Wealth Management Partners, LLC Portfolio Holdings

Wealth Management Partners, LLC

  • $253 Million
  • Q2 2025

Wealth Management Partners, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $253 Million distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $28.6M, Invesco Qqq Trust, Series 1 with a value of $21.9M, Ishares Gold Trust with a value of $12.7M, Ishares Core S&P 500 ETF with a value of $12M, and Apple Inc. with a value of $10.9M.

Examining the 13F form we can see an increase of $40.8M in the current position value, from $212M to 253M.

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

Portfolio value $253 Million
ETFs: $119 Million
Technology: $75.5 Million
Consumer Cyclical: $16.7 Million
Financial Services: $8.19 Million
Communication Services: $6.66 Million
Healthcare: $6.27 Million
Industrials: $6.25 Million
Consumer Defensive: $5.62 Million
Other: $8.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$28.6 Million 11.32% of portfolio
181,118
Q2 2025 Reduced 0.38%
$0
$21.9 Million 8.68% of portfolio
39,740
Q2 2025 Added 8.93%
$53.5B
$12.7 Million 5.02% of portfolio
203,565
Q2 2025 Reduced 0.51%
$0
$12 Million 4.76% of portfolio
19,372
Q2 2025 Added 3.89%
$3.69T
$10.9 Million 4.31% of portfolio
53,135
Q2 2025 Added 0.48%
$3.95T
$10.8 Million 4.28% of portfolio
21,747
Q2 2025 Reduced 0.94%
$0
$8.99 Million 3.56% of portfolio
33,387
Q2 2025 Added 0.2%
$2.26T
$7.27 Million 2.88% of portfolio
33,129
Q2 2025 Added 0.8%
$1.08T
$5.63 Million 2.23% of portfolio
17,737
Q2 2025 Reduced 0.52%
$0
$5.42 Million 2.15% of portfolio
51,995
Q2 2025 Reduced 0.15%
$0
$4.05 Million 1.6% of portfolio
30,412
Q2 2025 Added 0.37%
$0
$3.79 Million 1.5% of portfolio
40,038
Q2 2025 Added 0.56%
$859B
$3.53 Million 1.4% of portfolio
12,163
Q2 2025 Added 2.12%
$0
$3.52 Million 1.39% of portfolio
23,992
Q2 2025 Added 4.52%
$1.24T
$3.47 Million 1.37% of portfolio
19,553
Q2 2025 Added 2.78%
$0
$3.1 Million 1.23% of portfolio
5,019
Q2 2025 Added 0.42%
$127B
$3.04 Million 1.2% of portfolio
11,027
Q2 2025 Added 6.4%
$0
$3 Million 1.19% of portfolio
20,319
Q2 2025 Reduced 0.07%
$367B
$3 Million 1.19% of portfolio
21,982
Q2 2025 Reduced 11.71%
$442B
$2.85 Million 1.13% of portfolio
26,462
Q2 2025 Added 0.11%
$0
$2.72 Million 1.08% of portfolio
29,011
Q2 2025 Reduced 2.04%
$0
$2.7 Million 1.07% of portfolio
24,691
Q2 2025 Reduced 8.19%
$0
$2.57 Million 1.02% of portfolio
29,492
Q2 2025 Reduced 27.34%
$405B
$2.43 Million 0.96% of portfolio
6,628
Q2 2025 Added 1.88%
$1.27T
$2.29 Million 0.91% of portfolio
10,123
Q2 2025 New
$0
$2.26 Million 0.89% of portfolio
35,438
Q2 2025 New
$302B
$2.09 Million 0.83% of portfolio
14,602
Q2 2025 Added 0.96%
$232B
$2.09 Million 0.83% of portfolio
7,682
Q2 2025 Added 1.79%
$162B
$2.07 Million 0.82% of portfolio
11,318
Q2 2025 Added 7.11%
$52.5B
$1.89 Million 0.75% of portfolio
9,251
Q2 2025 Added 2.42%
$1.78T
$1.83 Million 0.72% of portfolio
2,474
Q2 2025 Reduced 5.93%
$0
$1.68 Million 0.67% of portfolio
3,822
Q2 2025 Added 37.63%
$5.17B
$1.61 Million 0.64% of portfolio
75,612
Q2 2025 Reduced 21.47%
$281B
$1.56 Million 0.62% of portfolio
16,002
Q2 2025 Added 0.83%
$295B
$1.54 Million 0.61% of portfolio
1,925
Q2 2025 New
$282B
$1.54 Million 0.61% of portfolio
10,825
Q2 2025 Added 5.18%
$551B
$1.48 Million 0.59% of portfolio
4,178
Q2 2025 Reduced 1.86%
$0
$1.48 Million 0.59% of portfolio
21,625
Q2 2025 Reduced 78.12%
$0
$1.44 Million 0.57% of portfolio
14,260
Q2 2025 Added 16.28%
$0
$1.44 Million 0.57% of portfolio
16,164
Q2 2025 Reduced 3.04%
$0
$1.41 Million 0.56% of portfolio
15,881
Q2 2025 Reduced 3.79%
$218B
$1.35 Million 0.53% of portfolio
3,469
Q2 2025 Reduced 1.48%
$0
$1.3 Million 0.51% of portfolio
20,986
Q2 2025 Reduced 1.3%
$32.7B
$1.27 Million 0.5% of portfolio
14,682
Q2 2025 Added 27.84%
$0
$1.25 Million 0.5% of portfolio
8,324
Q2 2025 Added 0.05%
$0
$1.26 Million 0.5% of portfolio
10,870
Q2 2025 Added 0.6%
$0
$1.23 Million 0.49% of portfolio
8,861
Q2 2025 Reduced 0.39%
$178B
$1.19 Million 0.47% of portfolio
10,297
Q2 2025 Added 0.18%
$139B
$1.17 Million 0.46% of portfolio
9,493
Q2 2025 Added 5.55%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $253 Million
  • Prior Value $212 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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