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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$28.6 Million 11.32% of portfolio
181,118
Q2 2025 Reduced 0.38%
$3.45T
$10.9 Million 4.31% of portfolio
53,135
Q2 2025 Added 0.48%
$3.77T
$10.8 Million 4.28% of portfolio
21,747
Q2 2025 Reduced 0.94%
$2.32T
$7.27 Million 2.88% of portfolio
33,129
Q2 2025 Added 0.8%
$1.05T
$5.63 Million 2.23% of portfolio
17,737
Q2 2025 Reduced 0.52%
$855B
$3.53 Million 1.4% of portfolio
12,163
Q2 2025 Added 2.12%
$1.17T
$3.47 Million 1.37% of portfolio
19,553
Q2 2025 Added 2.78%
$417B
$3.08 Million 1.22% of portfolio
3,110
Q2 2025 Reduced 0.92%
$113B
$3.04 Million 1.2% of portfolio
11,027
Q2 2025 Added 6.4%
$293B
$3 Million 1.19% of portfolio
21,982
Q2 2025 Reduced 11.71%
$452B
$2.85 Million 1.13% of portfolio
26,462
Q2 2025 Added 0.11%
$380B
$2.43 Million 0.96% of portfolio
6,628
Q2 2025 Added 1.88%
$1.22T
$2.29 Million 0.91% of portfolio
10,123
Q2 2025 New
$294B
$2.09 Million 0.83% of portfolio
14,602
Q2 2025 Added 0.96%
$264B
$2.09 Million 0.83% of portfolio
7,682
Q2 2025 Added 1.79%
$161B
$2.07 Million 0.82% of portfolio
11,318
Q2 2025 Added 7.11%
$1.58T
$1.83 Million 0.72% of portfolio
2,474
Q2 2025 Reduced 5.93%
$5.3B
$1.61 Million 0.64% of portfolio
75,612
Q2 2025 Reduced 21.47%
$260B
$1.56 Million 0.62% of portfolio
16,002
Q2 2025 Added 0.83%
$280B
$1.54 Million 0.61% of portfolio
1,925
Q2 2025 New
$250B
$1.54 Million 0.61% of portfolio
10,825
Q2 2025 Added 5.18%
$575B
$1.48 Million 0.59% of portfolio
4,178
Q2 2025 Reduced 1.86%
$220B
$1.35 Million 0.53% of portfolio
3,469
Q2 2025 Reduced 1.48%
$32.7B
$1.27 Million 0.5% of portfolio
14,682
Q2 2025 Added 27.84%
$147B
$1.19 Million 0.47% of portfolio
10,297
Q2 2025 Added 0.18%
$119B
$1.17 Million 0.46% of portfolio
9,493
Q2 2025 Added 5.55%
$181B
$1.15 Million 0.46% of portfolio
2,121
Q2 2025 Added 3.97%
$53.9B
$1.06 Million 0.42% of portfolio
5,427
Q2 2025 Added 27.42%
$104B
$1.07 Million 0.42% of portfolio
18,376
Q2 2025 New
$267B
$1.01 Million 0.4% of portfolio
3,242
Q2 2025 Added 45.12%
$738B
$925,000 0.37% of portfolio
1,187
Q2 2025 Reduced 4.81%
$3.98B
$850,000 0.34% of portfolio
2,105
Q2 2025 Reduced 28.4%
$239B
$837,000 0.33% of portfolio
1,183
Q2 2025 Added 3.5%
$622B
$795,000 0.31% of portfolio
1,637
Q2 2025 Reduced 0.12%
$73.8B
$772,000 0.31% of portfolio
7,652
Q2 2025 Added 23.74%
$331B
$781,000 0.31% of portfolio
4,209
Q2 2025 Reduced 1.08%
$65.5B
$778,000 0.31% of portfolio
17,948
Q2 2025 Added 3.09%
$33.3B
$673,000 0.27% of portfolio
23,950
Q2 2025 Reduced 14.39%
$219B
$643,000 0.25% of portfolio
4,408
Q2 2025 Added 2.63%
$1.14T
$633,000 0.25% of portfolio
3,597
Q2 2025 Reduced 1.51%
$194B
$616,000 0.24% of portfolio
600
Q2 2025 Added 0.84%
$76.6B
$556,000 0.22% of portfolio
2,255
Q2 2025 Reduced 2.17%
$40.6B
$561,000 0.22% of portfolio
7,418
Q2 2025 Reduced 7.56%
$180B
$526,000 0.21% of portfolio
12,177
Q2 2025 Added 8.77%
$79.5B
$507,000 0.2% of portfolio
2,720
Q2 2025 Reduced 29.44%
$93.2B
$476,000 0.19% of portfolio
2,081
Q2 2025 Added 1.27%
$88.1B
$451,000 0.18% of portfolio
1,315
Q2 2025 Reduced 19.62%
$8.35B
$442,000 0.17% of portfolio
10,292
Q2 2025 New
$216B
$426,000 0.17% of portfolio
541
Q2 2025 Reduced 0.18%

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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