Wealth Management Partners, LLC

CIK 0001843294 • 7 13F filings • Apr 10, 2025 – Oct 21, 2026

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Filer information

Filed by: Wealth Management Partners, LLC, Managing Member and Chief Compliance Officer
Address: 1980 E RIVER ROAD, SUITE 120, TUCSON, AZ, 85718
Phone: 520-297-7999
AUM: $350.2M

AUM over time

$425.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $350.2M147 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$280K	0.1%	2,238 SH	New
ABBVIE INC	COM	$952K	0.3%Prev: 0.3%	4,165 SH	Decreased-328 SH
ADVANCED MICRO DEVICES INC	COM	$2.2M	0.6%Prev: 1.4%	10,446 SH	Decreased+695 SH
ALLSTATE CORP	COM	$208K	0.1%Prev: 0.1%	999 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.1M	0.3%Prev: 0.3%	3,620 SH	Decreased+131 SH
ALPHABET INC	CAP STK CL C	$6.2M	1.8%Prev: 1.5%	19,621 SH	Decreased+842 SH
AMAZON COM INC	COM	$7.3M	2.1%Prev: 2.0%	31,508 SH	Decreased-2,908 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$24.9M	7.1%Prev: 7.7%	338,676 SH	Decreased-53,832 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.6M	0.5%Prev: 0.4%	21,202 SH	Decreased+1,021 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$14.3M	4.1%	202,578 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$1.4M	0.4%Prev: 0.4%	12,381 SH	Decreased-1,282 SH
AMERICAN EXPRESS CO	COM	$375K	0.1%Prev: 0.1%	1,013 SH	Increased-1 SH
APPLE INC	COM	$13.8M	3.9%Prev: 3.9%	50,626 SH	Decreased+579 SH
APPLIED MATLS INC	COM	$3.0M	0.8%Prev: 1.2%	11,562 SH	Decreased+1,174 SH
ARK ETF TR	AUTNMUS TECHNLGY	$1.9M	0.5%Prev: 0.4%	16,209 SH	Increased+1,609 SH
ARK ETF TR	NEXT GNRTN INTER	$4.8M	1.4%	32,645 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$2.1M	0.6%	1,954 SH	New
ASTERA LABS INC	COM	$5.4M	1.6%Prev: 2.0%	32,755 SH	Decreased+9,128 SH
BARINGS BDC INC	COM	$96K	0.0%	10,500 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$810K	0.2%Prev: 0.2%	1,611 SH	Increased+143 SH
BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$248K	0.1%	4,213 SH	New
BROADCOM INC	COM	$3.7M	1.1%Prev: 0.8%	10,635 SH	Increased+809 SH
CAMBRIA ETF TR	SHSHLD YIELD ETF	$479K	0.1%Prev: 0.1%	6,897 SH	Decreased+129 SH
CARNIVAL CORP	UNIT 99/99/9999	$392K	0.1%	12,825 SH	New
CATERPILLAR INC	COM	$1.7M	0.5%Prev: 0.5%	3,011 SH	Decreased+143 SH
CENTRUS ENERGY CORP	CL A	$780K	0.2%Prev: 0.1%	3,215 SH	Increased-90 SH
CHEVRON CORP NEW	COM	$2.2M	0.6%	14,645 SH	New
CIPHER MINING INC	COM	$340K	0.1%	23,010 SH	New
CISCO SYS INC	COM	$393K	0.1%Prev: 0.1%	5,105 SH	Decreased+473 SH
CITIGROUP INC	COM NEW	$500K	0.1%Prev: 0.1%	4,288 SH	Decreased+199 SH
CLOUDFLARE INC	CL A COM	$1.3M	0.4%Prev: 0.6%	6,350 SH	Decreased-445 SH
CONSTELLATION ENERGY CORP	COM	$329K	0.1%	932 SH	New
COREWEAVE INC	COM CL A	$2.3M	0.6%Prev: 0.8%	31,542 SH	Decreased-8,232 SH
COSTCO WHSL CORP NEW	COM	$2.7M	0.8%	3,091 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$426K	0.1%Prev: 0.1%	2,959 SH	Decreased+706 SH
