Wealth Management Partners, LLC

Est. AUM

$349.9M

13F long equity, this entity only

Positions

147

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	AVANTIS ALL INT	$29.0M	380960	8.29%	SOLE
2	NVIDIA CORPORATION	COM	$27.6M	158150	7.88%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$21.5M	37302	6.15%	SOLE
4	ISHARES GOLD TR	ISHARES NEW	$16.1M	182860	4.61%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS US MID C	$15.7M	217157	4.48%	SOLE
6	APPLE INC	COM	$13.0M	51104	3.71%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$12.9M	19733	3.68%	SOLE
8	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$10.5M	148155	3.01%	SOLE
9	MICROSOFT CORP	COM	$8.0M	21566	2.28%	SOLE
10	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$7.5M	31985	2.14%	SOLE
11	AMAZON COM INC	COM	$6.4M	30817	1.83%	SOLE
12	TESLA INC	COM	$5.8M	15534	1.65%	SOLE
13	ALPHABET INC	CAP STK CL C	$5.5M	19137	1.57%	SOLE
14	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$5.2M	45355	1.49%	SOLE
15	ASTERA LABS INC	COM	$4.6M	42181	1.32%	SOLE
16	EXXON MOBIL CORP	COM	$4.4M	26177	1.27%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.2M	28513	1.21%	SOLE
18	ARK ETF TR	NEXT GNRTN INTER	$4.1M	34143	1.18%	SOLE
19	ISHARES TR	CORE S&P US VLU	$4.1M	40127	1.17%	SOLE
20	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$4.0M	24907	1.13%	SOLE
21	APPLIED MATLS INC	COM	$3.8M	10983	1.07%	SOLE
22	VERTIV HOLDINGS CO	COM CL A	$3.5M	13903	1.00%	SOLE
23	JPMORGAN CHASE & CO	COM	$3.5M	11789	0.99%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.3M	5153	0.96%	SOLE
25	FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$3.3M	36401	0.94%	SOLE
26	BROADCOM INC	COM	$3.3M	10562	0.93%	SOLE
27	PALANTIR TECHNOLOGIES INC	CL A	$3.2M	21632	0.90%	SOLE
28	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.2M	9341	0.90%	SOLE
29	MICRON TECHNOLOGY INC	COM	$3.0M	8951	0.86%	SOLE
30	COSTCO WHOLESALE CORPORATION	COM	$3.0M	2971	0.85%	SOLE
31	CHEVRON CORPORATION	COM	$2.9M	14111	0.83%	SOLE
32	ISHARES TR	FUTURE AI & TECH	$2.9M	61658	0.82%	SOLE
33	ISHARES TR	CORE S&P SCP ETF	$2.7M	21828	0.78%	SOLE
34	ASML HLDG NV	N Y REGISTRY SHS	$2.6M	1935	0.73%	SOLE
35	COREWEAVE INC	COM CL A	$2.5M	32441	0.72%	SOLE
36	ISHARES TR	MSCI USA MIN VOL	$2.5M	26661	0.71%	SOLE
37	ISHARES INC	CORE MSCI EMKT	$2.2M	32215	0.64%	SOLE
38	CATERPILLAR INC	COM	$2.1M	3015	0.61%	SOLE
39	VIRTUS ETF TR II	VIRTUS US QLTY	$2.1M	53201	0.61%	SOLE
40	ADVANCED MICRO DEVICES INC	COM	$2.1M	10319	0.60%	SOLE
41	WALMART INC	COM	$2.1M	16679	0.59%	SOLE
42	HOME DEPOT INC	COM	$2.1M	6271	0.59%	SOLE
43	ARK ETF TR	AUTNMUS TECHNLGY	$2.0M	17446	0.56%	SOLE
44	ISHARES TR	US OIL GS EX ETF	$1.9M	15530	0.55%	SOLE
45	VANECK ETF TRUST	RARE EARTH AND S	$1.9M	21540	0.54%	SOLE
46	ISHARES TR	US AER DEF ETF	$1.8M	8411	0.53%	SOLE
47	VICTORY PORTFOLIOS II	VICTORYSHARES FR	$1.8M	68466	0.51%	SOLE
48	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.7M	20789	0.48%	SOLE
49	AMERICAN CENTY ETF TR	US EQT ETF	$1.6M	14526	0.46%	SOLE
50	PALO ALTO NETWORKS INC	COM	$1.6M	9964	0.46%	SOLE

1–50 of 147

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.