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: $282.9M136 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$303K	0.1%	2,263 SH	New
ABBVIE INC	COM	$790K	0.3%Prev: 0.3%	4,209 SH	Decreased-90 SH
ADOBE INC	COM	$214K	0.1%	569 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.5M	0.5%Prev: 0.6%	10,825 SH	Decreased+506 SH
ALPHABET INC	CAP STK CL A	$636K	0.2%Prev: 0.4%	3,597 SH	Decreased-708 SH
ALPHABET INC	CAP STK CL C	$3.5M	1.2%Prev: 1.6%	19,553 SH	Decreased+416 SH
AMAZON COM INC	COM	$7.4M	2.6%Prev: 1.8%	33,129 SH	Increased+2,312 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$21.4M	7.6%Prev: 8.3%	329,088 SH	Decreased-51,872 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.5M	0.5%Prev: 0.5%	21,625 SH	Decreased+836 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$213K	0.1%Prev: 4.5%	3,186 SH	Decreased-213,971 SH
AMERICAN CENTY ETF TR	US EQT ETF	$1.5M	0.5%Prev: 0.5%	14,260 SH	Decreased-266 SH
AMERICAN EXPRESS CO	COM	$394K	0.1%Prev: 0.1%	1,221 SH	Increased+207 SH
APPLE INC	COM	$11.2M	3.9%Prev: 3.7%	53,135 SH	Decreased+2,031 SH
APPLIED MATLS INC	COM	$2.2M	0.8%Prev: 1.1%	11,318 SH	Decreased+335 SH
ARK ETF TR	AUTNMUS TECHNLGY	$1.4M	0.5%Prev: 0.6%	16,164 SH	Decreased-1,282 SH
ARK ETF TR	NEXT GNRTN INTER	$3.0M	1.1%Prev: 1.2%	20,319 SH	Decreased-13,824 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.5M	0.5%	1,925 SH	New
ASTERA LABS INC	COM	$2.4M	0.8%Prev: 1.3%	26,369 SH	Decreased-15,812 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$783K	0.3%Prev: 0.2%	1,637 SH	Increased+209 SH
BEST BUY INC	COM	$289K	0.1%	4,100 SH	New
BOOKING HOLDINGS INC	COM	$215K	0.1%	37 SH	New
BROADCOM INC	COM	$3.0M	1.1%Prev: 0.9%	11,027 SH	Decreased+465 SH
CAMBRIA ETF TR	SHSHLD YIELD ETF	$531K	0.2%Prev: 0.1%	7,979 SH	Increased+1,123 SH
CARNIVAL CORP	UNIT 99/99/9999	$702K	0.2%	23,950 SH	New
CATERPILLAR INC	COM	$1.4M	0.5%Prev: 0.6%	3,469 SH	Decreased+454 SH
CHEVRON CORP NEW	COM	$2.2M	0.8%	14,602 SH	New
CISCO SYS INC	COM	$352K	0.1%Prev: 0.1%	5,105 SH	Decreased+51 SH
CITIGROUP INC	COM NEW	$362K	0.1%Prev: 0.1%	4,136 SH	Decreased-303 SH
CLOUDFLARE INC	CL A COM	$1.0M	0.4%Prev: 0.4%	5,427 SH	Decreased-1,059 SH
CONSTELLATION ENERGY CORP	COM	$350K	0.1%Prev: 0.1%	1,101 SH	Increased+171 SH
CORE SCIENTIFIC INC NEW	COM	$188K	0.1%	12,700 SH	New
COSTCO WHSL CORP NEW	COM	$3.1M	1.1%	3,110 SH	New
D-WAVE QUANTUM INC	COM	$275K	0.1%Prev: 0.2%	16,405 SH	Decreased-25,370 SH
DATAVAULT AI INC	COM SHS	$8K	0.0%	11,300 SH	New
DELTA AIR LINES INC DEL	COM NEW	$438K	0.2%	8,766 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.3M	0.8%Prev: 3.0%	35,438 SH	Decreased-112,717 SH
