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: $425.0M154 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.1M	0.3%Prev: 0.3%	4,300 SH	Increased+91 SH
ADVANCED MICRO DEVICES INC	COM	$6.0M	1.4%Prev: 0.5%	10,368 SH	Increased-457 SH
ALLSTATE CORP	COM	$238K	0.1%	999 SH	New
ALPHABET INC	CAP STK CL A	$1.5M	0.3%Prev: 0.2%	4,089 SH	Increased+492 SH
ALPHABET INC	CAP STK CL C	$6.7M	1.6%Prev: 1.2%	19,004 SH	Increased-549 SH
AMAZON COM INC	COM	$7.8M	1.8%Prev: 2.6%	32,842 SH	Increased-287 SH
AMERICAN CENTY ETF TR	AVA MID EQU ETF	$17.5M	4.1%	218,287 SH	New
AMERICAN CENTY ETF TR	AVANTIS ALL INT	$31.6M	7.4%Prev: 7.6%	384,167 SH	Increased+55,079 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.0M	0.5%Prev: 0.5%	20,430 SH	Increased-1,195 SH
AMERICAN CENTY ETF TR	US EQT ETF	$1.8M	0.4%Prev: 0.5%	14,068 SH	Increased-192 SH
AMERICAN EXPRESS CO	COM	$343K	0.1%Prev: 0.1%	1,014 SH	Decreased-207 SH
APPLE INC	COM	$14.6M	3.4%Prev: 3.9%	50,608 SH	Increased-2,527 SH
APPLIED MATLS INC	COM	$8.0M	1.9%Prev: 0.8%	11,006 SH	Increased-312 SH
ARK ETF TR	AUTNMUS TECHNLGY	$2.3M	0.5%Prev: 0.5%	17,541 SH	Increased+1,377 SH
ARK ETF TR	GENOMIC REV ETF	$645K	0.2%	15,340 SH	New
ARK ETF TR	NEXT GNRTN INTER	$5.0M	1.2%Prev: 1.1%	34,454 SH	Increased+14,135 SH
ASML HLDG NV	N Y REGISTRY SHS	$3.8M	0.9%	1,919 SH	New
ASTERA LABS INC	COM	$12.5M	2.9%Prev: 0.8%	25,796 SH	Increased-573 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$715K	0.2%Prev: 0.3%	1,428 SH	Decreased-209 SH
BROADCOM INC	COM	$3.9M	0.9%Prev: 1.1%	10,448 SH	Increased-579 SH
CAMBRIA ETF TR	SHSHLD YIELD ETF	$524K	0.1%Prev: 0.2%	6,623 SH	Decreased-1,356 SH
CARNIVAL CORP LTD	COMMON SHARES	$343K	0.1%	12,016 SH	New
CATERPILLAR INC	COM	$3.0M	0.7%Prev: 0.5%	2,856 SH	Increased-613 SH
CENTRUS ENERGY CORP	CL A	$713K	0.2%	4,249 SH	New
CHEVRON CORPORATION	COM	$2.2M	0.5%	13,504 SH	New
CIPHER DIGITAL INC	COM	$503K	0.1%	20,546 SH	New
CISCO SYS INC	COM	$594K	0.1%Prev: 0.1%	5,054 SH	Increased-51 SH
CITIGROUP INC	COM NEW	$572K	0.1%Prev: 0.1%	4,089 SH	Increased-47 SH
CLOUDFLARE INC	CL A COM	$1.6M	0.4%Prev: 0.4%	6,668 SH	Increased+1,241 SH
COREWEAVE INC	COM CL A	$4.5M	1.0%	44,732 SH	New
COSTCO WHOLESALE CORPORATION	COM	$2.8M	0.7%	2,967 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$832K	0.2%	3,058 SH	New
D-WAVE QUANTUM INC	COM	$1.2M	0.3%Prev: 0.1%	49,127 SH	Increased+32,722 SH
DELTA AIR LINES INC	COM NEW	$943K	0.2%	10,071 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$12.6M	3.0%Prev: 0.8%	153,373 SH	Increased+117,935 SH
ELI LILLY & CO	COM	$2.2M	0.5%Prev: 0.3%	1,802 SH	Increased+615 SH
ETFIS SER TR I	VIRTUS NEWFLEET	$574K	0.1%Prev: 0.3%	25,028 SH	Decreased-8,913 SH
EXXON MOBIL CORP	COM	$3.5M	0.8%Prev: 1.0%	25,418 SH	Increased-1,044 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$5.0M	1.2%Prev: 1.3%	24,951 SH	Increased+959 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$4.1M	1.0%Prev: 1.1%	36,714 SH	Increased+652 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$8.4M	2.0%Prev: 3.2%	31,647 SH	Decreased-1,740 SH
