Latest Wealth Management Partners, LLC Stock Portfolio

Wealth Management Partners, LLC Performance:

2026 Q1: -2.28%YTD: -2.28%2025: 19.13%

Performance for 2026 Q1 is -2.28%, and YTD is -2.28%, and 2025 is 19.13%.

About Wealth Management Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wealth Management Partners, LLC reported an equity portfolio of $349.9 Millions as of 31 Mar, 2026.

The top stock holdings of Wealth Management Partners, LLC are AEMB, NVDA, QQQ. The fund has invested 8.3% of it's portfolio in AMERICAN CENTY ETF TR and 7.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off SALESFORCE INC (CRM), SERVICENOW INC (NOW) and INTUIT (INTU) stocks. They significantly reduced their stock positions in STATE STR SPDR DOW JONES IND (DIA), VIRTUS ETF TR II (BLHY) and PNC FINL SVCS GROUP INC (PNC). Wealth Management Partners, LLC opened new stock positions in ISHARES INC (EMGF), VANECK ETF TRUST (BUZZ) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES TR (AAXJ) and SCHWAB STRATEGIC TR (FNDA).

Wealth Management Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Wealth Management Partners, LLC made a return of -2.28% in the last quarter. In trailing 12 months, it's portfolio return was 24.33%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares inc	2,247,000
vaneck etf trust	1,895,520
ishares tr	1,514,550
spdr series trust	547,068
the alger etf trust	539,527
global x fds	244,358
mcdonalds corp	229,052
ark etf tr	226,367

New stocks bought by Wealth Management Partners, LLC

Additions

Ticker	% Inc.
ishares tr	108
ishares tr	82.89
ishares tr	78.63
schwab strategic tr	67.85
robinhood mkts inc	63.62
vanguard specialized funds	60.84
immunitybio inc	56.31
ishares tr	53.84

Additions to existing portfolio by Wealth Management Partners, LLC

Reductions

Ticker	% Reduced
state str spdr dow jones ind	-30.91
virtus etf tr ii	-26.47
pnc finl svcs group inc	-22.34
vertiv holdings co	-18.09
ishares tr	-17.15
rio tinto plc	-12.65
berkshire hathaway inc del	-11.36
micron technology inc	-10.38

Wealth Management Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
toast inc	-311,884
salesforce inc	-2,075,390
bitwise 10 crypto index etf	-247,556
servicenow inc	-512,421
ishares silver tr	-202,794
nebius group n.v.	-229,938
ishares tr	-200,544
toll brothers inc	-202,830

Wealth Management Partners, LLC got rid off the above stocks

Sector Distribution

Wealth Management Partners, LLC has about 60.9% of it's holdings in Others sector.

Sector	%
Others	60.9
Technology	20.2
Consumer Cyclical	4.2
Industrials	2.7
Communication Services	2.7
Energy	2.3
Financial Services	2.2
Healthcare	1.8
Consumer Defensive	1.7

Market Cap. Distribution

Wealth Management Partners, LLC has about 37.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	61
MEGA-CAP	32.8
LARGE-CAP	4.7
MID-CAP	1.5

Stocks belong to which Index?

About 36.3% of the stocks held by Wealth Management Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	63.7
S&P 500	34.6
RUSSELL 2000	1.7

Top 5 Winners (%)		%
IBRX	immunitybio inc	155.3 %
RCAT	red cat hldgs inc	63.9 %
VRT	vertiv holdings co	49.7 %
XOM	exxon mobil corp	40.6 %
AAXJ	ishares tr	39.3 %

Top 5 Winners ($)		$
VRT	vertiv holdings co	1.4 M
IAU	ishares gold tr	1.3 M
XOM	exxon mobil corp	1.3 M
AMAT	applied matls inc	1.0 M
AEMB	american centy etf tr	1.0 M

Top 5 Losers (%)		%
QBTS	d-wave quantum inc	-44.1 %
	picard medical inc	-40.6 %
RGTI	rigetti computing inc	-36.0 %
IONQ	ionq inc	-35.2 %
CRDO	credo technology group holdi	-34.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.5 M
	astera labs inc	-2.1 M
NVDA	nvidia corporation	-2.0 M
QQQ	invesco qqq tr	-1.4 M
TSLA	tesla inc	-1.2 M

Wealth Management Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wealth Management Partners, LLC

Wealth Management Partners, LLC has 147 stocks in it's portfolio. About 46.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for Wealth Management Partners, LLC last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.71	51,104	12,968,400	added	0.94

AAXJ	ishares tr	0.55	15,530	1,939,700	reduced	-3.25

AAXJ	ishares tr	0.53	8,411	1,839,910	added	82.89

AAXJ	ishares tr	0.43	52,316	1,514,550	new

AAXJ	ishares tr	0.31	9,004	1,091,200	reduced	-17.15

AAXJ	ishares tr	0.13	2,515	455,240	added	24.01

ABBV	abbvie inc	0.27	4,299	935,019	added	3.22

ABT	abbott laboratories	0.07	2,238	229,775	unchanged	0.00

ACWV	ishares inc	0.34	12,570	1,203,390	added	8.08

AEMB	american centy etf tr	8.29	380,960	29,017,700	added	12.49

AEMB	american centy etf tr	4.48	217,157	15,687,400	added	7.2

AEMB	american centy etf tr	0.48	20,789	1,675,180	reduced	-1.95

AEMB	american centy etf tr	0.46	14,526	1,615,000	added	17.32

ALCC	oklo inc	0.23	16,370	811,788	added	10.47

ALL	allstate corp	0.06	999	207,133	unchanged	0.00

AMAT	applied matls inc	1.07	10,983	3,753,980	reduced	-5.01

AMD	advanced micro devices inc	0.60	10,319	2,099,190	reduced	-1.22

AMPS	ishares tr	0.71	26,661	2,472,520	reduced	-4.3

AMZA	etfis ser tr i	0.22	34,325	780,894	added	10.11

AMZN	amazon com inc	1.83	30,817	6,416,830	reduced	-2.19