Q2 2026 13F · SEC CIK 1843294

Wealth Management Partners, LLC

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $425.0M
Reported positions: 154
Top holdings a year, 3 yrs: +26.2%
Assets under management: $793.5M

Wealth Management Partners, LLC is a wealth manager that reported 154 positions worth $425.0M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were American Centy ETF Tr (AVNM, 7.4%), Nvidia Corporation Com (NVDA, 7.2%), Invesco Qqq Tr (QQQ, 6.3%). A portfolio copying its top holdings returned 26.2% a year over the last 3 years, against 20.4% for the S&P 500.

Wealth Management Partners, LLC holdings largest 50 of 154 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth Management Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVNMAmerican Centy ETF Tr	7.4%	8.3%	384,167	+0.8%	$31.6M
NVDANvidia Corporation Com	7.2%	7.9%	153,122	-3.2%	$30.6M
QQQInvesco Qqq Tr	6.3%	6.2%	36,467	-2.2%	$26.9M
AVMCAmerican Centy ETF Tr	4.1%	4.5%	218,287	+0.5%	$17.5M
IVVIshares Core S&p 500 ETF	3.5%	3.7%	19,785	+0.3%	$14.8M
AAPLApple Inc	3.4%	3.7%	50,608	-1.0%	$14.6M
IAUIshares Gold Trust	3.2%	4.6%	177,803	-2.8%	$13.4M
DFASDimensional ETF Trust	3.0%	3.0%	153,373	+3.5%	$12.6M
ALABAstera Labs Inc	2.9%	1.3%	25,796	-38.8%	$12.5M
MUMicron Technology Inc	2.6%	0.9%	9,484	+6.0%	$10.9M
MSFTMicrosoft Corp	2.0%	2.3%	22,681	+5.2%	$8.5M
FDNFirst Tr Exchange-Traded Fd	2.0%	2.1%	31,647	-1.1%	$8.4M
AMATApplied Matls Inc	1.9%	1.1%	11,006	+0.2%	$8.0M
AMZNAmazon Com Inc Com	1.8%	1.8%	32,842	+6.6%	$7.8M
TSLATesla Inc Com	1.6%	1.7%	15,970	+2.8%	$6.7M
GOOGAlphabet Inc	1.6%	1.6%	19,004	-0.7%	$6.7M
AMDAdvanced Micro Devices Inc	1.4%	0.6%	10,368	+0.5%	$6.0M
RWLInvesco S&p 500 Revenue ETF	1.3%	1.5%	44,763	-1.3%	$5.7M
ARTYIshares Future Ai & Techetf	1.2%	0.8%	65,555	+6.3%	$5.0M
ARKWArk ETF Tr	1.2%	1.2%	34,454	+0.9%	$5.0M
FADFirst TR Multi Cap Growth Alphadex FD Co	1.2%	1.1%	24,951	+0.2%	$5.0M
TSMTaiwan Semiconductor Manufac	1.0%	0.9%	9,327	-0.1%	$4.5M
CRWVCoreweave Inc	1.0%	0.7%	44,732	+37.9%	$4.5M
VYMVym	1.0%	1.2%	28,105	-1.4%	$4.4M
IUSVIshares Tr	1.0%	1.2%	39,998	-0.3%	$4.4M
VRTVertiv Holdings Co	1.0%	1.0%	12,903	-7.2%	$4.3M
FNYFirst Trust Mid Cap Growth Alphadex Fund	1.0%	0.9%	36,714	+0.9%	$4.1M
JPMJpmorgan Chase & Co	1.0%	1.0%	12,391	+5.1%	$4.1M
AVGOBroadcom Inc	0.9%	0.9%	10,448	-1.1%	$3.9M
SPYSpdr S&p 500 ETF Tr	0.9%	1.0%	5,162	+0.2%	$3.9M
CNEQThe Alger ETF Trust	0.9%	—	92,852	—	$3.8M
ASMLAsml Hldg NV	0.9%	0.7%	1,919	-0.8%	$3.8M
XOMExxon Mobil Corp	0.8%	1.3%	25,418	-2.9%	$3.5M
PANWPalo Alto Networks Inc	0.8%	0.5%	10,061	+1.0%	$3.4M
IEMGIshares	0.8%	0.6%	39,390	+22.3%	$3.3M
IJRIshares Core S&p Small Cap ETF	0.8%	0.8%	21,934	+0.5%	$3.3M
CATCaterpillar Inc Com	0.7%	0.6%	2,856	-5.3%	$3.0M
COSTCostco Whsl Corp New	0.7%	0.8%	2,967	-0.1%	$2.8M
GFLWVictory Portfolios II	0.6%	0.5%	80,404	+17.4%	$2.8M
USMVIshares Msci USA Min Volfctr ETF	0.6%	0.7%	25,293	-5.1%	$2.4M
PLTRPalantir Technologies Inclass Class A	0.6%	0.9%	20,740	-4.1%	$2.4M
ARKQArk ETF Tr	0.5%	0.6%	17,541	+0.5%	$2.3M
CVXChevron Corp New	0.5%	0.8%	13,504	-4.3%	$2.2M
LLYLilly Eli & Co	0.5%	—	1,802	—	$2.2M
HDHome Depot Inc Com	0.5%	0.6%	6,122	-2.4%	$2.2M
REMXVaneck ETF Trust	0.5%	0.5%	23,528	+9.2%	$2.1M
AVEMAmerican Centy ETF Tr	0.5%	0.5%	20,430	-1.7%	$2.0M
SPCXSpace Ex Tech Spacex Class A	0.5%	—	11,407	—	$1.9M
WMTWalmart Inc	0.5%	0.6%	17,048	+2.2%	$1.9M
JOETVirtus ETF Tr II	0.4%	0.6%	40,009	-24.8%	$1.9M

