Wealth Management Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Wealth Management Partners, LLC reported 147 stock positions worth $350.2 million. Its top holding was Nvidia (NVDA) at 9.0% of the portfolio, followed by Avantis All Intl MKTS Eq ETF (AVNM, 7.1%) and Invesco QQQ Trust Series 1 (QQQ, 7.0%). Compared with Q3 2025, it opened 13 new positions, sold out of 4, added to 52 and reduced 64. The biggest buy was Avantis US Mid Cap Eq ETF (AVMC, shares +1925%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0001843294
- Portfolio Value
- $350.2M (Q4 2025)
- SEC Filing
- 0001843294-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 147 stocks · $350.2M
| NVDA Nvidia Corp. | 8.99% | 168,788 | $31.5M | Reduce -3.4% |
| AVNM Avantis All Intl MKTS Eq ETF | 7.11% | 338,676 | $24.9M | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 6.98% | 39,783 | $24.4M | Reduce -0.1% |
| IAU iShares Gold Trust | 4.63% | 199,719 | $16.2M | Reduce -1.9% |
| AVMC Avantis US Mid Cap Eq ETF | 4.09% | 202,578 | $14.3M | Add +1925.2% |
| AAPL Apple Inc. | 3.93% | 50,626 | $13.8M | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 3.80% | 19,448 | $13.3M | Reduce -0.4% |
| MSFT Microsoft Corp. | 3.04% | 22,003 | $10.6M | Add +1.2% |
| DFAS Dimensional US Small Cap ETF | 2.75% | 138,025 | $9.6M | Add +248.8% |
| FDN First Trust DJ Internet Ind | 2.53% | 32,905 | $8.9M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 2.08% | 31,508 | $7.3M | Add +0.3% |
| TSLA Tesla Inc. | 1.87% | 14,554 | $6.5M | Reduce -18.3% |
| GOOG Alphabet Inc. Class C | 1.76% | 19,621 | $6.2M | Add +0.3% |
| RWL Invesco S&P 500 Revenue ETF | 1.56% | 47,752 | $5.5M | Reduce -6.8% |
| ALAB Astera Labs Inc. | 1.56% | 32,755 | $5.4M | Add +25.6% |
| ARKW ARK Next Generation Technolo | 1.38% | 32,645 | $4.8M | Add +37.2% |
| VYM Vanguard High DVD Yield ETF | 1.18% | 28,788 | $4.1M | Reduce -3.9% |
| IUSV iShares Core S&P U.S. Value | 1.17% | 40,110 | $4.1M | Reduce -1.8% |
| FAD First Trust Multi Cap Growth | 1.16% | 25,026 | $4.1M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 1.10% | 11,921 | $3.8M | Reduce -1.1% |
| PLTR Palantir Technologies Inc. Class A | 1.09% | 21,496 | $3.8M | Reduce -5.8% |
| AVGO Broadcom Inc. | 1.05% | 10,635 | $3.7M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.03% | 5,295 | $3.6M | Add +5.5% |
| FNY First Trust Mid Cap Growth | 0.94% | 35,966 | $3.3M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.89% | 25,847 | $3.1M | Reduce -0.4% |
| AMAT Applied Materials Inc. | 0.85% | 11,562 | $3.0M | Add +0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.83% | 9,521 | $2.9M | New |
| MU Micron Technology Inc. | 0.81% | 9,988 | $2.9M | Add +3.1% |
| VRT Vertiv Holdings Co. Class A | 0.79% | 16,974 | $2.7M | Add +0.2% |
| COST Costco Wholesale Corp. | 0.76% | 3,091 | $2.7M | Add +1.9% |
| IJR iShares Core S&P Small-Cap E | 0.75% | 21,985 | $2.6M | Reduce -9.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.75% | 27,859 | $2.6M | Reduce -0.5% |
| ARTY iShares Future AI & Tech ETF | 0.71% | 51,886 | $2.5M | Add +8.7% |
| CRWV Coreweave Inc. Class A | 0.65% | 31,542 | $2.3M | Add +53.6% |
| AMD Advanced Micro Devices | 0.64% | 10,446 | $2.2M | Reduce -5.3% |
| CVX Chevron Corp. | 0.64% | 14,645 | $2.2M | Add +1.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.60% | 1,954 | $2.1M | New |
| HD Home Depot Inc. | 0.59% | 6,044 | $2.1M | Reduce -4.8% |
| CRM Salesforce Inc. | 0.59% | 7,834 | $2.1M | Reduce -5.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.55% | 4,008 | $1.9M | No change |
