Wealth Management Partners, LLC Incresed Positions in Q4 2025

Wealth Management Partners, LLC

  • $291 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
98.5K
+ 248.85%
$66.04 - $69.67 $6.5M - $6.86M
138K $9.27M
NOW
Service Now, Inc.

Technology
2.72K
+ 432.64%
$835.79 - $946.29 $2.27M - $2.57M
3.35K $2.8M
ARKW
Ark Next Generation Internet E

ETFs
8.84K
+ 37.16%
$154.1 - $182.2 $1.36M - $1.61M
32.6K $5.03M
MU
Micron Technology Inc

Technology
300
+ 3.1%
$181.6 - $253.3 $54.5K - $76K
9.99K $2.47M
GOOG
Alphabet Inc.

Communication Services
63
+ 0.32%
$237.49 - $291.74 $15K - $18.4K
19.6K $5.6M
LEU
Centrus Energy Corp

Energy
2.24K
+ 229.74%
$250.0 - $448.52 $560K - $1M
3.22K $803K
AMZN
Amazon Com Inc

Consumer Cyclical
89
+ 0.28%
$213.04 - $254.0 $19K - $22.6K
31.5K $7.39M
ORCL
Oracle Corp

Technology
2.86K
+ 119.72%
$217.57 - $313.0 $622K - $895K
5.25K $1.15M
LLY
Eli Lilly & CO

Healthcare
18
+ 1.48%
$799.57 - $1025.28 $14.4K - $18.5K
1.24K $1.26M
AMAT
Applied Materials Inc

Technology
103
+ 0.9%
$209.95 - $240.89 $21.6K - $24.8K
11.6K $2.64M
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.1%
$429.59 - $576.2 $859 - $1.15K
2.1K $1.15M
VTI
Vanguard Total Stock Market Et

ETFs
591
+ 61.31%
$321.8 - $337.95 $190K - $200K
1.56K $512K
SPY
Spdr S&P 500 ETF Trust

ETFs
275
+ 5.48%
$653.02 - $687.39 $180K - $189K
5.3K $3.52M
IREN
Iris Energy LTD

Financial Services
2.25K
+ 21.62%
$47.02 - $76.41 $106K - $172K
12.7K $627K
GOOGL
Alphabet Inc.

Communication Services
126
+ 3.61%
$236.57 - $291.31 $29.8K - $36.7K
3.62K $1M
IRBO
Ishares Robotics & Artificial

ETFs
4.16K
+ 8.71%
N/A
51.9K $1.67M
QBTS
D Wave Quantum Inc.

Technology
6.1K
+ 18.3%
$23.39 - $43.06 $143K - $263K
39.4K $931K
ITA
Ishares Tr

ETFs
518
+ 12.69%
$205.04 - $218.9 $106K - $113K
4.6K $947K
PANW
Palo Alto Networks Inc

Technology
363
+ 3.89%
$204.77 - $221.38 $74.3K - $80.4K
9.71K $1.99M
HOOD
Robinhood Markets, Inc.

Technology
950
+ 67.86%
$121.53 - $152.46 $115K - $145K
2.35K $287K
TOST
Toast, Inc.

Technology
2.48K
+ 39.41%
$34.39 - $39.02 $85.4K - $96.9K
8.78K $315K
NET
Cloudflare, Inc.

Technology
424
+ 7.15%
$210.01 - $253.3 $89K - $107K
6.35K $1.34M
PG
Procter & Gamble CO

Consumer Defensive
570
+ 22.77%
$145.5 - $153.18 $82.9K - $87.3K
3.07K $448K
UNH
Unitedhealth Group Inc

Healthcare
291
+ 18.88%
$320.52 - $369.92 $93.3K - $108K
1.83K $587K
IYE
Ishares Tr

ETFs
578
+ 2.74%
$45.39 - $48.8 $26.2K - $28.2K
21.7K $1.06M
IEO
Ishares Tr

ETFs
119
+ 0.75%
$86.77 - $94.6 $10.3K - $11.3K
16.1K $1.52M
IYM
Ishares Tr

ETFs
334
+ 13.18%
$139.22 - $151.57 $46.5K - $50.6K
2.87K $415K
RCAT
Red Cat Holdings, Inc.

Technology
9.83K
+ 90.4%
$7.12 - $15.64 $70K - $154K
20.7K $147K
JEPI
J P Morgan Exchange Traded Fd

ETFs
572
+ 9.15%
$56.0 - $57.6 $32K - $32.9K
6.82K $387K
CVX
Chevron Corp

Energy
237
+ 1.64%
$148.9 - $157.72 $35.3K - $37.4K
14.6K $2.27M
IBRX
Immunity Bio, Inc.

Healthcare
15K
+ 142.86%
$2.0 - $2.66 $30K - $39.9K
25.5K $53K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
569
+ 3.23%
$50.55 - $50.74 $28.8K - $28.9K
18.2K $921K
VZ
Verizon Communications Inc

Communication Services
1.54K
+ 11.19%
$38.4 - $43.83 $59K - $67.3K
15.3K $626K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
725
+ 7.12%
$26.44 - $27.53 $19.2K - $20K
10.9K $297K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
744
+ 2.44%
$23.01 - $23.22 $17.1K - $17.3K
31.2K $719K
COST
Costco Wholesale Corp

Consumer Defensive
57
+ 1.88%
$910.94 - $954.99 $51.9K - $54.4K
3.09K $2.82M
VRT
Vertiv Holdings CO

Industrials
41
+ 0.24%
N/A
17K $1.47M
C
Citigroup Inc

Financial Services
152
+ 3.68%
$93.93 - $102.87 $14.3K - $15.6K
4.29K $421K
American Centy ETF Tr
193K
+ 1925.17%
N/A
203K $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.93K
+ 14.96%
N/A
14.8K $0
Astera Labs Inc
6.68K
+ 25.61%
N/A
32.8K $0
Coreweave Inc
11K
+ 53.62%
N/A
31.5K $0
American Centy ETF Tr
8.65K
+ 2.62%
N/A
339K $0
Ge Vernova Inc
193
+ 27.22%
N/A
902 $0
SYY
Sysco Corp

Consumer Defensive
578
+ 9.92%
$72.9 - $83.27 $42.1K - $48.1K
6.4K $478K
GS
Goldman Sachs Group Inc

Financial Services
27
+ 2.3%
$744.6 - $838.97 $20.1K - $22.7K
1.2K $930K
FAD
First Tr Multi Cap Growth Alph

ETFs
329
+ 1.33%
$156.52 - $166.16 $51.5K - $54.7K
25K $3.92M
RGTI
Rigetti Computing, Inc.

Technology
4.26K
+ 11.21%
$25.2 - $56.12 $107K - $239K
42.3K $1.08M
IONQ
Ion Q, Inc.

Technology
1.75K
+ 15.53%
$45.4 - $82.09 $79.6K - $144K
13K $615K
Activity Summary
Buys All Purchases 65 New Holdings 13 Increased Positions 52 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email