Wealth Management Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Wealth Management Partners, LLC reported 138 stock positions worth $314.7 million. Its top holding was Nvidia (NVDA) at 10.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.6%) and Avantis All Intl MKTS Eq ETF (AVNM, 7.4%). Compared with Q2 2025, it opened 13 new positions, sold out of 11, added to 58 and reduced 48. The biggest buy was a new position in Coreweave Class A (CRWV) and the biggest sale an exit from Vanguard Russell 2000 ETF (VTWO).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0001843294
- Portfolio Value
- $314.7M (Q3 2025)
- SEC Filing
- 0001843294-25-000004 ↗ filed Oct 21, 2025
Holdings Value
Holdings 138 stocks · $314.7M
| NVDA Nvidia Corp. | 10.35% | 174,642 | $32.6M | Reduce -3.6% |
| QQQ Invesco QQQ Trust Series 1 | 7.59% | 39,802 | $23.9M | Add +0.2% |
| AVNM Avantis All Intl MKTS Eq ETF | 7.40% | 330,022 | $23.3M | Add +0.3% |
| IAU iShares Gold Trust | 4.71% | 203,663 | $14.8M | Add +0.1% |
| AAPL Apple Inc. | 4.20% | 51,878 | $13.2M | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 4.15% | 19,519 | $13.1M | Add +0.8% |
| MSFT Microsoft Corp. | 3.58% | 21,748 | $11.3M | Add +0.0% |
| FDN First Trust DJ Internet Ind | 2.97% | 33,425 | $9.4M | Add +0.1% |
| TSLA Tesla Inc. | 2.52% | 17,818 | $7.9M | Add +0.5% |
| AMZN Amazon.com Inc. | 2.19% | 31,419 | $6.9M | Reduce -5.2% |
| RWL Invesco S&P 500 Revenue ETF | 1.80% | 51,260 | $5.7M | Reduce -1.4% |
| ALAB Astera Labs Inc. | 1.62% | 26,077 | $5.1M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 1.51% | 19,558 | $4.8M | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 1.34% | 29,956 | $4.2M | Reduce -1.5% |
| PLTR Palantir Technologies Inc. Class A | 1.32% | 22,821 | $4.2M | Add +3.8% |
| ARKW ARK Next Generation Technolo | 1.32% | 23,801 | $4.2M | Add +17.1% |
| IUSV iShares Core S&P U.S. Value | 1.30% | 40,833 | $4.1M | Add +2.0% |
| FAD First Trust Multi Cap Growth | 1.26% | 24,697 | $4.0M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 1.21% | 12,057 | $3.8M | Reduce -0.9% |
| AVGO Broadcom Inc. | 1.15% | 10,935 | $3.6M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 5,020 | $3.3M | Add +0.0% |
| FNY First Trust Mid Cap Growth | 1.06% | 36,338 | $3.3M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.93% | 25,950 | $2.9M | Reduce -1.9% |
| IJR iShares Core S&P Small-Cap E | 0.91% | 24,189 | $2.9M | Reduce -2.0% |
| CRWV Coreweave Inc. Class A | 0.89% | 20,533 | $2.8M | New |
| COST Costco Wholesale Corp. | 0.89% | 3,034 | $2.8M | Reduce -2.4% |
| DFAS Dimensional US Small Cap ETF | 0.86% | 39,566 | $2.7M | Add +11.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.85% | 27,996 | $2.7M | Reduce -3.5% |
| HD Home Depot Inc. | 0.82% | 6,350 | $2.6M | Reduce -4.2% |
| VRT Vertiv Holdings Co. Class A | 0.81% | 16,933 | $2.6M | Add +15.3% |
| AMAT Applied Materials Inc. | 0.75% | 11,459 | $2.3M | Add +1.3% |
| CVX Chevron Corp. | 0.71% | 14,408 | $2.2M | Reduce -1.3% |
| ARTY iShares Future AI & Tech ETF | 0.69% | 47,730 | $2.2M | New |
| CRM Salesforce Inc. | 0.63% | 8,316 | $2.0M | Add +8.3% |
| PANW Palo Alto Networks Inc. | 0.60% | 9,343 | $1.9M | Add +1.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.59% | 4,008 | $1.9M | Add +4.9% |
| ARKQ ARK Autonomous Tech & Robot | 0.57% | 16,216 | $1.8M | Add +0.3% |
| AMD Advanced Micro Devices | 0.57% | 11,031 | $1.8M | Add +1.9% |
| WMT Walmart Inc. | 0.53% | 16,165 | $1.7M | Add +1.0% |
