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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 7 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WM WASTE MGMT INC DEL Industrials 2,081.0 $464K 0.11% $222.88 -2.3%
122 PG PROCTER & GAMBLE CO Consumer Defensive 3,003.0 $440K 0.10% -70.0 -2.3% $146.64 -2.4%
123 BALT INNOVATOR ETFS TRUST 12,379.0 $424K 0.10% -646.0 -5.0% $34.27 +1.5%
124 IWD ISHARES TR 1,735.0 $421K 0.10% $242.43 +6.2%
125 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,845.0 $394K 0.09% +4K +47.8% $33.29 +36.0%
126 NEBIUS GROUP N.V. 1,406.0 $388K 0.09% NEW $276.17
127 JEPI J P MORGAN EXCHANGE TRADED F 6,567.0 $371K 0.09% -729.0 -10.0% $56.48 +2.4%
128 IMMUNITYBIO INC 39,860.0 $349K 0.08% $8.76
129 AXP AMERICAN EXPRESS CO Financial Services 1,014.0 $343K 0.08% $338.64 -1.3%
130 CARNIVAL CORP LTD 12,016.0 $343K 0.08% NEW $28.57
131 HOOD ROBINHOOD MKTS INC Financial Services 3,145.0 $315K 0.07% -700.0 -18.2% $100.28 +9.5%
132 FLR FLUOR CORP Industrials 5,537.0 $290K 0.07% $52.39 +3.3%
133 ITOT ISHARES TR 1,752.0 $288K 0.07% $164.27 +2.9%
134 TOL TOLL BROTHERS INC Consumer Cyclical 1,700.0 $280K 0.07% NEW $164.75 -11.9%
135 ITW ILLINOIS TOOL WKS INC Industrials 1,033.0 $279K 0.07% $270.47 +4.1%
136 IWM ISHARES TR 923.0 $277K 0.07% -50.0 -5.1% $300.45 -0.2%
137 MRVL MARVELL TECHNOLOGY INC Technology 915.0 $273K 0.06% NEW $297.89 -18.9%
138 IYW ISHARES TR 1,072.0 $270K 0.06% NEW $252.23 +0.6%
139 NOW SERVICENOW INC Technology 2,632.0 $261K 0.06% NEW $99.28 +39.4%
140 WFC WELLS FARGO & CO Financial Services 3,127.0 $258K 0.06% -111.0 -3.4% $82.65 +2.8%
Page 7 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%