVICENOW INC | 3345 | 512421 | COM |
| NEXTERA ENERGY INC | 6360 | 510581 | COM |
| CITIGROUP INC | 4288 | 500425 | COM NEW |
| ISHARES TR | 3316 | 491332 | US INDUSTRIALS |
| CAMBRIA ETF TR | 6897 | 479458 | SHSHLD YIELD ETF |
| IREN LIMITED | 12659 | 478130 | ORDINARY SHARES |
| REPUBLIC SVCS INC | 2255 | 477902 | COM |
| SYSCO CORP | 6402 | 471752 | COM |
| WASTE MGMT INC DEL | 2081 | 457217 | COM |
| ISHARES TR | 2868 | 441557 | U.S. BAS MTL ETF |
| PROCTER AND GAMBLE CO | 3073 | 440392 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 2959 | 425771 | ORDINARY SHARES |
| VANGUARD SPECIALIZED FUNDS | 1831 | 402417 | DIV APP ETF |
| CISCO SYS INC | 5105 | 393238 | COM |
| CARNIVAL CORP | 12825 | 391676 | UNIT 99/99/9999 |
| J P MORGAN EXCHANGE TRADED F | 6823 | 390553 | EQUITY PREMIUM |
| INNOVATOR ETFS TRUST | 11544 | 386839 | DEFINED WLT SHLD |
| AMERICAN EXPRESS CO | 1013 | 375431 | COM |
| ISHARES TR | 2028 | 355590 | GLOB INDSTRL ETF |
| INTUIT | 531 | 351745 | COM |
| ISHARES TR | 1653 | 347692 | RUS 1000 VAL ETF |
| CIPHER MINING INC | 23010 | 339628 | COM |
| VIRTUS ETF TR II | 13236 | 330437 | SEIX AAA PRIVAAT |
| CONSTELLATION ENERGY CORP | 932 | 329248 | COM |
| ISHARES BITCOIN TRUST ETF | 6546 | 325009 | SHS BEN INT |
| TOAST INC | 8783 | 311884 | CL A |
| SCHWAB STRATEGIC TR | 10907 | 299179 | US DIVIDEND EQ |
| ISHARES TR | 981 | 295447 | ISHARES SEMICDTR |
| ABBOTT LABS | 2238 | 280399 | COM |
| SHERWIN WILLIAMS CO | 840 | 272185 | COM |
| ROBINHOOD MKTS INC | 2350 | 265785 | COM CL A |
| NETFLIX INC | 2779 | 260559 | COM |
| ISHARES TR | 1752 | 260505 | CORE S&P TTL STK |
| ISHARES TR | 6151 | 257911 | GLOBAL ENERG ETF |
| ISHARES TR | 1493 | 252054 | ISHARES BIOTECH |
| BITWISE 10 CRYPTO INDEX ETF | 4213 | 247556 | UNIT BENEFICIAL |
| ILLINOIS TOOL WKS INC | 1000 | 246300 | COM |
| ISHARES TR | 973 | 239514 | RUSSELL 2000 ETF |
| NEBIUS GROUP N.V. | 2747 | 229938 | SHS CLASS A |
| FLUOR CORP NEW | 5537 | 219431 | COM |
| UNION PAC CORP | 936 | 216516 | COM |
| ISHARES TR | 1072 | 214057 | U.S. TECH ETF |
| ALLSTATE CORP | 999 | 207942 | COM |
| WELLS FARGO CO NEW | 2179 | 203128 | COM |
| TOLL BROTHERS INC | 1500 | 202830 | COM |
| ISHARES SILVER TR | 3148 | 202794 | ISHARES |
| NAVITAS SEMICONDUCTOR CORP | 28307 | 202112 | COM |
| ISHARES TR | 1627 | 200544 | S&P 500 GRWT ETF |
| RED CAT HLDGS INC | 20697 | 164127 | COM |
| BARINGS BDC INC | 10500 | 96390 | COM |
| IMMUNITYBIO INC | 25500 | 50490 | COM |
| PICARD MEDICAL INC | 28116 | 49203 | COM SHS |
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