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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$32.6 Million 11.87% of portfolio
174,642
Q3 2025 Reduced 3.58%
$4.3T
$13.2 Million 4.81% of portfolio
51,878
Q3 2025 Reduced 2.37%
$3.78T
$11.3 Million 4.1% of portfolio
21,748
Q3 2025 Added 0.0%
$1.29T
$7.92 Million 2.89% of portfolio
17,818
Q3 2025 Added 0.46%
$2.39T
$6.9 Million 2.51% of portfolio
31,419
Q3 2025 Reduced 5.16%
$1.74T
$4.76 Million 1.74% of portfolio
19,558
Q3 2025 Added 0.03%
$342B
$4.16 Million 1.52% of portfolio
22,821
Q3 2025 Added 3.82%
$881B
$3.8 Million 1.39% of portfolio
12,057
Q3 2025 Reduced 0.87%
$490B
$2.93 Million 1.07% of portfolio
25,950
Q3 2025 Reduced 1.93%
$404B
$2.81 Million 1.02% of portfolio
3,034
Q3 2025 Reduced 2.44%
$367B
$2.57 Million 0.94% of portfolio
6,350
Q3 2025 Reduced 4.19%
$303B
$2.24 Million 0.82% of portfolio
14,408
Q3 2025 Reduced 1.33%
$237B
$1.97 Million 0.72% of portfolio
8,316
Q3 2025 Added 8.25%
$388B
$1.78 Million 0.65% of portfolio
11,031
Q3 2025 Added 1.9%
$279B
$1.67 Million 0.61% of portfolio
16,165
Q3 2025 Added 1.02%
$1.37T
$1.64 Million 0.6% of portfolio
2,236
Q3 2025 Reduced 9.62%
$291B
$1.52 Million 0.55% of portfolio
3,191
Q3 2025 Reduced 8.01%
$533B
$1.43 Million 0.52% of portfolio
4,179
Q3 2025 Added 0.02%
$414B
$967,000 0.35% of portfolio
4,180
Q3 2025 Reduced 0.69%
$265B
$934,000 0.34% of portfolio
1,173
Q3 2025 Reduced 0.85%
$971B
$930,000 0.34% of portfolio
1,219
Q3 2025 Added 2.7%
$1.65T
$849,000 0.31% of portfolio
3,494
Q3 2025 Reduced 2.86%
$662B
$820,000 0.3% of portfolio
1,632
Q3 2025 Reduced 0.31%
$258B
$740,000 0.27% of portfolio
4,424
Q3 2025 Added 0.36%
$593B
$671,000 0.24% of portfolio
2,388
Q3 2025 Added 77.28%
$300B
$532,000 0.19% of portfolio
1,541
Q3 2025 Reduced 52.47%
$522B
$504,000 0.18% of portfolio
2,722
Q3 2025 Reduced 6.04%
$346B
$384,000 0.14% of portfolio
2,503
Q3 2025 Reduced 3.36%
$255B
$379,000 0.14% of portfolio
1,144
Q3 2025 Reduced 6.31%
$319B
$349,000 0.13% of portfolio
5,105
Q2 2025 Reduced 7.25%
$228B
$303,000 0.11% of portfolio
2,263
Q2 2025 Added 2.63%

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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