| ARKQ ARK Autonomous Tech & Robot | 0.53% | 16,209 | $1.9M | Reduce -0.0% |
| WMT Walmart Inc. | 0.51% | 16,106 | $1.8M | Reduce -0.4% |
| PANW Palo Alto Networks Inc. | 0.51% | 9,706 | $1.8M | Add +3.9% |
| JOET Virtus Terranova US Qual Mom | 0.50% | 41,491 | $1.7M | Add +19.2% |
| CAT Caterpillar Inc. | 0.49% | 3,011 | $1.7M | Reduce -5.6% |
| AVEM Avantis Emerging Markets Eq | 0.47% | 21,202 | $1.6M | Reduce -0.1% |
| SHOP Shopify Inc. Class A | 0.46% | 10,052 | $1.6M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.43% | 2,264 | $1.5M | Add +1.3% |
| V Visa Inc. Class A | 0.41% | 4,136 | $1.5M | Reduce -1.0% |
| GFLW VS Free Cash Flow Growth ETF filed as VICTORY PORTFOLIOS II | 0.41% | 51,129 | $1.4M | New |
| IEO iShares U.S. Oil & Gas Explo | 0.41% | 16,052 | $1.4M | Add +0.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.40% | 10,868 | $1.4M | No change |
| IUSG iShares Core S&P U.S. Growth | 0.40% | 8,301 | $1.4M | No change |
| AVUS Avantis U.S. Equity ETF | 0.40% | 12,381 | $1.4M | Reduce -13.6% |
| RIO Rio Tinto PLC-Spon ADR | 0.39% | 17,177 | $1.4M | New |
| LLY Eli Lilly & Co. | 0.38% | 1,237 | $1.3M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 19,472 | $1.3M | Reduce -2.1% |
| NET Cloudflare Inc. Class A | 0.36% | 6,350 | $1.3M | Add +7.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 6,364 | $1.2M | Reduce -4.1% |
| IWP iShares Russell Mid-Cap Grow | 0.34% | 8,705 | $1.2M | Reduce -0.4% |
| ISRG Intuitive Surgical Inc. | 0.34% | 2,098 | $1.2M | Add +0.1% |
| IYF iShares US Financials ETF | 0.34% | 9,131 | $1.2M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.32% | 3,620 | $1.1M | Add +3.6% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.31% | 11,630 | $1.1M | Reduce -12.8% |
| OKLO Oklo Inc. | 0.30% | 14,818 | $1.1M | Add +15.0% |
| GS Goldman Sachs Group Inc. | 0.30% | 1,200 | $1.1M | Add +2.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.30% | 18,021 | $1.0M | Reduce -1.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.30% | 9,194 | $1.0M | Reduce -1.5% |
| SMMT Summit Therapeutics Inc. | 0.30% | 59,430 | $1.0M | Reduce -20.3% |
| QBTS D-Wave Quantum Inc. | 0.29% | 39,438 | $1.0M | Add +18.3% |
| IYE iShares U.S. Energy ETF | 0.29% | 21,654 | $1.0M | Add +2.7% |
| ORCL Oracle Corp. | 0.29% | 5,247 | $1.0M | Add +119.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 2,090 | $1.0M | Reduce -3.1% |
| IWV iShares Russell 3000 ETF | 0.29% | 2,587 | $1.0M | Reduce -2.0% |
| ITA iShares U.S. Aerospace & Def | 0.28% | 4,599 | $987K | Add +12.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 10,900 | $975K | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.27% | 4,165 | $952K | Reduce -0.4% |
| RGTI Rigetti Computing Inc. | 0.27% | 42,259 | $936K | Add +11.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.26% | 18,204 | $921K | Add +3.2% |
| FCX Freeport-McMoran Inc. | 0.26% | 18,113 | $920K | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 1,611 | $810K | Reduce -1.3% |
| LEU Centrus Energy Corp. Class A | 0.22% | 3,215 | $780K | Add +229.7% |
| RTX RTX Corp. | 0.22% | 4,174 | $766K | Reduce -5.7% |
| NFLT Virtus Newfleet Multi-Sector | 0.21% | 31,174 | $718K | Add +2.4% |
| GLD SPDR Gold Shares | 0.20% | 1,752 | $694K | Reduce -2.8% |
| UPS United Parcel Service Class B | 0.19% | 6,642 | $659K | Reduce -18.1% |
| IWF iShares Russell 1000 Growth | 0.19% | 1,381 | $654K | Reduce -0.8% |
| DAL Delta Air Lines Inc. | 0.18% | 9,031 | $627K | Reduce -13.6% |
