DOSSIER · 13F-HR · Q3 2026

Wealth Management Partners, LLC

$426M in tracked AUM across 155 positions as of Q3 2026.

WM
CIK 0001843294 · last filed Sep 30, 2026
Total AUM
$426M
as of Q3 2026
Holdings
155
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Wealth Management Partners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
025072174
AMERICAN CENTY ETF TR
$32M384K7.4%
02
NVDA
NVIDIA CORPORATION
$31M153K7.2%
03
QQQ
INVESCO QQQ TR
$27M36K6.3%
04
AVMC
AMERICAN CENTY ETF TR
$18M218K4.1%
05
IVV
ISHARES TR
$15M20K3.5%
06
AAPL
APPLE INC
$15M51K3.4%
07
IAU
ISHARES GOLD TR
$13M178K3.2%
08
DFAS
DIMENSIONAL ETF TRUST
$13M153K3.0%
09
ALAB
ASTERA LABS INC
$12M26K2.9%
10
MU
MICRON TECHNOLOGY INC
$11M9K2.6%

Filing history

2026Q2Jun 30
$425M▲ 21.5%
154 positionsView →
2026Q1Mar 31
$350M▼ 0.1%
147 positionsView →
2025Q4Dec 31
$350M▲ 11.3%
147 positionsView →
2025Q3Sep 30
$315M▲ 11.2%
138 positionsLocked
2025Q2Jun 30
$283M▲ 31.1%
136 positionsLocked
2025Q1Mar 31
$216M▼ 6.8%
114 positionsLocked
2024Q4Dec 31
$232M▲ 7.4%
113 positionsLocked
2024Q3Sep 30
$216M▲ 4.9%
111 positionsLocked
2024Q2Jun 30
$206M▲ 4.4%
107 positionsLocked
2024Q1Mar 31
$197M▲ 9.8%
117 positionsLocked
2023Q4Dec 31
$179M▲ 11.8%
118 positionsLocked
2023Q3Sep 30
$160M▲ 0.8%
116 positionsLocked
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