Wealth Management Partners

Wealth Management Partners as of Dec. 31, 2025

Portfolio Holdings for Wealth Management Partners

Wealth Management Partners holds 147 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 9.0 $32M 169k 186.50
American Centy Etf Tr Avantis All Int (AVNM) 7.1 $25M 339k 73.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.0 $24M 40k 614.31
Ishares Gold Tr Ishares New (IAU) 4.6 $16M 200k 81.17
American Centy Etf Tr Avantis Us Mid C (AVMC) 4.1 $14M 203k 70.64
Apple (AAPL) 3.9 $14M 51k 271.87
Ishares Tr Core S&p500 Etf (IVV) 3.8 $13M 19k 684.95
Microsoft Corporation (MSFT) 3.0 $11M 22k 483.62
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.7 $9.6M 138k 69.67
First Tr Exchange-traded Dj Internt Idx (FDN) 2.5 $8.9M 33k 269.18
Amazon (AMZN) 2.1 $7.3M 32k 230.83
Tesla Motors (TSLA) 1.9 $6.5M 15k 449.72
Alphabet Cap Stk Cl C (GOOG) 1.8 $6.2M 20k 313.80
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 1.6 $5.5M 48k 114.50
Astera Labs (ALAB) 1.6 $5.4M 33k 166.36
Ark Etf Tr Next Gnrtn Inter (ARKW) 1.4 $4.8M 33k 147.73
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $4.1M 29k 143.52
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $4.1M 40k 102.54
First Tr Exchange-traded A Com Shs (FAD) 1.2 $4.1M 25k 161.85
JPMorgan Chase & Co. (JPM) 1.1 $3.8M 12k 322.24
Palantir Technologies Cl A (PLTR) 1.1 $3.8M 22k 177.75
Broadcom (AVGO) 1.1 $3.7M 11k 346.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $3.6M 5.3k 682.02
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.9 $3.3M 36k 91.19
Exxon Mobil Corporation (XOM) 0.9 $3.1M 26k 120.35
Applied Materials (AMAT) 0.8 $3.0M 12k 257.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $2.9M 9.5k 303.89
Micron Technology (MU) 0.8 $2.9M 10k 285.42
Vertiv Holdings Com Cl A (VRT) 0.8 $2.7M 17k 162.01
Costco Wholesale Corporation (COST) 0.8 $2.7M 3.1k 862.34
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $2.6M 22k 120.18
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $2.6M 28k 94.16
Ishares Tr Future Ai & Tech (ARTY) 0.7 $2.5M 52k 48.18
Coreweave Com Cl A (CRWV) 0.6 $2.3M 32k 71.64
Advanced Micro Devices (AMD) 0.6 $2.2M 10k 214.16
Chevron Corporation (CVX) 0.6 $2.2M 15k 152.41
Asml Holding N V N Y Registry Shs (ASML) 0.6 $2.1M 2.0k 1069.86
Home Depot (HD) 0.6 $2.1M 6.0k 344.12
salesforce (CRM) 0.6 $2.1M 7.8k 264.92
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $1.9M 4.0k 480.57
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.5 $1.9M 16k 114.66
Wal-Mart Stores (WMT) 0.5 $1.8M 16k 111.41
Palo Alto Networks (PANW) 0.5 $1.8M 9.7k 184.20
Virtus Etf Tr Ii Virtus Us Qlty (JOET) 0.5 $1.7M 42k 42.00
Caterpillar (CAT) 0.5 $1.7M 3.0k 572.96
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $1.6M 21k 77.02
Shopify Cl A Sub Vtg Shs (SHOP) 0.5 $1.6M 10k 160.97
Meta Platforms Cl A (META) 0.4 $1.5M 2.3k 660.18
Visa Com Cl A (V) 0.4 $1.5M 4.1k 350.73
Victory Portfolios Ii Victoryshares Fr (GFLW) 0.4 $1.4M 51k 28.16
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.4 $1.4M 16k 89.26
Ishares Tr Esg Msci Kld 400 (DSI) 0.4 $1.4M 11k 128.83
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $1.4M 8.3k 167.95
American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $1.4M 12k 111.78
Rio Tinto Sponsored Adr (RIO) 0.4 $1.4M 17k 80.03
Eli Lilly & Co. (LLY) 0.4 $1.3M 1.2k 1074.68
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.3M 20k 66.00
Cloudflare Cl A Com (NET) 0.4 $1.3M 6.4k 197.15
Vanguard Index Fds Value Etf (VTV) 0.3 $1.2M 6.4k 190.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $1.2M 8.7k 136.94
Intuitive Surgical Com New (ISRG) 0.3 $1.2M 2.1k 566.36
Ishares Tr U.s. Finls Etf (IYF) 0.3 $1.2M 9.1k 128.93
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 3.6k 313.01
Ishares Msci Em Asia Etf (EEMA) 0.3 $1.1M 12k 94.02
Oklo Com Cl A (OKLO) 0.3 $1.1M 15k 71.76
Goldman Sachs (GS) 0.3 $1.1M 1.2k 879.00
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $1.0M 18k 58.12
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.0M 9.2k 113.72
Summit Therapeutics (SMMT) 0.3 $1.0M 59k 17.49
D-wave Quantum (QBTS) 0.3 $1.0M 39k 26.15
Ishares Tr U.s. Energy Etf (IYE) 0.3 $1.0M 22k 47.53
