account_balance

Investment manager · 13F filer · SEC CIK 1843294

Wealth Management Partners, LLC

Reported value$426Mas of Sep 30, 2026
Positions155 11 new, 10 sold out
Top 10 weight44.9%NVDA alone is 8%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
NVDA NVIDIA Corp 7.8% Trimmed −5%
AVNM American Centy ETF Tr 7.7% Added +2%
QQQ Invesco QQQ Tr 5.9% Trimmed −7%
AVMC American Centy ETF Tr 3.9% Held
AAPL Apple Inc. 3.9% HeldMU Micron Technology Inc 3.5% Added +48%
IVV iShares Tr 3.4% Trimmed −3%
IAU iShares Gold Trust 3.1% Trimmed −4%
DFAS Dimensional ETF Trust 3.1% Added +9%
MSFT Microsoft Corp 2.6% Trimmed −5%AMZN Amazon.com Inc 2.0% Added +5%
FDN First Tr Exchange-Traded Fd 2.0% Trimmed −7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • SNDK $1.76M
  • CIBR $1.36M
  • NLR $800K
  • AVAV $471K
arrow_upwardAdded
arrow_downwardTrimmed
  • ARKQ −17%
  • GOOGL −15%
  • REMX −13%
  • CRWV −11%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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