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: $349.9M147 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$230K	0.1%	2,238 SH	New
ABBVIE INC	COM	$935K	0.3%Prev: 0.4%	4,299 SH	Increased+44 SH
ADVANCED MICRO DEVICES INC	COM	$2.1M	0.6%Prev: 0.5%	10,319 SH	Increased+27 SH
ALLSTATE CORP	COM	$207K	0.1%Prev: 0.1%	999 SH	Decreased-18 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.4%Prev: 0.3%	4,305 SH	Increased+653 SH
ALPHABET INC	CAP STK CL C	$5.5M	1.6%Prev: 1.4%	19,137 SH	Increased+113 SH
AMAZON COM INC	COM	$6.4M	1.8%Prev: 2.9%	30,817 SH	Increased-2,048 SH
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$29.0M	8.3%	380,960 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.7M	0.5%Prev: 2.8%	20,789 SH	Decreased-78,031 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$15.7M	4.5%	217,157 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$1.6M	0.5%Prev: 0.5%	14,526 SH	Increased+2,262 SH
AMERICAN EXPRESS CO	COM	$306K	0.1%Prev: 0.2%	1,014 SH	Decreased-207 SH
APPLE INC	COM	$13.0M	3.7%Prev: 5.4%	51,104 SH	Increased-1,779 SH
APPLIED MATLS INC	COM	$3.8M	1.1%Prev: 0.7%	10,983 SH	Increased+416 SH
ARK ETF TR	AUTNMUS TECHNLGY	$2.0M	0.6%Prev: 0.5%	17,446 SH	Increased+775 SH
ARK ETF TR	GENOMIC REV ETF	$226K	0.1%	8,568 SH	New
ARK ETF TR	NEXT GNRTN INTER	$4.1M	1.2%Prev: 0.9%	34,143 SH	Increased+13,810 SH
ASML HLDG NV	N Y REGISTRY SHS	$2.6M	0.7%	1,935 SH	New
ASTERA LABS INC	COM	$4.6M	1.3%Prev: 0.3%	42,181 SH	Increased+30,200 SH
BARINGS BDC INC	COM	$86K	0.0%	10,500 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$684K	0.2%Prev: 0.4%	1,428 SH	Decreased-211 SH
BROADCOM INC	COM	$3.3M	0.9%Prev: 0.8%	10,562 SH	Increased+198 SH
CAMBRIA ETF TR	SHSHLD YIELD ETF	$517K	0.1%Prev: 0.3%	6,856 SH	Decreased-1,629 SH
CARNIVAL CORP	COMMON STOCK	$332K	0.1%	12,815 SH	New
CATERPILLAR INC	COM	$2.1M	0.6%Prev: 0.5%	3,015 SH	Increased-506 SH
CENTRUS ENERGY CORP	CL A	$514K	0.1%	2,963 SH	New
CHEVRON CORPORATION	COM	$2.9M	0.8%	14,111 SH	New
CIPHER DIGITAL INC	COM	$296K	0.1%	23,010 SH	New
CISCO SYS INC	COM	$392K	0.1%Prev: 0.2%	5,054 SH	Increased-450 SH
CITIGROUP INC	COM NEW	$503K	0.1%Prev: 0.1%	4,439 SH	Increased+953 SH
CLOUDFLARE INC	CL A COM	$1.3M	0.4%Prev: 0.2%	6,486 SH	Increased+2,227 SH
CONSTELLATION ENERGY CORP	COM	$260K	0.1%Prev: 0.1%	930 SH	Decreased-413 SH
COREWEAVE INC	COM CL A	$2.5M	0.7%	32,441 SH	New
COSTCO WHOLESALE CORPORATION	COM	$3.0M	0.8%	2,971 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$291K	0.1%	3,097 SH	New
D-WAVE QUANTUM INC	COM	$603K	0.2%	41,775 SH	New
DELTA AIR LINES INC	COM NEW	$773K	0.2%	11,621 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$10.5M	3.0%	148,155 SH	New
