Wealth Management Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Wealth Management Partners, LLC reported 113 stock positions worth $231.7 million. Its top holding was Nvidia (NVDA) at 10.6% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.0%) and Apple (AAPL, 5.9%). Compared with Q3 2024, it opened 11 new positions, sold out of 9, added to 53 and reduced 35. The biggest buy was Tesla (TSLA, shares +15%) and the biggest sale Invesco S&P 500 Revenue ETF (RWL, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0001843294
- Portfolio Value
- $231.7M (Q4 2024)
- SEC Filing
- 0001085146-25-000272 ↗ filed Jan 16, 2025
Holdings Value
Holdings 113 stocks · $231.7M
| NVDA Nvidia Corp. | 10.62% | 183,302 | $24.6M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 7.97% | 36,141 | $18.5M | Add +1.3% |
| AAPL Apple Inc. | 5.87% | 54,332 | $13.6M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 4.79% | 18,837 | $11.1M | Add +0.6% |
| IAU iShares Gold Trust | 4.32% | 202,402 | $10.0M | Add +0.9% |
| MSFT Microsoft Corp. | 4.17% | 22,944 | $9.7M | Add +1.5% |
| FDN First Trust DJ Internet Ind | 3.50% | 33,338 | $8.1M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.10% | 32,726 | $7.2M | Add +9.4% |
| TSLA Tesla Inc. | 2.90% | 16,669 | $6.7M | Add +14.6% |
| AVEM Avantis Emerging Markets Eq | 2.52% | 99,195 | $5.8M | Add +0.1% |
| RWL Invesco S&P 500 Revenue ETF | 2.20% | 52,089 | $5.1M | Reduce -9.6% |
| VYM Vanguard High DVD Yield ETF | 1.70% | 30,892 | $3.9M | Reduce -5.3% |
| VTWO Vanguard Russell 2000 ETF | 1.59% | 41,306 | $3.7M | Add +7.2% |
| IUSV iShares Core S&P U.S. Value | 1.58% | 39,585 | $3.7M | Reduce -7.1% |
| GOOG Alphabet Inc. Class C | 1.56% | 18,946 | $3.6M | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 1.38% | 27,691 | $3.2M | Add +2.7% |
| XOM Exxon Mobil Corp. | 1.33% | 28,563 | $3.1M | Reduce -7.9% |
| FAD First Trust Multi Cap Growth | 1.32% | 22,200 | $3.1M | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 5,062 | $3.0M | Add +0.8% |
| FNY First Trust Mid Cap Growth | 1.24% | 35,924 | $2.9M | Add +0.6% |
| COST Costco Wholesale Corp. | 1.24% | 3,125 | $2.9M | Add +3.8% |
| JPM JPMorgan Chase & Co. | 1.22% | 11,818 | $2.8M | Add +5.0% |
| USMV iShares MSCI USA Min Vol Fac | 1.18% | 30,914 | $2.7M | Reduce -2.5% |
| CRM Salesforce Inc. | 1.10% | 7,592 | $2.5M | Reduce -2.1% |
| HD Home Depot Inc. | 1.09% | 6,470 | $2.5M | Add +1.2% |
| AVGO Broadcom Inc. | 0.98% | 9,747 | $2.3M | Add +2.6% |
| CVX Chevron Corp. | 0.84% | 13,402 | $1.9M | Reduce -2.5% |
| PLTR Palantir Technologies Inc. Class A | 0.82% | 25,130 | $1.9M | Add +4.1% |
| SMMT Summit Therapeutics Inc. | 0.75% | 97,383 | $1.7M | Add +10.2% |
| AMAT Applied Materials Inc. | 0.71% | 10,086 | $1.6M | Add +3.7% |
| ARKW ARK Next Generation Technolo | 0.70% | 15,052 | $1.6M | Add +52.2% |
| PANW Palo Alto Networks Inc. | 0.69% | 8,731 | $1.6M | Add +5.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.65% | 7,599 | $1.5M | New |
| AVUS Avantis U.S. Equity ETF | 0.65% | 15,468 | $1.5M | Add +1.1% |
| IEO iShares U.S. Oil & Gas Explo | 0.63% | 16,313 | $1.5M | Add +16.1% |
| UNH Unitedhealth Group Inc. | 0.61% | 2,778 | $1.4M | Reduce -4.2% |
| WMT Walmart Inc. | 0.60% | 15,506 | $1.4M | Add +5.8% |
| META Meta Platforms Inc. Class A | 0.58% | 2,315 | $1.4M | Add +19.7% |
