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Wealth Management Partners, LLC

CIK 1843294 · latest 13F filed 21 October 2026 · Read the filing on EDGAR

Wealth Management Partners, LLC reported 155 US-listed holdings worth $425.7 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: NVIDIA Corp. (7.8%), American Centy ETF Trust (7.7%) and Invesco QQQ Trust (5.9%). Against the quarter before, it opened 12 positions, added to 49, trimmed 68 and sold out of 11.

Reported holdings$425.7M+0.2% on Q2 2026
Positions155+1 on Q2 2026
The largest ten44.9%of its reported holdings
Latest 13FQ3 2026filed 21 October 2026
Where the money is
Added toTrimmed
NVDA7.8%AVNM7.7%QQQ5.9%AVMC3.9%AAPL3.9%MU3.5%IVV3.4%IAU3.1%DFAS3.1%MSFT2.6%AMZN2.0%FDN2.0%ALABGOOG141 more47.6%

The 14 largest of its 155 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $215.7 million in 111 positions$216MQ3 24Q4 2024: $231.7 million in 113 positions$232MQ4 24Q1 2025: $215.9 million in 114 positions$216MQ1 25Q2 2025: $282.9 million in 136 positions$283MQ2 25Q3 2025: $314.7 million in 138 positions$315MQ3 25Q4 2025: $350.2 million in 147 positions$350MQ4 25Q1 2026: $349.9 million in 147 positions$350MQ1 26Q2 2026: $425.0 million in 154 positions$425MQ2 26Q3 2026: $425.7 million in 155 positions$426MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +51.8% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
105120135150Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +51.8%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 12Added 49Held 26Trimmed 68Sold out 11
Opened: 12Added: 49Held: 26Trimmed: 68Sold out: 11

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 12

  1. ExxonMobil Holdings Corp. XOM$3.9 million
  2. Sandisk Corp. SNDK$1.8 million
  3. First Trust Exchange Traded FD CIBR$1.4 million
  4. Vaneck ETF Trust NLR$799,539
  5. AeroVironment Inc. AVAV$471,459
  6. iShares Trust IXJ$466,791
  7. iShares MSCI Global Metals & Mining Producers ETF PICK$284,930
  8. Themes ETF Trust SNDG$259,250

and 4 more in the table below

Added to 49

  1. Micron Technology Inc. MU+4,529 shares · +48%
  2. Space Exploration Techn Corp. Class A Com STK SPCX+15,555 shares · +136%
  3. iShares Bitcoin Trust ETF IBIT+49,564 shares · +418%
  4. Dimensional ETF Trust DFAS+14,436 shares · +9%
  5. Global X FDS GNOM+14,533 shares · +143%
  6. Victory Portfolios II GFLW+24,827 shares · +31%
  7. Summit Therapeutics Inc. SMMT+43,184 shares · +48%
  8. iShares Core MSCI Emerging Mark IEMG+8,725 shares · +22%

and 41 more in the table below

Trimmed 68

  1. Invesco QQQ Trust QQQ-2,500 shares · -7%
  2. NVIDIA Corp. NVDA-7,791 shares · -5%
  3. Astera Labs Inc. ALAB-2,169 shares · -8%
  4. First Trust Exchange-Traded FD FDN-2,061 shares · -7%
  5. Microsoft Corp. MSFT-1,143 shares · -5%
  6. iShares Gold Trust IAU-6,687 shares · -4%
  7. ARK ETF Trust ARKW-3,201 shares · -9%
  8. iShares Core S&P 500 ETF IVV-623 shares · -3%

