Wealth Management Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Wealth Management Partners, LLC reported 154 stock positions worth $425.0 million. Its top holding was Avantis All Intl MKTS Eq ETF (AVNM) at 7.4% of the portfolio, followed by Nvidia (NVDA, 7.2%) and Invesco QQQ Trust Series 1 (QQQ, 6.3%). Compared with Q1 2026, it opened 13 new positions, sold out of 6, added to 53 and reduced 69. The biggest buy was Micron Technology (MU, shares +6%) and the biggest sale iShares Gold Trust (IAU, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0001843294
- Portfolio Value
- $425.0M (Q2 2026)
- SEC Filing
- 0001843294-26-000004 ↗ filed Jul 22, 2026
Holdings Value
Holdings 154 stocks · $425.0M
| AVNM Avantis All Intl MKTS Eq ETF | 7.45% | 384,167 | $31.6M | Add +0.8% |
| NVDA Nvidia Corp. | 7.21% | 153,122 | $30.6M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 6.32% | 36,467 | $26.9M | Reduce -2.2% |
| AVMC Avantis US Mid Cap Eq ETF | 4.12% | 218,287 | $17.5M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 3.49% | 19,785 | $14.8M | Add +0.3% |
| AAPL Apple Inc. | 3.45% | 50,608 | $14.6M | Reduce -1.0% |
| IAU iShares Gold Trust | 3.16% | 177,803 | $13.4M | Reduce -2.8% |
| DFAS Dimensional US Small Cap ETF | 2.97% | 153,373 | $12.6M | Add +3.5% |
| ALAB Astera Labs Inc. | 2.93% | 25,796 | $12.5M | Reduce -38.8% |
| MU Micron Technology Inc. | 2.58% | 9,484 | $10.9M | Add +6.0% |
| MSFT Microsoft Corp. | 1.99% | 22,681 | $8.5M | Add +5.2% |
| FDN First Trust DJ Internet Ind | 1.97% | 31,647 | $8.4M | Reduce -1.1% |
| AMAT Applied Materials Inc. | 1.87% | 11,006 | $8.0M | Add +0.2% |
| AMZN Amazon.com Inc. | 1.84% | 32,842 | $7.8M | Add +6.6% |
| TSLA Tesla Inc. | 1.58% | 15,970 | $6.7M | Add +2.8% |
| GOOG Alphabet Inc. Class C | 1.58% | 19,004 | $6.7M | Reduce -0.7% |
| AMD Advanced Micro Devices | 1.42% | 10,368 | $6.0M | Add +0.5% |
| RWL Invesco S&P 500 Revenue ETF | 1.35% | 44,763 | $5.7M | Reduce -1.3% |
| ARTY iShares Future AI & Tech ETF | 1.17% | 65,555 | $5.0M | Add +6.3% |
| ARKW ARK Next Generation Technolo | 1.17% | 34,454 | $5.0M | Add +0.9% |
| FAD First Trust Multi Cap Growth | 1.17% | 24,951 | $5.0M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.05% | 9,327 | $4.5M | Reduce -0.1% |
| CRWV Coreweave Inc. Class A | 1.05% | 44,732 | $4.5M | Add +37.9% |
| VYM Vanguard High DVD Yield ETF | 1.04% | 28,105 | $4.4M | Reduce -1.4% |
| IUSV iShares Core S&P U.S. Value | 1.04% | 39,998 | $4.4M | Reduce -0.3% |
| VRT Vertiv Holdings Co. Class A | 1.02% | 12,903 | $4.3M | Reduce -7.2% |
| FNY First Trust Mid Cap Growth | 0.96% | 36,714 | $4.1M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.95% | 12,391 | $4.1M | Add +5.1% |
| AVGO Broadcom Inc. | 0.93% | 10,448 | $3.9M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 5,162 | $3.9M | Add +0.2% |
| CNEQ Alger Concentrated Eqty ETF | 0.90% | 92,852 | $3.8M | Add +435.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.90% | 1,919 | $3.8M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.82% | 25,418 | $3.5M | Reduce -2.9% |
| PANW Palo Alto Networks Inc. | 0.81% | 10,061 | $3.4M | Add +1.0% |
| IEMG iShares Core MSCI Emerging | 0.77% | 39,390 | $3.3M | Add +22.3% |
| IJR iShares Core S&P Small-Cap E | 0.77% | 21,934 | $3.3M | Add +0.5% |
| CAT Caterpillar Inc. | 0.72% | 2,856 | $3.0M | Reduce -5.3% |
| COST Costco Wholesale Corp. | 0.65% | 2,967 | $2.8M | Reduce -0.1% |
| GFLW VS Free Cash Flow Growth ETF filed as VICTORY PORTFOLIOS II | 0.65% | 80,404 | $2.8M | Add +17.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.57% | 25,293 | $2.4M | Reduce -5.1% |
| PLTR Palantir Technologies Inc. Class A | 0.57% | 20,740 | $2.4M | Reduce -4.1% |
