Wealth Management Partners, LLC

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

Import this data to Google Sheets with:

=jivedata("wealth-management-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $314.7M138 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$303K	0.1%	2,263 SH	New
ABBVIE INC	COM	$968K	0.3%Prev: 0.3%	4,180 SH	Decreased-120 SH
ADVANCED MICRO DEVICES INC	COM	$1.8M	0.6%Prev: 1.4%	11,031 SH	Decreased+663 SH
ALLSTATE CORP	COM	$214K	0.1%Prev: 0.1%	999 SH	Decreased
ALPHABET INC	CAP STK CL A	$849K	0.3%Prev: 0.3%	3,494 SH	Decreased-595 SH
ALPHABET INC	CAP STK CL C	$4.8M	1.5%Prev: 1.6%	19,558 SH	Decreased+554 SH
AMAZON COM INC	COM	$6.9M	2.2%Prev: 1.8%	31,419 SH	Decreased-1,423 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$23.3M	7.4%Prev: 7.4%	330,022 SH	Decreased-54,145 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.6M	0.5%Prev: 0.5%	21,230 SH	Decreased+800 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$696K	0.2%	10,003 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$1.6M	0.5%Prev: 0.4%	14,322 SH	Decreased+254 SH
AMERICAN EXPRESS CO	COM	$380K	0.1%Prev: 0.1%	1,144 SH	Increased+130 SH
APPLE INC	COM	$13.2M	4.2%Prev: 3.4%	51,878 SH	Decreased+1,270 SH
APPLIED MATLS INC	COM	$2.3M	0.7%Prev: 1.9%	11,459 SH	Decreased+453 SH
ARK ETF TR	AUTNMUS TECHNLGY	$1.8M	0.6%Prev: 0.5%	16,216 SH	Decreased-1,325 SH
ARK ETF TR	NEXT GNRTN INTER	$4.2M	1.3%Prev: 1.2%	23,801 SH	Decreased-10,653 SH
ASTERA LABS INC	COM	$5.1M	1.6%Prev: 2.9%	26,077 SH	Decreased+281 SH
BARINGS BDC INC	COM	$92K	0.0%	10,500 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$820K	0.3%Prev: 0.2%	1,632 SH	Increased+204 SH
BROADCOM INC	COM	$3.6M	1.1%Prev: 0.9%	10,935 SH	Decreased+487 SH
CAMBRIA ETF TR	SHSHLD YIELD ETF	$532K	0.2%Prev: 0.1%	7,752 SH	Increased+1,129 SH
CARNIVAL CORP	UNIT 99/99/9999	$528K	0.2%	18,250 SH	New
CATERPILLAR INC	COM	$1.5M	0.5%Prev: 0.7%	3,191 SH	Decreased+335 SH
CENTRUS ENERGY CORP	CL A	$302K	0.1%Prev: 0.2%	975 SH	Decreased-3,274 SH
CHEVRON CORP NEW	COM	$2.2M	0.7%	14,408 SH	New
CISCO SYS INC	COM	$349K	0.1%Prev: 0.1%	5,105 SH	Decreased+51 SH
CITIGROUP INC	COM NEW	$420K	0.1%Prev: 0.1%	4,136 SH	Decreased+47 SH
CLOUDFLARE INC	CL A COM	$1.3M	0.4%Prev: 0.4%	5,926 SH	Decreased-742 SH
CONSTELLATION ENERGY CORP	COM	$315K	0.1%	958 SH	New
COREWEAVE INC	COM CL A	$2.8M	0.9%Prev: 1.0%	20,533 SH	Decreased-24,199 SH
COSTCO WHSL CORP NEW	COM	$2.8M	0.9%	3,034 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$431K	0.1%Prev: 0.2%	2,963 SH	Decreased-95 SH
D-WAVE QUANTUM INC	COM	$824K	0.3%Prev: 0.3%	33,338 SH	Decreased-15,789 SH
DATAVAULT AI INC	COM SHS	$12K	0.0%	11,300 SH	New
