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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 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NET CLOUDFLARE INC Technology 6,668.0 $1.6M 0.39% +182.0 +2.8% $245.28 +23.6%
22 IEFA ISHARES TR 15,719.0 $1.5M 0.36% +125.0 +0.8% $96.58 +4.1%
23 SMMT SUMMIT THERAPEUTICS INC Healthcare 89,274.0 $1.3M 0.31% +25K +40.0% $14.57 -1.6%
24 GS GOLDMAN SACHS GROUP INC Financial Services 1,208.0 $1.2M 0.29% +15.0 +1.3% $1011.37 +2.5%
25 GEV GE VERNOVA INC Utilities 1,021.0 $1.2M 0.28% +61.0 +6.3% $1174.86 -18.9%
26 QBTS D-WAVE QUANTUM INC Technology 49,127.0 $1.2M 0.28% +7K +17.6% $23.99 -24.3%
27 ORCL ORACLE CORP Technology 7,068.0 $1.0M 0.24% +2K +45.5% $146.55 +3.0%
28 RGTI RIGETTI COMPUTING INC Technology 51,729.0 $999K 0.23% +7K +15.6% $19.32 -14.9%
29 VUG VANGUARD INDEX FDS 11,446.0 $986K 0.23% +9K +463.8% $86.14 +2.9%
30 SOXX ISHARES TR 1,510.0 $968K 0.23% +234.0 +18.3% $640.79 -18.1%
31 XBI SPDR SERIES TRUST 5,946.0 $941K 0.22% +2K +38.8% $158.25 +6.0%
32 OKLO OKLO INC Utilities 17,429.0 $912K 0.21% +1K +6.5% $52.33 -16.5%
33 IONQ IONQ INC Technology 16,693.0 $889K 0.21% +3K +22.4% $53.26 -20.9%
34 RTX RTX CORPORATION Industrials 4,324.0 $820K 0.19% +375.0 +9.5% $189.73 +10.8%
35 JNJ JOHNSON & JOHNSON Healthcare 3,219.0 $818K 0.19% +380.0 +13.4% $253.97 +4.5%
36 IYM ISHARES TR 4,511.0 $810K 0.19% +99.0 +2.2% $179.53 +8.8%
37 MORGAN STANLEY ETF TRUST 14,281.0 $714K 0.17% +10K +237.8% $49.99
38 LEU CENTRUS ENERGY CORP Energy 4,249.0 $713K 0.17% +1K +43.4% $167.87 +15.6%
39 IWF ISHARES TR 5,524.0 $686K 0.16% +4K +300.0% $124.17 -0.5%
40 ARKG ARK ETF TR 15,340.0 $645K 0.15% +7K +79.0% $42.06 +18.9%
Page 2 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%