Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Management Partners, LLC (CIK 1843294) reported $349.9M across 146 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVNM ($29.0M, 8.29%), NVDA ($27.6M, 7.88%), QQQ ($21.5M, 6.15%), IAU ($16.1M, 4.61%), AVMC ($15.7M, 4.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVNM | AMERICAN CENTY ETF TR | $29.0M | 8.29% | 380,960 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $27.6M | 7.88% | 158,150 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $21.5M | 6.15% | 37,302 | Trimmed |
| 4 | IAU | ISHARES GOLD TR | $16.1M | 4.61% | 182,860 | Trimmed |
| 5 | AVMC | AMERICAN CENTY ETF TR | $15.7M | 4.48% | 217,157 | Added |
| 6 | AAPL | APPLE INC | $13.0M | 3.71% | 51,104 | Added |
| 7 | IVV | ISHARES TR | $12.9M | 3.68% | 19,733 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $10.5M | 3.01% | 148,155 | Added |
| 9 | MSFT | MICROSOFT CORP | $8.0M | 2.28% | 21,566 | Trimmed |
| 10 | FDN | FIRST TR EXCHANGE-TRADED FD | $7.5M | 2.14% | 31,985 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $6.4M | 1.83% | 30,817 | Trimmed |
| 12 | TSLA | TESLA INC | $5.8M | 1.65% | 15,534 | Added |
| 13 | GOOG | ALPHABET INC | $5.5M | 1.57% | 19,137 | Trimmed |
| 14 | RWL | INVESCO EXCH TRADED FD TR II | $5.2M | 1.49% | 45,355 | Trimmed |
| 15 | ALAB | ASTERA LABS INC | $4.6M | 1.32% | 42,181 | Added |
| 16 | XOM | EXXON MOBIL CORP | $4.4M | 1.27% | 26,177 | Added |
| 17 | VYM | VANGUARD WHITEHALL FDS | $4.2M | 1.21% | 28,513 | Trimmed |
| 18 | ARKW | ARK ETF TR | $4.1M | 1.18% | 34,143 | Added |
| 19 | IUSV | ISHARES TR | $4.1M | 1.17% | 40,127 | Added |
| 20 | FAD | FIRST TR EXCHANGE-TRADED ALP | $4.0M | 1.13% | 24,907 | Trimmed |
| 21 | AMAT | APPLIED MATLS INC | $3.8M | 1.07% | 10,983 | Trimmed |
| 22 | VRT | VERTIV HOLDINGS CO | $3.5M | 1.00% | 13,903 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $3.5M | 0.99% | 11,789 | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 0.96% | 5,153 | Trimmed |
| 25 | FNY | FIRST TR EXCHANGE-TRADED ALP | $3.3M | 0.94% | 36,401 | Added |
Source: SEC Form 13F filings · as of 2026-03-31