§ 13F · FUND PROFILE
Wealth Management Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $282.9T (13F)Positions · 136Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 169K | $31.5T | 9.0% | −3% |
| 2 | AVNM | AMERICAN CENTY ETF TR | 339K | $24.9T | 7.1% | +3% |
| 3 | QQQ | INVESCO QQQ TR | 40K | $24.4T | 7.0% | ±0% |
| 4 | IAU | ISHARES GOLD TR | 200K | $16.2T | 4.6% | −2% |
| 5 | AVMC | AMERICAN CENTY ETF TR | 203K | $14.3T | 4.1% | — |
| 6 | AAPL | APPLE INC | 51K | $13.8T | 3.9% | −2% |
| 7 | IVV | ISHARES TR | 19K | $13.3T | 3.8% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 22K | $10.6T | 3.0% | +1% |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 138K | $9.6T | 2.7% | +249% |
| 10 | FDN | FIRST TR EXCHANGE-TRADED FD | 33K | $8.9T | 2.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Management Partners, LLC is a Other fund managing $282942.2 trillion in assets. The fund runs a portfolio of 136 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed