Wealth Management Partners, LLC
Wealth Management Partners, LLC reported 154 positions worth $425.0M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: AVNM (7.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVNM | SH | $31.6M | 7.45% | 384,167 | — | — | |
| ▸ 2 | NVDA | SH | $30.6M | 7.21% | 153,122 | — | — | |
| ▸ 3 | QQQ | SH | $26.9M | 6.32% | 36,467 | — | — | |
| ▸ 4 | AVMC | SH | $17.5M | 4.12% | 218,287 | — | — | |
| ▸ 5 | IVV | SH | $14.8M | 3.49% | 19,785 | — | — | |
| ▸ 6 | AAPL | SH | $14.6M | 3.45% | 50,608 | — | — | |
| ▸ 7 | IAU | SH | $13.4M | 3.16% | 177,803 | — | — | |
| ▸ 8 | DFAS | SH | $12.6M | 2.97% | 153,373 | — | — | |
| ▸ 9 | ALAB | SH | $12.5M | 2.93% | 25,796 | — | — | |
| ▸ 10 | MU | SH | $10.9M | 2.58% | 9,484 | — | — |
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Frequently Asked Questions
What stocks does Wealth Management Partners, LLC hold as of Q2 2026?
Wealth Management Partners, LLC reported 154 positions worth $425.0M in its Q2 2026 13F filing. Largest positions: AVNM (7.4%), NVDA (7.2%), QQQ (6.3%), AVMC (4.1%) and IVV (3.5%).
What did Wealth Management Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Management Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.