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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 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 153,122.0 $30.6M 7.21% -5K -3.2% $200.09 +4.8%
2 QQQ INVESCO QQQ TR Financial Services 36,467.0 $26.9M 6.32% -835.0 -2.2% $736.40 -3.4%
3 AAPL APPLE INC Technology 50,608.0 $14.6M 3.44% -496.0 -1.0% $289.33 +8.3%
4 IAU ISHARES GOLD TR Financial Services 177,803.0 $13.4M 3.16% -5K -2.8% $75.51 +14.4%
5 ALAB ASTERA LABS INC Technology 25,796.0 $12.5M 2.93% -16K -38.8% $482.87 -39.9%
6 FDN FIRST TR EXCHANGE-TRADED FD 31,647.0 $8.4M 1.97% -338.0 -1.1% $264.72 +8.9%
7 GOOG ALPHABET INC 19,004.0 $6.7M 1.58% -133.0 -0.7% $353.33
8 RWL INVESCO EXCH TRADED FD TR II 44,763.0 $5.7M 1.35% -592.0 -1.3% $127.76 +5.4%
9 VYM VANGUARD WHITEHALL FDS 28,105.0 $4.4M 1.04% -408.0 -1.4% $158.03 +4.4%
10 VRT VERTIV HOLDINGS CO Industrials 12,903.0 $4.3M 1.02% -1K -7.2% $334.83 -21.2%
11 AVGO BROADCOM INC Technology 10,448.0 $3.9M 0.93% -114.0 -1.1% $377.74 -5.9%
12 ASML ASML HLDG NV Technology 1,919.0 $3.8M 0.90% -16.0 -0.8% $1989.44 -12.3%
13 XOM EXXON MOBIL CORP Energy 25,418.0 $3.5M 0.82% -759.0 -2.9% $136.71 +15.7%
14 CAT CATERPILLAR INC Industrials 2,856.0 $3.0M 0.72% -159.0 -5.3% $1064.76 -22.8%
15 USMV ISHARES TR 25,293.0 $2.4M 0.57% -1K -5.1% $96.46 +5.3%
16 PLTR PALANTIR TECHNOLOGIES INC Technology 20,740.0 $2.4M 0.57% -892.0 -4.1% $116.67 +52.1%
17 CVX CHEVRON CORPORATION Energy 13,504.0 $2.2M 0.53% -607.0 -4.3% $165.76 +20.8%
18 HD HOME DEPOT INC Consumer Cyclical 6,122.0 $2.2M 0.51% -149.0 -2.4% $352.70 -5.1%
19 AVEM AMERICAN CENTY ETF TR 20,430.0 $2.0M 0.46% -359.0 -1.7% $96.49 -2.0%
20 JOET VIRTUS ETF TR II 40,009.0 $1.9M 0.44% -13K -24.8% $46.29 -0.1%
Page 1 of 4  ·  62 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%