Wealth Management Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Wealth Management Partners, LLC reported 147 stock positions worth $349.9 million. Its top holding was Avantis All Intl MKTS Eq ETF (AVNM) at 8.3% of the portfolio, followed by Nvidia (NVDA, 7.9%) and Invesco QQQ Trust Series 1 (QQQ, 6.2%). Compared with Q4 2025, it opened 10 new positions, sold out of 10, added to 68 and reduced 52. The biggest buy was Avantis All Intl MKTS Eq ETF (AVNM, shares +12%) and the biggest sale Nvidia (NVDA, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0001843294
- Portfolio Value
- $349.9M (Q1 2026)
- SEC Filing
- 0001843294-26-000002 ↗ filed Apr 17, 2026
Holdings Value
Holdings 147 stocks · $349.9M
| AVNM Avantis All Intl MKTS Eq ETF | 8.29% | 380,960 | $29.0M | Add +12.5% |
| NVDA Nvidia Corp. | 7.88% | 158,150 | $27.6M | Reduce -6.3% |
| QQQ Invesco QQQ Trust Series 1 | 6.15% | 37,302 | $21.5M | Reduce -6.2% |
| IAU iShares Gold Trust | 4.61% | 182,860 | $16.1M | Reduce -8.4% |
| AVMC Avantis US Mid Cap Eq ETF | 4.48% | 217,157 | $15.7M | Add +7.2% |
| AAPL Apple Inc. | 3.71% | 51,104 | $13.0M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 3.68% | 19,733 | $12.9M | Add +1.5% |
| DFAS Dimensional US Small Cap ETF | 3.01% | 148,155 | $10.5M | Add +7.3% |
| MSFT Microsoft Corp. | 2.28% | 21,566 | $8.0M | Reduce -2.0% |
| FDN First Trust DJ Internet Ind | 2.14% | 31,985 | $7.5M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 1.83% | 30,817 | $6.4M | Reduce -2.2% |
| TSLA Tesla Inc. | 1.65% | 15,534 | $5.8M | Add +6.7% |
| GOOG Alphabet Inc. Class C | 1.57% | 19,137 | $5.5M | Reduce -2.5% |
| RWL Invesco S&P 500 Revenue ETF | 1.49% | 45,355 | $5.2M | Reduce -5.0% |
| ALAB Astera Labs Inc. | 1.32% | 42,181 | $4.6M | Add +28.8% |
| XOM Exxon Mobil Corp. | 1.27% | 26,177 | $4.4M | Add +1.3% |
| VYM Vanguard High DVD Yield ETF | 1.21% | 28,513 | $4.2M | Reduce -1.0% |
| ARKW ARK Next Generation Technolo | 1.18% | 34,143 | $4.1M | Add +4.6% |
| IUSV iShares Core S&P U.S. Value | 1.17% | 40,127 | $4.1M | Add +0.0% |
| FAD First Trust Multi Cap Growth | 1.13% | 24,907 | $4.0M | Reduce -0.5% |
| AMAT Applied Materials Inc. | 1.07% | 10,983 | $3.8M | Reduce -5.0% |
| VRT Vertiv Holdings Co. Class A | 1.00% | 13,903 | $3.5M | Reduce -18.1% |
| JPM JPMorgan Chase & Co. | 0.99% | 11,789 | $3.5M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 5,153 | $3.3M | Reduce -2.7% |
| FNY First Trust Mid Cap Growth | 0.94% | 36,401 | $3.3M | Add +1.2% |
| AVGO Broadcom Inc. | 0.93% | 10,562 | $3.3M | Reduce -0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.90% | 21,632 | $3.2M | Add +0.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.90% | 9,341 | $3.2M | Reduce -1.9% |
| MU Micron Technology Inc. | 0.86% | 8,951 | $3.0M | Reduce -10.4% |
| COST Costco Wholesale Corp. | 0.85% | 2,971 | $3.0M | Reduce -3.9% |
| CVX Chevron Corp. | 0.83% | 14,111 | $2.9M | Reduce -3.6% |
| ARTY iShares Future AI & Tech ETF | 0.82% | 61,658 | $2.9M | Add +18.8% |
| IJR iShares Core S&P Small-Cap E | 0.78% | 21,828 | $2.7M | Reduce -0.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.73% | 1,935 | $2.6M | Reduce -1.0% |
| CRWV Coreweave Inc. Class A | 0.72% | 32,441 | $2.5M | Add +2.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.71% | 26,661 | $2.5M | Reduce -4.3% |
| IEMG iShares Core MSCI Emerging | 0.64% | 32,215 | $2.2M | New |
| CAT Caterpillar Inc. | 0.61% | 3,015 | $2.1M | Add +0.1% |
| JOET Virtus Terranova US Qual Mom | 0.61% | 53,201 | $2.1M | Add +28.2% |
