Q3 2026 13F · SEC CIK 1843294

Wealth Management Partners, LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $425.7M
Reported positions: 155
Top holdings a year, 3 yrs: +26.2%
Assets under management: $793.5M

Wealth Management Partners, LLC is a wealth manager that reported 155 positions worth $425.7M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Nvidia Corporation (NVDA, 7.8%), Avantis All (AVNM, 7.7%), Invesco Qqq Tr (QQQ, 5.9%). 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 155 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.8%	7.2%	145,331	-5.1%	$33.2M
AVNMAvantis All	7.7%	7.4%	392,508	+2.2%	$32.6M
QQQInvesco Qqq Tr	5.9%	6.3%	33,967	-6.9%	$25.1M
AVMCAmerican Centy ETF Tr	3.9%	4.1%	219,322	+0.5%	$16.7M
AAPLApple Inc	3.9%	3.4%	50,047	-1.1%	$16.7M
MUMicron Technology Inc	3.5%	2.6%	14,013	+47.8%	$14.9M
IVVIshares Tr	3.4%	3.5%	19,162	-3.1%	$14.7M
IAUIshares Gold Tr	3.1%	3.2%	171,116	-3.8%	$13.4M
DFASDimensional ETF Trust	3.1%	3.0%	167,809	+9.4%	$13.0M
MSFTMicrosoft Corp	2.6%	2.0%	21,538	-5.0%	$11.0M
AMZNAmazon Com Inc	2.0%	1.8%	34,416	+4.8%	$8.6M
FDNFirst Tr Exchange-Traded Fd	2.0%	2.0%	29,586	-6.5%	$8.5M
ALABAstera Labs Inc	2.0%	2.9%	23,627	-8.4%	$8.4M
GOOGAlphabet Inc	1.5%	1.6%	18,779	-1.2%	$6.4M
TSLATesla Inc	1.4%	1.6%	17,147	+7.4%	$6.1M
AMDAdvanced Micro Devices Inc	1.4%	1.4%	9,751	-6.0%	$6.0M
AMATApplied Matls Inc	1.2%	1.9%	10,388	-5.6%	$5.3M
RWLInvesco Exch Traded Fd Tr II	1.2%	1.3%	41,162	-8.0%	$5.3M
ARTYIshares Tr	1.2%	1.2%	65,700	+0.2%	$5.1M
ARKWARK Next Generation	1.2%	1.2%	31,253	-9.3%	$5.0M
FADFirst Tr Exchange-Traded Alp	1.0%	1.2%	23,665	-5.2%	$4.3M
VYMVanguard Whitehall Fds	1.0%	1.0%	27,541	-2.0%	$4.3M
IUSVIshares Tr	1.0%	1.0%	38,466	-3.8%	$4.2M
CNEQThe Alger ETF Trust	1.0%	0.9%	103,527	+11.5%	$4.2M
SPYState Str Spdr S&p 500 ETF T	1.0%	0.9%	5,509	+6.7%	$4.2M
SPCXSpace Exploration Techn Corp	1.0%	0.5%	26,962	+136.4%	$4.1M
JPMJpmorgan Chase & Co	1.0%	1.0%	12,243	-1.2%	$4.1M
PANWPalo Alto Networks Inc	1.0%	0.8%	10,193	+1.3%	$4.0M
PLTRPalantir Technologies Inc	0.9%	0.6%	21,136	+1.9%	$4.0M
IEMGIshares Inc	0.9%	0.8%	48,115	+22.2%	$3.9M
XOMExxonmobil Holdings Corp	0.9%	—	23,722	—	$3.9M
FNYFirst Tr Exchange-Traded Alp	0.8%	1.0%	35,643	-2.9%	$3.5M
GFLWVictory Portfolios II	0.8%	0.6%	105,231	+30.9%	$3.5M
CRWVCoreweave Inc	0.8%	1.0%	39,774	-11.1%	$3.5M
AVGOBroadcom Inc	0.8%	0.9%	9,826	-6.0%	$3.5M
VRTVertiv Holdings Co	0.7%	1.0%	12,951	+0.4%	$3.1M
IJRIshares Tr	0.7%	0.8%	21,449	-2.2%	$2.9M
IBITIshares Bitcoin Trust ETF	0.7%	—	61,409	—	$2.9M
COSTCostco Wholesale Corporation	0.6%	0.7%	2,936	-1.0%	$2.7M
CVXChevron Corporation	0.6%	0.5%	12,946	-4.1%	$2.6M
USMVIshares Tr	0.6%	0.6%	24,558	-2.9%	$2.4M
NETCloudflare Inc	0.6%	—	6,795	—	$2.4M
CATCaterpillar Inc	0.5%	0.7%	2,868	+0.4%	$2.3M
SMMTSummit Therapeutics Inc	0.5%	—	132,458	—	$2.2M
LLYEli Lilly & Co	0.5%	0.5%	1,820	+1.0%	$2.1M
AVEMAmerican Centy ETF Tr	0.4%	0.5%	20,181	-1.2%	$1.9M
JOETVirtus ETF Tr II	0.4%	0.4%	41,012	+2.5%	$1.8M
IEOIshares Tr	0.4%	—	13,712	—	$1.8M
WMTWalmart Inc	0.4%	0.5%	17,164	+0.7%	$1.8M
ARKQArk ETF Tr	0.4%	0.5%	14,600	-16.8%	$1.8M

What Wealth Management Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$425.7M	155
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

Questions about Wealth Management Partners, LLC's portfolio

What stocks does Wealth Management Partners, LLC own?

Wealth Management Partners, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 155 positions worth $425.7M. The largest are Nvidia Corporation (NVDA) at 7.8%, Avantis All (AVNM) at 7.7%, Invesco Qqq Tr (QQQ) at 5.9%, American Centy ETF Tr (AVMC) at 3.9% and Apple Inc (AAPL) at 3.9%.

What did Wealth Management Partners, LLC buy last quarter?

In Q3 2026, Wealth Management Partners, LLC added Space Exploration Techn Corp (SPCX) (+136.4% shares), Micron Technology Inc (MU) (+47.8% shares) and Victory Portfolios II (GFLW) (+30.9% shares), compared with its Q2 2026 filing.

What did Wealth Management Partners, LLC sell last quarter?

In Q3 2026, Wealth Management Partners, LLC cut from its top 50 Taiwan Semiconductor Manufac (TSM), cut from its top 50 Asml Hldg NV (ASML), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Home Depot Inc (HD), cut from its top 50 Vaneck ETF Trust (REMX), Ark ETF Tr (ARKQ) (-16.8% shares), Coreweave Inc (CRWV) (-11.1% shares) and ARK Next Generation (ARKW) (-9.3% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $425.7M.