| META Meta Platforms Inc. Class A | 0.52% | 2,236 | $1.6M | Reduce -9.6% |
| MU Micron Technology Inc. | 0.52% | 9,688 | $1.6M | Add +2.0% |
| AVEM Avantis Emerging Markets Eq | 0.51% | 21,230 | $1.6M | Reduce -1.8% |
| AVUS Avantis U.S. Equity ETF | 0.49% | 14,322 | $1.6M | Add +0.4% |
| SMMT Summit Therapeutics Inc. | 0.49% | 74,570 | $1.5M | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.48% | 3,191 | $1.5M | Reduce -8.0% |
| SHOP Shopify Inc. Class A | 0.48% | 10,115 | $1.5M | Reduce -1.8% |
| JOET Virtus Terranova US Qual Mom | 0.48% | 34,801 | $1.5M | Add +24.4% |
| IEO iShares U.S. Oil & Gas Explo | 0.47% | 15,933 | $1.5M | Add +0.3% |
| OKLO Oklo Inc. | 0.46% | 12,890 | $1.4M | Add +143.9% |
| V Visa Inc. Class A | 0.45% | 4,179 | $1.4M | Add +0.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.43% | 10,868 | $1.4M | Reduce -0.0% |
| IUSG iShares Core S&P U.S. Growth | 0.43% | 8,301 | $1.4M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.41% | 19,888 | $1.3M | Reduce -5.2% |
| NET Cloudflare Inc. Class A | 0.40% | 5,926 | $1.3M | Add +9.2% |
| IWP iShares Russell Mid-Cap Grow | 0.40% | 8,737 | $1.2M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.39% | 6,639 | $1.2M | No change |
| EEMA iShares MSCI Emerg MRKT Asia | 0.39% | 13,335 | $1.2M | Reduce -1.1% |
| IYF iShares US Financials ETF | 0.37% | 9,192 | $1.2M | Add +0.5% |
| RGTI Rigetti Computing Inc. | 0.36% | 37,998 | $1.1M | Add +131.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.34% | 18,896 | $1.1M | Add +2.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 18,308 | $1.1M | Add +23.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 2,156 | $1.0M | Add +2.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.33% | 9,338 | $1.0M | Reduce -1.1% |
| IYE iShares U.S. Energy ETF | 0.32% | 21,076 | $1.0M | Add +1.6% |
| IWV iShares Russell 3000 ETF | 0.32% | 2,641 | $1.0M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.31% | 4,180 | $968K | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 11,013 | $962K | Add +17.1% |
| ISRG Intuitive Surgical Inc. | 0.30% | 2,096 | $937K | Reduce -1.2% |
| GS Goldman Sachs Group Inc. | 0.30% | 1,173 | $934K | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.30% | 1,219 | $930K | Add +2.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.28% | 17,635 | $896K | Add +7.2% |
| ITA iShares U.S. Aerospace & Def | 0.27% | 4,081 | $854K | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 0.27% | 3,494 | $849K | Reduce -2.9% |
| QBTS D-Wave Quantum Inc. | 0.26% | 33,338 | $824K | Add +103.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,632 | $820K | Reduce -0.3% |
| RTX RTX Corp. | 0.24% | 4,424 | $740K | Add +0.4% |
| FCX Freeport-McMoran Inc. | 0.23% | 18,630 | $731K | Add +3.8% |
| NFLT Virtus Newfleet Multi-Sector | 0.22% | 30,430 | $702K | Reduce -10.3% |
| AVMC Avantis US Mid Cap Eq ETF | 0.22% | 10,003 | $696K | Add +214.0% |
| IONQ Ionq Inc. | 0.22% | 11,286 | $694K | Add +9.7% |
| UPS United Parcel Service Class B | 0.22% | 8,109 | $677K | Add +6.0% |
| ORCL Oracle Corp. | 0.21% | 2,388 | $672K | Add +77.3% |
| IWF iShares Russell 1000 Growth | 0.21% | 1,392 | $652K | Reduce -1.6% |
| GLD SPDR Gold Shares | 0.20% | 1,802 | $641K | No change |
| VZ Verizon Communications Inc. | 0.19% | 13,730 | $603K | Add +12.8% |
| DAL Delta Air Lines Inc. | 0.19% | 10,451 | $593K | Add +19.2% |
| NOW ServiceNow Inc. | 0.18% | 628 | $578K | Add +4.7% |
