13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001843294
Total reported value
$425.0M
$425.0M
147 檔
26.2%
According to the latest 13F quarterly dataset, Wealth Management Partners, LLC managed an equity portfolio of $425.0M at the end of Q4 2025, spanning 147 distinct U.S. exchange-listed positions.
In Q4 2025, Wealth Management Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.99% | -0.67% | -3.35% | |
| 2 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 7.11% | -0.84% | +2.62% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.98% | +0.17% | -0.05% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 4.63% | -1.45% | -1.94% | |
| 5 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 4.09% | -0.36% | +1925.17% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.93% | -0.26% | -2.41% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.80% | -0.19% | -0.36% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | -0.29% | +1.17% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.75% | -0.04% | +248.85% | |
| 10 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.53% | -0.17% | -1.56% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | +0.01% | +0.28% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.87% | -0.07% | -18.32% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.76% | +0.01% | +0.32% | |
| 14 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.56% | -0.14% | -6.84% | |
| 15 | ALAB | Astera Labs Inc | Stock-Tech | 1.56% | +1.61% | +25.61% | |
| 16 | ARKW | Ark Next Generation Internet | ETF-Other | 1.38% | -0.01% | +37.16% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.18% | -0.17% | -3.90% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.17% | -0.13% | -1.77% | |
| 19 | FAD | First Trust Multi Cap Growth | ETF-Other | 1.16% | +0.04% | +1.33% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.04% | -1.13% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.09% | -0.33% | -5.81% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | — | -2.74% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | -0.05% | +5.48% | |
| 24 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.94% | +0.02% | -1.02% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.45% | -0.40% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 0.85% | +0.80% | +0.90% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.83% | +0.15% | — | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.81% | +1.72% | +3.10% | |
| 29 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.79% | +0.02% | +0.24% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.20% | +1.88% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | -0.01% | -9.11% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.75% | -0.14% | -0.49% | |
| 33 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.71% | +0.35% | +8.71% | |
| 34 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.65% | +0.33% | +53.62% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.64% | +0.82% | -5.30% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.30% | +1.64% | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.60% | +0.17% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.08% | -4.82% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.59% | — | -5.80% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.55% | -0.03% | — | |
| 41 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.53% | -0.01% | -0.04% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.14% | -0.36% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | +0.35% | +3.89% | |
| 44 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.50% | -0.17% | +19.22% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.11% | -5.64% | |
| 46 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.47% | -0.02% | -0.13% | |
| 47 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.46% | -0.09% | -0.62% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.08% | +1.25% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.03% | -1.03% | |
| 50 | GFLW | Vs Free Cash Flow Growth ETF | ETF-Other | 0.41% | +0.14% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVMC | Avantis US Mid Cap Eq ETF | +3.9% | +1925.17% | Add |
| 2 | DFAS | Dimensional US Small Cap ETF | +1.9% | +248.85% | Add |
| 3 | MU | Micron Technology Inc | +0.3% | +3.10% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +0.32% | Add |
| 5 | LEU | Centrus Energy Corp-class A | +0.1% | +229.74% | Add |
| 6 | AMAT | Applied Materials Inc | +0.1% | +0.90% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +1.48% | Add |
| 8 | ORCL | Oracle CORP | +0.1% | +119.72% | Add |
| 9 | AMD | Advanced Micro Devices | +0.1% | -5.30% | Trim |
| 10 | ARKW | Ark Next Generation Internet | +0.1% | +37.16% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.61% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +61.31% | Add |
| 13 | ISRG | Intuitive Surgical Inc | 0% | +0.10% | Add |
| 14 | QBTS | D-wave Quantum Inc | 0% | +18.30% | Add |
| 15 | ARTY | Ishares Future Ai & Tech ETF | 0% | +8.71% | Add |
| 16 | JOET | Virtus Terranova US Qual Mom | 0% | +19.22% | Add |
| 17 | CAT | Caterpillar Inc | 0% | -5.64% | Trim |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.48% | Add |
| 19 | ALAB | Astera Labs Inc | -0.1% | +25.61% | Add |
| 20 | IAU | Ishares Gold Trust | -0.1% | -1.94% | Trim |
| 21 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | -20.39% | Trim |
| 22 | AMZN | Amazon.com Inc | -0.1% | +0.28% | Add |
| 23 | OKLO | Oklo Inc | -0.2% | +14.96% | Add |
| 24 | IJR | Ishares Core S&p Small-cap E | -0.2% | -9.11% | Trim |
| 25 | SMMT | Summit Therapeutics Inc | -0.2% | -20.30% | Trim |
| 26 | HD | Home Depot Inc | -0.2% | -4.82% | Trim |
| 27 | PLTR | Palantir Technologies Inc-a | -0.2% | -5.81% | Trim |
| 28 | CRWV | Coreweave Inc-cl A | -0.2% | +53.62% | Add |
| 29 | RWL | Invesco S&p 500 Revenue ETF | -0.2% | -6.84% | Trim |
| 30 | AAPL | Apple Inc | -0.3% | -2.41% | Trim |
| 31 | AVNM | Avantis All Intl Mkts Eq ETF | -0.3% | +2.62% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.4% | -0.36% | Trim |
| 33 | FDN | First Trust Dj Internet Ind | -0.4% | -1.56% | Trim |
| 34 | MSFT | Microsoft CORP | -0.5% | +1.17% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.6% | -0.05% | Trim |
| 36 | TSLA | Tesla Inc | -0.7% | -18.32% | Trim |
| 37 | NVDA | Nvidia CORP | -1.4% | -3.35% | Trim |
| 38 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 39 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 40 | GFLW | Vs Free Cash Flow Growth ETF | — | NEW | New buy |
| 41 | RIO | Rio Tinto Plc-spon Adr | — | NEW | New buy |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | Sold out |
| 43 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 44 | BALT | Inn Defined Wealth Shield | — | NEW | New buy |
| 45 | CIFR | Cipher Digital Inc | — | NEW | New buy |
| 46 | NFLX | Netflix Inc | — | NEW | New buy |
| 47 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 48 | BITW | Bitwise 10 Crypto Index ETF | — | NEW | New buy |
| 49 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 50 | SLV | Ishares Silver Trust | — | 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 147 disclosed positions in Q4 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, AVNM, QQQ) accounted for 26.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
TSM
市值: $2.9M
Top Position Liquidated / Trimmed
COWZ
前期市值: $1.1M
During Q4 2025, Wealth Management Partners, LLC's top holdings by market value included NVDA (9.0%)、AVNM (7.1%)、QQQ (7.0%). The largest single position, NVDA, represented 9.0% of total portfolio value.
In Q4 2025, Wealth Management Partners, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 22 positions, trimming 15 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.