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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|