Wealth Management Partners, LLC Portfolio Holdings

Wealth Management Partners, LLC

  • $291 Million
  • Q4 2025

Wealth Management Partners, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $291 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $31.5M, Invesco Qqq Trust, Series 1 with a value of $24M, Ishares Gold Trust with a value of $15.4M, Apple Inc. with a value of $13.5M, and Ishares Core S&P 500 ETF with a value of $13.1M.

Examining the 13F form we can see an increase of $16.2M in the current position value, from $274M to 291M.

Below you can find more details about Wealth Management Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $137 Million
Technology: $91.3 Million
Consumer Cyclical: $16 Million
Financial Services: $9.39 Million
Communication Services: $8.91 Million
Industrials: $6.61 Million
Energy: $6.11 Million
Healthcare: $5.92 Million
Other: $8.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$31.5 Million 10.83% of portfolio
168,788
Q4 2025 Reduced 3.35%
$0
$24 Million 8.26% of portfolio
39,783
Q4 2025 Reduced 0.05%
$65.3B
$15.4 Million 5.29% of portfolio
199,719
Q4 2025 Reduced 1.94%
$4.3T
$13.5 Million 4.66% of portfolio
50,626
Q4 2025 Reduced 2.41%
$0
$13.1 Million 4.52% of portfolio
19,448
Q4 2025 Reduced 0.36%
$3.78T
$11.2 Million 3.84% of portfolio
22,003
Q4 2025 Added 1.17%
$0
$9.27 Million 3.19% of portfolio
138,025
Q4 2025 Added 248.85%
$0
$8.86 Million 3.05% of portfolio
32,905
Q4 2025 Reduced 1.56%
$2.39T
$7.39 Million 2.54% of portfolio
31,508
Q4 2025 Added 0.28%
$1.29T
$5.95 Million 2.05% of portfolio
14,554
Q4 2025 Reduced 18.32%
$1.74T
$5.6 Million 1.93% of portfolio
19,621
Q4 2025 Added 0.32%
$0
$5.35 Million 1.84% of portfolio
47,752
Q4 2025 Reduced 6.84%
$0
$5.03 Million 1.73% of portfolio
32,645
Q4 2025 Added 37.16%
$0
$4.06 Million 1.4% of portfolio
28,788
Q4 2025 Reduced 3.9%
$0
$4.06 Million 1.4% of portfolio
40,110
Q4 2025 Reduced 1.77%
$0
$3.92 Million 1.35% of portfolio
25,026
Q4 2025 Added 1.33%
$139B
$3.64 Million 1.25% of portfolio
10,635
Q4 2025 Reduced 2.74%
$881B
$3.58 Million 1.23% of portfolio
11,921
Q4 2025 Reduced 1.13%
$0
$3.52 Million 1.21% of portfolio
5,295
Q4 2025 Added 5.48%
$490B
$3.04 Million 1.05% of portfolio
25,847
Q4 2025 Reduced 0.4%
$404B
$2.82 Million 0.97% of portfolio
3,091
Q4 2025 Added 1.88%
$169B
$2.8 Million 0.96% of portfolio
3,345
Q4 2025 Added 432.64%
$1.46T
$2.69 Million 0.92% of portfolio
9,521
Q4 2025 New
$197B
$2.64 Million 0.91% of portfolio
11,562
Q4 2025 Added 0.9%
$0
$2.62 Million 0.9% of portfolio
27,859
Q4 2025 Reduced 0.49%
$0
$2.57 Million 0.88% of portfolio
21,985
Q4 2025 Reduced 9.11%
$388B
$2.51 Million 0.86% of portfolio
10,446
Q4 2025 Reduced 5.3%
$268B
$2.47 Million 0.85% of portfolio
9,988
Q4 2025 Added 3.1%
$303B
$2.27 Million 0.78% of portfolio
14,645
Q4 2025 Added 1.64%
$367B
$2.16 Million 0.74% of portfolio
6,044
Q4 2025 Reduced 4.82%
$61.4B
$1.99 Million 0.69% of portfolio
9,706
Q4 2025 Added 3.89%
$405B
$1.99 Million 0.69% of portfolio
1,954
Q4 2025 New
$0
$1.89 Million 0.65% of portfolio
4,008
Q3 2025 Added 4.87%
$237B
$1.86 Million 0.64% of portfolio
7,834
Q4 2025 Reduced 5.8%
$0
$1.76 Million 0.6% of portfolio
16,209
Q4 2025 Reduced 0.04%
$0
$1.74 Million 0.6% of portfolio
41,491
Q4 2025 Added 19.22%
$0
$1.67 Million 0.57% of portfolio
51,886
Q4 2025 Added 8.71%
$0
$1.64 Million 0.57% of portfolio
21,202
Q4 2025 Reduced 0.13%
$279B
$1.66 Million 0.57% of portfolio
16,106
Q4 2025 Reduced 0.36%
$291B
$1.66 Million 0.57% of portfolio
3,011
Q4 2025 Reduced 5.64%
$0
$1.52 Million 0.52% of portfolio
16,052
Q4 2025 Added 0.75%
$32.7B
$1.47 Million 0.51% of portfolio
16,974
Q4 2025 Added 0.24%
$174B
$1.47 Million 0.5% of portfolio
10,052
Q4 2025 Reduced 0.62%
$0
$1.38 Million 0.47% of portfolio
10,868
Q3 2025 Reduced 0.02%
$0
$1.37 Million 0.47% of portfolio
8,301
Q3 2025 Reduced 0.28%
$1.37T
$1.38 Million 0.47% of portfolio
2,264
Q4 2025 Added 1.25%
$533B
$1.35 Million 0.46% of portfolio
4,136
Q4 2025 Reduced 1.03%
$0
$1.35 Million 0.46% of portfolio
12,381
Q4 2025 Reduced 13.55%
$59.6B
$1.34 Million 0.46% of portfolio
6,350
Q4 2025 Added 7.15%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $291 Million
  • Prior Value $274 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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