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CIK: 0001843294
Total reported value
$425.0M
$425.0M
138 檔
25.4%
In Q3 2025, Wealth Management Partners, LLC's U.S. equity holdings reached a combined market value of $425.0M, distributed across 138 disclosed stock positions.
In Q3 2025, Wealth Management Partners, LLC displayed an active expansion posture, initiating 18 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.35% | -0.67% | -3.58% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.59% | +0.17% | +0.16% | |
| 3 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 7.40% | -0.84% | +0.28% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 4.71% | -1.45% | +0.05% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.20% | -0.26% | -2.37% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.15% | -0.19% | +0.76% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | -0.29% | +0.00% | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.97% | -0.17% | +0.11% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.52% | -0.07% | +0.46% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | +0.01% | -5.16% | |
| 11 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.80% | -0.14% | -1.41% | |
| 12 | ALAB | Astera Labs Inc | Stock-Tech | 1.62% | +1.61% | -1.11% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.01% | +0.03% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.34% | -0.17% | -1.50% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.32% | -0.33% | +3.82% | |
| 16 | ARKW | Ark Next Generation Internet | ETF-Other | 1.32% | -0.01% | +17.14% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.30% | -0.13% | +1.99% | |
| 18 | FAD | First Trust Multi Cap Growth | ETF-Other | 1.26% | +0.04% | +2.94% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.04% | -0.87% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | — | -0.83% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | -0.05% | +0.02% | |
| 22 | FNY | First Trust Mid Cap Growth | ETF-Other | 1.06% | +0.02% | +0.77% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.45% | -1.93% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | -0.01% | -2.03% | |
| 25 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.89% | +0.33% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.20% | -2.44% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.86% | -0.04% | +11.65% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.85% | -0.14% | -3.50% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.08% | -4.19% | |
| 30 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.81% | +0.02% | +15.33% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.75% | +0.80% | +1.25% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.30% | -1.33% | |
| 33 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.69% | +0.35% | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.63% | — | +8.25% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.60% | +0.35% | +0.99% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.59% | -0.03% | +4.87% | |
| 37 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.57% | -0.01% | +0.32% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.82% | +1.90% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.14% | +1.02% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.08% | -9.62% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.52% | +1.72% | +2.05% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.51% | -0.02% | -1.83% | |
| 43 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.49% | -0.04% | +0.43% | |
| 44 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.49% | -0.04% | -1.38% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.11% | -8.01% | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.48% | -0.09% | -1.77% | |
| 47 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.48% | -0.17% | +24.44% | |
| 48 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.47% | -0.17% | +0.33% | |
| 49 | OKLO | Oklo Inc | Stock-Utilities | 0.46% | -0.02% | +143.90% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.03% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALAB | Astera Labs Inc | +1.3% | -1.11% | Add |
| 2 | NVDA | Nvidia CORP | +1.2% | -3.58% | Trim |
| 3 | ARKW | Ark Next Generation Internet | +0.4% | +17.14% | Add |
| 4 | VRT | Vertiv Holdings Co-a | +0.4% | +15.33% | Add |
| 5 | TSLA | Tesla Inc | +0.4% | +0.46% | Trim |
| 6 | PLTR | Palantir Technologies Inc-a | +0.4% | +3.82% | Trim |
| 7 | AVGO | Broadcom Inc | +0.4% | -0.83% | Add |
| 8 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +23.37% | Add |
| 9 | NET | Cloudflare Inc - Class A | +0.2% | +9.19% | Add |
| 10 | MU | Micron Technology Inc | +0.2% | +2.05% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +0.03% | Add |
| 12 | AMD | Advanced Micro Devices | +0.1% | +1.90% | Add |
| 13 | ARKQ | Ark Autonomous Tech & Robot | +0.1% | +0.32% | Trim |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +4.87% | Add |
| 15 | AMAT | Applied Materials Inc | 0% | +1.25% | Add |
| 16 | SHOP | Shopify Inc - Class A | 0% | -1.77% | Trim |
| 17 | FAD | First Trust Multi Cap Growth | -0.1% | +2.94% | Add |
| 18 | JPM | Jpmorgan Chase & Co | -0.1% | -0.87% | Add |
| 19 | FNY | First Trust Mid Cap Growth | -0.2% | +0.77% | Trim |
| 20 | MSFT | Microsoft CORP | -0.2% | +0.00% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.02% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | +0.16% | Add |
| 23 | UNH | Unitedhealth Group Inc | -0.4% | -52.47% | Trim |
| 24 | FDN | First Trust Dj Internet Ind | -0.5% | +0.11% | Add |
| 25 | RWL | Invesco S&p 500 Revenue ETF | -0.6% | -1.41% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.7% | +0.76% | Add |
| 27 | AMZN | Amazon.com Inc | -0.7% | -5.16% | Trim |
| 28 | IAU | Ishares Gold Trust | -0.9% | +0.05% | Trim |
| 29 | AAPL | Apple Inc | -1.2% | -2.37% | Trim |
| 30 | AVEM | Avantis Emerging Markets Eq | -2.2% | -1.83% | Trim |
| 31 | AVNM | Avantis All Intl Mkts Eq ETF | — | NEW | New buy |
| 32 | VTWO | Vanguard Russell 2000 ETF | — | EXIT | Sold out |
| 33 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 34 | DFAS | Dimensional US Small Cap ETF | — | NEW | New buy |
| 35 | ARTY | Ishares Future Ai & Tech ETF | — | NEW | New buy |
| 36 | JOET | Virtus Terranova US Qual Mom | — | NEW | New buy |
| 37 | OKLO | Oklo Inc | — | NEW | New buy |
| 38 | RGTI | Rigetti Computing Inc | — | NEW | New buy |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 41 | QBTS | D-wave Quantum Inc | — | NEW | New buy |
| 42 | NFLT | Virtus Newfleet Multi-sector | — | NEW | New buy |
| 43 | AVMC | Avantis US Mid Cap Eq ETF | — | NEW | New buy |
| 44 | IONQ | Ionq Inc | — | NEW | New buy |
| 45 | ORCL | Oracle CORP | — | NEW | New buy |
| 46 | IREN | IREN Limited | — | NEW | New buy |
| 47 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 48 | GEV | GE Vernova Inc | — | NEW | New buy |
| 49 | GSEW | Goldman Sachs Eql Wght Large | — | EXIT | Sold out |
| 50 | CRDO | Credo Technology Group Holding Ltd | — | NEW | New buy |
According to official SEC Form 13F filings, Wealth Management Partners, LLC reported a total U.S. public equity portfolio value of $425.0M across 138 disclosed positions in Q3 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, AVNM) accounted for 25.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVNM
市值: $23.3M
Top Position Liquidated / Trimmed
VTWO
前期市值: $3.3M
During Q3 2025, Wealth Management Partners, LLC's top holdings by market value included NVDA (10.3%)、QQQ (7.6%)、AVNM (7.4%). The largest single position, NVDA, represented 10.3% of total portfolio value.
In Q3 2025, Wealth Management Partners, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 17 positions, trimming 13 holdings, and fully liquidating 2 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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