D-WAVE QUANTUM INC	COM	$1.0M	0.3%Prev: 0.2%	39,438 SH	Increased-12,740 SH
DELTA AIR LINES INC DEL	COM NEW	$627K	0.2%	9,031 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$9.6M	2.7%Prev: 3.1%	138,025 SH	Decreased-29,784 SH
ELI LILLY & CO	COM	$1.3M	0.4%Prev: 0.5%	1,237 SH	Decreased-583 SH
ETFIS SER TR I	VIRTUS NEWFLEET	$718K	0.2%Prev: 0.1%	31,174 SH	Increased+9,032 SH
EXXON MOBIL CORP	COM	$3.1M	0.9%	25,847 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$4.1M	1.2%Prev: 1.0%	25,026 SH	Decreased+1,361 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$3.3M	0.9%Prev: 0.8%	35,966 SH	Decreased+323 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$8.9M	2.5%Prev: 2.0%	32,905 SH	Increased+3,319 SH
FLUOR CORP NEW	COM	$219K	0.1%	5,537 SH	New
FREEPORT-MCMORAN INC	CL B	$920K	0.3%	18,113 SH	New
GE VERNOVA INC	COM	$590K	0.2%Prev: 0.2%	902 SH	Decreased-165 SH
GOLDMAN SACHS GROUP INC	COM	$1.1M	0.3%Prev: 0.3%	1,200 SH	Decreased-52 SH
HOME DEPOT INC	COM	$2.1M	0.6%Prev: 0.4%	6,044 SH	Increased+367 SH
ILLINOIS TOOL WKS INC	COM	$246K	0.1%Prev: 0.1%	1,000 SH	Decreased-33 SH
IMMUNITYBIO INC	COM	$50K	0.0%Prev: 0.1%	25,500 SH	Decreased-14,360 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$387K	0.1%Prev: 0.1%	11,544 SH	Decreased-259 SH
INTUIT	COM	$352K	0.1%	531 SH	New
INTUITIVE SURGICAL INC	COM NEW	$1.2M	0.3%Prev: 0.1%	2,098 SH	Increased+706 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$5.5M	1.6%Prev: 1.2%	47,752 SH	Increased+6,590 SH
INVESCO QQQ TR	UNIT SER 1	$24.4M	7.0%Prev: 5.9%	39,783 SH	Decreased+5,816 SH
IONQ INC	COM	$585K	0.2%Prev: 0.2%	13,039 SH	Decreased-5,337 SH
IREN LIMITED	ORDINARY SHARES	$478K	0.1%Prev: 0.1%	12,659 SH	Increased+3,584 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$325K	0.1%Prev: 0.7%	6,546 SH	Decreased-54,863 SH
ISHARES GOLD TR	ISHARES NEW	$16.2M	4.6%Prev: 3.1%	199,719 SH	Increased+28,603 SH
ISHARES INC	MSCI EM ASIA ETF	$1.1M	0.3%Prev: 0.3%	11,630 SH	Decreased-1,023 SH
ISHARES SILVER TR	ISHARES	$203K	0.1%	3,148 SH	New
ISHARES TR	CORE MSCI EAFE	$975K	0.3%Prev: 0.4%	10,900 SH	Decreased-4,653 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.4%Prev: 0.3%	19,472 SH	Decreased+851 SH
ISHARES TR	CORE S&P SCP ETF	$2.6M	0.8%Prev: 0.7%	21,985 SH	Decreased+536 SH
ISHARES TR	CORE S&P TTL STK	$261K	0.1%Prev: 0.1%	1,752 SH	Decreased
ISHARES TR	CORE S&P US GWT	$1.4M	0.4%Prev: 0.4%	8,301 SH	Decreased+505 SH
ISHARES TR	CORE S&P US VLU	$4.1M	1.2%Prev: 1.0%	40,110 SH	Decreased+1,644 SH
ISHARES TR	CORE S&P500 ETF	$13.3M	3.8%Prev: 3.4%	19,448 SH	Decreased+286 SH
ISHARES TR	ESG MSCI KLD 400	$1.4M	0.4%	10,868 SH	New
ISHARES TR	FUTURE AI & TECH	$2.5M	0.7%	51,886 SH	New
ISHARES TR	GLOB INDSTRL ETF	$356K	0.1%Prev: 0.1%	2,028 SH	Decreased-654 SH
ISHARES TR	GLOBAL ENERG ETF	$258K	0.1%Prev: 0.2%	6,151 SH	Decreased-5,241 SH
ISHARES TR	ISHARES BIOTECH	$252K	0.1%Prev: 0.1%	1,493 SH	Decreased-1,179 SH
ISHARES TR	ISHARES SEMICDTR	$295K	0.1%Prev: 0.3%	981 SH	Decreased-1,124 SH
