§ 13F · FUND PROFILE
Wealth Management Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $315M (13F)Positions · 138Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVNM | AMERICAN CENTY ETF TR | 381K | $29M | 8.3% | +12% |
| 2 | NVDA | NVIDIA CORPORATION | 158K | $28M | 7.9% | −6% |
| 3 | QQQ | INVESCO QQQ TR | 37K | $22M | 6.2% | −6% |
| 4 | IAU | ISHARES GOLD TR | 183K | $16M | 4.6% | −8% |
| 5 | AVMC | AMERICAN CENTY ETF TR | 217K | $16M | 4.5% | +7% |
| 6 | AAPL | APPLE INC | 51K | $13M | 3.7% | +1% |
| 7 | IVV | ISHARES TR | 20K | $13M | 3.7% | +1% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 148K | $11M | 3.0% | +7% |
| 9 | MSFT | MICROSOFT CORP | 22K | $8M | 2.3% | −2% |
| 10 | FDN | FIRST TR EXCHANGE-TRADED FD | 32K | $7M | 2.1% | −3% |
§ 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 $315 million in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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