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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $196.9M Q1 2024 Q2 2024: $205.6M Q2 2024 Q3 2024: $215.7M Q3 2024 Q4 2024: $231.7M Q4 2024 Q1 2025: $215.9M Q1 2025 Q2 2025: $282.9M Q2 2025 Q3 2025: $314.7M Q3 2025 Q4 2025: $350.2M $350.2M Q4 2025 Q1 2026: $349.9M Q1 2026 Q2 2026: $425.0M Q2 2026

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%
IREN Iren Ltd. filed as IREN LIMITED 0.14% 12,659 $478K Add +21.6%
RSG Republic Services Inc. 0.14% 2,255 $478K No change
SYY Sysco Corp. 0.13% 6,402 $472K Add +9.9%
WM Waste Management Inc. 0.13% 2,081 $457K No change
IYM iShares U.S. Basic Materials 0.13% 2,868 $442K Add +13.2%
PG The Procter & Gamble Co. 0.13% 3,073 $440K Add +22.8%
CRDO Credo Technology Group Holdi 0.12% 2,959 $426K Reduce -0.1%
VIG Vanguard Dividend Apprec ETF 0.11% 1,831 $402K Reduce -1.2%
CSCO Cisco Systems Inc. 0.11% 5,105 $393K No change
CCL Carnival Corp. 0.11% 12,825 $392K Reduce -29.7%
JEPI JPMorgan Equity Premium Inco 0.11% 6,823 $391K Add +9.2%
BALT Inn Defined Wealth Shield 0.11% 11,544 $387K New
AXP American Express Co. 0.11% 1,013 $375K Reduce -11.4%
EXI iShares Global Industrials E 0.10% 2,028 $356K No change
INTU Intuit Inc. 0.10% 531 $352K No change
IWD iShares Russell 1000 Value E 0.10% 1,653 $348K Reduce -5.6%
CIFR Cipher Digital Inc. 0.10% 23,010 $340K New
PCLO Virtus Seix Aaa PRV CR Clo 0.09% 13,236 $330K Reduce -19.8%
CEG Constellation Energy 0.09% 932 $329K Reduce -2.7%
IBIT iShares Bitcoin Trust ETF 0.09% 6,546 $325K Reduce -20.4%
TOST Toast Inc. Class A 0.09% 8,783 $312K Add +39.4%
SCHD Schwab US DVD Equity ETF 0.09% 10,907 $299K Add +7.1%
SOXX iShares Semiconductor ETF 0.08% 981 $295K Reduce -4.9%
ABT Abbott Laboratories 0.08% 2,238 $280K Reduce -1.1%
SHW The Sherwin-Williams Co. 0.08% 840 $272K Reduce -24.7%
HOOD Robinhood Markets Inc. Class A 0.08% 2,350 $266K Add +67.9%
NFLX Netflix Inc. 0.07% 2,779 $261K New
ITOT iShares Core S&P Total U.S. 0.07% 1,752 $261K No change
IXC iShares Global Energy ETF 0.07% 6,151 $258K No change
IBB iShares Biotechnology ETF 0.07% 1,493 $252K New
BITW Bitwise 10 Crypto Index ETF 0.07% 4,213 $248K New
ITW Illinois Tool Works 0.07% 1,000 $246K Reduce -1.9%
IWM iShares Russell 2000 ETF 0.07% 973 $240K Reduce -2.0%
NBIS Nebius Group NV 0.07% 2,747 $230K Reduce -4.8%
FLR Fluor Corp. 0.06% 5,537 $219K No change
UNP Union Pacific Corp. 0.06% 936 $217K No change
IYW iShares Ustechnology ETF 0.06% 1,072 $214K No change
ALL Allstate Corp. 0.06% 999 $208K No change
WFC Wells Fargo & Co. 0.06% 2,179 $203K New
TOL Toll Brothers Inc. 0.06% 1,500 $203K No change
SLV iShares Silver Trust 0.06% 3,148 $203K New
NVTS Navitas Semiconductor Corp. 0.06% 28,307 $202K Reduce -6.3%
IVW iShares S&P 500 Growth ETF 0.06% 1,627 $201K New
RCAT Red Cat Holdings Inc. 0.05% 20,697 $164K Add +90.4%
BBDC Barings BDC Inc. 0.03% 10,500 $96K No change
IBRX Immunitybio Inc. 0.01% 25,500 $50K Add +142.9%
PMI Picard Medical Inc. 0.01% 28,116 $49K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 154$425.0MAVNM, NVDA, QQQ, AVMC, IVV
Q1 2026 147$349.9MAVNM, NVDA, QQQ, IAU, AVMC
Q4 2025 147$350.2MNVDA, AVNM, QQQ, IAU, AVMC
Q3 2025 138$314.7MNVDA, QQQ, AVNM, IAU, AAPL
Q2 2025 136$282.9MNVDA, QQQ, AVNM, IAU, IVV
Q1 2025 114$215.9MNVDA, QQQ, IAU, AAPL, IVV
Q4 2024 113$231.7MNVDA, QQQ, AAPL, IVV, IAU
Q3 2024 111$215.7MNVDA, QQQ, AAPL, IVV, IAU
Q2 2024 107$205.6MNVDA, QQQ, AAPL, IVV, MSFT
Q1 2024 117$196.9MQQQ, NVDA, IVV, MSFT, AAPL