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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 5 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SOXX ISHARES TR 1,510.0 $968K 0.23% +234.0 +18.3% $640.79 -18.7%
82 DAL DELTA AIR LINES INC Industrials 10,071.0 $943K 0.22% -2K -13.3% $93.66 -12.6%
83 XBI SPDR SERIES TRUST 5,946.0 $941K 0.22% +2K +38.8% $158.25 +6.3%
84 OKLO OKLO INC Utilities 17,429.0 $912K 0.21% +1K +6.5% $52.33 -18.2%
85 IONQ IONQ INC Technology 16,693.0 $889K 0.21% +3K +22.4% $53.26 -20.5%
86 VZ VERIZON COMMUNICATIONS INC Communication Services 20,110.0 $851K 0.20% -248.0 -1.2% $42.34 +17.9%
87 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,058.0 $832K 0.20% -39.0 -1.3% $271.95 -13.5%
88 JAAA JANUS DETROIT STR TR 16,458.0 $831K 0.20% -403.0 -2.4% $50.49 +0.4%
89 RTX RTX CORPORATION Industrials 4,324.0 $820K 0.19% +375.0 +9.5% $189.73 +11.5%
90 JNJ JOHNSON & JOHNSON Healthcare 3,219.0 $818K 0.19% +380.0 +13.4% $253.97 +5.1%
91 ISRG INTUITIVE SURGICAL INC Healthcare 2,055.0 $817K 0.19% -79.0 -3.7% $397.68 -7.2%
92 IYM ISHARES TR 4,511.0 $810K 0.19% +99.0 +2.2% $179.53 +9.2%
93 UNH UNITEDHEALTH GROUP INC Healthcare 1,782.0 $741K 0.17% -15.0 -0.8% $415.96 -4.2%
94 BERKSHIRE HATHAWAY INC DEL 1,428.0 $715K 0.17% $500.39
95 MORGAN STANLEY ETF TRUST 14,281.0 $714K 0.17% +10K +237.8% $49.99
96 LEU CENTRUS ENERGY CORP Energy 4,249.0 $713K 0.17% +1K +43.4% $167.87 +14.1%
97 VTI VANGUARD INDEX FDS 1,892.0 $700K 0.17% -226.0 -10.7% $370.01 +2.7%
98 VIG VANGUARD SPECIALIZED FUNDS 2,945.0 $697K 0.16% $236.62 +2.9%
99 IWF ISHARES TR 5,524.0 $686K 0.16% +4K +300.0% $124.17 -0.7%
100 ARKG ARK ETF TR 15,340.0 $645K 0.15% +7K +79.0% $42.06 +18.8%
Page 5 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%