ISHARES TR	MSCI USA MIN VOL	$2.6M	0.7%	27,859 SH	New
ISHARES TR	RUS 1000 GRW ETF	$654K	0.2%Prev: 0.2%	1,381 SH	Decreased-4,143 SH
ISHARES TR	RUS 1000 VAL ETF	$348K	0.1%Prev: 0.1%	1,653 SH	Decreased+154 SH
ISHARES TR	RUS MD CP GR ETF	$1.2M	0.3%Prev: 0.3%	8,705 SH	Increased+285 SH
ISHARES TR	RUSSELL 2000 ETF	$240K	0.1%Prev: 0.1%	973 SH	Decreased+50 SH
ISHARES TR	RUSSELL 3000 ETF	$1.0M	0.3%Prev: 0.3%	2,587 SH	Decreased+72 SH
ISHARES TR	S&P 500 GRWT ETF	$201K	0.1%Prev: 0.1%	1,627 SH	Decreased
ISHARES TR	SP SMCP600VL ETF	$1.0M	0.3%Prev: 0.3%	9,194 SH	Decreased+795 SH
ISHARES TR	U.S. BAS MTL ETF	$442K	0.1%Prev: 0.2%	2,868 SH	Decreased-1,711 SH
ISHARES TR	U.S. ENERGY ETF	$1.0M	0.3%Prev: 0.3%	21,654 SH	Decreased+1,799 SH
ISHARES TR	U.S. FINLS ETF	$1.2M	0.3%Prev: 0.3%	9,131 SH	Decreased-2,510 SH
ISHARES TR	U.S. TECH ETF	$214K	0.1%Prev: 0.1%	1,072 SH	Decreased
ISHARES TR	US AER DEF ETF	$987K	0.3%Prev: 0.1%	4,599 SH	Increased+2,633 SH
ISHARES TR	US INDUSTRIALS	$491K	0.1%Prev: 0.1%	3,316 SH	Decreased
ISHARES TR	US OIL GS EX ETF	$1.4M	0.4%Prev: 0.4%	16,052 SH	Decreased+2,340 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$391K	0.1%Prev: 0.1%	6,823 SH	Increased+484 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.0M	0.3%Prev: 0.1%	18,021 SH	Increased+10,838 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$921K	0.3%Prev: 0.1%	18,204 SH	Increased+5,884 SH
JOHNSON & JOHNSON	COM	$542K	0.2%Prev: 0.2%	2,617 SH	Decreased-291 SH
JPMORGAN CHASE & CO.	COM	$3.8M	1.1%	11,921 SH	New
META PLATFORMS INC	CL A	$1.5M	0.4%Prev: 0.4%	2,264 SH	Decreased+24 SH
MICRON TECHNOLOGY INC	COM	$2.9M	0.8%Prev: 3.5%	9,988 SH	Decreased-4,025 SH
MICROSOFT CORP	COM	$10.6M	3.0%Prev: 2.6%	22,003 SH	Decreased+465 SH
NAVITAS SEMICONDUCTOR CORP	COM	$202K	0.1%Prev: 0.1%	28,307 SH	Decreased+7,407 SH
NEBIUS GROUP N.V.	SHS CLASS A	$230K	0.1%Prev: 0.1%	2,747 SH	Decreased+1,229 SH
NETFLIX INC	COM	$261K	0.1%	2,779 SH	New
NEXTERA ENERGY INC	COM	$511K	0.1%Prev: 0.1%	6,360 SH	Increased+847 SH
NVIDIA CORPORATION	COM	$31.5M	9.0%Prev: 7.8%	168,788 SH	Decreased+23,457 SH
OKLO INC	COM CL A	$1.1M	0.3%	14,818 SH	New
ORACLE CORP	COM	$1.0M	0.3%Prev: 0.2%	5,247 SH	Decreased-2,262 SH
PALANTIR TECHNOLOGIES INC	CL A	$3.8M	1.1%Prev: 0.9%	21,496 SH	Decreased+360 SH
PALO ALTO NETWORKS INC	COM	$1.8M	0.5%Prev: 1.0%	9,706 SH	Decreased-487 SH
PICARD MEDICAL INC	COM SHS	$49K	0.0%	28,116 SH	New
PNC FINL SVCS GROUP INC	COM	$553K	0.2%Prev: 0.1%	2,650 SH	Increased+1,017 SH
PROCTER AND GAMBLE CO	COM	$440K	0.1%	3,073 SH	New
RED CAT HLDGS INC	COM	$164K	0.0%Prev: 0.1%	20,697 SH	Decreased-24,135 SH
REPUBLIC SVCS INC	COM	$478K	0.1%Prev: 0.1%	2,255 SH	Increased
RIGETTI COMPUTING INC	COMMON STOCK	$936K	0.3%Prev: 0.2%	42,259 SH	Increased-10,339 SH
RIO TINTO PLC	SPONSORED ADR	$1.4M	0.4%	17,177 SH	New
ROBINHOOD MKTS INC	COM CL A	$266K	0.1%Prev: 0.1%	2,350 SH	Decreased-295 SH
RTX CORPORATION	COM	$766K	0.2%Prev: 0.2%	4,174 SH	Decreased-150 SH
