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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 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FAD FIRST TR EXCHANGE-TRADED ALP 24,951.0 $5.0M 1.17% $199.97 -5.8%
22 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,327.0 $4.5M 1.05% $477.57 -12.5%
23 CRWV COREWEAVE INC Technology 44,732.0 $4.5M 1.05% +12K +37.9% $99.51 -11.6%
24 VYM VANGUARD WHITEHALL FDS 28,105.0 $4.4M 1.04% -408.0 -1.4% $158.03 +4.4%
25 IUSV ISHARES TR 39,998.0 $4.4M 1.04% $110.15 +4.6%
26 VRT VERTIV HOLDINGS CO Industrials 12,903.0 $4.3M 1.02% -1K -7.2% $334.83 -21.2%
27 FNY FIRST TR EXCHANGE-TRADED ALP 36,714.0 $4.1M 0.96% +313.0 +0.9% $110.85 -5.4%
28 JPM JPMORGAN CHASE & CO Financial Services 12,391.0 $4.1M 0.95% +602.0 +5.1% $327.36 +8.9%
29 AVGO BROADCOM INC Technology 10,448.0 $3.9M 0.93% -114.0 -1.1% $377.74 -5.9%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,162.0 $3.9M 0.91% $746.65 +2.6%
31 CNEQ THE ALGER ETF TRUST 92,852.0 $3.8M 0.90% +76K +435.6% $41.27 -4.5%
32 ASML ASML HLDG NV Technology 1,919.0 $3.8M 0.90% -16.0 -0.8% $1989.44 -12.3%
33 XOM EXXON MOBIL CORP Energy 25,418.0 $3.5M 0.82% -759.0 -2.9% $136.71 +15.7%
34 PANW PALO ALTO NETWORKS INC Technology 10,061.0 $3.4M 0.81% +97.0 +1.0% $341.02 -0.5%
35 IEMG ISHARES INC 39,390.0 $3.3M 0.77% +7K +22.3% $82.84 -1.2%
36 IJR ISHARES TR 21,934.0 $3.3M 0.77% $148.31 -1.0%
37 CAT CATERPILLAR INC Industrials 2,856.0 $3.0M 0.72% -159.0 -5.3% $1064.76 -22.8%
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,967.0 $2.8M 0.65% $935.47 +2.2%
39 VICTORY PORTFOLIOS II 80,404.0 $2.8M 0.65% +12K +17.4% $34.28
40 USMV ISHARES TR 25,293.0 $2.4M 0.57% -1K -5.1% $96.46 +5.3%
Page 2 of 8  ·  154 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%