Wealth Management Partners, LLC
Sector Allocation
- Other48.7%$207.3M
- Technology32.6%$138.8M
- Financials7.5%$32.1M
- Consumer Discretionary3.9%$16.8M
- Healthcare1.9%$8.2M
- Industrials1.6%$7.0M
- Energy1.5%$6.5M
- Consumer Staples1.1%$4.9M
- Materials0.5%$1.9M
- Utilities0.3%$1.3M
AUM History
13fpro.ai/research/fund/wealth-management-partners-llc-1843294
Conviction and streaks
Concentrating · top 10 = 44.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$33.2M- AMERICAN$32.6M
QQQ
$25.1M- AMERICAN$16.7M
AAPL
$16.7MMU
$14.9M- ISHARES$14.7M
IAU
$13.4M- DIMENSIONAL$13.0M
MSFT
$11.0MAMZN
$8.6M- FIRST$8.5M
ALAB
$8.4MGOOG
$6.4MTSLA
$6.1MAMD
$6.0MAMAT
$5.3MIVZ
$5.3M- ISHARES$5.1M
- ARK$5.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wealth-management-partners-llc-1843294
Wealth Management Partners, LLC 13F holdings — Q3 2026
$425.7M portfolio (+0.2% QoQ) · 155 holdings · Q3 2026 13F · top 10 are 45% of the stock portfolio
$33.2M
7.8% of stocks
-5%This quarter-2.7%Since filed11+ qtrsHeld- 2
AMERICAN CENTY ETF TR - AVANTIS ALL INT
$32.6M
7.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $25.1M
5.9% of stocks
-7%This quarter-1.8%Since filed11+ qtrsHeld- 4
AMERICAN CENTY ETF TR - AVA MID EQU ETF
$16.7M
3.9% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $16.7M
3.9% of stocks
-1%This quarter-0.0%Since filed11+ qtrsHeld$14.9M
3.5% of stocks
+48%This quarter-1.1%Since filed11+ qtrsHeld- 7
ISHARES TR - CORE S&P500 ETF
$14.7M
3.5% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $13.4M
3.1% of stocks
-4%This quarter-3.0%Since filed11+ qtrsHeld- 9
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$13.0M
3.0% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— $11.0M
2.6% of stocks
-5%This quarter-0.1%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $33.2M | 7.8% | -5% | -2.7% | 11+ qtrsTrimmed 5 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | AMERICAN CENTY ETF TR - AVANTIS ALL INT | $32.6M | 7.7% | +2% | — | — | — | — | |
| 3 | $25.1M | 5.9% | -7% | -1.8% | 11+ qtrsTrimmed 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | AMERICAN CENTY ETF TR - AVA MID EQU ETF | $16.7M | 3.9% | +0.5% | — | — | — | — | |
| 5 | $16.7M | 3.9% | -1% | -0.0% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $14.9M | 3.5% | +48% | -1.1% | 11+ qtrsAdded 2 qtrs in a row | 89.7#1 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | ISHARES TR - CORE S&P500 ETF | $14.7M | 3.5% | -3% | — | — | — | — | |
| 8 | $13.4M | 3.1% | -4% | -3.0% | 11+ qtrsTrimmed 4 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $13.0M | 3.0% | +9% | — | — | — | — | |
| 10 | $11.0M | 2.6% | -5% | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Wealth Management Partners, LLC (Q3 2026)
155 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $8.6M | 2.0% | 34K | +5% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $8.5M | 2.0% | 30K | -7% | — | — | 13F |
| 13 | Astera Labs, Inc. | Technology | $8.4M | 2.0% | 24K | -8% | 7 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $6.4M | 1.5% | 19K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Tesla, Inc. | Consumer Discretionary | $6.1M | 1.4% | 17K | +7% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ADVANCED MICRO DEVICES INC | Technology | $6.0M | 1.4% | 9,751 | -6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | APPLIED MATERIALS INC /DE | Technology | $5.3M | 1.3% | 10K | -6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Invesco Ltd. | Financials | $5.3M | 1.2% | 41K | -8% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - FUTU AI TECH ETFetf/fund | — | $5.1M | 1.2% | 66K | +0.2% | — | — | 13F |