and 60 more in the table below

Sold out of 11

  1. Taiwan Semiconductor Manufacturing Company Limited TSM$4.5 million last quarter
  2. ASML Holding N.V. ASML$3.8 million last quarter
  3. ExxonMobil Holdings Corp. XOM$3.5 million last quarter
  4. Rio Tinto plc RIO$1.4 million last quarter
  5. Oklo Inc. OKLO$912,060 last quarter
  6. Carnival Corp. Ltd. CCL$343,298 last quarter
  7. Marvell Technology, Inc. MRVL$272,569 last quarter
  8. Texas Instruments Inc. TXN$219,976 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA145.3K$33.2 million7.80%-7.8K
American Centy ETF Trust AVNM392.5K$32.6 million7.66%+8.3K
Invesco QQQ Trust QQQ34.0K$25.1 million5.90%-2.5K
American Centy ETF Trust AVMC219.3K$16.7 million3.93%+1.0K
Apple Inc. AAPL50.0K$16.7 million3.92%-561
Micron Technology Inc. MU14.0K$14.9 million3.51%+4.5K
iShares Core S&P 500 ETF IVV19.2K$14.7 million3.45%-623
iShares Gold Trust IAU171.1K$13.4 million3.14%-6.7K
Dimensional ETF Trust DFAS167.8K$13.0 million3.05%+14.4K
Microsoft Corp. MSFT21.5K$11.0 million2.59%-1.1K
Amazon.com Inc. AMZN34.4K$8.6 million2.01%+1.6K
First Trust Exchange-Traded FD FDN29.6K$8.5 million2.00%-2.1K
Astera Labs Inc. ALAB23.6K$8.4 million1.98%-2.2K
Alphabet Inc. GOOG18.8K$6.4 million1.50%-225
Tesla, Inc. TSLA17.1K$6.1 million1.43%+1.2K
Advanced Micro Devices Inc. AMD9.8K$6.0 million1.40%-617
Applied Materials Inc. AMAT10.4K$5.3 million1.25%-618
Invesco Exch Traded FD Trust II RWL41.2K$5.3 million1.24%-3.6K
iShares Trust ARTY65.7K$5.1 million1.21%+145
ARK ETF Trust ARKW31.3K$5.0 million1.18%-3.2K
First Trust Multi Cap Growth Al FAD23.7K$4.3 million1.01%-1.3K
Vanguard Whitehall FDS VYM27.5K$4.3 million1.00%-564
iShares Trust IUSV38.5K$4.2 million1.00%-1.5K
the Alger ETF Trust CNEQ103.5K$4.2 million0.99%+10.7K
SPDR S&P 500 SPY5.5K$4.2 million0.99%+347
Space Exploration Techn Corp. Class A Com STK SPCX27.0K$4.1 million0.96%+15.6K
JPMorgan Chase & Co. JPM12.2K$4.1 million0.95%-148
Palo Alto Networks Inc. PANW10.2K$4.0 million0.95%+132
Palantir Technologies Inc. PLTR21.1K$4.0 million0.93%+396
iShares Core MSCI Emerging Mark IEMG48.1K$3.9 million0.92%+8.7K
ExxonMobil Holdings Corp. XOM23.7K$3.9 million0.91%new
First Trust Exchange-Traded Alp FNY35.6K$3.5 million0.83%-1.1K
Victory Portfolios II GFLW105.2K$3.5 million0.83%+24.8K
Coreweave Inc. CRWV39.8K$3.5 million0.81%-5.0K
Broadcom Inc. AVGO9.8K$3.5 million0.81%-622
Vertiv Holdings Co. VRT13.0K$3.1 million0.73%+48
iShares Core S&P Small-Cap ETF IJR21.4K$2.9 million0.69%-485
iShares Bitcoin Trust ETF IBIT61.4K$2.9 million0.68%+49.6K
Costco Wholesale Corp. COST2.9K$2.7 million0.63%-31
Chevron Corp. CVX12.9K$2.6 million0.62%-558
iShares Edge MSCI Min Vol USA ETF USMV24.6K$2.4 million0.56%-735
Cloudflare Inc. NET6.8K$2.4 million0.55%+127