| V Visa Inc. Class A | 0.58% | 4,268 | $1.3M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.57% | 21,270 | $1.3M | Add +1.6% |
| AMD Advanced Micro Devices | 0.54% | 10,342 | $1.2M | Add +5.9% |
| ARKQ ARK Autonomous Tech & Robot | 0.54% | 16,146 | $1.2M | Add +12.5% |
| IUSG iShares Core S&P U.S. Growth | 0.52% | 8,594 | $1.2M | Add +0.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.51% | 10,805 | $1.2M | Reduce -0.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.51% | 2,777 | $1.2M | Add +0.4% |
| IWP iShares Russell Mid-Cap Grow | 0.49% | 9,022 | $1.1M | Reduce -1.5% |
| SHOP Shopify Inc. Class A | 0.49% | 10,584 | $1.1M | Reduce -0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.48% | 6,589 | $1.1M | Add +5.1% |
| CAT Caterpillar Inc. | 0.47% | 3,007 | $1.1M | Reduce -11.3% |
| ISRG Intuitive Surgical Inc. | 0.46% | 2,059 | $1.1M | Add +4.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.46% | 9,854 | $1.1M | Reduce -2.0% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.46% | 14,888 | $1.1M | Add +12.9% |
| LLY Eli Lilly & Co. | 0.45% | 1,347 | $1.0M | Add +2.6% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.45% | 3,570 | $1.0M | Reduce -16.8% |
| RIO Rio Tinto PLC-Spon ADR | 0.43% | 16,812 | $989K | New |
| IYF iShares US Financials ETF | 0.42% | 8,877 | $982K | Add +17.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.39% | 1,318 | $913K | New |
| IWV iShares Russell 3000 ETF | 0.38% | 2,664 | $890K | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 2,030 | $833K | Add +17.8% |
| IYE iShares U.S. Energy ETF | 0.33% | 16,813 | $766K | Add +0.6% |
| ABBV Abbvie Inc. | 0.33% | 4,287 | $762K | Add +11.3% |
| UPS United Parcel Service Class B | 0.33% | 6,018 | $759K | Reduce -36.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 1,651 | $748K | Add +0.1% |
| CCL Carnival Corp. | 0.32% | 29,495 | $735K | Reduce -9.4% |
| FCX Freeport-McMoran Inc. | 0.32% | 19,284 | $734K | Add +8.9% |
| MU Micron Technology Inc. | 0.31% | 8,666 | $729K | Add +9.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 9,943 | $699K | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.30% | 3,675 | $696K | Add +3.1% |
| GS Goldman Sachs Group Inc. | 0.28% | 1,125 | $644K | Add +24.7% |
| NOW ServiceNow Inc. | 0.27% | 598 | $634K | Reduce -3.1% |
| SYY Sysco Corp. | 0.27% | 8,221 | $629K | Reduce -7.4% |
| SYLD Cambria Shareholder Yield Et | 0.25% | 8,393 | $575K | Add +28.3% |
| ITA iShares U.S. Aerospace & Def | 0.25% | 3,938 | $572K | Reduce -0.8% |
| SHW The Sherwin-Williams Co. | 0.24% | 1,636 | $556K | Reduce -10.4% |
| IWF iShares Russell 1000 Growth | 0.23% | 1,346 | $541K | Reduce -0.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.23% | 10,379 | $526K | New |
| JNJ Johnson & Johnson | 0.22% | 3,527 | $510K | Reduce -1.0% |
| RTX RTX Corp. | 0.22% | 4,308 | $499K | New |
| WFC Wells Fargo & Co. | 0.20% | 6,714 | $472K | Reduce -4.4% |
| RSG Republic Services Inc. | 0.20% | 2,305 | $464K | No change |
| IYJ iShares U.S. Industrials ETF | 0.19% | 3,321 | $443K | Reduce -2.6% |
| GLD SPDR Gold Shares | 0.19% | 1,804 | $437K | Add +9.0% |
| VZ Verizon Communications Inc. | 0.18% | 10,666 | $427K | Add +10.8% |
| WM Waste Management Inc. | 0.18% | 2,055 | $415K | No change |
| PG The Procter & Gamble Co. | 0.17% | 2,418 | $405K | Reduce -1.1% |
