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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 8 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNP UNION PAC CORP Industrials 936.0 $255K 0.06% $272.00 +13.3%
142 MPWR MONOLITHIC PWR SYS INC Technology 175.0 $242K 0.06% NEW $1382.36 -5.0%
143 ALL ALLSTATE CORP Financial Services 999.0 $238K 0.06% $237.94 +8.5%
144 SHW SHERWIN WILLIAMS CO Basic Materials 675.0 $232K 0.06% -165.0 -19.6% $344.32 +0.7%
145 INTC INTEL CORP Technology 1,660.0 $232K 0.06% NEW $139.63 -35.0%
146 RCAT RED CAT HLDGS INC Technology 21,497.0 $229K 0.05% +2K +7.7% $10.65 -12.8%
147 IVW ISHARES TR 1,627.0 $224K 0.05% NEW $137.53 +1.9%
148 MRK MERCK & CO INC Healthcare 1,720.0 $221K 0.05% $128.50 +17.6%
149 TXN TEXAS INSTRS INC Technology 738.0 $220K 0.05% NEW $298.07 -10.6%
150 VGT VANGUARD WORLD FD 1,816.0 $217K 0.05% NEW $119.52 +1.1%
151 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 210.0 $203K 0.05% NEW $965.00 -13.2%
152 NVTS NAVITAS SEMICONDUCTOR CORP Technology 11,000.0 $197K 0.05% -15K -58.2% $17.92 -30.4%
153 OUTLOOK THERAPEUTICS INC 118,170.0 $188K 0.04% NEW $1.59
154 PMI PICARD MEDICAL INC Healthcare 50,116.0 $8K 0.00% +22K +78.2% $0.16 +5606.4%
Page 8 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%