Institutions / Wealth Management Partners, LLC
Wealth Management Partners, LLC
CIK 1843294 · Institution · as of Dec 31, 2025
Portfolio value
$350.21M
Positions
147
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 147 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $31.48M | 9.0% |
| American Centy ETF Tr | $24.90M | 7.1% |
| Invesco Qqq Tr | $24.44M | 7.0% |
| iShares Gold Tr | $16.21M | 4.6% |
| American Centy ETF Tr | $14.31M | 4.1% |
| Apple Inc. | $13.76M | 3.9% |
| iShares Tr | $13.32M | 3.8% |
| Microsoft Corp | $10.64M | 3.0% |
| Dimensional ETF Trust | $9.62M | 2.7% |
| First Tr Exchange-Traded Fd | $8.86M | 2.5% |
| Amazon.com Inc | $7.27M | 2.1% |
| Tesla Inc | $6.55M | 1.9% |
| Alphabet Inc. | $6.16M | 1.8% |
| Invesco Exch Traded Fd Tr II | $5.47M | 1.6% |
| Astera Labs, Inc. | $5.45M | 1.6% |
| Ark ETF Tr | $4.82M | 1.4% |
| Vanguard Whitehall Fds | $4.13M | 1.2% |
| iShares Tr | $4.11M | 1.2% |
| First Tr Exchange-Traded Alp | $4.05M | 1.2% |
| JPMorgan Chase & Co | $3.84M | 1.1% |
| Palantir Technologies Inc | $3.82M | 1.1% |
| Broadcom Inc. | $3.68M | 1.1% |
| SPDR S&P 500 ETF Tr | $3.61M | 1.0% |
| First Tr Exchange-Traded Alp | $3.28M | 0.9% |
| Exxon Mobil Corp | $3.11M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.