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Portfolio (Quarterly) Guide ↗

Wealth Management Partners, LLC

· CIK 0001843294
13F Portfolio $425M AUM 154 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 45 Added 62 Reduced 7 Exited
Page 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVNM AMERICAN CENTY ETF TR 384,167.0 $31.6M 7.45% +3K +0.8% $82.38 +4.2%
2 AVMC AMERICAN CENTY ETF TR 218,287.0 $17.5M 4.12% +1K +0.5% $80.25 +1.2%
3 DFAS DIMENSIONAL ETF TRUST 153,373.0 $12.6M 2.97% +5K +3.5% $82.34 +0.5%
4 MU MICRON TECHNOLOGY INC Technology 9,484.0 $10.9M 2.58% +533.0 +6.0% $1154.33 -18.7%
5 MSFT MICROSOFT CORP Technology 22,681.0 $8.5M 1.99% +1K +5.2% $373.02 +33.1%
6 AMZN AMAZON COM INC Consumer Cyclical 32,842.0 $7.8M 1.84% +2K +6.6% $238.35 +9.2%
7 TSLA TESLA INC Consumer Cyclical 15,970.0 $6.7M 1.58% +436.0 +2.8% $420.60 -17.8%
8 ARTY ISHARES TR 65,555.0 $5.0M 1.18% +4K +6.3% $76.16 -1.8%
9 ARKW ARK ETF TR 34,454.0 $5.0M 1.17% +311.0 +0.9% $144.86 +7.0%
10 CRWV COREWEAVE INC Technology 44,732.0 $4.5M 1.05% +12K +37.9% $99.51 -11.6%
11 FNY FIRST TR EXCHANGE-TRADED ALP 36,714.0 $4.1M 0.96% +313.0 +0.9% $110.85 -5.4%
12 JPM JPMORGAN CHASE & CO Financial Services 12,391.0 $4.1M 0.95% +602.0 +5.1% $327.36 +8.9%
13 CNEQ THE ALGER ETF TRUST 92,852.0 $3.8M 0.90% +76K +435.6% $41.27 -4.5%
14 PANW PALO ALTO NETWORKS INC Technology 10,061.0 $3.4M 0.81% +97.0 +1.0% $341.02 -0.5%
15 IEMG ISHARES INC 39,390.0 $3.3M 0.77% +7K +22.3% $82.84 -1.2%
16 VICTORY PORTFOLIOS II 80,404.0 $2.8M 0.65% +12K +17.4% $34.28
17 ARKQ ARK ETF TR 17,541.0 $2.3M 0.55% +95.0 +0.5% $132.22 -7.5%
18 LLY ELI LILLY & CO Healthcare 1,802.0 $2.2M 0.51% +589.0 +48.6% $1199.87 -0.8%
19 REMX VANECK ETF TRUST 23,528.0 $2.1M 0.49% +2K +9.2% $88.50 -11.8%
20 WMT WALMART INC Consumer Defensive 17,048.0 $1.9M 0.45% +369.0 +2.2% $113.26 -7.9%
Page 1 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 52.2%
Financial Services 23.9%
Consumer Cyclical 7.2%
Industrials 4.8%
Healthcare 3.0%
Energy 2.7%
Consumer Defensive 2.4%
Communication Services 1.5%
Basic Materials 1.2%
Utilities 1.1%