| 20 | — | ARK ETF TR - NEXT GEN TECHetf/fund | — | $5.0M | 1.2% | 31K | -9% | — | — | 13F |
| 21 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $4.3M | 1.0% | 24K | -5% | — | — | 13F |
| 22 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $4.3M | 1.0% | 28K | -2% | — | — | 13F |
| 23 | — | ISHARES TR - CORE S&P US VLUetf/fund | — | $4.2M | 1.0% | 38K | -4% | — | — | 13F |
| 24 | — | THE ALGER ETF TRUST - CONCENTRATED EQTetf/fund | — | $4.2M | 1.0% | 104K | +11% | — | — | 13F |
| 25 | SPDR S&P 500 ETF TRUSTetf/fund | — | $4.2M | 1.0% | 5,509 | +7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $4.1M | 1.0% | 27K | +136% | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $4.1M | 0.9% | 12K | -1% | |||
| 28 | $PANW | Palo Alto Networks Inc | Technology | $4.0M | 0.9% | 10K | +1% | |||
| 29 | $PLTR | Palantir Technologies Inc. | Technology | $4.0M | 0.9% | 21K | +2% | |||
| 30 | — | ISHARES INC - CORE MSCI EMKT | — | $3.9M | 0.9% | 48K | +22% | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.9M | 0.9% | 24K | -7% | |||
| 32 | — | FIRST TR EXCHANGE-TRADED ALP - MID CP GR ALPH | — | $3.5M | 0.8% | 36K | -3% | |||
| 33 | — | VICTORY PORTFOLIOS II - VICT FR GROW ETF | — | $3.5M | 0.8% | 105K | +31% | |||
| 34 | $CRWV | CoreWeave, Inc. | Technology | $3.5M | 0.8% | 40K | -11% | |||
| 35 | $AVGO | Broadcom Inc. | Technology | $3.5M | 0.8% | 9,826 | -6% | |||
| 36 | $VRT | Vertiv Holdings Co | Technology | $3.1M | 0.7% | 13K | +0.4% | |||
| 37 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.9M | 0.7% | 21K | -2% | |||
| 38 | $IBIT | iShares Bitcoin Trust ETF | Financials | $2.9M | 0.7% | 61K | +418% | |||
| 39 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.7M | 0.6% | 2,936 | -1% | |||
| 40 | $CVX | CHEVRON CORP | Energy | $2.6M | 0.6% | 13K | -4% | |||
| 41 | — | ISHARES TR - MSCI USA MIN ETF | — | $2.4M | 0.6% | 25K | -3% | |||
| 42 | $NET | Cloudflare, Inc. | Technology | $2.4M | 0.6% | 6,795 | +2% | |||
| 43 | $CAT | CATERPILLAR INC | Industrials | $2.3M | 0.6% | 2,868 | +0.4% | |||
| 44 | $SMMT | Summit Therapeutics Inc. | Healthcare | $2.2M | 0.5% | 132K | +48% | |||
| 45 | $LLY | ELI LILLY & Co | Healthcare | $2.1M | 0.5% | 1,820 | +1.0% | |||
| 46 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $1.9M | 0.5% | 20K | -1% | |||
| 47 | — | VIRTUS ETF TR II - VIRTUS US QLTY | — | $1.8M | 0.4% | 41K | +3% | |||
| 48 | — | ISHARES TR - US OIL GS EX ETF | — | $1.8M | 0.4% | 14K | -6% | |||
| 49 | $WMT | Walmart Inc. | Consumer Staples | $1.8M | 0.4% | 17K | +0.7% | |||
| 50 | — | ARK ETF TR - AUTNMUS TECHNLGY | — | $1.8M | 0.4% | 15K | -17% | |||
| 51 | $SNDK | Sandisk Corp | Technology | $1.8M | 0.4% | 1,010 | New | |||
| 52 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $1.8M | 0.4% | 14K | -3% | |||
| 53 | — | GLOBAL X FDS - GENOMICS AND BIO | — | $1.7M | 0.4% | 25K | +143% | |||
| 54 | $META | Meta Platforms, Inc. | Technology | $1.6M | 0.4% | 2,240 | -4% | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.6M | 0.4% | 5,677 | -7% | |||
| 56 | — | ISHARES TR - CORE S&P US GWT | — | $1.5M | 0.3% | 7,796 | -3% | |||
| 57 | — | ISHARES TR - CORE MSCI EAFE | — | $1.5M | 0.3% | 16K | -1% | |||