DISNEY WALT CO	COM	$206K	0.1%	1,669 SH	New
ELI LILLY & CO	COM	$917K	0.3%Prev: 0.3%	1,187 SH	Decreased-26 SH
ETFIS SER TR I	VIRTUS NEWFLEET	$771K	0.3%Prev: 0.2%	33,941 SH	Decreased-384 SH
EXXON MOBIL CORP	COM	$2.9M	1.0%Prev: 1.3%	26,462 SH	Decreased+285 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.5M	1.3%Prev: 1.1%	23,992 SH	Decreased-915 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$3.0M	1.1%Prev: 0.9%	36,062 SH	Decreased-339 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$9.0M	3.2%Prev: 2.1%	33,387 SH	Increased+1,402 SH
FLUOR CORP NEW	COM	$289K	0.1%	5,537 SH	New
FREEPORT-MCMORAN INC	CL B	$810K	0.3%	17,948 SH	New
GE VERNOVA INC	COM	$255K	0.1%Prev: 0.2%	480 SH	Decreased-480 SH
GOLDMAN SACHS GROUP INC	COM	$841K	0.3%Prev: 0.3%	1,183 SH	Decreased-10 SH
HOME DEPOT INC	COM	$2.4M	0.9%Prev: 0.6%	6,628 SH	Increased+357 SH
ILLINOIS TOOL WKS INC	COM	$259K	0.1%Prev: 0.1%	1,019 SH	Decreased-14 SH
IMMUNITYBIO INC	COM	$44K	0.0%Prev: 0.1%	16,000 SH	Decreased-23,860 SH
INTUIT	COM	$424K	0.1%	541 SH	New
INTUITIVE SURGICAL INC	COM NEW	$1.1M	0.4%Prev: 0.3%	2,121 SH	Increased-13 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$5.4M	1.9%Prev: 1.5%	51,995 SH	Increased+6,640 SH
INVESCO QQQ TR	UNIT SER 1	$21.9M	7.8%Prev: 6.2%	39,740 SH	Increased+2,438 SH
IONQ INC	COM	$465K	0.2%Prev: 0.1%	10,292 SH	Increased-3,349 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$320K	0.1%Prev: 0.1%	5,216 SH	Increased-2,799 SH
ISHARES GOLD TR	ISHARES NEW	$12.8M	4.5%Prev: 4.6%	203,565 SH	Decreased+20,705 SH
ISHARES INC	MSCI EM ASIA ETF	$1.1M	0.4%Prev: 0.3%	13,483 SH	Decreased+913 SH
ISHARES TR	CORE MSCI EAFE	$777K	0.3%Prev: 0.4%	9,405 SH	Decreased-6,189 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.5%Prev: 0.4%	20,986 SH	Increased+1,567 SH
ISHARES TR	CORE S&P SCP ETF	$2.7M	1.0%Prev: 0.8%	24,691 SH	Increased+2,863 SH
ISHARES TR	CORE S&P TTL STK	$238K	0.1%Prev: 0.1%	1,752 SH	Decreased
ISHARES TR	CORE S&P US GWT	$1.3M	0.4%Prev: 0.4%	8,324 SH	Decreased+149 SH
ISHARES TR	CORE S&P US VLU	$3.8M	1.4%Prev: 1.2%	40,038 SH	Decreased-89 SH
ISHARES TR	CORE S&P500 ETF	$12.1M	4.3%Prev: 3.7%	19,372 SH	Decreased-361 SH
ISHARES TR	ESG MSCI KLD 400	$1.3M	0.4%Prev: 0.3%	10,870 SH	Increased+1,866 SH
ISHARES TR	GLOB INDSTRL ETF	$327K	0.1%Prev: 0.1%	1,984 SH	Decreased-531 SH
ISHARES TR	GLOBAL ENERG ETF	$243K	0.1%Prev: 0.2%	6,151 SH	Decreased-6,656 SH
ISHARES TR	ISHARES SEMICDTR	$230K	0.1%Prev: 0.1%	964 SH	Decreased-312 SH
ISHARES TR	MSCI USA MIN VOL	$2.7M	1.0%Prev: 0.7%	29,011 SH	Increased+2,350 SH
ISHARES TR	RUS 1000 GRW ETF	$601K	0.2%Prev: 0.2%	1,414 SH	Increased+33 SH