| NET Cloudflare Inc. Class A | 0.16% | 3,549 | $382K | Add +3.3% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 1,870 | $366K | Reduce -4.0% |
| AXP American Express Co. | 0.16% | 1,220 | $362K | No change |
| INTU Intuit Inc. | 0.15% | 565 | $355K | Reduce -11.4% |
| BBY Best Buy Co. Inc. | 0.15% | 4,000 | $343K | New |
| DAL Delta Air Lines Inc. | 0.14% | 5,509 | $333K | Reduce -39.1% |
| IYM iShares U.S. Basic Materials | 0.14% | 2,559 | $332K | No change |
| CSCO Cisco Systems Inc. | 0.14% | 5,571 | $330K | No change |
| S Sentinelone Inc. Class A | 0.14% | 14,796 | $328K | Add +13.7% |
| IWD iShares Russell 1000 Value E | 0.14% | 1,751 | $324K | Reduce -2.1% |
| VRT Vertiv Holdings Co. Class A | 0.14% | 2,780 | $316K | New |
| C Citigroup Inc. | 0.14% | 4,469 | $315K | Reduce -35.5% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 5,441 | $313K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,022 | $296K | No change |
| ADBE Adobe Inc. | 0.12% | 633 | $281K | Reduce -3.6% |
Portfolio Sells Q3 2024 → Q4 2024
| RWL Invesco S&P 500 Revenue ETF | Reduce -9.6% | 2.20% | −0.42 |
| XOM Exxon Mobil Corp. | Reduce -7.9% | 1.33% | −0.36 |
| IUSV iShares Core S&P U.S. Value | Reduce -7.1% | 1.58% | −0.30 |
| UPS United Parcel Service Class B | Reduce -36.5% | 0.33% | −0.27 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.3% | 1.70% | −0.24 |
| UNH Unitedhealth Group Inc. | Reduce -4.2% | 0.61% | −0.18 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.5% | 1.18% | −0.16 |
| CAT Caterpillar Inc. | Reduce -11.3% | 0.47% | −0.14 |
| TGT Target Corp. | Sold out | 0.00% | −0.11 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.11 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.10 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.10 |
| CVX Chevron Corp. | Reduce -2.5% | 0.84% | −0.10 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.10 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.10 |
| INTC Intel Corp. | Sold out | 0.00% | −0.10 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.09 |
| PLSE Pulse Biosciences Inc. | Sold out | 0.00% | −0.08 |
| SHW The Sherwin-Williams Co. | Reduce -10.4% | 0.24% | −0.08 |
| DAL Delta Air Lines Inc. | Reduce -39.1% | 0.14% | −0.07 |
| C Citigroup Inc. | Reduce -35.5% | 0.14% | −0.07 |
| SYY Sysco Corp. | Reduce -7.4% | 0.27% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.0% | 0.22% | −0.05 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.0% | 0.46% | −0.04 |
| ADBE Adobe Inc. | Reduce -3.6% | 0.12% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.0% | 0.51% | −0.03 |
| INTU Intuit Inc. | Reduce -11.4% | 0.15% | −0.03 |
| ITA iShares U.S. Aerospace & Def | Reduce -0.8% | 0.25% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.17% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.0% | 0.16% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -0.2% | 0.38% | −0.02 |
| IYJ iShares U.S. Industrials ETF | Reduce -2.6% | 0.19% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -2.1% | 0.14% | −0.02 |
| AAPL Apple Inc. | Reduce -0.2% | 5.87% | −0.01 |
| F Ford Motor Co. | Reduce -2.0% | 0.06% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.5% | 0.49% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 0.23% | −0.00 |
| NOW ServiceNow Inc. | Reduce -3.1% | 0.27% | +0.02 |
| WFC Wells Fargo & Co. | Reduce -4.4% | 0.20% | +0.02 |