| PNC PNC Financial Services Group | 0.17% | 2,720 | $547K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 8,223 | $534K | Add +57.6% |
| SYLD Cambria Shareholder Yield Et | 0.17% | 7,752 | $532K | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.17% | 1,541 | $532K | Reduce -52.5% |
| CCL Carnival Corp. | 0.17% | 18,250 | $528K | Reduce -23.8% |
| RSG Republic Services Inc. | 0.16% | 2,255 | $517K | No change |
| JNJ Johnson & Johnson | 0.16% | 2,722 | $505K | Reduce -6.0% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.16% | 10,409 | $488K | New |
| IYJ iShares U.S. Industrials ETF | 0.15% | 3,316 | $484K | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.15% | 6,360 | $480K | No change |
| SYY Sysco Corp. | 0.15% | 5,824 | $480K | Reduce -21.5% |
| WM Waste Management Inc. | 0.15% | 2,081 | $460K | No change |
| GEV GE Vernova Inc. | 0.14% | 709 | $436K | Add +47.7% |
Portfolio Sells Q2 2025 → Q3 2025
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.93 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.82 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.53 |
| AMZN Amazon.com Inc. | Reduce -5.2% | 2.19% | −0.42 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.37 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 0.89% | −0.20 |
| UNH Unitedhealth Group Inc. | Reduce -52.5% | 0.17% | −0.18 |
| MSTR Strategy Inc. | Reduce -36.3% | 0.14% | −0.16 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -1.4% | 1.80% | −0.12 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.5% | 0.85% | −0.12 |
| SMMT Summit Therapeutics Inc. | Reduce -1.4% | 0.49% | −0.11 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.93% | −0.11 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.5% | 1.34% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -9.6% | 0.52% | −0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -1.2% | 0.30% | −0.10 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.10 |
| CCL Carnival Corp. | Reduce -23.8% | 0.17% | −0.08 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.07 |
| NCLH Norwegian Cruise Line Holdin | Sold out | 0.00% | −0.07 |
| CORZ Core Scientific Inc. | Sold out | 0.00% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.0% | 0.91% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.2% | 0.41% | −0.06 |
| CVX Chevron Corp. | Reduce -1.3% | 0.71% | −0.05 |
| NFLT Virtus Newfleet Multi-Sector | Reduce -10.3% | 0.22% | −0.05 |
| SYY Sysco Corp. | Reduce -21.5% | 0.15% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 1.21% | −0.05 |
| HD Home Depot Inc. | Reduce -4.2% | 0.82% | −0.04 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.4% | 0.40% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -15.2% | 0.12% | −0.04 |
| INTU Intuit Inc. | Reduce -1.9% | 0.12% | −0.03 |
| S Sentinelone Inc. Class A | Reduce -25.9% | 0.06% | −0.03 |
| PCLO Virtus Seix Aaa PRV CR Clo | Reduce -6.7% | 0.13% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.4% | 0.12% | −0.02 |
| CEG Constellation Energy | Reduce -13.0% | 0.10% | −0.02 |
| AXP American Express Co. | Reduce -6.3% | 0.12% | −0.02 |
| SYLD Cambria Shareholder Yield Et | Reduce -2.8% | 0.17% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.26% | −0.02 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.8% | 0.51% | −0.02 |
| IYJ iShares U.S. Industrials ETF | Reduce -0.1% | 0.15% | −0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.0% | 0.43% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -0.3% | 0.32% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.1% | 0.33% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.3% | 0.43% | −0.01 |