ISHARES TR	RUS 1000 VAL ETF	$343K	0.1%Prev: 0.1%	1,751 SH	Decreased+16 SH
ISHARES TR	RUS MD CP GR ETF	$1.2M	0.4%Prev: 0.3%	8,861 SH	Increased+298 SH
ISHARES TR	RUSSELL 2000 ETF	$218K	0.1%Prev: 0.1%	993 SH	Decreased+20 SH
ISHARES TR	RUSSELL 3000 ETF	$936K	0.3%Prev: 0.3%	2,648 SH	Decreased+61 SH
ISHARES TR	SP SMCP600VL ETF	$964K	0.3%Prev: 0.3%	9,443 SH	Decreased+483 SH
ISHARES TR	U.S. BAS MTL ETF	$351K	0.1%Prev: 0.2%	2,450 SH	Decreased-1,962 SH
ISHARES TR	U.S. ENERGY ETF	$952K	0.3%Prev: 0.4%	20,741 SH	Decreased-906 SH
ISHARES TR	U.S. FINLS ETF	$1.1M	0.4%Prev: 0.3%	9,143 SH	Increased-19 SH
ISHARES TR	US AER DEF ETF	$739K	0.3%Prev: 0.5%	3,930 SH	Decreased-4,481 SH
ISHARES TR	US INDUSTRIALS	$478K	0.2%Prev: 0.1%	3,321 SH	Decreased+5 SH
ISHARES TR	US OIL GS EX ETF	$1.4M	0.5%Prev: 0.6%	15,881 SH	Decreased+351 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$312K	0.1%Prev: 0.1%	5,501 SH	Decreased-1,795 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$802K	0.3%Prev: 0.3%	14,840 SH	Decreased-4,345 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$832K	0.3%Prev: 0.2%	16,450 SH	Decreased-411 SH
JOHNSON & JOHNSON	COM	$450K	0.2%Prev: 0.2%	2,897 SH	Decreased+58 SH
JPMORGAN CHASE & CO.	COM	$3.6M	1.3%	12,163 SH	New
META PLATFORMS INC	CL A	$1.8M	0.6%Prev: 0.4%	2,474 SH	Increased+71 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.4%Prev: 0.9%	9,493 SH	Decreased+542 SH
MICROSOFT CORP	COM	$10.8M	3.8%Prev: 2.3%	21,747 SH	Increased+181 SH
MICROSTRATEGY INC	CL A NEW	$833K	0.3%	2,105 SH	New
NAVITAS SEMICONDUCTOR CORP	COM	$135K	0.0%Prev: 0.1%	22,000 SH	Decreased-4,300 SH
NEXTERA ENERGY INC	COM	$475K	0.2%Prev: 0.2%	6,360 SH	Decreased
NORWEGIAN CRUISE LINE HLDG L	SHS	$201K	0.1%	9,360 SH	New
NVIDIA CORPORATION	COM	$28.7M	10.1%Prev: 7.9%	181,118 SH	Increased+22,968 SH
OKLO INC	COM CL A	$296K	0.1%Prev: 0.2%	5,285 SH	Decreased-11,085 SH
ORACLE CORP	COM	$313K	0.1%Prev: 0.2%	1,347 SH	Decreased-3,510 SH
PACER FDS TR	US CASH COWS 100	$1.0M	0.4%	18,373 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$3.1M	1.1%Prev: 0.9%	21,982 SH	Decreased+350 SH
PALO ALTO NETWORKS INC	COM	$1.9M	0.7%Prev: 0.5%	9,251 SH	Increased-713 SH
PNC FINL SVCS GROUP INC	COM	$534K	0.2%Prev: 0.1%	2,720 SH	Increased+662 SH
PROCTER AND GAMBLE CO	COM	$416K	0.1%	2,590 SH	New
REPUBLIC SVCS INC	COM	$547K	0.2%Prev: 0.1%	2,255 SH	Increased
RIGETTI COMPUTING INC	COMMON STOCK	$225K	0.1%Prev: 0.2%	16,395 SH	Decreased-28,355 SH
RIO TINTO PLC	SPONSORED ADR	$1.1M	0.4%Prev: 0.4%	18,376 SH	Decreased+3,372 SH
RTX CORPORATION	COM	$643K	0.2%Prev: 0.2%	4,408 SH	Decreased+459 SH
SALESFORCE INC	COM	$2.1M	0.7%	7,682 SH	New
SENTINELONE INC	CL A	$275K	0.1%	15,125 SH	New
