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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 3 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 20,740.0 $2.4M 0.57% -892.0 -4.1% $116.67 +52.1%
42 ARKQ ARK ETF TR 17,541.0 $2.3M 0.55% +95.0 +0.5% $132.22 -7.5%
43 CVX CHEVRON CORPORATION Energy 13,504.0 $2.2M 0.53% -607.0 -4.3% $165.76 +20.8%
44 LLY ELI LILLY & CO Healthcare 1,802.0 $2.2M 0.51% +589.0 +48.6% $1199.87 -0.8%
45 HD HOME DEPOT INC Consumer Cyclical 6,122.0 $2.2M 0.51% -149.0 -2.4% $352.70 -5.1%
46 REMX VANECK ETF TRUST 23,528.0 $2.1M 0.49% +2K +9.2% $88.50 -11.8%
47 AVEM AMERICAN CENTY ETF TR 20,430.0 $2.0M 0.46% -359.0 -1.7% $96.49 -2.0%
48 SPACE EXPLORATION TECHN CORP 11,407.0 $1.9M 0.46% NEW $170.86
49 WMT WALMART INC Consumer Defensive 17,048.0 $1.9M 0.45% +369.0 +2.2% $113.26 -7.9%
50 JOET VIRTUS ETF TR II 40,009.0 $1.9M 0.44% -13K -24.8% $46.29 -0.1%
51 AVUS AMERICAN CENTY ETF TR 14,068.0 $1.8M 0.42% -458.0 -3.1% $128.08 +1.9%
52 NET CLOUDFLARE INC Technology 6,668.0 $1.6M 0.39% +182.0 +2.8% $245.28 +16.1%
53 IEO ISHARES TR 14,661.0 $1.6M 0.38% -869.0 -5.6% $109.83 +22.0%
54 IEFA ISHARES TR 15,719.0 $1.5M 0.36% +125.0 +0.8% $96.58 +4.5%
55 IUSG ISHARES TR 8,039.0 $1.5M 0.36% -136.0 -1.7% $188.08 +0.8%
56 IJH ISHARES TR 19,407.0 $1.5M 0.35% $77.11 -0.6%
57 EEMA ISHARES INC 12,606.0 $1.5M 0.35% $116.96 -0.3%
58 GOOGL ALPHABET INC Communication Services 4,089.0 $1.5M 0.34% -216.0 -5.0% $357.38 -4.3%
59 DIA STATE STR SPDR DOW JONES IND Financial Services 2,769.0 $1.4M 0.34% $522.39 +2.3%
60 V VISA INC Financial Services 4,137.0 $1.4M 0.33% $343.12 +11.9%
Page 3 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%