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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 11,407.0 $1.9M 0.46% NEW $170.86
2 NEBIUS GROUP N.V. 1,406.0 $388K 0.09% NEW $276.17
3 CARNIVAL CORP LTD 12,016.0 $343K 0.08% NEW $28.57
4 TOL TOLL BROTHERS INC Consumer Cyclical 1,700.0 $280K 0.07% NEW $164.75 -10.0%
5 MRVL MARVELL TECHNOLOGY INC Technology 915.0 $273K 0.06% NEW $297.89 -17.7%
6 IYW ISHARES TR 1,072.0 $270K 0.06% NEW $252.23 -2.2%
7 NOW SERVICENOW INC Technology 2,632.0 $261K 0.06% NEW $99.28 +26.7%
8 MPWR MONOLITHIC PWR SYS INC Technology 175.0 $242K 0.06% NEW $1382.36 -5.7%
9 INTC INTEL CORP Technology 1,660.0 $232K 0.06% NEW $139.63 -36.8%
10 IVW ISHARES TR 1,627.0 $224K 0.05% NEW $137.53 +0.8%
11 TXN TEXAS INSTRS INC Technology 738.0 $220K 0.05% NEW $298.07 -12.2%
12 VGT VANGUARD WORLD FD 1,816.0 $217K 0.05% NEW $119.52 -1.3%
13 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 210.0 $203K 0.05% NEW $965.00 -12.3%
14 OUTLOOK THERAPEUTICS INC 118,170.0 $188K 0.04% NEW $1.59

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%