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CIK: 0001843294
Total reported value
$425.0M
$425.0M
114 檔
16.7%
At the close of Q1 2025, Wealth Management Partners, LLC disclosed equity holdings valued at approximately $425.0M, spread across 114 reported holdings.
In Q1 2025, Wealth Management Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.13% | -0.67% | -0.81% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.92% | +0.17% | +0.95% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 5.59% | -1.45% | +1.09% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.44% | -0.26% | -2.67% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.85% | -0.19% | -1.01% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.82% | -0.29% | -4.31% | |
| 7 | FDN | First Trust Dj Internet Ind | ETF-Other | 3.43% | -0.17% | -0.05% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | +0.01% | +0.42% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.75% | -0.02% | -0.38% | |
| 10 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 2.40% | -0.14% | -0.03% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.14% | -0.07% | +6.96% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.81% | -0.17% | -1.92% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.70% | -0.13% | +0.58% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.52% | — | -1.74% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.46% | -0.45% | -7.46% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | +0.01% | +0.41% | |
| 17 | FAD | First Trust Multi Cap Growth | ETF-Other | 1.38% | +0.04% | +3.40% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.20% | +0.45% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.04% | +0.78% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.30% | -0.01% | -2.88% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | -0.05% | -1.26% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.28% | -0.14% | -4.20% | |
| 23 | FNY | First Trust Mid Cap Growth | ETF-Other | 1.26% | +0.02% | +1.19% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.30% | +7.92% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.08% | +0.56% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.97% | -0.33% | -0.93% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.94% | — | -0.59% | |
| 28 | ARKW | Ark Next Generation Internet | ETF-Other | 0.89% | -0.01% | +35.09% | |
| 29 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.86% | -0.04% | -1.13% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | — | +6.33% | |
| 31 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.72% | -0.17% | +1.18% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.71% | +0.35% | +3.45% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.71% | +0.80% | +4.77% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.08% | +13.61% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.03% | -0.26% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.14% | +2.35% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | -0.02% | -0.04% | |
| 38 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.57% | -0.13% | +48.58% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.03% | -19.58% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.54% | -0.03% | — | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.11% | +17.09% | |
| 42 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.52% | -0.04% | -20.71% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.04% | -0.59% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.51% | -0.02% | — | |
| 45 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.51% | -0.01% | +3.25% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.49% | +0.82% | -0.48% | |
| 47 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.49% | — | -3.19% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.48% | -0.02% | -1.40% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.19% | -7.42% | |
| 50 | IYF | Ishares US Financials ETF | ETF-Other | 0.48% | -0.03% | +2.51% |
According to official SEC Form 13F filings, Wealth Management Partners, LLC reported a total U.S. public equity portfolio value of $425.0M across 114 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, QQQ, IAU) accounted for 16.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $19.7M
During Q1 2025, Wealth Management Partners, LLC's top holdings by market value included NVDA (9.1%)、QQQ (7.9%)、IAU (5.6%). The largest single position, NVDA, represented 9.1% of total portfolio value.
In Q1 2025, Wealth Management Partners, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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