Wealth Management Partners, LLC Portfolio Holdings

Wealth Management Partners, LLC

  • $274 Million
  • Q3 2025

Wealth Management Partners, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $274 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.6M, Invesco Qqq Trust, Series 1 with a value of $23.9M, Ishares Gold Trust with a value of $14.8M, Apple Inc. with a value of $13.2M, and Ishares Core S&P 500 ETF with a value of $13.1M.

Examining the 13F form we can see an increase of $21.8M in the current position value, from $253M to 274M.

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

Portfolio value $274 Million
ETFs: $131 Million
Technology: $83.6 Million
Consumer Cyclical: $18.1 Million
Financial Services: $9.11 Million
Communication Services: $7.86 Million
Industrials: $6.69 Million
Healthcare: $5.74 Million
Energy: $5.46 Million
Other: $7.25 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$505B
$32.6 Million 11.87% of portfolio
174,642
Q3 2025 Reduced 3.58%
$0
$23.9 Million 8.71% of portfolio
39,802
Q3 2025 Added 0.16%
$63.9B
$14.8 Million 5.4% of portfolio
203,663
Q3 2025 Added 0.05%
$4.35T
$13.2 Million 4.81% of portfolio
51,878
Q3 2025 Reduced 2.37%
$0
$13.1 Million 4.76% of portfolio
19,519
Q3 2025 Added 0.76%
$3.86T
$11.3 Million 4.1% of portfolio
21,748
Q3 2025 Added 0.0%
$0
$9.35 Million 3.41% of portfolio
33,425
Q3 2025 Added 0.11%
$1.44T
$7.92 Million 2.89% of portfolio
17,818
Q3 2025 Added 0.46%
$2.49T
$6.9 Million 2.51% of portfolio
31,419
Q3 2025 Reduced 5.16%
$0
$5.67 Million 2.07% of portfolio
51,260
Q3 2025 Reduced 1.41%
$1.72T
$4.76 Million 1.74% of portfolio
19,558
Q3 2025 Added 0.03%
$0
$4.22 Million 1.54% of portfolio
29,956
Q3 2025 Reduced 1.5%
$394B
$4.16 Million 1.52% of portfolio
22,821
Q3 2025 Added 3.82%
$0
$4.16 Million 1.51% of portfolio
23,801
Q3 2025 Added 17.14%
$0
$4.08 Million 1.49% of portfolio
40,833
Q3 2025 Added 1.99%
$0
$3.97 Million 1.44% of portfolio
24,697
Q3 2025 Added 2.94%
$150B
$3.61 Million 1.31% of portfolio
10,935
Q3 2025 Reduced 0.83%
$0
$3.34 Million 1.22% of portfolio
5,020
Q3 2025 Added 0.02%
$477B
$2.93 Million 1.07% of portfolio
25,950
Q3 2025 Reduced 1.93%
$0
$2.87 Million 1.05% of portfolio
24,189
Q3 2025 Reduced 2.03%
$403B
$2.81 Million 1.02% of portfolio
3,034
Q3 2025 Reduced 2.44%
$0
$2.71 Million 0.99% of portfolio
39,566
Q3 2025 Added 11.65%
$0
$2.66 Million 0.97% of portfolio
27,996
Q3 2025 Reduced 3.5%
$389B
$2.57 Million 0.94% of portfolio
6,350
Q3 2025 Reduced 4.19%
$201B
$2.35 Million 0.85% of portfolio
11,459
Q3 2025 Added 1.25%
$309B
$2.24 Million 0.82% of portfolio
14,408
Q3 2025 Reduced 1.33%
$260B
$1.97 Million 0.72% of portfolio
8,316
Q3 2025 Added 8.25%
$65.9B
$1.9 Million 0.69% of portfolio
9,343
Q3 2025 Added 0.99%
$0
$1.86 Million 0.68% of portfolio
4,008
Q3 2025 Added 4.87%
$0
$1.81 Million 0.66% of portfolio
16,216
Q3 2025 Added 0.32%
$413B
$1.78 Million 0.65% of portfolio
11,031
Q3 2025 Added 1.9%
$275B
$1.67 Million 0.61% of portfolio
16,165
Q3 2025 Added 1.02%
$1.46T
$1.64 Million 0.6% of portfolio
2,236
Q3 2025 Reduced 9.62%
$243B
$1.62 Million 0.59% of portfolio
9,688
Q3 2025 Added 2.05%
$0
$1.59 Million 0.58% of portfolio
21,230
Q3 2025 Reduced 1.83%
$0
$1.56 Million 0.57% of portfolio
14,322
Q3 2025 Added 0.43%
$3.76B
$1.55 Million 0.56% of portfolio
74,570
Q3 2025 Reduced 1.38%
$0
$1.53 Million 0.56% of portfolio
47,730
Q3 2025 New
$207B
$1.5 Million 0.55% of portfolio
10,115
Q3 2025 Reduced 1.77%
$305B
$1.52 Million 0.55% of portfolio
3,191
Q3 2025 Reduced 8.01%
$0
$1.5 Million 0.55% of portfolio
34,801
Q3 2025 Added 24.44%
$0
$1.48 Million 0.54% of portfolio
15,933
Q3 2025 Added 0.33%
$32.7B
$1.47 Million 0.53% of portfolio
16,933
Q3 2025 Added 15.33%
$557B
$1.43 Million 0.52% of portfolio
4,179
Q3 2025 Added 0.02%
$0
$1.37 Million 0.5% of portfolio
8,301
Q3 2025 Reduced 0.28%
$0
$1.37 Million 0.5% of portfolio
10,868
Q3 2025 Reduced 0.02%
$0
$1.3 Million 0.47% of portfolio
19,888
Q3 2025 Reduced 5.23%
$71.7B
$1.27 Million 0.46% of portfolio
5,926
Q3 2025 Added 9.19%
$0
$1.24 Million 0.45% of portfolio
8,737
Q3 2025 Reduced 1.4%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $274 Million
  • Prior Value $253 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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