Institutional Manager · CIK 0001843294
Wealth Management Partners, LLC
TUCSON, AZ · File #028-20563
Latest AUM
$350.2M
Positions
147
Top-10 Concentration
57.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025147 pos · $350.2M
- 13F HOLDINGS REPORTQ/E Sep 2025138 pos · $314.7M
- 13F HOLDINGS REPORTQ/E Jun 2025136 pos · $282.9M
- 13F HOLDINGS REPORTQ/E Mar 2025114 pos · $215.9M
- 13F HOLDINGS REPORTQ/E Dec 2024113 pos · $231.7M
- 13F HOLDINGS REPORTQ/E Sep 2024111 pos · $215.7M
- 13F HOLDINGS REPORTQ/E Jun 2024107 pos · $205.6M
- 13F HOLDINGS REPORTQ/E Mar 2024117 pos · $196.9M
- 13F HOLDINGS REPORTQ/E Dec 2023116 pos · $160.3M
- 13F HOLDINGS REPORTQ/E Sep 2023113 pos · $159.1M
- 13F HOLDINGS REPORTQ/E Jun 2023112 pos · $143.1M
- 13F HOLDINGS REPORTQ/E Mar 202397 pos · $119.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 168,788 | $31.5M | 10.85% |
| 2 | AMERICAN CENTY ETF TR | 025072174 | 338,676 | $24.9M | 8.58% |
| 3 | INVESCO QQQ TR | IVZ | 39,783 | $24.4M | 8.42% |
| 4 | ISHARES GOLD TR | IAU | 199,719 | $16.2M | 5.59% |
| 5 | AMERICAN CENTY ETF TR | 025072125 | 202,578 | $14.3M | 4.93% |
| 6 | APPLE INC | AAPL | 50,626 | $13.8M | 4.74% |
| 7 | ISHARES TR | 464287200 | 19,448 | $13.3M | 4.59% |
| 8 | MICROSOFT CORP | MSFT | 22,003 | $10.6M | 3.67% |
| 9 | DIMENSIONAL ETF TRUST | 25434V500 | 138,025 | $9.6M | 3.31% |
| 10 | FIRST TR EXCHANGE-TRADED FD | 33733E302 | 32,905 | $8.9M | 3.05% |
| 11 | AMAZON COM INC | AMZN | 31,508 | $7.3M | 2.51% |
| 12 | TESLA INC | TSLA | 14,554 | $6.5M | 2.26% |
| 13 | ALPHABET INC | GOOG | 19,621 | $6.2M | 2.12% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 47,752 | $5.5M | 1.88% |
| 15 | ASTERA LABS INC | ALAB | 32,755 | $5.4M | 1.88% |
| 16 | ARK ETF TR | 00214Q401 | 32,645 | $4.8M | 1.66% |
| 17 | VANGUARD WHITEHALL FDS | 921946406 | 28,788 | $4.1M | 1.42% |
| 18 | ISHARES TR | 464287663 | 40,110 | $4.1M | 1.42% |
| 19 | FIRST TR EXCHANGE-TRADED ALP | 33733F101 | 25,026 | $4.1M | 1.40% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 11,921 | $3.8M | 1.32% |