| ARKQ ARK Autonomous Tech & Robot | 0.55% | 17,541 | $2.3M | Add +0.5% |
| CVX Chevron Corp. | 0.53% | 13,504 | $2.2M | Reduce -4.3% |
| LLY Eli Lilly & Co. | 0.51% | 1,802 | $2.2M | Add +48.6% |
| HD Home Depot Inc. | 0.51% | 6,122 | $2.2M | Reduce -2.4% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.49% | 23,528 | $2.1M | Add +9.2% |
| AVEM Avantis Emerging Markets Eq | 0.46% | 20,430 | $2.0M | Reduce -1.7% |
| SPCX Space Exploration Techn Class A | 0.46% | 11,407 | $1.9M | New |
| WMT Walmart Inc. | 0.45% | 17,048 | $1.9M | Add +2.2% |
| JOET Virtus Terranova US Qual Mom | 0.44% | 40,009 | $1.9M | Reduce -24.8% |
| AVUS Avantis U.S. Equity ETF | 0.42% | 14,068 | $1.8M | Reduce -3.1% |
| NET Cloudflare Inc. Class A | 0.38% | 6,668 | $1.6M | Add +2.8% |
| IEO iShares U.S. Oil & Gas Explo | 0.38% | 14,661 | $1.6M | Reduce -5.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 15,719 | $1.5M | Add +0.8% |
| IUSG iShares Core S&P U.S. Growth | 0.36% | 8,039 | $1.5M | Reduce -1.7% |
| IJH iShares Core S&P Midcap ETF | 0.35% | 19,407 | $1.5M | Reduce -0.1% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.35% | 12,606 | $1.5M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.34% | 4,089 | $1.5M | Reduce -5.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.34% | 2,769 | $1.4M | No change |
| V Visa Inc. Class A | 0.33% | 4,137 | $1.4M | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.33% | 14,936 | $1.4M | Reduce -0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.32% | 6,290 | $1.4M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 0.31% | 2,339 | $1.3M | Reduce -2.7% |
| SMMT Summit Therapeutics Inc. | 0.31% | 89,274 | $1.3M | Add +40.0% |
| IEZ iShares U.S. Oil Equipment & | 0.30% | 47,239 | $1.3M | Reduce -9.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.29% | 8,798 | $1.3M | Reduce -2.3% |
| IWP iShares Russell Mid-Cap Grow | 0.29% | 8,519 | $1.2M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.29% | 1,208 | $1.2M | Add +1.3% |
| GEV GE Vernova Inc. | 0.28% | 1,021 | $1.2M | Add +6.3% |
| QBTS D-Wave Quantum Inc. | 0.28% | 49,127 | $1.2M | Add +17.6% |
| IYF iShares US Financials ETF | 0.28% | 9,207 | $1.2M | Add +0.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.27% | 8,540 | $1.2M | Reduce -4.7% |
| IYE iShares U.S. Energy ETF | 0.27% | 20,133 | $1.1M | Reduce -7.0% |
| IWV iShares Russell 3000 ETF | 0.26% | 2,587 | $1.1M | No change |
| FCX Freeport-McMoran Inc. | 0.26% | 17,480 | $1.1M | Reduce -4.6% |
| SHOP Shopify Inc. Class A | 0.26% | 9,585 | $1.1M | Reduce -5.9% |
| ABBV Abbvie Inc. | 0.25% | 4,300 | $1.1M | Add +0.0% |
| ORCL Oracle Corp. | 0.24% | 7,068 | $1.0M | Add +45.5% |
| RGTI Rigetti Computing Inc. | 0.24% | 51,729 | $999K | Add +15.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 11,446 | $986K | Reduce -6.0% |
| SOXX iShares Semiconductor ETF | 0.23% | 1,510 | $968K | Add +18.3% |
| DAL Delta Air Lines Inc. | 0.22% | 10,071 | $943K | Reduce -13.3% |
| XBI SS SPDR S&P Biotech ETF | 0.22% | 5,946 | $941K | Add +38.8% |
| OKLO Oklo Inc. | 0.21% | 17,429 | $912K | Add +6.5% |
| IONQ Ionq Inc. | 0.21% | 16,693 | $889K | Add +22.4% |
| VZ Verizon Communications Inc. | 0.20% | 20,110 | $851K | Reduce -1.2% |
| CRDO Credo Technology Group Holdi | 0.20% | 3,058 | $832K | Reduce -1.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.20% | 16,458 | $831K | Reduce -2.4% |
| RTX RTX Corp. | 0.19% | 4,324 | $820K | Add +9.5% |
| JNJ Johnson & Johnson | 0.19% | 3,219 | $818K | Add +13.4% |
| ISRG Intuitive Surgical Inc. | 0.19% | 2,055 | $817K | Reduce -3.7% |
| IYM iShares U.S. Basic Materials | 0.19% | 4,511 | $810K | Add +2.2% |