| 58 | $V | VISA INC. | Financials | $1.5M | 0.3% | 4,138 | +0.0% | |||
| 59 | — | ARK ETF TR - GENOMIC REV ETF | — | $1.5M | 0.3% | 27K | +78% | |||
| 60 | — | ISHARES INC - MSCI EM ASIA ETF | — | $1.5M | 0.3% | 13K | +0.4% | |||
| 61 | — | ISHARES TR - U.S. FINLS ETF | — | $1.5M | 0.3% | 12K | +26% | |||
| 62 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $1.4M | 0.3% | 2,730 | -1% | |||
| 63 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.4M | 0.3% | 13K | New | |||
| 64 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.3M | 0.3% | 19K | -4% | |||
| 65 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.3M | 0.3% | 6,155 | -2% | |||
| 66 | $SHOP | SHOPIFY INC. | Technology | $1.3M | 0.3% | 8,900 | -7% | |||
| 67 | — | VANECK ETF TRUST - RARE EAR STR ETF | — | $1.3M | 0.3% | 20K | -13% | |||
| 68 | — | ISHARES TR - U.S. ENERGY ETF | — | $1.3M | 0.3% | 20K | -1% | |||
| 69 | — | ISHARES TR - ESG MSCI KLD ETF | — | $1.3M | 0.3% | 8,798 | — | |||
| 70 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.2M | 0.3% | 18K | +1% | |||
| 71 | — | ISHARES TR - US OIL EQ&SV ETF | — | $1.2M | 0.3% | 46K | -2% | |||
| 72 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $1.2M | 0.3% | 7,652 | +29% | |||
| 73 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.3% | 3,489 | -15% | |||
| 74 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.2M | 0.3% | 2,105 | +39% | |||
| 75 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.3% | 4,493 | +4% | |||
| 76 | — | ISHARES TR - RUS MD CP GR ETF | — | $1.2M | 0.3% | 8,420 | -1% | |||
| 77 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.1M | 0.3% | 1,252 | +4% | |||
| 78 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $1.1M | 0.3% | 12K | +9% | |||
| 79 | — | ISHARES TR - RUSSELL 3000 ETF | — | $1.1M | 0.3% | 2,515 | -3% | |||
| 80 | — | ISHARES TR - SP SMCP600VL ETF | — | $1.1M | 0.3% | 8,399 | -2% | |||
| 81 | $ORCL | ORACLE CORP | Technology | $1.0M | 0.2% | 7,509 | +6% | |||
| 82 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.2% | 1,067 | +5% | |||
| 83 | $DAL | DELTA AIR LINES, INC. | Industrials | $914K | 0.2% | 11K | +9% | |||
| 84 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $890K | 0.2% | 19K | -3% | |||
| 85 | $QBTS | D-Wave Quantum Inc. | Technology | $865K | 0.2% | 52K | +6% | |||
| 86 | $RGTI | Rigetti Computing, Inc. | Technology | $828K | 0.2% | 53K | +2% | |||
| 87 | — | ISHARES TR - U.S. BAS MTL ETF | — | $816K | 0.2% | 4,579 | +2% | |||
| 88 | $IONQ | IonQ, Inc. | Technology | $806K | 0.2% | 18K | +10% | |||
| 89 | $RTX | RTX Corp | Industrials | $803K | 0.2% | 4,324 | — | |||
| 90 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $800K | 0.2% | 7,728 | New | |||
| 91 | $JNJ | JOHNSON & JOHNSON | Healthcare | $770K | 0.2% | 2,908 | -10% | |||
| 92 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $731K | 0.2% | 1,468 | +3% | |||
| 93 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $722K | 0.2% | 1,930 | +2% | |||
| 94 | — | ISHARES TR - RUS 1000 GRW ETF | — | $692K | 0.2% | 5,524 | — | |||
| 95 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $687K | 0.2% | 2,945 | — | |||
| 96 | — | ISHARES TR - GLOBAL ENERG ETF | — | $649K | 0.1% | 11K | +4% | |||
| 97 | $GLD | SPDR GOLD TRUST | Financials | $644K | 0.1% | 1,690 | — | |||
| 98 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $622K | 0.1% | 12K | -25% | |||
