Wealth Management Partners
$425M 13F equity value
160 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wealth Management Partners covers the quarter ended June 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 |
|---|---|---|---|---|
| AVNM | AMERICAN CENTY ETF TR | 384,167 | $32M | 7.4% |
| NVDA | NVIDIA CORPORATION | 153,122 | $31M | 7.2% |
| QQQ | INVESCO QQQ TR | 36,467 | $27M | 6.3% |
| AVMC | AMERICAN CENTY ETF TR | 218,287 | $18M | 4.1% |
| IVV | ISHARES TR | 19,785 | $15M | 3.5% |
| AAPL | APPLE INC | 50,608 | $15M | 3.4% |
| IAU | ISHARES GOLD TR | 177,803 | $13M | 3.2% |
| DFAS | DIMENSIONAL ETF TRUST | 153,373 | $13M | 3.0% |
| ALAB | ASTERA LABS INC | 25,796 | $12M | 2.9% |
| MU | MICRON TECHNOLOGY INC | 9,484 | $11M | 2.6% |
Track Wealth Management Partners's 13F portfolio: $425M in reported holdings, 160 positions. Top holdings and quarterly changes on SentiSense.
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