| UNH Unitedhealth Group Inc. | 0.17% | 1,782 | $741K | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 1,428 | $715K | No change |
| XAGG Ev Income Opportunities ETF | 0.17% | 14,281 | $714K | Add +237.8% |
| LEU Centrus Energy Corp. Class A | 0.17% | 4,249 | $713K | Add +43.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,892 | $700K | Reduce -10.7% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 2,945 | $697K | No change |
| IWF iShares Russell 1000 Growth | 0.16% | 5,524 | $686K | No change |
| ARKG ARK Genomic Revolution ETF | 0.15% | 15,340 | $645K | Add +79.0% |
Portfolio Sells Q1 2026 → Q2 2026
| IAU iShares Gold Trust | Reduce -2.8% | 3.16% | −1.45 |
| NVDA Nvidia Corp. | Reduce -3.2% | 7.21% | −0.67 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.82% | −0.45 |
| ITA iShares U.S. Aerospace & Def | Reduce -76.6% | 0.11% | −0.41 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.1% | 0.57% | −0.34 |
| CVX Chevron Corp. | Reduce -4.3% | 0.53% | −0.31 |
| AAPL Apple Inc. | Reduce -1.0% | 3.45% | −0.26 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 0.65% | −0.19 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -55.1% | 0.12% | −0.18 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -5.6% | 0.38% | −0.18 |
| JOET Virtus Terranova US Qual Mom | Reduce -24.8% | 0.44% | −0.17 |
| FDN First Trust DJ Internet Ind | Reduce -1.1% | 1.97% | −0.17 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.4% | 1.04% | −0.16 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -1.3% | 1.35% | −0.14 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.3% | 1.04% | −0.14 |
| IEZ iShares U.S. Oil Equipment & | Reduce -9.7% | 0.30% | −0.13 |
| IYE iShares U.S. Energy ETF | Reduce -7.0% | 0.27% | −0.13 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -5.1% | 0.57% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -1.2% | 0.20% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -3.7% | 0.19% | −0.09 |
| NFLT Virtus Newfleet Multi-Sector | Reduce -27.1% | 0.14% | −0.09 |
| SHOP Shopify Inc. Class A | Reduce -5.9% | 0.26% | −0.09 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.09 |
| IXC iShares Global Energy ETF | Reduce -14.4% | 0.13% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -2.7% | 0.31% | −0.08 |
| HD Home Depot Inc. | Reduce -2.4% | 0.51% | −0.08 |
| CEG Constellation Energy | Sold out | 0.00% | −0.07 |
| PCLO Virtus Seix Aaa PRV CR Clo | Sold out | 0.00% | −0.07 |
| GLD SPDR Gold Shares | Reduce -3.3% | 0.15% | −0.07 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -0.5% | 0.33% | −0.07 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.07 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -13.3% | 0.11% | −0.06 |
| FCX Freeport-McMoran Inc. | Reduce -4.6% | 0.26% | −0.05 |
| UPS United Parcel Service Class B | Reduce -17.7% | 0.14% | −0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -2.4% | 0.20% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.4% | 0.32% | −0.04 |
| AVUS Avantis U.S. Equity ETF | Reduce -3.1% | 0.42% | −0.04 |
| JEPI JPMorgan Equity Premium Inco | Reduce -10.0% | 0.09% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.7% | 0.16% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -4.7% | 0.27% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.6% | 0.13% | −0.03 |
| BALT Inn Defined Wealth Shield | Reduce -5.0% | 0.10% | −0.02 |
| BBDC Barings BDC Inc. | Sold out | 0.00% | −0.02 |
| SYLD Cambria Shareholder Yield Et | Reduce -3.4% | 0.12% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 0.10% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 0.35% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -19.6% | 0.05% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.0% | 0.23% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.5% | 0.29% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +6.0% | 2.58% | +1.71 |
| AMD Advanced Micro Devices | Add +0.5% | 1.42% | +0.82 |
| AMAT Applied Materials Inc. | Add +0.2% | 1.87% | +0.80 |
| CNEQ Alger Concentrated Eqty ETF | Add +435.6% | 0.90% | +0.75 |
| SPCX Space Exploration Techn Class A | New | 0.46% | +0.46 |
| ARTY iShares Future AI & Tech ETF | Add +6.3% | 1.17% | +0.35 |
| PANW Palo Alto Networks Inc. | Add +1.0% | 0.81% | +0.35 |
| CRWV Coreweave Inc. Class A | Add +37.9% | 1.05% | +0.33 |
| LLY Eli Lilly & Co. | Add +48.6% | 0.51% | +0.19 |
| GFLW VS Free Cash Flow Growth ETF | Add +17.4% | 0.65% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +22.3% | 0.77% | +0.13 |
| XAGG Ev Income Opportunities ETF | Add +237.8% | 0.17% | +0.11 |
| SOXX iShares Semiconductor ETF | Add +18.3% | 0.23% | +0.11 |
| QBTS D-Wave Quantum Inc. | Add +17.6% | 0.28% | +0.10 |
| IONQ Ionq Inc. | Add +22.4% | 0.21% | +0.10 |
| NBIS Nebius Group NV | New | 0.09% | +0.09 |
| ARKG ARK Genomic Revolution ETF | Add +79.0% | 0.15% | +0.09 |
| TOL Toll Brothers Inc. | New | 0.07% | +0.07 |
| GNOM Global X Genomics & Biotechn | Add +81.6% | 0.14% | +0.07 |
| XBI SS SPDR S&P Biotech ETF | Add +38.8% | 0.22% | +0.07 |
| MRVL Marvell Technology Inc. | New | 0.06% | +0.06 |
| IYW iShares Ustechnology ETF | New | 0.06% | +0.06 |
| NOW ServiceNow Inc. | New | 0.06% | +0.06 |
| MPWR Monolithic Power Systems Inc. | New | 0.06% | +0.06 |
| RGTI Rigetti Computing Inc. | Add +15.6% | 0.24% | +0.06 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| IVW iShares S&P 500 Growth ETF | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | New | 0.05% | +0.05 |
| VGT Vanguard Info Tech ETF | New | 0.05% | +0.05 |
| STX Seagate Technology Holdings | New | 0.05% | +0.05 |
| OTLK Outlook Therapeutics Inc. | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | Add +6.3% | 0.28% | +0.04 |
| FAD First Trust Multi Cap Growth | Add +0.2% | 1.17% | +0.04 |
| ORCL Oracle Corp. | Add +45.5% | 0.24% | +0.04 |
| LEU Centrus Energy Corp. Class A | Add +43.4% | 0.17% | +0.02 |
| FNY First Trust Mid Cap Growth | Add +0.9% | 0.96% | +0.02 |
| AMZN Amazon.com Inc. | Add +6.6% | 1.84% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +47.8% | 0.09% | +0.00 |
| EEMA iShares MSCI Emerg MRKT Asia | Add +0.3% | 0.35% | +0.00 |
| NET Cloudflare Inc. Class A | Add +2.8% | 0.38% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 0.29% | −0.00 |
| ARKW ARK Next Generation Technolo | Add +0.9% | 1.17% | −0.00 |
| EXI iShares Global Industrials E | Add +6.6% | 0.13% | −0.00 |
| JNJ Johnson & Johnson | Add +13.4% | 0.19% | −0.01 |
| PMI Picard Medical Inc. | Add +78.3% | 0.00% | −0.01 |
| IBB iShares Biotechnology ETF | Add +0.2% | 0.12% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.5% | 0.77% | −0.01 |
| ABBV Abbvie Inc. | Add +0.0% | 0.25% | −0.01 |
| ARKQ ARK Autonomous Tech & Robot | Add +0.5% | 0.55% | −0.01 |
| OKLO Oklo Inc. | Add +6.5% | 0.21% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 154 | $425.0M | AVNM, NVDA, QQQ, AVMC, IVV |
| Q1 2026 | 147 | $349.9M | AVNM, NVDA, QQQ, IAU, AVMC |
| Q4 2025 | 147 | $350.2M | NVDA, AVNM, QQQ, IAU, AVMC |
| Q3 2025 | 138 | $314.7M | NVDA, QQQ, AVNM, IAU, AAPL |
| Q2 2025 | 136 | $282.9M | NVDA, QQQ, AVNM, IAU, IVV |
| Q1 2025 | 114 | $215.9M | NVDA, QQQ, IAU, AAPL, IVV |
| Q4 2024 | 113 | $231.7M | NVDA, QQQ, AAPL, IVV, IAU |
| Q3 2024 | 111 | $215.7M | NVDA, QQQ, AAPL, IVV, IAU |
| Q2 2024 | 107 | $205.6M | NVDA, QQQ, AAPL, IVV, MSFT |
| Q1 2024 | 117 | $196.9M | QQQ, NVDA, IVV, MSFT, AAPL |