| AMD Advanced Micro Devices | 0.60% | 10,319 | $2.1M | Reduce -1.2% |
| WMT Walmart Inc. | 0.59% | 16,679 | $2.1M | Add +3.6% |
| HD Home Depot Inc. | 0.59% | 6,271 | $2.1M | Add +3.8% |
| ARKQ ARK Autonomous Tech & Robot | 0.56% | 17,446 | $2.0M | Add +7.6% |
| IEO iShares U.S. Oil & Gas Explo | 0.55% | 15,530 | $1.9M | Reduce -3.3% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.54% | 21,540 | $1.9M | New |
| ITA iShares U.S. Aerospace & Def | 0.53% | 8,411 | $1.8M | Add +82.9% |
| GFLW VS Free Cash Flow Growth ETF filed as VICTORY PORTFOLIOS II | 0.51% | 68,466 | $1.8M | Add +33.9% |
| AVEM Avantis Emerging Markets Eq | 0.48% | 20,789 | $1.7M | Reduce -1.9% |
| AVUS Avantis U.S. Equity ETF | 0.46% | 14,526 | $1.6M | Add +17.3% |
| PANW Palo Alto Networks Inc. | 0.46% | 9,964 | $1.6M | Add +2.7% |
| IEZ iShares U.S. Oil Equipment & | 0.43% | 52,316 | $1.5M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.40% | 15,594 | $1.4M | Add +43.1% |
| IYE iShares U.S. Energy ETF | 0.40% | 21,647 | $1.4M | Reduce -0.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.40% | 15,004 | $1.4M | Reduce -12.7% |
| META Meta Platforms Inc. Class A | 0.39% | 2,403 | $1.4M | Add +6.1% |
| NET Cloudflare Inc. Class A | 0.38% | 6,486 | $1.3M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 19,419 | $1.3M | Reduce -0.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.37% | 2,769 | $1.3M | Reduce -30.9% |
| IUSG iShares Core S&P U.S. Growth | 0.36% | 8,175 | $1.3M | Reduce -1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.36% | 6,447 | $1.3M | Add +1.3% |
| V Visa Inc. Class A | 0.36% | 4,137 | $1.3M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.35% | 4,305 | $1.2M | Add +18.9% |
| SMMT Summit Therapeutics Inc. | 0.35% | 63,784 | $1.2M | Add +7.3% |
| SHOP Shopify Inc. Class A | 0.35% | 10,185 | $1.2M | Add +1.3% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.34% | 12,570 | $1.2M | Add +8.1% |
| LLY Eli Lilly & Co. | 0.32% | 1,213 | $1.1M | Reduce -1.9% |
| IWP iShares Russell Mid-Cap Grow | 0.31% | 8,563 | $1.1M | Reduce -1.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.31% | 9,004 | $1.1M | Reduce -17.1% |
| IYF iShares US Financials ETF | 0.31% | 9,162 | $1.1M | Add +0.3% |
| FCX Freeport-McMoran Inc. | 0.31% | 18,325 | $1.1M | Add +1.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.30% | 19,185 | $1.1M | Add +6.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.30% | 8,960 | $1.1M | Reduce -2.5% |
| VZ Verizon Communications Inc. | 0.29% | 20,358 | $1.0M | Add +33.4% |
| GS Goldman Sachs Group Inc. | 0.29% | 1,193 | $1.0M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 0.28% | 2,134 | $984K | Add +1.7% |
| IWV iShares Russell 3000 ETF | 0.27% | 2,587 | $959K | No change |
| ABBV Abbvie Inc. | 0.27% | 4,299 | $935K | Add +3.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 2,030 | $887K | Reduce -2.9% |
| JAAA Janus Henderson Aaa Clo ETF | 0.24% | 16,861 | $849K | Reduce -7.4% |
| GEV GE Vernova Inc. | 0.24% | 960 | $838K | Add +6.4% |
| OKLO Oklo Inc. | 0.23% | 16,370 | $812K | Add +10.5% |
| NFLT Virtus Newfleet Multi-Sector | 0.22% | 34,325 | $781K | Add +10.1% |
| IYM iShares U.S. Basic Materials | 0.22% | 4,412 | $776K | Add +53.8% |
| DAL Delta Air Lines Inc. | 0.22% | 11,621 | $773K | Add +28.7% |
| RTX RTX Corp. | 0.22% | 3,949 | $762K | Reduce -5.4% |
| GLD SPDR Gold Shares | 0.21% | 1,748 | $752K | Reduce -0.2% |
| IXC iShares Global Energy ETF | 0.21% | 12,807 | $738K | Add +108.2% |