| 99 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $596K | 0.1% | 18K | +2% | |||
| 100 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $566K | 0.1% | 1,392 | -32% | |||
| 101 | — | ISHARES TR - ISHARES BIOTECH | — | $563K | 0.1% | 2,672 | — | |||
| 102 | — | MORGAN STANLEY ETF TRUST - EAT INC OPP ETF | — | $549K | 0.1% | 11K | -20% | |||
| 103 | — | CAMBRIA ETF TR - SHSHLD YIELD ETF | — | $545K | 0.1% | 6,768 | +2% | |||
| 104 | $C | CITIGROUP INC | Financials | $529K | 0.1% | 4,089 | — | |||
| 105 | — | ISHARES TR - US INDUSTRIALS | — | $509K | 0.1% | 3,316 | — | |||
| 106 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $508K | 0.1% | 1,382 | -22% | |||
| 107 | — | ISHARES TR - GLOB INDSTRL ETF | — | $508K | 0.1% | 2,682 | — | |||
| 108 | $CSCO | CISCO SYSTEMS, INC. | Technology | $499K | 0.1% | 4,632 | -8% | |||
| 109 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $495K | 0.1% | 5,297 | -4% | |||
| 110 | — | ETFIS SER TR I - VIRTUS NEWFLEET | — | $489K | 0.1% | 22K | -12% | |||
| 111 | $SYY | SYSCO CORP | Consumer Discretionary | $482K | 0.1% | 6,181 | -0.8% | |||
| 112 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $473K | 0.1% | 2,255 | — | |||
| 113 | $AVAV | AeroVironment Inc | Industrials | $471K | 0.1% | 3,315 | New | |||
| 114 | — | ISHARES TR - GLOB HLTHCRE ETF | — | $467K | 0.1% | 4,571 | New | |||
| 115 | $LEU | CENTRUS ENERGY CORP | Materials | $461K | 0.1% | 3,305 | -22% | |||
| 116 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $440K | 0.1% | 7,183 | -17% | |||
| 117 | $CRDO | Credo Technology Group Holding Ltd | Technology | $439K | 0.1% | 2,253 | -26% | |||
| 118 | $NOW | ServiceNow, Inc. | Technology | $421K | 0.1% | 3,140 | +19% | |||
| 119 | $WM | WASTE MANAGEMENT INC | Utilities | $419K | 0.1% | 2,055 | -1% | |||
| 120 | $NEE | NEXTERA ENERGY INC | Utilities | $418K | 0.1% | 5,513 | — | |||
| 121 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $413K | 0.1% | 12K | -5% | |||
| 122 | — | ISHARES TR - US AER DEF ETF | — | $407K | 0.1% | 1,966 | — | |||
| 123 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $401K | 0.1% | 2,757 | -8% | |||
| 124 | $IBRX | ImmunityBio, Inc. | Healthcare | $376K | 0.1% | 40K | — | |||
| 125 | — | ISHARES TR - RUS 1000 VAL ETF | — | $372K | 0.1% | 1,499 | -14% | |||
| 126 | $IREN | IREN Ltd | Financials | $371K | 0.1% | 9,075 | -23% | |||
| 127 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $363K | 0.1% | 1,633 | -16% | |||
| 128 | $NBIS | Nebius Group N.V. | Technology | $358K | 0.1% | 1,518 | +8% | |||
| 129 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $356K | 0.1% | 6,339 | -3% | |||
| 130 | $AXP | AMERICAN EXPRESS CO | Financials | $309K | 0.1% | 1,014 | — | |||
| 131 | $HOOD | Robinhood Markets, Inc. | Financials | $298K | 0.1% | 2,645 | -16% | |||
| 132 | — | ISHARES TR - CORE S&P TTL STK | — | $291K | 0.1% | 1,752 | — | |||
| 133 | $RCAT | Red Cat Holdings, Inc. | Technology | $290K | 0.1% | 45K | +109% | |||
| 134 | — | ISHARES INC - MSCI GBL ETF NEW | — | $285K | 0.1% | 4,752 | New | |||
| 135 | — | ISHARES TR - U.S. TECH ETF | — | $284K | 0.1% | 1,072 | — | |||
| 136 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $266K | 0.1% | 1,033 | — | |||
| 137 | $FLR | FLUOR CORP | Industrials | $265K | 0.1% | 5,537 | — | |||
| 138 | — | THEMES ETF TR - LEVERAGE SHS 2X | — | $259K | 0.1% | 25K | New | |||
| 139 | — | ISHARES TR - RUSSELL 2000 ETF | — | $256K | 0.1% | 923 | — | |||
