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 $425.0M across 154 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVNM ($31.6M, 7.45%), NVDA ($30.6M, 7.21%), QQQ ($26.9M, 6.32%), AVMC ($17.5M, 4.12%), IVV ($14.8M, 3.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVNM | AMERICAN CENTY ETF TR | $31.6M | 7.45% | 384,167 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $30.6M | 7.21% | 153,122 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $26.9M | 6.32% | 36,467 | Trimmed |
| 4 | AVMC | AMERICAN CENTY ETF TR | $17.5M | 4.12% | 218,287 | Added |
| 5 | IVV | ISHARES TR | $14.8M | 3.49% | 19,785 | Added |
| 6 | AAPL | APPLE INC | $14.6M | 3.45% | 50,608 | Trimmed |
| 7 | IAU | ISHARES GOLD TR | $13.4M | 3.16% | 177,803 | Trimmed |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $12.6M | 2.97% | 153,373 | Added |
| 9 | ALAB | ASTERA LABS INC | $12.5M | 2.93% | 25,796 | Trimmed |
| 10 | MU | MICRON TECHNOLOGY INC | $10.9M | 2.58% | 9,484 | Added |
| 11 | MSFT | MICROSOFT CORP | $8.5M | 1.99% | 22,681 | Added |
| 12 | FDN | FIRST TR EXCHANGE-TRADED FD | $8.4M | 1.97% | 31,647 | Trimmed |
| 13 | AMAT | APPLIED MATLS INC | $8.0M | 1.87% | 11,006 | Added |
| 14 | AMZN | AMAZON COM INC | $7.8M | 1.84% | 32,842 | Added |
| 15 | GOOG | ALPHABET INC | $6.7M | 1.58% | 19,004 | Trimmed |
| 16 | TSLA | TESLA INC | $6.7M | 1.58% | 15,970 | Added |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $6.0M | 1.42% | 10,368 | Added |
| 18 | RWL | INVESCO EXCH TRADED FD TR II | $5.7M | 1.35% | 44,763 | Trimmed |
| 19 | ARKW | ARK ETF TR | $5.0M | 1.17% | 34,454 | Added |
| 20 | FAD | FIRST TR EXCHANGE-TRADED ALP | $5.0M | 1.17% | 24,951 | Added |
| 21 | IRBO | ISHARES TR | $5.0M | 1.17% | 65,555 | Added |
| 22 | CRWV | COREWEAVE INC | $4.5M | 1.05% | 44,732 | Added |
| 23 | VYM | VANGUARD WHITEHALL FDS | $4.4M | 1.05% | 28,105 | Trimmed |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.5M | 1.05% | 9,327 | Trimmed |
| 25 | IUSV | ISHARES TR | $4.4M | 1.04% | 39,998 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30