| ORCL Oracle Corp. | 0.20% | 4,857 | $715K | Reduce -7.4% |
| JNJ Johnson & Johnson | 0.20% | 2,839 | $694K | Add +8.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,428 | $684K | Reduce -11.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 2,118 | $679K | Add +36.2% |
| UPS United Parcel Service Class B | 0.19% | 6,696 | $657K | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 2,945 | $633K | Add +60.8% |
| RGTI Rigetti Computing Inc. | 0.18% | 44,750 | $628K | Add +5.9% |
| QBTS D-Wave Quantum Inc. | 0.17% | 41,775 | $603K | Add +5.9% |
| NEE Nextera Energy Inc. | 0.17% | 6,360 | $591K | No change |
| IWF iShares Russell 1000 Growth | 0.17% | 1,381 | $589K | No change |
| SCHD Schwab US DVD Equity ETF | 0.16% | 18,307 | $562K | Add +67.8% |
| XBI SS SPDR S&P Biotech ETF | 0.16% | 4,283 | $547K | New |
| CNEQ Alger Concentrated Eqty ETF | 0.15% | 17,337 | $540K | New |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -6.3% | 7.88% | −1.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.2% | 6.15% | −0.82 |
| MSFT Microsoft Corp. | Reduce -2.0% | 2.28% | −0.76 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.59 |
| FDN First Trust DJ Internet Ind | Reduce -2.8% | 2.14% | −0.39 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 1.83% | −0.24 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 1.57% | −0.19 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -30.9% | 0.37% | −0.18 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.15 |
| AVGO Broadcom Inc. | Reduce -0.7% | 0.93% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 0.99% | −0.11 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.10 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.09 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -17.1% | 0.31% | −0.09 |
| ORCL Oracle Corp. | Reduce -7.4% | 0.20% | −0.09 |
| LEU Centrus Energy Corp. Class A | Reduce -7.8% | 0.15% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 0.96% | −0.07 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -5.0% | 1.49% | −0.07 |
| BITW Bitwise 10 Crypto Index ETF | Sold out | 0.00% | −0.07 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.07 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 0.32% | −0.06 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.06 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.3% | 0.71% | −0.04 |
| AMD Advanced Micro Devices | Reduce -1.2% | 0.60% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.9% | 0.25% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.4% | 0.20% | −0.04 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.5% | 0.36% | −0.04 |
| PNC PNC Financial Services Group | Reduce -22.3% | 0.12% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 0.14% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.6% | 0.31% | −0.03 |
| FAD First Trust Multi Cap Growth | Reduce -0.5% | 1.13% | −0.03 |
| PCLO Virtus Seix Aaa PRV CR Clo | Reduce -26.5% | 0.07% | −0.03 |
| IAU iShares Gold Trust | Reduce -8.4% | 4.61% | −0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -7.4% | 0.24% | −0.02 |
| CEG Constellation Energy | Reduce -0.2% | 0.07% | −0.02 |
| CCL Carnival Corp. | Reduce -0.1% | 0.09% | −0.02 |
| IREN Iren Ltd. | Reduce -1.1% | 0.12% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.6% | 0.29% | −0.01 |
| RTX RTX Corp. | Reduce -5.4% | 0.22% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.0% | 0.11% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.5% | 0.30% | +0.00 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -12.7% | 0.40% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 0.37% | +0.01 |