ELI LILLY & CO	COM	$1.1M	0.3%Prev: 0.5%	1,213 SH	Increased-34 SH
ETFIS SER TR I	VIRTUS NEWFLEET	$781K	0.2%	34,325 SH	New
EXXON MOBIL CORP	COM	$4.4M	1.3%Prev: 1.5%	26,177 SH	Increased-255 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$4.0M	1.1%	24,907 SH	New
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$3.3M	0.9%Prev: 1.3%	36,401 SH	Increased+48 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$7.5M	2.1%Prev: 3.4%	31,985 SH	Increased-1,335 SH
FLUOR CORP	COM	$258K	0.1%	5,537 SH	New
FREEPORT MCMORAN INC	CL B	$1.1M	0.3%	18,325 SH	New
GE VERNOVA INC	COM	$838K	0.2%	960 SH	New
GLOBAL X FDS	GENOMICS AND BIO	$244K	0.1%	5,586 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.0M	0.3%Prev: 0.3%	1,193 SH	Increased+50 SH
HOME DEPOT INC	COM	$2.1M	0.6%Prev: 1.1%	6,271 SH	Decreased-235 SH
ILLINOIS TOOL WKS INC	COM	$269K	0.1%Prev: 0.1%	1,033 SH	Increased+33 SH
IMMUNITYBIO INC	COM	$306K	0.1%	39,860 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$436K	0.1%	13,025 SH	New
INTUITIVE SURGICAL INC	COM NEW	$984K	0.3%Prev: 0.5%	2,134 SH	Decreased+94 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$5.2M	1.5%Prev: 2.4%	45,355 SH	Increased-6,716 SH
INVESCO QQQ TR	UNIT SER 1	$21.5M	6.2%Prev: 7.9%	37,302 SH	Increased+819 SH
IONQ INC	COM	$393K	0.1%	13,641 SH	New
IREN LIMITED	ORDINARY SHARES	$429K	0.1%	12,515 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$308K	0.1%Prev: 0.1%	8,015 SH	Increased+2,146 SH
ISHARES GOLD TR	ISHARES NEW	$16.1M	4.6%Prev: 5.6%	182,860 SH	Increased-21,745 SH
ISHARES INC	CORE MSCI EMKT	$2.2M	0.6%	32,215 SH	New
ISHARES INC	MSCI EM ASIA ETF	$1.2M	0.3%Prev: 0.5%	12,570 SH	Increased-1,041 SH
ISHARES TR	CORE MSCI EAFE	$1.4M	0.4%Prev: 0.3%	15,594 SH	Increased+5,831 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.4%Prev: 0.6%	19,419 SH	Increased-1,843 SH
ISHARES TR	CORE S&P SCP ETF	$2.7M	0.8%Prev: 1.3%	21,828 SH	Decreased-5,066 SH
ISHARES TR	CORE S&P TTL STK	$250K	0.1%Prev: 0.1%	1,752 SH	Increased
ISHARES TR	CORE S&P US GWT	$1.3M	0.4%Prev: 0.5%	8,175 SH	Increased-145 SH
ISHARES TR	CORE S&P US VLU	$4.1M	1.2%Prev: 1.7%	40,127 SH	Increased+312 SH
ISHARES TR	CORE S&P500 ETF	$12.9M	3.7%Prev: 4.9%	19,733 SH	Increased+1,087 SH
ISHARES TR	ESG MSCI KLD 400	$1.1M	0.3%	9,004 SH	New
ISHARES TR	FUTURE AI & TECH	$2.9M	0.8%	61,658 SH	New
ISHARES TR	GLOB INDSTRL ETF	$455K	0.1%Prev: 0.1%	2,515 SH	Increased+531 SH
ISHARES TR	GLOBAL ENERG ETF	$738K	0.2%Prev: 0.1%	12,807 SH	Increased+6,656 SH
ISHARES TR	ISHARES BIOTECH	$450K	0.1%	2,667 SH	New
ISHARES TR	ISHARES SEMICDTR	$419K	0.1%Prev: 0.2%	1,276 SH	Decreased-1,500 SH
ISHARES TR	MSCI USA MIN VOL	$2.5M	0.7%Prev: 1.3%	26,661 SH	Decreased-2,954 SH
ISHARES TR	RUS 1000 GRW ETF	$589K	0.2%Prev: 0.2%	1,381 SH	Increased-44 SH
