13F Insight
DOSSIER · 13F-HR · Q1 2026

Wealth Management Partners, LLC

Wealth's family office based in Boston, MA — $350M in tracked AUM across 147 positions as of Q1 2026.

W
Wealth·Boston, MA·Family Office
CIK 0001843294 · last filed Mar 31, 2026
Total AUM
$350M
▼ 13.4%
vs prior
Holdings
147
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
20% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Wealth Management Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
025072174
AMERICAN CENTY ETF TR
$29M381K8.3%
02
NVDA
NVIDIA CORPORATION
$28M158K7.9%
03
QQQ
INVESCO QQQ TR
$22M37K6.2%
04
IAU
ISHARES GOLD TR
$16M183K4.6%
05
AVMC
AMERICAN CENTY ETF TR
$16M217K4.5%
06
AAPL
APPLE INC
$13M51K3.7%
07
IVV
ISHARES TR
$13M20K3.7%
08
DFAS
DIMENSIONAL ETF TRUST
$11M148K3.0%
09
MSFT
MICROSOFT CORP
$8M22K2.3%
10
FDN
FIRST TR EXCHANGE-TRADED FD
$7M32K2.1%

Filing history

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