| NVTS Navitas Semiconductor Corp. | Reduce -7.1% | 0.07% | +0.01 |
| SYLD Cambria Shareholder Yield Et | Reduce -0.6% | 0.15% | +0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.9% | 0.48% | +0.01 |
| GLD SPDR Gold Shares | Reduce -0.2% | 0.21% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| AVNM Avantis All Intl MKTS Eq ETF | Add +12.5% | 8.29% | +1.18 |
| IEMG iShares Core MSCI Emerging | New | 0.64% | +0.64 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.54% | +0.54 |
| IEZ iShares U.S. Oil Equipment & | New | 0.43% | +0.43 |
| AVMC Avantis US Mid Cap Eq ETF | Add +7.2% | 4.48% | +0.40 |
| XOM Exxon Mobil Corp. | Add +1.3% | 1.27% | +0.38 |
| DFAS Dimensional US Small Cap ETF | Add +7.3% | 3.01% | +0.27 |
| ITA iShares U.S. Aerospace & Def | Add +82.9% | 0.53% | +0.24 |
| XBI SS SPDR S&P Biotech ETF | New | 0.16% | +0.16 |
| CNEQ Alger Concentrated Eqty ETF | New | 0.15% | +0.15 |
| IXC iShares Global Energy ETF | Add +108.2% | 0.21% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +43.1% | 0.40% | +0.13 |
| CAT Caterpillar Inc. | Add +0.1% | 0.61% | +0.12 |
| VZ Verizon Communications Inc. | Add +33.4% | 0.29% | +0.11 |
| JOET Virtus Terranova US Qual Mom | Add +28.2% | 0.61% | +0.11 |
| ARTY iShares Future AI & Tech ETF | Add +18.8% | 0.82% | +0.11 |
| GFLW VS Free Cash Flow Growth ETF | Add +33.9% | 0.51% | +0.10 |
| IYM iShares U.S. Basic Materials | Add +53.8% | 0.22% | +0.10 |
| WMT Walmart Inc. | Add +3.6% | 0.59% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +67.8% | 0.16% | +0.08 |
| IBRX Immunitybio Inc. | Add +56.3% | 0.09% | +0.07 |
| CRWV Coreweave Inc. Class A | Add +2.9% | 0.72% | +0.07 |
| GEV GE Vernova Inc. | Add +6.4% | 0.24% | +0.07 |
| GNOM Global X Genomics & Biotechn | New | 0.07% | +0.07 |
| AVUS Avantis U.S. Equity ETF | Add +17.3% | 0.46% | +0.07 |
| VIG Vanguard Dividend Apprec ETF | Add +60.8% | 0.18% | +0.07 |
| MCD McDonald's Corp. | New | 0.07% | +0.07 |
| ARKG ARK Genomic Revolution ETF | New | 0.06% | +0.06 |
| XAGG Ev Income Opportunities ETF | New | 0.06% | +0.06 |
| MRK Merck & Co. Inc. | New | 0.06% | +0.06 |
| IBB iShares Biotechnology ETF | Add +78.6% | 0.13% | +0.06 |
| SMMT Summit Therapeutics Inc. | Add +7.3% | 0.35% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +36.2% | 0.19% | +0.05 |
| FCX Freeport-McMoran Inc. | Add +1.2% | 0.31% | +0.05 |
| JNJ Johnson & Johnson | Add +8.5% | 0.20% | +0.04 |
| DAL Delta Air Lines Inc. | Add +28.7% | 0.22% | +0.04 |
| SOXX iShares Semiconductor ETF | Add +30.1% | 0.12% | +0.04 |
| EEMA iShares MSCI Emerg MRKT Asia | Add +8.1% | 0.34% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +18.9% | 0.35% | +0.03 |
| ARKQ ARK Autonomous Tech & Robot | Add +7.6% | 0.56% | +0.03 |
| EXI iShares Global Industrials E | Add +24.0% | 0.13% | +0.03 |
| NET Cloudflare Inc. Class A | Add +2.1% | 0.38% | +0.03 |
| NFLT Virtus Newfleet Multi-Sector | Add +10.1% | 0.22% | +0.02 |
| WFC Wells Fargo & Co. | Add +48.6% | 0.07% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.3% | 0.36% | +0.01 |
| BALT Inn Defined Wealth Shield | Add +12.8% | 0.12% | +0.01 |
| NFLX Netflix Inc. | Add +12.6% | 0.09% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +5.0% | 0.11% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +6.9% | 0.12% | +0.01 |
| ITW Illinois Tool Works | Add +3.3% | 0.08% | +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 |