| VZ Verizon Communications Inc. | 0.18% | 15,266 | $622K | Add +11.2% |
| UNH Unitedhealth Group Inc. | 0.17% | 1,832 | $605K | Add +18.9% |
| GEV GE Vernova Inc. | 0.17% | 902 | $590K | Add +27.2% |
| IONQ Ionq Inc. | 0.17% | 13,039 | $585K | Add +15.5% |
| PNC PNC Financial Services Group | 0.16% | 2,650 | $553K | Reduce -2.6% |
| JNJ Johnson & Johnson | 0.15% | 2,617 | $542K | Reduce -3.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 1,555 | $521K | Add +61.3% |
| NOW ServiceNow Inc. | 0.15% | 3,345 | $512K | Add +6.5% |
| NEE Nextera Energy Inc. | 0.15% | 6,360 | $511K | No change |
| C Citigroup Inc. | 0.14% | 4,288 | $500K | Add +3.7% |
| IYJ iShares U.S. Industrials ETF | 0.14% | 3,316 | $491K | No change |
| SYLD Cambria Shareholder Yield Et | 0.14% | 6,897 | $479K | Reduce -11.0% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -3.4% | 8.99% | −1.36 |
| TSLA Tesla Inc. | Reduce -18.3% | 1.87% | −0.65 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 6.98% | −0.61 |
| FDN First Trust DJ Internet Ind | Reduce -1.6% | 2.53% | −0.44 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 3.80% | −0.35 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.34 |
| AAPL Apple Inc. | Reduce -2.4% | 3.93% | −0.27 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -6.8% | 1.56% | −0.24 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.8% | 1.09% | −0.23 |
| HD Home Depot Inc. | Reduce -4.8% | 0.59% | −0.22 |
| SMMT Summit Therapeutics Inc. | Reduce -20.3% | 0.30% | −0.19 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.9% | 1.18% | −0.16 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.1% | 0.75% | −0.16 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.14 |
| IUSV iShares Core S&P U.S. Value | Reduce -1.8% | 1.17% | −0.12 |
| FNY First Trust Mid Cap Growth | Reduce -1.0% | 0.94% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 1.10% | −0.11 |
| AVUS Avantis U.S. Equity ETF | Reduce -13.6% | 0.40% | −0.10 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.5% | 0.75% | −0.10 |
| AVGO Broadcom Inc. | Reduce -2.7% | 1.05% | −0.10 |
| IAU iShares Gold Trust | Reduce -1.9% | 4.63% | −0.08 |
| IBIT iShares Bitcoin Trust ETF | Reduce -20.4% | 0.09% | −0.08 |
| EEMA iShares MSCI Emerg MRKT Asia | Reduce -12.8% | 0.31% | −0.08 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.06 |
| CCL Carnival Corp. | Reduce -29.7% | 0.11% | −0.06 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.4% | 0.34% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.1% | 0.35% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.1% | 0.37% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -24.7% | 0.08% | −0.04 |
| ARKQ ARK Autonomous Tech & Robot | Reduce -0.0% | 0.53% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.89% | −0.04 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.1% | 0.47% | −0.04 |
| V Visa Inc. Class A | Reduce -1.0% | 0.41% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.1% | 0.29% | −0.04 |
| NBIS Nebius Group NV | Reduce -4.8% | 0.07% | −0.04 |
| PCLO Virtus Seix Aaa PRV CR Clo | Reduce -19.8% | 0.09% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.27% | −0.04 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -1.6% | 0.30% | −0.04 |
| IYF iShares US Financials ETF | Reduce -0.7% | 0.34% | −0.03 |
| CRM Salesforce Inc. | Reduce -5.8% | 0.59% | −0.03 |
| SYLD Cambria Shareholder Yield Et | Reduce -11.0% | 0.14% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -2.0% | 0.29% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.5% | 0.30% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 0.23% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.0% | 0.28% | −0.03 |