FLUOR CORP	COM	$290K	0.1%	5,537 SH	New
FREEPORT MCMORAN INC	CL B	$1.1M	0.3%	17,480 SH	New
GE VERNOVA INC	COM	$1.2M	0.3%Prev: 0.1%	1,021 SH	Increased+541 SH
GLOBAL X FDS	GENOMICS AND BIO	$577K	0.1%	10,144 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.2M	0.3%Prev: 0.3%	1,208 SH	Increased+25 SH
HOME DEPOT INC	COM	$2.2M	0.5%Prev: 0.9%	6,122 SH	Decreased-506 SH
ILLINOIS TOOL WKS INC	COM	$279K	0.1%Prev: 0.1%	1,033 SH	Increased+14 SH
IMMUNITYBIO INC	COM	$349K	0.1%Prev: 0.0%	39,860 SH	Increased+23,860 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$424K	0.1%	12,379 SH	New
INTEL CORP	COM	$232K	0.1%	1,660 SH	New
INTUITIVE SURGICAL INC	COM NEW	$817K	0.2%Prev: 0.4%	2,055 SH	Decreased-66 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$5.7M	1.3%Prev: 1.9%	44,763 SH	Increased-7,232 SH
INVESCO QQQ TR	UNIT SER 1	$26.9M	6.3%Prev: 7.8%	36,467 SH	Increased-3,273 SH
IONQ INC	COM	$889K	0.2%Prev: 0.2%	16,693 SH	Increased+6,401 SH
IREN LIMITED	ORDINARY SHARES	$538K	0.1%	11,775 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$394K	0.1%Prev: 0.1%	11,845 SH	Increased+6,629 SH
ISHARES GOLD TR	ISHARES NEW	$13.4M	3.2%Prev: 4.5%	177,803 SH	Increased-25,762 SH
ISHARES INC	CORE MSCI EMKT	$3.3M	0.8%	39,390 SH	New
ISHARES INC	MSCI EM ASIA ETF	$1.5M	0.3%Prev: 0.4%	12,606 SH	Increased-877 SH
ISHARES TR	CORE MSCI EAFE	$1.5M	0.4%Prev: 0.3%	15,719 SH	Increased+6,314 SH
ISHARES TR	CORE S&P MCP ETF	$1.5M	0.4%Prev: 0.5%	19,407 SH	Increased-1,579 SH
ISHARES TR	CORE S&P SCP ETF	$3.3M	0.8%Prev: 1.0%	21,934 SH	Increased-2,757 SH
ISHARES TR	CORE S&P TTL STK	$288K	0.1%Prev: 0.1%	1,752 SH	Increased
ISHARES TR	CORE S&P US GWT	$1.5M	0.4%Prev: 0.4%	8,039 SH	Increased-285 SH
ISHARES TR	CORE S&P US VLU	$4.4M	1.0%Prev: 1.4%	39,998 SH	Increased-40 SH
ISHARES TR	CORE S&P500 ETF	$14.8M	3.5%Prev: 4.3%	19,785 SH	Increased+413 SH
ISHARES TR	ESG MSCI KLD ETF	$1.3M	0.3%	8,798 SH	New
ISHARES TR	FUTU AI TECH ETF	$5.0M	1.2%	65,555 SH	New
ISHARES TR	GLOB INDSTRL ETF	$538K	0.1%Prev: 0.1%	2,682 SH	Increased+698 SH
ISHARES TR	GLOBAL ENERG ETF	$539K	0.1%Prev: 0.1%	10,962 SH	Increased+4,811 SH
ISHARES TR	ISHARES BIOTECH	$508K	0.1%	2,672 SH	New
ISHARES TR	ISHARES SEMICDTR	$968K	0.2%Prev: 0.1%	1,510 SH	Increased+546 SH
ISHARES TR	MSCI USA MIN ETF	$2.4M	0.6%	25,293 SH	New
ISHARES TR	RUS 1000 GRW ETF	$686K	0.2%Prev: 0.2%	5,524 SH	Increased+4,110 SH
ISHARES TR	RUS 1000 VAL ETF	$421K	0.1%Prev: 0.1%	1,735 SH	Increased-16 SH
ISHARES TR	RUS MD CP GR ETF	$1.2M	0.3%Prev: 0.4%	8,519 SH	Increased-342 SH
ISHARES TR	RUSSELL 2000 ETF	$277K	0.1%Prev: 0.1%	923 SH	Increased-70 SH
ISHARES TR	RUSSELL 3000 ETF	$1.1M	0.3%Prev: 0.3%	2,587 SH	Increased-61 SH
ISHARES TR	S&P 500 GRWT ETF	$224K	0.1%	1,627 SH	New