Caterpillar Inc. CAT2.9K$2.3 million0.55%+12
Summit Therapeutics Inc. SMMT132.5K$2.2 million0.53%+43.2K
Eli Lilly & Co. LLY1.8K$2.1 million0.49%+18
American Century ETF Trust AVEM20.2K$1.9 million0.45%-249
Virtus ETF Trust II JOET41.0K$1.8 million0.43%+1.0K
iShares ETFs IEO13.7K$1.8 million0.43%-949
Walmart Inc. WMT17.2K$1.8 million0.42%+116
ARK ETF Trust ARKQ14.6K$1.8 million0.42%-2.9K
Sandisk Corp. SNDK1.0K$1.8 million0.41%new
American Centy ETF Trust AVUS13.7K$1.8 million0.41%-405
Global X FDS GNOM24.7K$1.7 million0.41%+14.5K
Meta Platforms, Inc. META2.2K$1.6 million0.38%-99
Home Depot, Inc. HD5.7K$1.6 million0.38%-445
iShares Trust IUSG7.8K$1.5 million0.35%-243
iShares Core MSCI Eafe ETF IEFA15.6K$1.5 million0.35%-166
Visa Inc. V4.1K$1.5 million0.35%+1
ARK Investment Management LLC ARKG27.3K$1.5 million0.35%+12.0K
iShares Inc. EEMA12.7K$1.5 million0.34%+47
iShares Trust IYF11.6K$1.5 million0.34%+2.4K
SPDR Dow Jones Indl Average DIA2.7K$1.4 million0.33%-39
First Trust Exchange Traded FD CIBR13.2K$1.4 million0.32%new
iShares Core S&P Mid-Cap ETF IJH18.6K$1.3 million0.31%-786
Vanguard Value ETF VTV6.2K$1.3 million0.31%-135
Shopify Inc. SHOP8.9K$1.3 million0.31%-685
Vaneck ETF Trust REMX20.4K$1.3 million0.31%-3.2K
iShares Trust IYE19.9K$1.3 million0.30%-278
iShares Trust DSI8.8K$1.3 million0.30%no change
Freeport-McMoRan Inc. FCX17.7K$1.2 million0.29%+226
iShares U.s. Oil Equipment & Services ETF IEZ46.1K$1.2 million0.29%-1.1K
SPDR Ser Trust XBI7.7K$1.2 million0.28%+1.7K
Alphabet Inc. GOOGL3.5K$1.2 million0.28%-600
iShares Trust SOXX2.1K$1.2 million0.28%+595
AbbVie Inc. ABBV4.5K$1.2 million0.28%+193
iShares Russell Mid-Cap Growth ETF IWP8.4K$1.2 million0.27%-99
Goldman Sachs Group Inc. GS1.3K$1.1 million0.26%+44
Vanguard Growth ETF VUG12.5K$1.1 million0.26%+1.0K
iShares Trust IWV2.5K$1.1 million0.26%-72
iShares Trust IJS8.4K$1.1 million0.25%-141
Oracle Corp. ORCL7.5K$1.0 million0.24%+441
GE Vernova Inc. GEV1.1K$1.0 million0.24%+46
Delta Air Lines, Inc. DAL11.0K$913,9700.21%+880
Verizon Communications Inc. VZ19.4K$890,4410.21%-698
D-Wave Quantum Inc. QBTS52.2K$864,5890.20%+3.1K
Rigetti Computing Inc. RGTI52.6K$827,8930.19%+869
iShares Trust IYM4.6K$815,6570.19%+68
Ionq Inc. Com IONQ18.4K$805,9710.19%+1.7K
RTX Corp. RTX4.3K$802,7510.19%no change
Vaneck ETF Trust NLR7.7K$799,5390.19%new
Johnson & Johnson JNJ2.9K$769,8640.18%-311
Berkshire Hathaway Inc. Class B BRKB1.5K$730,9910.17%+40
VG Totl STK Vprs VTI1.9K$722,2640.17%+38
iShares Trust IWF5.5K$691,9360.16%no change
Vanguard Specialized Funds VIG2.9K$687,0980.16%no change
iShares Trust IXC11.4K$649,0020.15%+430
SPDR Gold Trust GLD1.7K$643,6200.15%no change
Janus Detroit STR Trust JAAA12.3K$621,7900.15%-4.1K
Schwab Strategic Trust SCHD18.3K$595,5270.14%+300
Intuitive Surgical Inc. ISRG1.4K$566,0290.13%-663
