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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$1.15 Million 0.46% of portfolio
2,121
Q2 2025 Added 3.97%
$0
$1.17 Million 0.46% of portfolio
6,639
Q2 2025 Added 1.36%
$0
$1.13 Million 0.45% of portfolio
27,965
Q2 2025 New
$0
$1.11 Million 0.44% of portfolio
9,143
Q2 2025 Added 0.47%
$0
$1.11 Million 0.44% of portfolio
13,483
Q2 2025 Reduced 0.94%
$57.3B
$1.06 Million 0.42% of portfolio
5,427
Q2 2025 Added 27.42%
$102B
$1.07 Million 0.42% of portfolio
18,376
Q2 2025 New
$0
$1.01 Million 0.4% of portfolio
18,373
Q2 2025 New
$245B
$1.01 Million 0.4% of portfolio
3,242
Q2 2025 Added 45.12%
$0
$937,000 0.37% of portfolio
20,741
Q2 2025 Reduced 16.97%
$0
$929,000 0.37% of portfolio
2,648
Q2 2025 Reduced 0.26%
$608B
$925,000 0.37% of portfolio
1,187
Q2 2025 Reduced 4.81%
$0
$939,000 0.37% of portfolio
9,443
Q2 2025 Reduced 1.34%
$0
$918,000 0.36% of portfolio
2,096
Q2 2025 Added 2.44%
$3.68B
$850,000 0.34% of portfolio
2,105
Q2 2025 Reduced 28.4%
$254B
$837,000 0.33% of portfolio
1,183
Q2 2025 Added 3.5%
$0
$807,000 0.32% of portfolio
14,840
Q2 2025 Added 243.44%
$0
$774,000 0.31% of portfolio
33,941
Q2 2025 New
$621B
$795,000 0.31% of portfolio
1,637
Q2 2025 Reduced 0.12%
$63.8B
$772,000 0.31% of portfolio
7,652
Q2 2025 Added 23.74%
$0
$785,000 0.31% of portfolio
9,405
Q2 2025 Reduced 3.67%
$351B
$781,000 0.31% of portfolio
4,209
Q2 2025 Reduced 1.08%
$60.2B
$778,000 0.31% of portfolio
17,948
Q2 2025 Added 3.09%
$0
$741,000 0.29% of portfolio
3,930
Q1 2025 Reduced 0.2%
$33B
$673,000 0.27% of portfolio
23,950
Q2 2025 Reduced 14.39%
$229B
$643,000 0.25% of portfolio
4,408
Q2 2025 Added 2.63%
$1.21T
$633,000 0.25% of portfolio
3,597
Q2 2025 Reduced 1.51%
$172B
$616,000 0.24% of portfolio
600
Q2 2025 Added 0.84%
$0
$596,000 0.24% of portfolio
1,414
Q2 2025 Reduced 0.77%
$73.8B
$556,000 0.22% of portfolio
2,255
Q2 2025 Reduced 2.17%
$106B
$549,000 0.22% of portfolio
1,802
Q2 2025 Reduced 0.11%
$40.9B
$561,000 0.22% of portfolio
7,418
Q2 2025 Reduced 7.56%
$182B
$526,000 0.21% of portfolio
12,177
Q2 2025 Added 8.77%
$77.3B
$507,000 0.2% of portfolio
2,720
Q2 2025 Reduced 29.44%
$0
$518,000 0.2% of portfolio
7,979
Q2 2025 Reduced 5.96%
$0
$472,000 0.19% of portfolio
3,321
Q4 2024 Reduced 2.61%
$95.6B
$476,000 0.19% of portfolio
2,081
Q2 2025 Added 1.27%
$92.8B
$451,000 0.18% of portfolio
1,315
Q2 2025 Reduced 19.62%
$8.57B
$442,000 0.17% of portfolio
10,292
Q2 2025 New
$201B
$426,000 0.17% of portfolio
541
Q2 2025 Reduced 0.18%
$37.5B
$431,000 0.17% of portfolio
8,766
Q2 2025 Added 14.48%
$141B
$441,000 0.17% of portfolio
6,360
Q2 2025 New
$452B
$442,000 0.17% of portfolio
2,897
Q2 2025 Added 2.91%
$368B
$412,000 0.16% of portfolio
2,590
Q2 2025 Added 2.82%
$227B
$389,000 0.15% of portfolio
1,221
Q1 2025 Added 0.08%
$0
$343,000 0.14% of portfolio
2,450
Q2 2025 Reduced 4.26%
$185B
$352,000 0.14% of portfolio
4,136
Q2 2025 Added 18.65%
$111B
$355,000 0.14% of portfolio
1,101
Q2 2025 Reduced 18.02%
$293B
$354,000 0.14% of portfolio
5,105
Q2 2025 Reduced 7.25%

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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