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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.24 Million 0.45% of portfolio
6,639
Q2 2025 Added 1.36%
$0
$1.22 Million 0.45% of portfolio
13,335
Q3 2025 Reduced 1.1%
$0
$1.16 Million 0.42% of portfolio
9,192
Q3 2025 Added 0.54%
$5.37B
$1.13 Million 0.41% of portfolio
37,998
Q3 2025 Added 131.77%
$0
$1.09 Million 0.4% of portfolio
18,896
Q3 2025 Added 2.85%
$0
$1.05 Million 0.38% of portfolio
18,308
Q3 2025 Added 23.37%
$0
$1.03 Million 0.38% of portfolio
9,338
Q3 2025 Reduced 1.11%
$0
$1.03 Million 0.38% of portfolio
2,156
Q3 2025 Added 2.86%
$0
$1 Million 0.36% of portfolio
2,641
Q3 2025 Reduced 0.26%
$0
$1 Million 0.36% of portfolio
21,076
Q3 2025 Added 1.62%
$0
$961,000 0.35% of portfolio
11,013
Q3 2025 Added 17.1%
$375B
$967,000 0.35% of portfolio
4,180
Q3 2025 Reduced 0.69%
$268B
$934,000 0.34% of portfolio
1,173
Q3 2025 Reduced 0.85%
$852B
$930,000 0.34% of portfolio
1,219
Q3 2025 Added 2.7%
$192B
$937,000 0.34% of portfolio
2,096
Q3 2025 Reduced 1.18%
$0
$895,000 0.33% of portfolio
17,635
Q3 2025 Added 7.2%
$0
$853,000 0.31% of portfolio
4,081
Q3 2025 Added 3.84%
$621B
$820,000 0.3% of portfolio
1,632
Q3 2025 Reduced 0.31%
$4.08B
$823,000 0.3% of portfolio
33,338
Q3 2025 Added 103.22%
$58.9B
$730,000 0.27% of portfolio
18,630
Q3 2025 Added 3.8%
$260B
$740,000 0.27% of portfolio
4,424
Q3 2025 Added 0.36%
$0
$702,000 0.26% of portfolio
30,430
Q3 2025 Reduced 10.34%
$11.6B
$694,000 0.25% of portfolio
11,286
Q3 2025 Added 9.66%
$68.6B
$677,000 0.25% of portfolio
8,109
Q3 2025 Added 5.97%
$0
$652,000 0.24% of portfolio
1,392
Q3 2025 Reduced 1.56%
$695B
$671,000 0.24% of portfolio
2,388
Q3 2025 Added 77.28%
$127B
$640,000 0.23% of portfolio
1,802
Q2 2025 Reduced 0.11%
$166B
$603,000 0.22% of portfolio
13,730
Q3 2025 Added 12.75%
$37.5B
$593,000 0.22% of portfolio
10,451
Q3 2025 Added 19.22%
$185B
$577,000 0.21% of portfolio
628
Q3 2025 Added 4.67%
$73.8B
$546,000 0.2% of portfolio
2,720
Q2 2025 Reduced 29.44%
$31.9B
$527,000 0.19% of portfolio
18,250
Q3 2025 Reduced 23.8%
$64.9B
$517,000 0.19% of portfolio
2,255
Q2 2025 Reduced 2.17%
$312B
$532,000 0.19% of portfolio
1,541
Q3 2025 Reduced 52.47%
$0
$532,000 0.19% of portfolio
7,752
Q3 2025 Reduced 2.84%
$0
$483,000 0.18% of portfolio
3,316
Q3 2025 Reduced 0.15%
$487B
$504,000 0.18% of portfolio
2,722
Q3 2025 Reduced 6.04%
$161B
$480,000 0.17% of portfolio
6,360
Q2 2025 New
$36.9B
$479,000 0.17% of portfolio
5,824
Q3 2025 Reduced 21.49%
$3.77B
$476,000 0.17% of portfolio
10,409
Q3 2025 New
$80.8B
$459,000 0.17% of portfolio
2,081
Q2 2025 Added 1.27%
$27.3B
$431,000 0.16% of portfolio
2,963
Q3 2025 New
$2.47B
$431,000 0.16% of portfolio
1,340
Q3 2025 Reduced 36.34%
$197B
$419,000 0.15% of portfolio
4,136
Q2 2025 Added 18.65%
$89.6B
$386,000 0.14% of portfolio
1,115
Q3 2025 Reduced 15.21%
$351B
$384,000 0.14% of portfolio
2,503
Q3 2025 Reduced 3.36%
$0
$375,000 0.14% of portfolio
2,534
Q3 2025 Added 3.43%
$270B
$379,000 0.14% of portfolio
1,144
Q3 2025 Reduced 6.31%
$306B
$349,000 0.13% of portfolio
5,105
Q2 2025 Reduced 7.25%

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
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