| UPS United Parcel Service Class B | Reduce -18.1% | 0.19% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 0.19% | −0.02 |
| WMT Walmart Inc. | Reduce -0.4% | 0.51% | −0.02 |
| RTX RTX Corp. | Reduce -5.7% | 0.22% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.1% | 0.08% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| AVMC Avantis US Mid Cap Eq ETF | Add +1925.2% | 4.09% | +3.87 |
| DFAS Dimensional US Small Cap ETF | Add +248.8% | 2.75% | +1.89 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.83% | +0.83 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.60% | +0.60 |
| GFLW VS Free Cash Flow Growth ETF | New | 0.41% | +0.41 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.39% | +0.39 |
| MU Micron Technology Inc. | Add +3.1% | 0.81% | +0.30 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 1.76% | +0.24 |
| LEU Centrus Energy Corp. Class A | Add +229.7% | 0.22% | +0.13 |
| BALT Inn Defined Wealth Shield | New | 0.11% | +0.11 |
| AMAT Applied Materials Inc. | Add +0.9% | 0.85% | +0.10 |
| CIFR Cipher Digital Inc. | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | Add +1.5% | 0.38% | +0.08 |
| ORCL Oracle Corp. | Add +119.7% | 0.29% | +0.08 |
| NFLX Netflix Inc. | New | 0.07% | +0.07 |
| IBB iShares Biotechnology ETF | New | 0.07% | +0.07 |
| BITW Bitwise 10 Crypto Index ETF | New | 0.07% | +0.07 |
| WFC Wells Fargo & Co. | New | 0.06% | +0.06 |
| SLV iShares Silver Trust | New | 0.06% | +0.06 |
| IVW iShares S&P 500 Growth ETF | New | 0.06% | +0.06 |
| ARKW ARK Next Generation Technolo | Add +37.2% | 1.38% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.32% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +61.3% | 0.15% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 0.34% | +0.04 |
| QBTS D-Wave Quantum Inc. | Add +18.3% | 0.29% | +0.03 |
| GEV GE Vernova Inc. | Add +27.2% | 0.17% | +0.03 |
| JOET Virtus Terranova US Qual Mom | Add +19.2% | 0.50% | +0.02 |
| ARTY iShares Future AI & Tech ETF | Add +8.7% | 0.71% | +0.02 |
| TOST Toast Inc. Class A | Add +39.4% | 0.09% | +0.02 |
| PMI Picard Medical Inc. | New | 0.01% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Add +67.9% | 0.08% | +0.01 |
| RCAT Red Cat Holdings Inc. | Add +90.4% | 0.05% | +0.01 |
| ITA iShares U.S. Aerospace & Def | Add +12.7% | 0.28% | +0.01 |
| C Citigroup Inc. | Add +3.7% | 0.14% | +0.01 |
| IYM iShares U.S. Basic Materials | Add +13.2% | 0.13% | +0.01 |
| IBRX Immunitybio Inc. | Add +142.9% | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +2.3% | 0.30% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +18.9% | 0.17% | +0.00 |
| PG The Procter & Gamble Co. | Add +22.8% | 0.13% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +9.2% | 0.11% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Add +7.1% | 0.09% | −0.00 |
| VZ Verizon Communications Inc. | Add +11.2% | 0.18% | −0.01 |
| SYY Sysco Corp. | Add +9.9% | 0.13% | −0.02 |
| NFLT Virtus Newfleet Multi-Sector | Add +2.4% | 0.21% | −0.02 |
| IREN Iren Ltd. | Add +21.6% | 0.14% | −0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.2% | 0.26% | −0.02 |
| IYE iShares U.S. Energy ETF | Add +2.7% | 0.29% | −0.02 |
| VRT Vertiv Holdings Co. Class A | Add +0.2% | 0.79% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.5% | 1.03% | −0.03 |
| NOW ServiceNow Inc. | Add +6.5% | 0.15% | −0.04 |
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 |