ISHARES TR	RUS 1000 VAL ETF	$371K	0.1%Prev: 0.2%	1,735 SH	Increased-16 SH
ISHARES TR	RUS MD CP GR ETF	$1.1M	0.3%Prev: 0.5%	8,563 SH	Increased-333 SH
ISHARES TR	RUSSELL 2000 ETF	$241K	0.1%	973 SH	New
ISHARES TR	RUSSELL 3000 ETF	$959K	0.3%Prev: 0.4%	2,587 SH	Increased-68 SH
ISHARES TR	SP SMCP600VL ETF	$1.1M	0.3%Prev: 0.4%	8,960 SH	Increased-611 SH
ISHARES TR	U.S. BAS MTL ETF	$776K	0.2%Prev: 0.2%	4,412 SH	Increased+1,853 SH
ISHARES TR	U.S. ENERGY ETF	$1.4M	0.4%Prev: 0.6%	21,647 SH	Increased-3,334 SH
ISHARES TR	U.S. FINLS ETF	$1.1M	0.3%Prev: 0.5%	9,162 SH	Increased+62 SH
ISHARES TR	US AER DEF ETF	$1.8M	0.5%Prev: 0.3%	8,411 SH	Increased+4,481 SH
ISHARES TR	US INDUSTRIALS	$489K	0.1%Prev: 0.2%	3,316 SH	Increased-5 SH
ISHARES TR	US OIL EQ&SV ETF	$1.5M	0.4%	52,316 SH	New
ISHARES TR	US OIL GS EX ETF	$1.9M	0.6%Prev: 0.7%	15,530 SH	Increased-976 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$414K	0.1%Prev: 0.1%	7,296 SH	Increased+1,815 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.1M	0.3%Prev: 0.1%	19,185 SH	Increased+14,864 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$849K	0.2%	16,861 SH	New
JOHNSON & JOHNSON	COM	$694K	0.2%Prev: 0.2%	2,839 SH	Increased+24 SH
JPMORGAN CHASE & CO	COM	$3.5M	1.0%	11,789 SH	New
MCDONALDS CORP	COM	$229K	0.1%	737 SH	New
MERCK & CO INC	COM	$207K	0.1%	1,720 SH	New
META PLATFORMS INC	CL A	$1.4M	0.4%Prev: 0.7%	2,403 SH	Decreased-227 SH
MICRON TECHNOLOGY INC	COM	$3.0M	0.9%Prev: 0.4%	8,951 SH	Increased-43 SH
MICROSOFT CORP	COM	$8.0M	2.3%Prev: 3.8%	21,566 SH	Decreased-388 SH
MORGAN STANLEY ETF TRUST	EATON VANCE INCO	$210K	0.1%	4,227 SH	New
NAVITAS SEMICONDUCTOR CORP	COM	$231K	0.1%	26,300 SH	New
NETFLIX INC.	COM	$301K	0.1%	3,129 SH	New
NEXTERA ENERGY INC	COM	$591K	0.2%	6,360 SH	New
NVIDIA CORPORATION	COM	$27.6M	7.9%Prev: 9.1%	158,150 SH	Increased-23,660 SH
OKLO INC	COM CL A	$812K	0.2%	16,370 SH	New
ORACLE CORP	COM	$715K	0.2%	4,857 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$3.2M	0.9%Prev: 1.0%	21,632 SH	Increased-3,265 SH
PALO ALTO NETWORKS INC	COM	$1.6M	0.5%Prev: 0.7%	9,964 SH	Increased+932 SH
PICARD MEDICAL INC	COM SHS	$29K	0.0%	28,116 SH	New
PNC FINL SVCS GROUP INC	COM	$428K	0.1%Prev: 0.3%	2,058 SH	Decreased-1,797 SH
PROCTER & GAMBLE CO	COM	$444K	0.1%	3,073 SH	New
RED CAT HLDGS INC	COM	$261K	0.1%	19,956 SH	New
REPUBLIC SVCS INC	COM	$494K	0.1%Prev: 0.3%	2,255 SH	Decreased-50 SH
RIGETTI COMPUTING INC	COMMON STOCK	$628K	0.2%	44,750 SH	New
RIO TINTO PLC	SPONSORED ADR	$1.4M	0.4%	15,004 SH	New
ROBINHOOD MKTS INC	COM CL A	$266K	0.1%	3,845 SH	New
RTX CORPORATION	COM	$762K	0.2%Prev: 0.3%	3,949 SH	Increased-346 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$562K	0.2%	18,307 SH	New
