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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$113B
$3.04 Million 1.2% of portfolio
11,027
Q2 2025 Added 6.4%
$161B
$2.07 Million 0.82% of portfolio
11,318
Q2 2025 Added 7.11%
$58.9B
$1.89 Million 0.75% of portfolio
9,251
Q2 2025 Added 2.42%
$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
$73.8B
$772,000 0.31% of portfolio
7,652
Q2 2025 Added 23.74%
$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%
$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%
$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%
$35.7B
$431,000 0.17% of portfolio
8,766
Q2 2025 Added 14.48%
$152B
$441,000 0.17% of portfolio
6,360
Q2 2025 New
$182B
$352,000 0.14% of portfolio
4,136
Q2 2025 Added 18.65%
$104B
$355,000 0.14% of portfolio
1,101
Q2 2025 Reduced 18.02%
$15.3B
$275,000 0.11% of portfolio
4,100
Q2 2025 Added 2.5%
$15.4B
$243,000 0.1% of portfolio
5,500
Q2 2025 New
$79.9B
$251,000 0.1% of portfolio
1,019
Q2 2025 Added 1.9%
$173B
$220,000 0.09% of portfolio
569
Q2 2025 Reduced 4.37%
$141B
$215,000 0.09% of portfolio
936
Q2 2025 Reduced 7.23%

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
Track This Portfolio

Track Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email