DELTA AIR LINES INC DEL	COM NEW	$593K	0.2%	10,451 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.7M	0.9%Prev: 3.0%	39,566 SH	Decreased-113,807 SH
ELI LILLY & CO	COM	$930K	0.3%Prev: 0.5%	1,219 SH	Decreased-583 SH
ETFIS SER TR I	VIRTUS NEWFLEET	$702K	0.2%Prev: 0.1%	30,430 SH	Increased+5,402 SH
EXXON MOBIL CORP	COM	$2.9M	0.9%Prev: 0.8%	25,950 SH	Decreased+532 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$4.0M	1.3%Prev: 1.2%	24,697 SH	Decreased-254 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$3.3M	1.1%Prev: 1.0%	36,338 SH	Decreased-376 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$9.4M	3.0%Prev: 2.0%	33,425 SH	Increased+1,778 SH
FLUOR CORP NEW	COM	$233K	0.1%	5,537 SH	New
FREEPORT-MCMORAN INC	CL B	$731K	0.2%	18,630 SH	New
GE VERNOVA INC	COM	$436K	0.1%Prev: 0.3%	709 SH	Decreased-312 SH
GOLDMAN SACHS GROUP INC	COM	$934K	0.3%Prev: 0.3%	1,173 SH	Decreased-35 SH
HOME DEPOT INC	COM	$2.6M	0.8%Prev: 0.5%	6,350 SH	Increased+228 SH
ILLINOIS TOOL WKS INC	COM	$266K	0.1%Prev: 0.1%	1,019 SH	Decreased-14 SH
IMMUNITYBIO INC	COM	$26K	0.0%Prev: 0.1%	10,500 SH	Decreased-29,360 SH
INTUIT	COM	$363K	0.1%	531 SH	New
INTUITIVE SURGICAL INC	COM NEW	$937K	0.3%Prev: 0.2%	2,096 SH	Increased+41 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$5.7M	1.8%Prev: 1.3%	51,260 SH	Decreased+6,497 SH
INVESCO QQQ TR	UNIT SER 1	$23.9M	7.6%Prev: 6.3%	39,802 SH	Decreased+3,335 SH
IONQ INC	COM	$694K	0.2%Prev: 0.2%	11,286 SH	Decreased-5,407 SH
IREN LIMITED	ORDINARY SHARES	$488K	0.2%Prev: 0.1%	10,409 SH	Decreased-1,366 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$534K	0.2%Prev: 0.1%	8,223 SH	Increased-3,622 SH
ISHARES GOLD TR	ISHARES NEW	$14.8M	4.7%Prev: 3.2%	203,663 SH	Increased+25,860 SH
ISHARES INC	MSCI EM ASIA ETF	$1.2M	0.4%Prev: 0.3%	13,335 SH	Decreased+729 SH
ISHARES TR	CORE MSCI EAFE	$962K	0.3%Prev: 0.4%	11,013 SH	Decreased-4,706 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.4%Prev: 0.4%	19,888 SH	Decreased+481 SH
ISHARES TR	CORE S&P SCP ETF	$2.9M	0.9%Prev: 0.8%	24,189 SH	Decreased+2,255 SH
ISHARES TR	CORE S&P TTL STK	$255K	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+262 SH
ISHARES TR	CORE S&P US VLU	$4.1M	1.3%Prev: 1.0%	40,833 SH	Decreased+835 SH
ISHARES TR	CORE S&P500 ETF	$13.1M	4.2%Prev: 3.5%	19,519 SH	Decreased-266 SH
ISHARES TR	ESG MSCI KLD 400	$1.4M	0.4%	10,868 SH	New
ISHARES TR	FUTURE AI & TECH	$2.2M	0.7%	47,730 SH	New
ISHARES TR	GLOB INDSTRL ETF	$350K	0.1%Prev: 0.1%	2,028 SH	Decreased-654 SH
ISHARES TR	GLOBAL ENERG ETF	$257K	0.1%Prev: 0.1%	6,151 SH	Decreased-4,811 SH
ISHARES TR	ISHARES SEMICDTR	$280K	0.1%Prev: 0.2%	1,032 SH	Decreased-478 SH
ISHARES TR	MSCI USA MIN VOL	$2.7M	0.8%	27,996 SH	New
ISHARES TR	RUS 1000 GRW ETF	$652K	0.2%Prev: 0.2%	1,392 SH	Decreased-4,132 SH