| IBRX Immunitybio Inc. | Reduce -34.4% | 0.01% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -1.6% | 0.21% | −0.01 |
| EEMA iShares MSCI Emerg MRKT Asia | Reduce -1.1% | 0.39% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -0.8% | 0.30% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| CRWV Coreweave Inc. Class A | New | 0.89% | +0.89 |
| ARTY iShares Future AI & Tech ETF | New | 0.69% | +0.69 |
| TSLA Tesla Inc. | Add +0.5% | 2.52% | +0.68 |
| OKLO Oklo Inc. | Add +143.9% | 0.46% | +0.35 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 1.51% | +0.29 |
| RGTI Rigetti Computing Inc. | Add +131.8% | 0.36% | +0.28 |
| ARKW ARK Next Generation Technolo | Add +17.1% | 1.32% | +0.25 |
| PLTR Palantir Technologies Inc. Class A | Add +3.8% | 1.32% | +0.24 |
| IAU iShares Gold Trust | Add +0.1% | 4.71% | +0.18 |
| QBTS D-Wave Quantum Inc. | Add +103.2% | 0.26% | +0.16 |
| VRT Vertiv Holdings Co. Class A | Add +15.3% | 0.81% | +0.16 |
| IREN Iren Ltd. | New | 0.16% | +0.16 |
| AVMC Avantis US Mid Cap Eq ETF | Add +214.0% | 0.22% | +0.15 |
| CRDO Credo Technology Group Holdi | New | 0.14% | +0.14 |
| MU Micron Technology Inc. | Add +2.0% | 0.52% | +0.11 |
| NBIS Nebius Group NV | New | 0.10% | +0.10 |
| ORCL Oracle Corp. | Add +77.3% | 0.21% | +0.10 |
| LEU Centrus Energy Corp. Class A | New | 0.10% | +0.10 |
| SCHD Schwab US DVD Equity ETF | New | 0.09% | +0.09 |
| ARKQ ARK Autonomous Tech & Robot | Add +0.3% | 0.57% | +0.07 |
| JOET Virtus Terranova US Qual Mom | Add +24.4% | 0.48% | +0.07 |
| ALL Allstate Corp. | New | 0.07% | +0.07 |
| IYW iShares Ustechnology ETF | New | 0.07% | +0.07 |
| TOL Toll Brothers Inc. | New | 0.07% | +0.07 |
| HOOD Robinhood Markets Inc. Class A | New | 0.06% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +57.6% | 0.17% | +0.06 |
| IONQ Ionq Inc. | Add +9.7% | 0.22% | +0.06 |
| AMD Advanced Micro Devices | Add +1.9% | 0.57% | +0.05 |
| JEPQ JPM Nasdaq Equity Premium | Add +23.4% | 0.33% | +0.05 |
| GEV GE Vernova Inc. | Add +47.7% | 0.14% | +0.05 |
| DFAS Dimensional US Small Cap ETF | Add +11.7% | 0.86% | +0.05 |
| RCAT Red Cat Holdings Inc. | New | 0.04% | +0.04 |
| NET Cloudflare Inc. Class A | Add +9.2% | 0.40% | +0.03 |
| DAL Delta Air Lines Inc. | Add +19.2% | 0.19% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +17.1% | 0.31% | +0.03 |
| BBDC Barings BDC Inc. | New | 0.03% | +0.03 |
| NVTS Navitas Semiconductor Corp. | Add +37.3% | 0.07% | +0.02 |
| ITA iShares U.S. Aerospace & Def | Add +3.8% | 0.27% | +0.01 |
| FAD First Trust Multi Cap Growth | Add +2.9% | 1.26% | +0.01 |
| RTX RTX Corp. | Add +0.4% | 0.24% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +7.0% | 0.09% | +0.01 |
| VZ Verizon Communications Inc. | Add +12.8% | 0.19% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.9% | 0.33% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +13.6% | 0.11% | +0.00 |
| FNY First Trust Mid Cap Growth | Add +0.8% | 1.06% | +0.00 |
| EXI iShares Global Industrials E | Add +2.2% | 0.11% | −0.00 |
| IYM iShares U.S. Basic Materials | Add +3.4% | 0.12% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +4.9% | 0.59% | −0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Add +7.2% | 0.28% | −0.01 |
| TOST Toast Inc. Class A | Add +14.6% | 0.07% | −0.01 |
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 |