| 140 | $ONDS | Ondas Inc. | Technology | $255K | 0.1% | 35K | New | |||
| 141 | $MRK | Merck & Co., Inc. | Healthcare | $250K | 0.1% | 1,720 | — | |||
| 142 | $NVTS | Navitas Semiconductor Corp | Technology | $243K | 0.1% | 21K | +90% | |||
| 143 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $236K | 0.1% | 175 | — | |||
| 144 | — | ISHARES TR - S&P 500 GRWT ETF | — | $231K | 0.1% | 1,627 | — | |||
| 145 | $UNP | UNION PACIFIC CORP | Industrials | $230K | 0.1% | 844 | -10% | |||
| 146 | $TOL | Toll Brothers, Inc. | Industrials | $229K | 0.1% | 1,700 | — | |||
| 147 | $ABT | ABBOTT LABORATORIES | Healthcare | $227K | 0.1% | 2,301 | New | |||
| 148 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $223K | 0.1% | 2,784 | -11% | |||
| 149 | $ALL | ALLSTATE CORP | Financials | $222K | 0.1% | 999 | — | |||
| 150 | $SHW | SHERWIN WILLIAMS CO | Materials | $218K | 0.1% | 675 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 50 added to, 69 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$SNDKSandisk Corp$1.8M
first bought this quarter
- FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$1.4M
first bought this quarter
- VANECK ETF TRUST - URANI NUCLE ETF$800K
first bought this quarter
$AVAVAeroVironment Inc$471K
first bought this quarter
- ISHARES TR - GLOB HLTHCRE ETF$467K
first bought this quarter
- ISHARES INC - MSCI GBL ETF NEW$285K
first bought this quarter
+5 more in the Excel export
Added to (50)
now $14.9M · held 11+ qtrs, 2 adds in a row
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+136%now $4.1M · held 2 qtrs, 2 adds in a row
$IBITiShares Bitcoin Trust ETF+418%
now $2.9M · held 7 qtrs, 3 adds in a row
- DIMENSIONAL ETF TRUST - US SMALL CAP ETF+9%
now $13.0M
- GLOBAL X FDS - GENOMICS AND BIO+143%
now $1.7M
- VICTORY PORTFOLIOS II - VICT FR GROW ETF+31%
now $3.5M
+44 more in the Excel export
Trimmed (69)
now $25.1M · held 11+ qtrs, 3 trims in a row
now $33.2M · held 11+ qtrs, 5 trims in a row
now $8.4M · held 7 qtrs, 2 trims in a row
- FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX-7%
now $8.5M
now $11.0M · held 11+ qtrs
now $13.4M · held 11+ qtrs, 4 trims in a row
+63 more in the Excel export
Holdings by quarter
Every 13F Wealth Management Partners, LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Wealth Management Partners?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Wealth Management Partners's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-2.4%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 17% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Wealth Management Partners, LLC disclosed 155 positions worth $425.7M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 7.8% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 10 — including a new stake in $SNDK and a full exit from $TSM. The portfolio is most concentrated in Other (48.7% of disclosed assets). All figures are sourced directly from Wealth Management Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1843294.
Funds like this
managers whose biggest positions overlap Wealth Management Partners'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Wealth Management Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Wealth Management Partners, LLC (SEC CIK: 1843294), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Wealth Management Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.