ISHARES TR	RUS 1000 VAL ETF	$356K	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%	8,737 SH	Decreased+218 SH
ISHARES TR	RUSSELL 2000 ETF	$240K	0.1%Prev: 0.1%	993 SH	Decreased+70 SH
ISHARES TR	RUSSELL 3000 ETF	$1.0M	0.3%Prev: 0.3%	2,641 SH	Decreased+54 SH
ISHARES TR	SP SMCP600VL ETF	$1.0M	0.3%Prev: 0.3%	9,338 SH	Decreased+798 SH
ISHARES TR	U.S. BAS MTL ETF	$376K	0.1%Prev: 0.2%	2,534 SH	Decreased-1,977 SH
ISHARES TR	U.S. ENERGY ETF	$1.0M	0.3%Prev: 0.3%	21,076 SH	Decreased+943 SH
ISHARES TR	U.S. FINLS ETF	$1.2M	0.4%Prev: 0.3%	9,192 SH	Decreased-15 SH
ISHARES TR	U.S. TECH ETF	$210K	0.1%Prev: 0.1%	1,072 SH	Decreased
ISHARES TR	US AER DEF ETF	$854K	0.3%Prev: 0.1%	4,081 SH	Increased+2,115 SH
ISHARES TR	US INDUSTRIALS	$484K	0.2%Prev: 0.1%	3,316 SH	Decreased
ISHARES TR	US OIL GS EX ETF	$1.5M	0.5%Prev: 0.4%	15,933 SH	Decreased+1,272 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$357K	0.1%Prev: 0.1%	6,251 SH	Decreased-316 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.1M	0.3%Prev: 0.1%	18,308 SH	Increased+9,697 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$896K	0.3%Prev: 0.2%	17,635 SH	Increased+1,177 SH
JOHNSON & JOHNSON	COM	$505K	0.2%Prev: 0.2%	2,722 SH	Decreased-497 SH
JPMORGAN CHASE & CO.	COM	$3.8M	1.2%	12,057 SH	New
META PLATFORMS INC	CL A	$1.6M	0.5%Prev: 0.3%	2,236 SH	Increased-103 SH
MICRON TECHNOLOGY INC	COM	$1.6M	0.5%Prev: 2.6%	9,688 SH	Decreased+204 SH
MICROSOFT CORP	COM	$11.3M	3.6%Prev: 2.0%	21,748 SH	Increased-933 SH
NAVITAS SEMICONDUCTOR CORP	COM	$218K	0.1%Prev: 0.0%	30,200 SH	Increased+19,200 SH
NEBIUS GROUP N.V.	SHS CLASS A	$324K	0.1%Prev: 0.1%	2,885 SH	Decreased+1,479 SH
NEXTERA ENERGY INC	COM	$480K	0.2%Prev: 0.1%	6,360 SH	Decreased+847 SH
NVIDIA CORPORATION	COM	$32.6M	10.4%Prev: 7.2%	174,642 SH	Increased+21,520 SH
OKLO INC	COM CL A	$1.4M	0.5%Prev: 0.2%	12,890 SH	Increased-4,539 SH
ORACLE CORP	COM	$672K	0.2%Prev: 0.2%	2,388 SH	Decreased-4,680 SH
PACER FDS TR	US CASH COWS 100	$1.1M	0.3%	18,896 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$4.2M	1.3%Prev: 0.6%	22,821 SH	Increased+2,081 SH
PALO ALTO NETWORKS INC	COM	$1.9M	0.6%Prev: 0.8%	9,343 SH	Decreased-718 SH
PNC FINL SVCS GROUP INC	COM	$547K	0.2%Prev: 0.1%	2,720 SH	Increased+773 SH
PROCTER AND GAMBLE CO	COM	$385K	0.1%	2,503 SH	New
RED CAT HLDGS INC	COM	$113K	0.0%Prev: 0.1%	10,870 SH	Decreased-10,627 SH
REPUBLIC SVCS INC	COM	$517K	0.2%Prev: 0.1%	2,255 SH	Increased
RIGETTI COMPUTING INC	COMMON STOCK	$1.1M	0.4%Prev: 0.2%	37,998 SH	Increased-13,731 SH
ROBINHOOD MKTS INC	COM CL A	$200K	0.1%Prev: 0.1%	1,400 SH	Decreased-1,745 SH
RTX CORPORATION	COM	$740K	0.2%Prev: 0.2%	4,424 SH	Decreased+100 SH