SALESFORCE INC	COM	$2.1M	0.6%	7,834 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$299K	0.1%Prev: 0.1%	10,907 SH	Decreased-7,400 SH
SERVICENOW INC	COM	$512K	0.1%Prev: 0.1%	3,345 SH	Increased+205 SH
SHERWIN WILLIAMS CO	COM	$272K	0.1%Prev: 0.1%	840 SH	Increased+165 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.6M	0.5%Prev: 0.3%	10,052 SH	Increased+1,152 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.9M	0.5%	4,008 SH	New
SPDR GOLD TR	GOLD SHS	$694K	0.2%Prev: 0.2%	1,752 SH	Increased+62 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.6M	1.0%	5,295 SH	New
SUMMIT THERAPEUTICS INC	COM	$1.0M	0.3%Prev: 0.5%	59,430 SH	Decreased-73,028 SH
SYSCO CORP	COM	$472K	0.1%Prev: 0.1%	6,402 SH	Decreased+221 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.9M	0.8%	9,521 SH	New
TESLA INC	COM	$6.5M	1.9%Prev: 1.4%	14,554 SH	Increased-2,593 SH
TOAST INC	CL A	$312K	0.1%	8,783 SH	New
TOLL BROTHERS INC	COM	$203K	0.1%Prev: 0.1%	1,500 SH	Decreased-200 SH
UNION PAC CORP	COM	$217K	0.1%Prev: 0.1%	936 SH	Decreased+92 SH
UNITED PARCEL SERVICE INC	CL B	$659K	0.2%	6,642 SH	New
UNITEDHEALTH GROUP INC	COM	$605K	0.2%Prev: 0.1%	1,832 SH	Increased+450 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.0M	0.3%	2,090 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$521K	0.1%	1,555 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.2M	0.3%	6,364 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$402K	0.1%Prev: 0.2%	1,831 SH	Decreased-1,114 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.1M	1.2%Prev: 1.0%	28,788 SH	Decreased+1,247 SH
VERIZON COMMUNICATIONS INC	COM	$622K	0.2%Prev: 0.2%	15,266 SH	Decreased-4,146 SH
VERTIV HOLDINGS CO	COM CL A	$2.7M	0.8%Prev: 0.7%	16,974 SH	Decreased+4,023 SH
VICTORY PORTFOLIOS II	VICTORYSHARES FR	$1.4M	0.4%	51,129 SH	New
VIRTUS ETF TR II	SEIX AAA PRIVAAT	$330K	0.1%	13,236 SH	New
VIRTUS ETF TR II	VIRTUS US QLTY	$1.7M	0.5%Prev: 0.4%	41,491 SH	Decreased+479 SH
VISA INC	COM CL A	$1.5M	0.4%Prev: 0.3%	4,136 SH	Decreased-2 SH
WALMART INC	COM	$1.8M	0.5%Prev: 0.4%	16,106 SH	Increased-1,058 SH
WASTE MGMT INC DEL	COM	$457K	0.1%Prev: 0.1%	2,081 SH	Increased+26 SH
WELLS FARGO CO NEW	COM	$203K	0.1%	2,179 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $227K
AEROVIRONMENT INC — $471K
AMERICAN CENTY ETF TR — $16.7M
ARK ETF TR — $1.5M
ARK ETF TR — $5.0M
CHEVRON CORPORATION — $2.6M
CIPHER DIGITAL INC — $202K
COSTCO WHOLESALE CORPORATION — $2.7M
DELTA AIR LINES INC — $914K
DIREXION SHARES ETF TRUST — $212K
EXXONMOBIL HOLDINGS CORP — $3.9M
FIRST TR EXCHANGE-TRADED FD — $1.4M
FLUOR CORP — $265K
FREEPORT MCMORAN INC — $1.2M
GLOBAL X FDS — $1.7M
INTEL CORP — $213K
ISHARES INC — $3.9M
ISHARES INC — $285K
ISHARES TR — $1.3M
ISHARES TR — $5.1M
… and 26 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001843294-26-000001	$350.2M	View
Oct 21, 2026	Q3 2026	13F-HR	0001843294-26-000005	$425.7M	View
Oct 21, 2025	Q3 2025