SERVICENOW INC	COM	$621K	0.2%	600 SH	New
SHERWIN WILLIAMS CO	COM	$455K	0.2%Prev: 0.1%	1,315 SH	Increased+475 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.2M	0.4%Prev: 0.3%	10,297 SH	Decreased+112 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.7M	0.6%	3,822 SH	New
SPDR GOLD TR	GOLD SHS	$554K	0.2%Prev: 0.2%	1,802 SH	Decreased+54 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.1M	1.1%	5,019 SH	New
SUMMIT THERAPEUTICS INC	COM	$1.7M	0.6%Prev: 0.3%	75,612 SH	Increased+11,828 SH
SYSCO CORP	COM	$569K	0.2%Prev: 0.1%	7,418 SH	Increased+944 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.3M	0.8%	10,123 SH	New
TESLA INC	COM	$5.2M	1.8%Prev: 1.7%	17,737 SH	Decreased+2,203 SH
TOAST INC	CL A	$247K	0.1%	5,500 SH	New
UNION PAC CORP	COM	$220K	0.1%Prev: 0.1%	936 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$772K	0.3%	7,652 SH	New
UNITEDHEALTH GROUP INC	COM	$985K	0.3%Prev: 0.1%	3,242 SH	Increased+1,445 SH
VANGUARD INDEX FDS	GROWTH ETF	$920K	0.3%Prev: 0.3%	2,096 SH	Increased+66 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$295K	0.1%Prev: 0.2%	964 SH	Decreased-1,154 SH
VANGUARD INDEX FDS	VALUE ETF	$1.2M	0.4%Prev: 0.4%	6,639 SH	Decreased+192 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2.6M	0.9%	29,492 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$383K	0.1%Prev: 0.2%	1,854 SH	Decreased-1,091 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.1M	1.4%Prev: 1.2%	30,412 SH	Decreased+1,899 SH
VERIZON COMMUNICATIONS INC	COM	$521K	0.2%Prev: 0.3%	12,177 SH	Decreased-8,181 SH
VERTIV HOLDINGS CO	COM CL A	$1.9M	0.7%Prev: 1.0%	14,682 SH	Decreased+779 SH
VIRTUS ETF TR II	SEIX AAA PRIVAAT	$440K	0.2%Prev: 0.1%	17,688 SH	Increased+7,956 SH
VIRTUS ETF TR II	VIRTUS US QLTY	$1.1M	0.4%Prev: 0.6%	27,965 SH	Decreased-25,236 SH
VISA INC	COM CL A	$1.5M	0.5%Prev: 0.4%	4,178 SH	Increased+41 SH
WALMART INC	COM	$1.6M	0.6%Prev: 0.6%	16,002 SH	Decreased-677 SH
WASTE MGMT INC DEL	COM	$472K	0.2%Prev: 0.1%	2,081 SH	Decreased
WELLS FARGO CO NEW	COM	$313K	0.1%	3,805 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $230K
ALLSTATE CORP — $207K
ARK ETF TR — $226K
ASML HLDG NV — $2.6M
BARINGS BDC INC — $86K
CARNIVAL CORP — $332K
CENTRUS ENERGY CORP — $514K
CHEVRON CORPORATION — $2.9M
CIPHER DIGITAL INC — $296K
COREWEAVE INC — $2.5M
COSTCO WHOLESALE CORPORATION — $3.0M
CREDO TECHNOLOGY GROUP HOLDI — $291K
DELTA AIR LINES INC — $773K
FLUOR CORP — $258K
FREEPORT MCMORAN INC — $1.1M
GLOBAL X FDS — $244K
INNOVATOR ETFS TRUST — $436K
IREN LIMITED — $429K
ISHARES INC — $2.2M
ISHARES TR — $2.9M
… and 21 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