SALESFORCE INC	COM	$2.0M	0.6%	8,316 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$278K	0.1%Prev: 0.1%	10,182 SH	Decreased-7,825 SH
SENTINELONE INC	CL A	$197K	0.1%	11,212 SH	New
SERVICENOW INC	COM	$578K	0.2%Prev: 0.1%	628 SH	Increased-2,004 SH
SHERWIN WILLIAMS CO	COM	$386K	0.1%Prev: 0.1%	1,115 SH	Increased+440 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.5M	0.5%Prev: 0.3%	10,115 SH	Increased+530 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.9M	0.6%	4,008 SH	New
SPDR GOLD TR	GOLD SHS	$641K	0.2%Prev: 0.1%	1,802 SH	Increased+112 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.3M	1.1%	5,020 SH	New
STRATEGY INC	CL A NEW	$432K	0.1%	1,340 SH	New
SUMMIT THERAPEUTICS INC	COM	$1.5M	0.5%Prev: 0.3%	74,570 SH	Increased-14,704 SH
SYSCO CORP	COM	$480K	0.2%Prev: 0.1%	5,824 SH	Decreased-404 SH
TESLA INC	COM	$7.9M	2.5%Prev: 1.6%	17,818 SH	Increased+1,848 SH
TOAST INC	CL A	$230K	0.1%	6,300 SH	New
TOLL BROTHERS INC	COM	$207K	0.1%Prev: 0.1%	1,500 SH	Decreased-200 SH
UNION PAC CORP	COM	$221K	0.1%Prev: 0.1%	936 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$677K	0.2%	8,109 SH	New
UNITEDHEALTH GROUP INC	COM	$532K	0.2%Prev: 0.2%	1,541 SH	Decreased-241 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.0M	0.3%Prev: 0.2%	2,156 SH	Increased-9,290 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$316K	0.1%Prev: 0.2%	964 SH	Decreased-928 SH
VANGUARD INDEX FDS	VALUE ETF	$1.2M	0.4%Prev: 0.3%	6,639 SH	Decreased+349 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$400K	0.1%Prev: 0.2%	1,854 SH	Decreased-1,091 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.2M	1.3%Prev: 1.0%	29,956 SH	Decreased+1,851 SH
VERIZON COMMUNICATIONS INC	COM	$603K	0.2%Prev: 0.2%	13,730 SH	Decreased-6,380 SH
VERTIV HOLDINGS CO	COM CL A	$2.6M	0.8%Prev: 1.0%	16,933 SH	Decreased+4,030 SH
VIRTUS ETF TR II	SEIX AAA PRIVAAT	$412K	0.1%	16,505 SH	New
VIRTUS ETF TR II	VIRTUS US QLTY	$1.5M	0.5%Prev: 0.4%	34,801 SH	Decreased-5,208 SH
VISA INC	COM CL A	$1.4M	0.5%Prev: 0.3%	4,179 SH	Increased+42 SH
WALMART INC	COM	$1.7M	0.5%Prev: 0.5%	16,165 SH	Decreased-883 SH
WASTE MGMT INC DEL	COM	$460K	0.1%Prev: 0.1%	2,081 SH	Decreased

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $17.5M
ARK ETF TR — $645K
ASML HLDG NV — $3.8M
CARNIVAL CORP LTD — $343K
CHEVRON CORPORATION — $2.2M
CIPHER DIGITAL INC — $503K
COSTCO WHOLESALE CORPORATION — $2.8M
DELTA AIR LINES INC — $943K
FLUOR CORP — $290K
FREEPORT MCMORAN INC — $1.1M
GLOBAL X FDS — $577K
INNOVATOR ETFS TRUST — $424K
INTEL CORP — $232K
ISHARES INC — $3.3M
ISHARES TR — $1.3M
ISHARES TR — $5.0M
ISHARES TR — $508K
ISHARES TR — $2.4M
ISHARES TR — $224K
ISHARES TR — $1.3M
… and 22 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