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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 1 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVNM AMERICAN CENTY ETF TR 384,167.0 $31.6M 7.45% +3K +0.8% $82.38 +4.2%
2 NVDA NVIDIA CORPORATION Technology 153,122.0 $30.6M 7.21% -5K -3.2% $200.09 +4.8%
3 QQQ INVESCO QQQ TR Financial Services 36,467.0 $26.9M 6.32% -835.0 -2.2% $736.40 -3.4%
4 AVMC AMERICAN CENTY ETF TR 218,287.0 $17.5M 4.12% +1K +0.5% $80.25 +1.2%
5 IVV ISHARES TR 19,785.0 $14.8M 3.49% $748.90 +2.8%
6 AAPL APPLE INC Technology 50,608.0 $14.6M 3.44% -496.0 -1.0% $289.33 +8.3%
7 IAU ISHARES GOLD TR Financial Services 177,803.0 $13.4M 3.16% -5K -2.8% $75.51 +14.4%
8 DFAS DIMENSIONAL ETF TRUST 153,373.0 $12.6M 2.97% +5K +3.5% $82.34 +0.5%
9 ALAB ASTERA LABS INC Technology 25,796.0 $12.5M 2.93% -16K -38.8% $482.87 -39.9%
10 MU MICRON TECHNOLOGY INC Technology 9,484.0 $10.9M 2.58% +533.0 +6.0% $1154.33 -18.7%
11 MSFT MICROSOFT CORP Technology 22,681.0 $8.5M 1.99% +1K +5.2% $373.02 +33.1%
12 FDN FIRST TR EXCHANGE-TRADED FD 31,647.0 $8.4M 1.97% -338.0 -1.1% $264.72 +8.9%
13 AMAT APPLIED MATLS INC Technology 11,006.0 $8.0M 1.87% $723.02 -33.6%
14 AMZN AMAZON COM INC Consumer Cyclical 32,842.0 $7.8M 1.84% +2K +6.6% $238.35 +9.2%
15 TSLA TESLA INC Consumer Cyclical 15,970.0 $6.7M 1.58% +436.0 +2.8% $420.60 -17.8%
16 GOOG ALPHABET INC 19,004.0 $6.7M 1.58% -133.0 -0.7% $353.33
17 AMD ADVANCED MICRO DEVICES INC Technology 10,368.0 $6.0M 1.42% $580.91 -17.2%
18 RWL INVESCO EXCH TRADED FD TR II 44,763.0 $5.7M 1.35% -592.0 -1.3% $127.76 +5.4%
19 ARTY ISHARES TR 65,555.0 $5.0M 1.18% +4K +6.3% $76.16 -1.8%
20 ARKW ARK ETF TR 34,454.0 $5.0M 1.17% +311.0 +0.9% $144.86 +7.0%
Page 1 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%