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 Market Cap. of $200 Billions or more

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%
$4.3T
$13.5 Million 4.66% of portfolio
50,626
Q4 2025 Reduced 2.41%
$3.78T
$11.2 Million 3.84% of portfolio
22,003
Q4 2025 Added 1.17%
$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%
$342B
$3.74 Million 1.29% of portfolio
21,496
Q4 2025 Reduced 5.81%
$881B
$3.58 Million 1.23% of portfolio
11,921
Q4 2025 Reduced 1.13%
$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%
$1.46T
$2.69 Million 0.92% of portfolio
9,521
Q4 2025 New
$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%
$405B
$1.99 Million 0.69% of portfolio
1,954
Q4 2025 New
$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%
$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%
$971B
$1.26 Million 0.43% of portfolio
1,237
Q4 2025 Added 1.48%
$593B
$1.15 Million 0.4% of portfolio
5,247
Q4 2025 Added 119.72%
$414B
$974,000 0.34% of portfolio
4,165
Q4 2025 Reduced 0.36%
$1.65T
$1 Million 0.34% of portfolio
3,620
Q4 2025 Added 3.61%
$265B
$930,000 0.32% of portfolio
1,200
Q4 2025 Added 2.3%
$662B
$819,000 0.28% of portfolio
1,611
Q4 2025 Reduced 1.29%
$258B
$733,000 0.25% of portfolio
4,174
Q4 2025 Reduced 5.65%
$300B
$587,000 0.2% of portfolio
1,832
Q4 2025 Added 18.88%
$522B
$522,000 0.18% of portfolio
2,617
Q4 2025 Reduced 3.86%
$346B
$448,000 0.15% of portfolio
3,073
Q4 2025 Added 22.77%
$319B
$397,000 0.14% of portfolio
5,105
Q2 2025 Reduced 7.25%
$255B
$345,000 0.12% of portfolio
1,013
Q4 2025 Reduced 11.45%
$228B
$291,000 0.1% of portfolio
2,238
Q4 2025 Reduced 1.1%
$317B
$181,000 0.06% of portfolio
2,179
Q4 2025 New

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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