SHERWIN WILLIAMS CO	COM	$269K	0.1%Prev: 0.3%	840 SH	Decreased-796 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.2M	0.3%	10,185 SH	New
SPDR GOLD TR	GOLD SHS	$752K	0.2%Prev: 0.2%	1,748 SH	Increased-56 SH
SPDR SERIES TRUST	STATE STREET SPD	$547K	0.2%	4,283 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$1.3M	0.4%	2,769 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.3M	1.0%	5,153 SH	New
SUMMIT THERAPEUTICS INC	COM	$1.2M	0.3%Prev: 0.9%	63,784 SH	Decreased-32,499 SH
SYSCO CORP	COM	$462K	0.1%Prev: 0.3%	6,474 SH	Decreased-1,551 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.2M	0.9%	9,341 SH	New
TESLA INC	COM	$5.8M	1.7%Prev: 2.1%	15,534 SH	Increased-2,295 SH
THE ALGER ETF TRUST	CONCENTRATED EQT	$540K	0.2%	17,337 SH	New
UNION PAC CORP	COM	$227K	0.1%Prev: 0.1%	936 SH	Decreased-73 SH
UNITED PARCEL SVCS INC	CL B	$657K	0.2%	6,696 SH	New
UNITEDHEALTH GROUP INC	COM	$485K	0.1%Prev: 0.5%	1,797 SH	Decreased-437 SH
VANECK ETF TRUST	RARE EARTH AND S	$1.9M	0.5%	21,540 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$887K	0.3%Prev: 0.4%	2,030 SH	Increased-16 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$679K	0.2%Prev: 0.1%	2,118 SH	Increased+1,154 SH
VANGUARD INDEX FDS	VALUE ETF	$1.3M	0.4%Prev: 0.5%	6,447 SH	Increased-103 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$633K	0.2%Prev: 0.2%	2,945 SH	Increased+1,091 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.2M	1.2%Prev: 1.8%	28,513 SH	Increased-1,786 SH
VERIZON COMMUNICATIONS INC	COM	$1.0M	0.3%Prev: 0.2%	20,358 SH	Increased+9,163 SH
VERTIV HOLDINGS CO	COM CL A	$3.5M	1.0%Prev: 0.4%	13,903 SH	Increased+2,418 SH
VICTORY PORTFOLIOS II	VICTORYSHARES FR	$1.8M	0.5%	68,466 SH	New
VIRTUS ETF TR II	SEIX AAA PRIVAAT	$242K	0.1%Prev: 0.1%	9,732 SH	Increased+511 SH
VIRTUS ETF TR II	VIRTUS US QLTY	$2.1M	0.6%	53,201 SH	New
VISA INC	COM CL A	$1.3M	0.4%Prev: 0.7%	4,137 SH	Decreased-120 SH
WALMART INC	COM	$2.1M	0.6%Prev: 0.6%	16,679 SH	Increased+809 SH
WASTE MGMT INC DEL	COM	$478K	0.1%Prev: 0.2%	2,081 SH	Increased+26 SH
WELLS FARGO & CO	COM	$258K	0.1%	3,238 SH	New

Sold (vs prior filing)

ABBOTT LABS — $292K
ADOBE INC — $228K
BEST BUY INC — $294K
CARNIVAL CORP — $546K
CHEVRON CORP NEW — $2.4M
COSTCO WHSL CORP NEW — $3.0M
DELTA AIR LINES INC DEL — $334K
FIRST TR MULTI CAP GROWTH AL — $3.0M
FORD MTR CO — $122K
FREEPORT-MCMORAN INC — $659K
FUBOTV INC — $53K
GOLDMAN SACHS ETF TR — $436K
INTUIT — $333K
ISHARES TR — $1.1M
JPMORGAN CHASE & CO. — $2.9M
MICROSTRATEGY INC — $848K
NORWEGIAN CRUISE LINE HLDG L — $197K
PROCTER AND GAMBLE CO — $429K
SALESFORCE INC — $2.0M
SENTINELONE INC — $298K
… and 7 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