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CIK: 0001843294
Total reported value
$425.7M
$425.7M
154 檔
28.5%
During the Q2 2026 filing period, Wealth Management Partners, LLC (CIK: 0001843294) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $425.7M across 154 reported positions.
Wealth Management Partners, LLC executed strategic sector rebalancing during Q2 2026, establishing 14 new positions while fully exiting 7 holdings and trimming 67 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 7.45% | +0.21% | +0.84% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.21% | +0.59% | -3.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.32% | -0.42% | -2.24% | |
| 4 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 4.12% | -0.19% | +0.52% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.49% | -0.04% | +0.26% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.45% | +0.47% | -0.97% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.16% | -0.02% | -2.77% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.97% | +0.08% | +3.52% | |
| 9 | ALAB | Astera Labs Inc | Stock-Tech | 2.93% | -0.95% | -38.84% | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 2.58% | +0.93% | +5.95% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | +0.61% | +5.17% | |
| 12 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.97% | +0.03% | -1.06% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.87% | -0.62% | +0.21% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.17% | +6.57% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.58% | -0.15% | +2.81% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | -0.08% | -0.69% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 1.42% | -0.02% | +0.47% | |
| 18 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.35% | -0.11% | -1.31% | |
| 19 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 1.17% | +0.04% | +6.32% | |
| 20 | ARKW | Ark Next Generation Internet | ETF-Other | 1.17% | +0.01% | +0.91% | |
| 21 | FAD | First Trust Multi Cap Growth | ETF-Other | 1.17% | -0.16% | +0.18% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | -1.05% | EXIT | |
| 23 | CRWV | Coreweave Inc-cl A | Stock-Tech | 1.05% | -0.24% | +37.89% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.05% | -0.04% | -1.43% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.04% | -0.04% | -0.32% | |
| 26 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.02% | -0.29% | -7.19% | |
| 27 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.96% | -0.13% | +0.86% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | — | +5.11% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | -0.12% | -1.08% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.08% | +0.17% | |
| 31 | CNEQ | Alger Concentrated Eqty ETF | ETF-Other | 0.90% | +0.09% | +435.57% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.90% | -0.90% | EXIT | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.82% | EXIT | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.81% | +0.14% | +0.97% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | +0.15% | +22.27% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | -0.08% | +0.49% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | -0.17% | -5.27% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.02% | -0.13% | |
| 39 | GFLW | Vs Free Cash Flow Growth ETF | ETF-Other | 0.65% | +0.18% | +17.44% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.57% | -0.01% | -5.13% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | +0.36% | -4.12% | |
| 42 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.55% | -0.13% | +0.54% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.53% | +0.09% | -4.30% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | -0.02% | +48.56% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.13% | -2.38% | |
| 46 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.49% | -0.18% | +9.23% | |
| 47 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.46% | -0.01% | -1.73% | |
| 48 | ✓ | Stock-Other | 0.46% | +0.50% | — | ||
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.03% | +2.21% | |
| 50 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.44% | -0.01% | -24.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.7% | +5.95% | Add |
| 2 | ALAB | Astera Labs Inc | +1.6% | -38.84% | Trim |
| 3 | AMD | Advanced Micro Devices | +0.8% | +0.47% | Add |
| 4 | AMAT | Applied Materials Inc | +0.8% | +0.21% | Add |
| 5 | CNEQ | Alger Concentrated Eqty ETF | +0.8% | +435.57% | Add |
| 6 | ✓ | +0.5% | NEW | New buy | |
| 7 | ARTY | Ishares Future Ai & Tech ETF | +0.4% | +6.32% | Add |
| 8 | PANW | Palo Alto Networks Inc | +0.4% | +0.97% | Add |
| 9 | CRWV | Coreweave Inc-cl A | +0.3% | +37.89% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | +48.56% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -2.24% | Trim |
| 12 | ASML | ASML Holding N.V. | +0.2% | -0.83% | Trim |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.15% | Trim |
| 14 | GFLW | Vs Free Cash Flow Growth ETF | +0.1% | +17.44% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +22.27% | Add |
| 16 | CRDO | Credo Technology Group Holding Ltd | +0.1% | -1.26% | Trim |
| 17 | CAT | Caterpillar Inc | +0.1% | -5.27% | Trim |
| 18 | QBTS | D-wave Quantum Inc | +0.1% | +17.60% | Add |
| 19 | SOXX | Ishares Semiconductor ETF | +0.1% | +18.34% | Add |
| 20 | XAGG | Ev Income Opportunities ETF | +0.1% | +237.85% | Add |
| 21 | IONQ | Ionq Inc | +0.1% | +22.37% | Add |
| 22 | ARKG | Ark Genomic Revolution ETF | +0.1% | +79.04% | Add |
| 23 | NBIS | Nebius Group N.V. | +0.1% | NEW | New buy |
| 24 | ✓ | Carnival CORP LTD F | +0.1% | NEW | New buy |
| 25 | GNOM | Global X Genomics & Biotechn | +0.1% | +81.60% | Add |
| 26 | TOL | Toll Brothers Inc | +0.1% | NEW | New buy |
| 27 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +38.83% | Add |
| 28 | RGTI | Rigetti Computing Inc | +0.1% | +15.60% | Add |
| 29 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 30 | IYW | Ishares Ustechnology ETF | +0.1% | NEW | New buy |
| 31 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 32 | MPWR | Monolithic Power Systems Inc | +0.1% | NEW | New buy |
| 33 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 34 | IVW | Ishares S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 35 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 36 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 37 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 38 | FAD | First Trust Multi Cap Growth | 0% | +0.18% | Add |
| 39 | GEV | GE Vernova Inc | 0% | +6.35% | Add |
| 40 | ORCL | Oracle CORP | 0% | +45.52% | Add |
| 41 | CIFR | Cipher Digital Inc | 0% | -10.71% | Trim |
| 42 | OTLK | Outlook Therapeutics Inc | 0% | NEW | New buy |
| 43 | UNH | Unitedhealth Group Inc | 0% | -0.83% | Trim |
| 44 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 45 | VRT | Vertiv Holdings Co-a | 0% | -7.19% | Trim |
| 46 | FNY | First Trust Mid Cap Growth | 0% | +0.86% | Add |
| 47 | LEU | Centrus Energy Corp-class A | 0% | +43.40% | Add |
| 48 | AMZN | Amazon.com Inc | 0% | +6.57% | Add |
| 49 | GOOG | Alphabet Inc-cl C | 0% | -0.69% | Trim |
| 50 | EEMA | Ishares Msci Emerg Mrkt Asia | 0% | +0.29% | Add |
According to official SEC Form 13F filings, Wealth Management Partners, LLC reported a total U.S. public equity portfolio value of $425.7M across 154 disclosed positions in Q2 2026.
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 AVNM, NVDA, QQQ) accounted for 28.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.9M
Top Position Liquidated / Trimmed
CCL1EUR
前期市值: $331.7K
During Q2 2026, Wealth Management Partners, LLC's top holdings by market value included AVNM (7.5%)、NVDA (7.2%)、QQQ (6.3%). The largest single position, AVNM, represented 7.5% of total portfolio value.
In Q2 2026, Wealth Management Partners, LLC made 143 total portfolio adjustments, initiating 14 new buys, adding to 55 positions, trimming 67 holdings, and fully liquidating 7 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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