What Wealth Management Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.4% /yr; S&P 500 +20.1%
3 years: +26.2% /yr; S&P 500 +20.4%
5 years: +16.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$425.0M	154
Q1 2026	$349.9M	147
Q4 2025	$350.2M	147
Q3 2025	$314.7M	138
Q2 2025	$282.9M	136
Q1 2025	$215.9M	114
Q4 2024	$231.7M	113
Q3 2024	$215.7M	111
Q2 2024	$205.6M	107
Q1 2024	$196.9M	117
Q4 2023	$179.3M	118
Q3 2023	$160.3M	116

Questions about Wealth Management Partners, LLC's portfolio

What stocks does Wealth Management Partners, LLC own?

Wealth Management Partners, LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 154 positions worth $425.0M. The largest are American Centy ETF Tr (AVNM) at 7.4%, Nvidia Corporation Com (NVDA) at 7.2%, Invesco Qqq Tr (QQQ) at 6.3%, American Centy ETF Tr (AVMC) at 4.1% and Ishares Core S&p 500 ETF (IVV) at 3.5%.

What did Wealth Management Partners, LLC buy last quarter?

In Q2 2026, Wealth Management Partners, LLC added Coreweave Inc (CRWV) (+37.9% shares), Ishares (IEMG) (+22.3% shares) and Victory Portfolios II (GFLW) (+17.4% shares), compared with its Q1 2026 filing.

What did Wealth Management Partners, LLC sell last quarter?

In Q2 2026, Wealth Management Partners, LLC cut from its top 50 Ishares Tr (IEO), cut from its top 50 Ishares U.s. Aerospace & Defense ETF (ITA), cut from its top 50 Avantis U.s. Equity ETF (AVUS), Astera Labs Inc (ALAB) (-38.8% shares), Virtus ETF Tr II (JOET) (-24.8% shares) and Vertiv Holdings Co (VRT) (-7.2% shares), compared with its Q1 2026 filing.

How has Wealth Management Partners, LLC's portfolio performed?

A portfolio copying Wealth Management Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.4% against +20.1%. Over 5 years: +16.1% a year against +11.6%.

When is Wealth Management Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth Management Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wealth Management Partners, LLC manage?

Wealth Management Partners, LLC reported $793.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $425.0M.