Wealth Management Partners, LLC
CIK 1843294
13F filing for Q2 2026・No. 4,328
- Holdings
- US$425M
- Quarter change
- +US$75.13M
- Entries
- 154
- Net bought (estimate)
- +US$10.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 7
- Cut 67
- Added 54
- Corporate actions 0
- Unchanged 19
Largest holdings
154 stocks worth US$425M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMERICAN CENTY ETF TRAVANTIS ALL INT | Added | 384,167 | US$31.65M | 7.45% |
| NVDANvidiaCOM | Cut | 153,122 | US$30.64M | 7.21% |
| QQQInvesco QQQUNIT SER 1 | Cut | 36,467 | US$26.85M | 6.32% |
| AMERICAN CENTY ETF TRAVA MID EQU ETF | Added | 218,287 | US$17.52M | 4.12% |
| IVVISHARES TRCORE S&P500 ETF | Added | 19,785 | US$14.82M | 3.49% |
| AAPLAppleCOM | Cut | 50,608 | US$14.64M | 3.45% |
| ISHARES GOLD TRISHARES NEW | Cut | 177,803 | US$13.43M | 3.16% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 153,373 | US$12.63M | 2.97% |
| ALABASTERA LABS INCCOM | AddedSplit 1:2 | 25,796 | US$12.46M | 2.93% |
| MUMicronCOM | Added | 9,484 | US$10.95M | 2.58% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.