| CCL Carnival Corp. | Reduce -9.4% | 0.32% | +0.04 |
| SHOP Shopify Inc. Class A | Reduce -0.7% | 0.49% | +0.09 |
| NVDA Nvidia Corp. | Reduce -1.9% | 10.62% | +0.10 |
| MSTR Strategy Inc. | Reduce -16.8% | 0.45% | +0.11 |
| CRM Salesforce Inc. | Reduce -2.1% | 1.10% | +0.11 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +14.6% | 2.90% | +1.14 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.65% | +0.65 |
| AMZN Amazon.com Inc. | Add +9.4% | 3.10% | +0.51 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.43% | +0.43 |
| PLTR Palantir Technologies Inc. Class A | Add +4.1% | 0.82% | +0.40 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.39% | +0.39 |
| ARKW ARK Next Generation Technolo | Add +52.2% | 0.70% | +0.31 |
| FDN First Trust DJ Internet Ind | Add +0.3% | 3.50% | +0.24 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.23% | +0.23 |
| AVGO Broadcom Inc. | Add +2.6% | 0.98% | +0.22 |
| RTX RTX Corp. | New | 0.22% | +0.22 |
| BBY Best Buy Co. Inc. | New | 0.15% | +0.15 |
| VRT Vertiv Holdings Co. Class A | New | 0.14% | +0.14 |
| ARKQ ARK Autonomous Tech & Robot | Add +12.5% | 0.54% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +5.0% | 1.22% | +0.12 |
| IONQ Ionq Inc. | New | 0.10% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 1.56% | +0.10 |
| IWM iShares Russell 2000 ETF | New | 0.09% | +0.09 |
| LULU Lululemon Athletica Inc. | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +19.7% | 0.58% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +24.7% | 0.28% | +0.07 |
| IYF iShares US Financials ETF | Add +17.8% | 0.42% | +0.06 |
| WMT Walmart Inc. | Add +5.8% | 0.60% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.8% | 0.36% | +0.05 |
| BBVA Banco Bilbao Vizcaya-SP ADR | New | 0.05% | +0.05 |
| V Visa Inc. Class A | Add +0.0% | 0.58% | +0.04 |
| NET Cloudflare Inc. Class A | Add +3.3% | 0.16% | +0.04 |
| IEO iShares U.S. Oil & Gas Explo | Add +16.1% | 0.63% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +5.5% | 0.69% | +0.03 |
| SYLD Cambria Shareholder Yield Et | Add +28.3% | 0.25% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +3.1% | 0.30% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +4.0% | 0.46% | +0.01 |
| GLD SPDR Gold Shares | Add +9.0% | 0.19% | +0.00 |
| COST Costco Wholesale Corp. | Add +3.8% | 1.24% | −0.00 |
| S Sentinelone Inc. Class A | Add +13.7% | 0.14% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Add +7.2% | 1.59% | −0.00 |
| IUSG iShares Core S&P U.S. Growth | Add +0.0% | 0.52% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +0.1% | 0.14% | −0.01 |
| VZ Verizon Communications Inc. | Add +10.8% | 0.18% | −0.02 |
| EEMA iShares MSCI Emerg MRKT Asia | Add +12.9% | 0.46% | −0.02 |
| ABBV Abbvie Inc. | Add +11.3% | 0.33% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.1% | 0.48% | −0.03 |
| AVUS Avantis U.S. Equity ETF | Add +1.1% | 0.65% | −0.03 |
| IYE iShares U.S. Energy ETF | Add +0.6% | 0.33% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.32% | −0.03 |
| FAD First Trust Multi Cap Growth | Add +1.6% | 1.32% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.4% | 0.51% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Add +1.6% | 0.57% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 1.28% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 0.30% | −0.06 |
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 |