ISHARES TR	SP SMCP600VL ETF	$1.2M	0.3%Prev: 0.3%	8,540 SH	Increased-903 SH
ISHARES TR	U.S. BAS MTL ETF	$810K	0.2%Prev: 0.1%	4,511 SH	Increased+2,061 SH
ISHARES TR	U.S. ENERGY ETF	$1.1M	0.3%Prev: 0.3%	20,133 SH	Increased-608 SH
ISHARES TR	U.S. FINLS ETF	$1.2M	0.3%Prev: 0.4%	9,207 SH	Increased+64 SH
ISHARES TR	U.S. TECH ETF	$270K	0.1%	1,072 SH	New
ISHARES TR	US AER DEF ETF	$477K	0.1%Prev: 0.3%	1,966 SH	Decreased-1,964 SH
ISHARES TR	US INDUSTRIALS	$553K	0.1%Prev: 0.2%	3,316 SH	Increased-5 SH
ISHARES TR	US OIL EQ&SV ETF	$1.3M	0.3%	47,239 SH	New
ISHARES TR	US OIL GS EX ETF	$1.6M	0.4%Prev: 0.5%	14,661 SH	Increased-1,220 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$371K	0.1%Prev: 0.1%	6,567 SH	Increased+1,066 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$529K	0.1%Prev: 0.3%	8,611 SH	Decreased-6,229 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$831K	0.2%Prev: 0.3%	16,458 SH	Decreased+8 SH
JOHNSON & JOHNSON	COM	$818K	0.2%Prev: 0.2%	3,219 SH	Increased+322 SH
JPMORGAN CHASE & CO	COM	$4.1M	1.0%	12,391 SH	New
MARVELL TECHNOLOGY INC	COM	$273K	0.1%	915 SH	New
MERCK & CO INC	COM	$221K	0.1%	1,720 SH	New
META PLATFORMS INC	CL A	$1.3M	0.3%Prev: 0.6%	2,339 SH	Decreased-135 SH
MICRON TECHNOLOGY INC	COM	$10.9M	2.6%Prev: 0.4%	9,484 SH	Increased-9 SH
MICROSOFT CORP	COM	$8.5M	2.0%Prev: 3.8%	22,681 SH	Decreased+934 SH
MONOLITHIC PWR SYS INC	COM	$242K	0.1%	175 SH	New
MORGAN STANLEY ETF TRUST	EAT INC OPP ETF	$714K	0.2%	14,281 SH	New
NAVITAS SEMICONDUCTOR CORP	COM	$197K	0.0%Prev: 0.0%	11,000 SH	Increased-11,000 SH
NEBIUS GROUP N.V.	SHS CLASS A	$388K	0.1%	1,406 SH	New
NEXTERA ENERGY INC	COM	$484K	0.1%Prev: 0.2%	5,513 SH	Increased-847 SH
NVIDIA CORPORATION	COM	$30.6M	7.2%Prev: 10.1%	153,122 SH	Increased-27,996 SH
OKLO INC	COM CL A	$912K	0.2%Prev: 0.1%	17,429 SH	Increased+12,144 SH
ORACLE CORP	COM	$1.0M	0.2%Prev: 0.1%	7,068 SH	Increased+5,721 SH
OUTLOOK THERAPEUTICS INC	COM	$188K	0.0%	118,170 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$2.4M	0.6%Prev: 1.1%	20,740 SH	Decreased-1,242 SH
PALO ALTO NETWORKS INC	COM	$3.4M	0.8%Prev: 0.7%	10,061 SH	Increased+810 SH
PICARD MEDICAL INC	COM SHS	$8K	0.0%	50,116 SH	New
PNC FINL SVCS GROUP INC	COM	$479K	0.1%Prev: 0.2%	1,947 SH	Decreased-773 SH
PROCTER & GAMBLE CO	COM	$440K	0.1%	3,003 SH	New
RED CAT HLDGS INC	COM	$229K	0.1%	21,497 SH	New
REPUBLIC SVCS INC	COM	$480K	0.1%Prev: 0.2%	2,255 SH	Decreased
RIGETTI COMPUTING INC	COMMON STOCK	$999K	0.2%Prev: 0.1%	51,729 SH	Increased+35,334 SH
RIO TINTO PLC	SPONSORED ADR	$1.4M	0.3%Prev: 0.4%	14,936 SH	Increased-3,440 SH
ROBINHOOD MKTS INC	COM CL A	$315K	0.1%	3,145 SH	New
RTX CORPORATION	COM	$820K	0.2%Prev: 0.2%	4,324 SH	Increased-84 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$571K	0.1%	18,007 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$203K	0.0%	210 SH	New
SERVICENOW INC	COM	$261K	0.1%Prev: 0.2%	2,632 SH	Decreased+2,032 SH