iShares Trust IBB2.7K$562,6400.13%no change
Morgan Stanley ETF Trust Eaton Vance Income Opportunities ETF XAGG11.4K$549,0630.13%-2.9K
Cambria ETF Trust SYLD6.8K$545,4540.13%+145
Citigroup Inc. C4.1K$529,3840.12%no change
iShares Trust IYJ3.3K$508,5750.12%no change
UnitedHealth Group Inc. UNH1.4K$508,4130.12%-400
iShares Trust EXI2.7K$507,5950.12%no change
Cisco Systems, Inc. CSCO4.6K$498,5420.12%-422
United Parcel Service Inc. UPS5.3K$495,1790.12%-214
Etfis Ser Trust I NFLT22.1K$488,6740.11%-2.9K
Sysco Corp. SYY6.2K$481,8330.11%-47
Republic Services, Inc. RSG2.3K$473,2570.11%no change
AeroVironment Inc. AVAV3.3K$471,4590.11%new
iShares Trust IXJ4.6K$466,7910.11%new
Centrus Energy Corp. LEU3.3K$461,0140.11%-944
JPMorgan Nasdaq Equity Premium JEPQ7.2K$440,0220.10%-1.4K
Credo Technology Group Holdi CRDO2.3K$438,8620.10%-805
ServiceNow, Inc. NOW3.1K$420,7910.10%+508
Waste Management Inc. WM2.1K$419,0560.10%-26
NextEra Energy Inc. NEE5.5K$417,5550.10%no change
Innovator Etfs Trust BALT11.8K$412,5150.10%-576
iShares Trust ITA2.0K$407,3160.10%no change
Procter & Gamble Co. PG2.8K$400,5370.09%-246
Immunitybio Inc. IBRX39.9K$376,2780.09%no change
iShares Russell 1000 Value Inde IWD1.5K$371,6470.09%-236
Iris Energy Ltd IREN9.1K$370,9860.09%-2.7K
PNC Financial Services Group, Inc. PNC1.6K$362,9510.09%-314
Yandex N V NBIS1.5K$358,0660.08%+112
J P Morgan Exchange Traded F JEPI6.3K$356,3990.08%-228
American Express Co. AXP1.0K$308,6470.07%no change
Robinhood Markets, Inc. HOOD2.6K$297,5630.07%-500
iShares Trust ITOT1.8K$291,3230.07%no change
Red Cat Hldgs Inc. RCAT44.8K$289,6150.07%+23.3K
iShares MSCI Global Metals & Mining Producers ETF PICK4.8K$284,9300.07%new
iShares Trust IYW1.1K$283,9730.07%no change
Illinois Tool Works Inc. ITW1.0K$265,7700.06%no change
Fluor Corp. FLR5.5K$265,1120.06%no change
Themes ETF Trust SNDG25.0K$259,2500.06%new
iShares Russell 2000 ETF IWM923$256,4920.06%no change
Ondas Hldgs Inc. ONDS34.8K$255,1430.06%new
Merck & Co., Inc. MRK1.7K$249,9330.06%no change
Navitas Semiconductor Corp NVTS20.9K$242,6490.06%+9.9K
Monolithic Power Systems, Inc. MPWR175$235,7640.06%no change
iShares S&P Growth Index FD IVW1.6K$231,4570.05%no change
Union Pacific Corp. UNP844$229,6780.05%-92
Toll Brothers, Inc. TOL1.7K$229,0750.05%no change
Abbott Laboratories ABT2.3K$227,4080.05%new
Wells Fargo & Company WFC2.8K$222,8980.05%-343
Allstate Corp. ALL999$221,6380.05%no change
Sherwin Williams Co. SHW675$218,2070.05%no change
Vanguard World FD VGT1.7K$217,2830.05%-87
Intel Corp. INTC1.8K$212,5670.05%+108
Schwab Strategic Trust SCHR9.0K$212,5650.05%new
Direxion SHS ETF Trust MUU5.8K$212,1200.05%new
Cipher Mining Inc. CIFR12.7K$201,5310.05%-7.8K
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 11 it sold out of are in the box above.