Oracle Corporation (ORCL) 0.3 $1.0M 5.2k 194.91
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.0M 2.1k 487.86
Ishares Tr Russell 3000 Etf (IWV) 0.3 $1.0M 2.6k 386.85
Ishares Tr Us Aer Def Etf (ITA) 0.3 $987k 4.6k 214.69
Ishares Tr Core Msci Eafe (IEFA) 0.3 $975k 11k 89.46
Abbvie (ABBV) 0.3 $952k 4.2k 228.51
Rigetti Computing Common Stock (RGTI) 0.3 $936k 42k 22.15
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $921k 18k 50.58
Freeport-mcmoran CL B (FCX) 0.3 $920k 18k 50.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $810k 1.6k 502.65
Centrus Energy Corp Cl A (LEU) 0.2 $781k 3.2k 242.76
Raytheon Technologies Corp (RTX) 0.2 $766k 4.2k 183.40
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.2 $718k 31k 23.04
Spdr Gold Tr Gold Shs (GLD) 0.2 $694k 1.8k 396.31
United Parcel Service CL B (UPS) 0.2 $659k 6.6k 99.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $654k 1.4k 473.30
Delta Air Lines Inc Del Com New (DAL) 0.2 $627k 9.0k 69.40
Verizon Communications (VZ) 0.2 $622k 15k 40.73
UnitedHealth (UNH) 0.2 $605k 1.8k 330.27
Ge Vernova (GEV) 0.2 $590k 902.00 653.57
Ionq Inc Pipe (IONQ) 0.2 $585k 13k 44.87
PNC Financial Services (PNC) 0.2 $553k 2.7k 208.73
Johnson & Johnson (JNJ) 0.2 $542k 2.6k 206.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $521k 1.6k 335.19
Servicenow (NOW) 0.1 $512k 3.3k 153.19
Nextera Energy (NEE) 0.1 $511k 6.4k 80.28
Citigroup Com New (C) 0.1 $500k 4.3k 116.70
Ishares Tr Us Industrials (IYJ) 0.1 $491k 3.3k 148.17
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $480k 6.9k 69.52
Iren Ordinary Shares (IREN) 0.1 $478k 13k 37.77
Republic Services (RSG) 0.1 $478k 2.3k 211.93
SYSCO Corporation (SYY) 0.1 $472k 6.4k 73.69
Waste Management (WM) 0.1 $457k 2.1k 219.71
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.1 $442k 2.9k 153.96
Procter & Gamble Company (PG) 0.1 $440k 3.1k 143.31
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $426k 3.0k 143.89
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $402k 1.8k 219.78
Cisco Systems (CSCO) 0.1 $393k 5.1k 77.03
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $392k 13k 30.54
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $391k 6.8k 57.24
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $387k 12k 33.51
American Express Company (AXP) 0.1 $375k 1.0k 370.61
Ishares Tr Glob Indstrl Etf (EXI) 0.1 $356k 2.0k 175.34
Intuit (INTU) 0.1 $352k 531.00 662.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $348k 1.7k 210.34
Cipher Mining (CIFR) 0.1 $340k 23k 14.76
Virtus Etf Tr Ii Seix Aaa Privaat (PCLO) 0.1 $330k 13k 24.96
Constellation Energy (CEG) 0.1 $329k 932.00 353.27
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $325k 6.5k 49.65
Toast Cl A (TOST) 0.1 $312k 8.8k 35.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $299k 11k 27.43
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $295k 981.00 301.17
Abbott Laboratories (ABT) 0.1 $280k 2.2k 125.29
Sherwin-Williams Company (SHW) 0.1 $272k 840.00 324.03
Robinhood Mkts Com Cl A (HOOD) 0.1 $266k 2.4k 113.10
Netflix (NFLX) 0.1 $261k 2.8k 93.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $261k 1.8k 148.69
Ishares Tr Global Energ Etf (IXC) 0.1 $258k 6.2k 41.93
Ishares Tr Ishares Biotech (IBB) 0.1 $252k 1.5k 168.82
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.1 $248k 4.2k 58.76
Illinois Tool Works (ITW) 0.1 $246k 1.0k 246.30
Ishares Tr Russell 2000 Etf (IWM) 0.1 $240k 973.00 246.16
Nebius Group Shs Class A (NBIS) 0.1 $230k 2.7k 83.71
Fluor Corporation (FLR) 0.1 $219k 5.5k 39.63
Union Pacific Corporation (UNP) 0.1 $217k 936.00 231.32
Ishares Tr U.s. Tech Etf (IYW) 0.1 $214k 1.1k 199.68
Allstate Corporation (ALL) 0.1 $208k 999.00 208.15
Wells Fargo & Company (WFC) 0.1 $203k 2.2k 93.22
Toll Brothers (TOL) 0.1 $203k 1.5k 135.22
Ishares Silver Tr Ishares (SLV) 0.1 $203k 3.1k 64.42
Navitas Semiconductor Corp-a (NVTS) 0.1 $202k 28k 7.14
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $201k 1.6k 123.26
Red Cat Hldgs (RCAT) 0.0 $164k 21k 7.93
Barings Bdc (BBDC) 0.0 $96k 11k 9.18
Immunitybio (IBRX) 0.0 $51k 26k 1.98
Picard Medical Com Shs (PMI) 0.0 $49k 28k 1.75