Wealth Management Partners
$426M 13F equity value
165 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Wealth Management Partners covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 145,331 | $33M | 7.8% |
| AVNM | AMERICAN CENTY ETF TR | 392,508 | $33M | 7.7% |
| QQQ | INVESCO QQQ TR | 33,967 | $25M | 5.9% |
| AVMC | AMERICAN CENTY ETF TR | 219,322 | $17M | 3.9% |
| AAPL | APPLE INC | 50,047 | $17M | 3.9% |
| MU | MICRON TECHNOLOGY INC | 14,013 | $15M | 3.5% |
| IVV | ISHARES TR | 19,162 | $15M | 3.4% |
| IAU | ISHARES GOLD TR | 171,116 | $13M | 3.1% |
| DFAS | DIMENSIONAL ETF TRUST | 167,809 | $13M | 3.1% |
| MSFT | MICROSOFT CORP | 21,538 | $11M | 2.6% |
Track Wealth Management Partners's 13F portfolio: $426M in reported holdings, 165 positions. Top holdings and quarterly changes on SentiSense.
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