Wealth Management Partners, LLC — 13F Holdings & Portfolio
CIK 1843294 · latest 13F-HR filed 2026-04-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$349.9M
Long-equity book
Holdings
147
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+10 / −10 / ↑54 / ↓50
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$4.1M +16.5%
- AMERICAN CENTY ETF TR$1.4M +9.6%
- EXXON MOBIL CORP$1.3M +42.8%
- DIMENSIONAL ETF TRUST$922.1K +9.6%
- ISHARES TR$852.5K +86.3%
Top Trims
- NVIDIA CORPORATION-$3.9M -12.4%
- INVESCO QQQ TR-$2.9M -11.9%
- MICROSOFT CORP-$2.7M -25.0%
- FIRST TR EXCHANGE-TRADED FD-$1.4M -15.5%
- AMAZON COM INC-$856.2K -11.8%
New Positions
- ISHARES INC$2.2M
- VANECK ETF TRUST$1.9M
- ISHARES TR$1.5M
- SPDR SERIES TRUST$547.1K
- THE ALGER ETF TRUST$539.5K
Exited Positions
- SALESFORCE INC$2.1M
- SERVICENOW INC$512.4K
- INTUIT$351.7K
- TOAST INC$311.9K
- BITWISE 10 CRYPTO INDEX ETF$247.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | AVNM | 025072174 | $29.0M | 8.29% | 380,960 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $27.6M | 7.88% | 158,150 | SH |
| 3 | INVESCO QQQ TR | QQQ | 46090E103 | $21.5M | 6.15% | 37,302 | SH |
| 4 | ISHARES GOLD TR | IAU | 464285204 | $16.1M | 4.61% | 182,860 | SH |
| 5 | AMERICAN CENTY ETF TR | AVMC | 025072125 | $15.7M | 4.48% | 217,157 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $13.0M | 3.71% | 51,104 | SH |
| 7 | ISHARES TR | IVV | 464287200 | $12.9M | 3.68% | 19,733 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $10.5M | 3.01% | 148,155 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $8.0M | 2.28% | 21,566 | SH |
| 10 | FIRST TR EXCHANGE-TRADED FD | FDN | 33733E302 | $7.5M | 2.14% | 31,985 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $6.4M | 1.83% | 30,817 | SH |
| 12 | TESLA INC | TSLA | 88160R101 | $5.8M | 1.65% | 15,534 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $5.5M | 1.57% | 19,137 | SH |
| 14 | INVESCO EXCH TRADED FD TR II | RWL | 46138G698 | $5.2M | 1.49% | 45,355 | SH |
| 15 | ASTERA LABS INC | ALAB | 04626A103 | $4.6M | 1.32% | 42,181 | SH |
| 16 | EXXON MOBIL CORP | XOM | 30231G102 | $4.4M | 1.27% | 26,177 | SH |
| 17 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $4.2M | 1.21% | 28,513 | SH |
| 18 | ARK ETF TR | ARKW | 00214Q401 | $4.1M | 1.18% | 34,143 | SH |
| 19 | ISHARES TR | IUSV | 464287663 | $4.1M | 1.17% | 40,127 | SH |
| 20 | FIRST TR EXCHANGE-TRADED ALP | FAD | 33733F101 | $4.0M | 1.13% | 24,907 | SH |
| 21 | APPLIED MATLS INC | AMAT | 038222105 | $3.8M | 1.07% | 10,983 | SH |
| 22 | VERTIV HOLDINGS CO | VRT | 92537N108 | $3.5M | 1.00% | 13,903 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.5M | 0.99% | 11,789 | SH |
| 24 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.3M | 0.96% | 5,153 | SH |
| 25 | FIRST TR EXCHANGE-TRADED ALP | FNY | 33737M102 | $3.3M | 0.94% | 36,401 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $3.3M | 0.93% | 10,562 | SH |
| 27 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $3.2M | 0.90% | 21,632 | SH |
| 28 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $3.2M | 0.90% | 9,341 | SH |
| 29 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.0M | 0.86% | 8,951 | SH |
| 30 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.0M | 0.85% | 2,971 | SH |
| 31 | CHEVRON CORPORATION | CVX | 166764100 | $2.9M | 0.83% | 14,111 | SH |
| 32 | ISHARES TR | ARTY | 46435U556 | $2.9M | 0.82% | 61,658 | SH |
| 33 | ISHARES TR | IJR | 464287804 | $2.7M | 0.78% | 21,828 | SH |
| 34 | ASML HLDG NV | ASML | N07059210 | $2.6M | 0.73% | 1,935 | SH |
| 35 | COREWEAVE INC | CRWV | 21873S108 | $2.5M | 0.72% | 32,441 | SH |
| 36 | ISHARES TR | USMV | 46429B697 | $2.5M | 0.71% | 26,661 | SH |
| 37 | ISHARES INC | IEMG | 46434G103 | $2.2M | 0.64% | 32,215 | SH |
| 38 | CATERPILLAR INC | CAT | 149123101 | $2.1M | 0.61% | 3,015 | SH |
| 39 | VIRTUS ETF TR II | JOET | 92790A504 | $2.1M | 0.61% | 53,201 | SH |
| 40 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $2.1M | 0.60% | 10,319 | SH |
| 41 | WALMART INC | WMT | 931142103 | $2.1M | 0.59% | 16,679 | SH |
| 42 | HOME DEPOT INC | HD | 437076102 | $2.1M | 0.59% | 6,271 | SH |
| 43 | ARK ETF TR | ARKQ | 00214Q203 | $2.0M | 0.56% | 17,446 | SH |
| 44 | ISHARES TR | IEO | 464288851 | $1.9M | 0.55% | 15,530 | SH |
| 45 | VANECK ETF TRUST | REMX | 92189H805 | $1.9M | 0.54% | 21,540 | SH |
| 46 | ISHARES TR | ITA | 464288760 | $1.8M | 0.53% | 8,411 | SH |
| 47 | VICTORY PORTFOLIOS II | GFLW | 92647X764 | $1.8M | 0.51% | 68,466 | SH |
| 48 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $1.7M | 0.48% | 20,789 | SH |
| 49 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $1.6M | 0.46% | 14,526 | SH |
| 50 | PALO ALTO NETWORKS INC | PANW | 697435105 | $1.6M | 0.46% | 9,964 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $349.9M | 147 | 0001843294-26-000002 |
| 2025-12-31 | 2026-01-12 | $350.2M | 147 | 0001843294-26-000001 |