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