Wealth Management Partners, LLC
CIK 0001843294 · TUCSON, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$425.0M
2026 Q2
Positions
154
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AVNM
AMERICAN CENTY ETF TR
7.4%
NVDA
NVIDIA CORPORATION
7.2%
QQQ
INVESCO QQQ TR
6.3%
AVMC
AMERICAN CENTY ETF TR
4.1%
IVV
ISHARES TR
3.5%
AAPL
APPLE INC
3.4%
IAU
ISHARES GOLD TR
3.2%
DFAS
DIMENSIONAL ETF TRUST
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.