SHERWIN WILLIAMS CO	COM	$232K	0.1%Prev: 0.2%	675 SH	Decreased-640 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.1M	0.3%Prev: 0.4%	9,585 SH	Decreased-712 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$1.9M	0.5%	11,407 SH	New
SPDR GOLD TR	GOLD SHS	$623K	0.1%Prev: 0.2%	1,690 SH	Increased-112 SH
SPDR SERIES TRUST	ST STR SP BIOT	$941K	0.2%	5,946 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$1.4M	0.3%	2,769 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.9M	0.9%	5,162 SH	New
SUMMIT THERAPEUTICS INC	COM	$1.3M	0.3%Prev: 0.6%	89,274 SH	Decreased+13,662 SH
SYSCO CORP	COM	$521K	0.1%Prev: 0.2%	6,228 SH	Decreased-1,190 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$4.5M	1.0%	9,327 SH	New
TESLA INC	COM	$6.7M	1.6%Prev: 1.8%	15,970 SH	Increased-1,767 SH
TEXAS INSTRS INC	COM	$220K	0.1%	738 SH	New
THE ALGER ETF TRUST	CONCENTRATED EQT	$3.8M	0.9%	92,852 SH	New
TOLL BROTHERS INC	COM	$280K	0.1%	1,700 SH	New
UNION PAC CORP	COM	$255K	0.1%Prev: 0.1%	936 SH	Increased
UNITED PARCEL SVCS INC	CL B	$593K	0.1%	5,511 SH	New
UNITEDHEALTH GROUP INC	COM	$741K	0.2%Prev: 0.3%	1,782 SH	Decreased-1,460 SH
VANECK ETF TRUST	RARE EAR STR ETF	$2.1M	0.5%	23,528 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$986K	0.2%Prev: 0.3%	11,446 SH	Increased+9,350 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$700K	0.2%Prev: 0.1%	1,892 SH	Increased+928 SH
VANGUARD INDEX FDS	VALUE ETF	$1.4M	0.3%Prev: 0.4%	6,290 SH	Increased-349 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$697K	0.2%Prev: 0.1%	2,945 SH	Increased+1,091 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.4M	1.0%Prev: 1.4%	28,105 SH	Increased-2,307 SH
VANGUARD WORLD FD	INF TECH ETF	$217K	0.1%	1,816 SH	New
VERIZON COMMUNICATIONS INC	COM	$851K	0.2%Prev: 0.2%	20,110 SH	Increased+7,933 SH
VERTIV HOLDINGS CO	COM CL A	$4.3M	1.0%Prev: 0.7%	12,903 SH	Increased-1,779 SH
VICTORY PORTFOLIOS II	VICT FR GROW ETF	$2.8M	0.6%	80,404 SH	New
VIRTUS ETF TR II	VIRTUS US QLTY	$1.9M	0.4%Prev: 0.4%	40,009 SH	Increased+12,044 SH
VISA INC	COM CL A	$1.4M	0.3%Prev: 0.5%	4,137 SH	Decreased-41 SH
WALMART INC	COM	$1.9M	0.5%Prev: 0.6%	17,048 SH	Increased+1,046 SH
WASTE MGMT INC DEL	COM	$464K	0.1%Prev: 0.2%	2,081 SH	Decreased
WELLS FARGO & CO	COM	$258K	0.1%	3,127 SH	New

Sold (vs prior filing)

ABBOTT LABS — $303K
ADOBE INC — $214K
AMERICAN CENTY ETF TR — $213K
ASML HOLDING N V — $1.5M
BEST BUY INC — $289K
BOOKING HOLDINGS INC — $215K
CARNIVAL CORP — $702K
CHEVRON CORP NEW — $2.2M
CONSTELLATION ENERGY CORP — $350K
CORE SCIENTIFIC INC NEW — $188K
COSTCO WHSL CORP NEW — $3.1M
DATAVAULT AI INC — $8K
DELTA AIR LINES INC DEL — $438K
DISNEY WALT CO — $206K
FLUOR CORP NEW — $289K
FREEPORT-MCMORAN INC — $810K
INTUIT — $424K
ISHARES TR — $1.3M
ISHARES TR — $2.7M
JPMORGAN CHASE & CO. — $3.6M
… and 14 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