Wealth Management Partners

Wealth Management Partners as of March 31, 2026

Portfolio Holdings for Wealth Management Partners

Wealth Management Partners holds 147 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Avantis All Int (AVNM) 8.3 $29M 381k 76.17
NVIDIA Corporation (NVDA) 7.9 $28M 158k 174.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.2 $22M 37k 577.18
Ishares Gold Tr Ishares New (IAU) 4.6 $16M 183k 88.16
American Centy Etf Tr Avantis Us Mid C (AVMC) 4.5 $16M 217k 72.24
Apple (AAPL) 3.7 $13M 51k 253.76
Ishares Tr Core S&p500 Etf (IVV) 3.7 $13M 20k 653.22
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.0 $11M 148k 71.13
Microsoft Corporation (MSFT) 2.3 $8.0M 22k 370.16
First Tr Exchange-traded Dj Internt Idx (FDN) 2.1 $7.5M 32k 234.03
Amazon (AMZN) 1.8 $6.4M 31k 208.22
Tesla Motors (TSLA) 1.7 $5.8M 16k 371.75
Alphabet Cap Stk Cl C (GOOG) 1.6 $5.5M 19k 286.85
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 1.5 $5.2M 45k 114.91
Astera Labs (ALAB) 1.3 $4.6M 42k 109.56
Exxon Mobil Corporation (XOM) 1.3 $4.4M 26k 169.68
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $4.2M 29k 148.10
Ark Etf Tr Next Gnrtn Inter (ARKW) 1.2 $4.1M 34k 120.61
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $4.1M 40k 102.25
First Tr Exchange-traded A Com Shs (FAD) 1.1 $4.0M 25k 158.92
Applied Materials (AMAT) 1.1 $3.8M 11k 341.80
Vertiv Holdings Com Cl A (VRT) 1.0 $3.5M 14k 250.58
JPMorgan Chase & Co. (JPM) 1.0 $3.5M 12k 294.00
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.0 $3.3M 5.2k 649.96
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.9 $3.3M 36k 90.49
Broadcom (AVGO) 0.9 $3.3M 11k 309.50
Palantir Technologies Cl A (PLTR) 0.9 $3.2M 22k 146.28
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.9 $3.2M 9.3k 337.95
Micron Technology (MU) 0.9 $3.0M 9.0k 337.85
Costco Wholesale Corporation (COST) 0.8 $3.0M 3.0k 996.43
Chevron Corporation (CVX) 0.8 $2.9M 14k 206.90
Ishares Tr Future Ai & Tech (ARTY) 0.8 $2.9M 62k 46.53
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $2.7M 22k 124.31
Asml Hldg Nv N Y Registry Shs (ASML) 0.7 $2.6M 1.9k 1320.83
Coreweave Com Cl A (CRWV) 0.7 $2.5M 32k 77.38
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $2.5M 27k 92.74
Ishares Core Msci Emkt (IEMG) 0.6 $2.2M 32k 69.75
Caterpillar (CAT) 0.6 $2.1M 3.0k 708.36
Virtus Etf Tr Ii Virtus Us Qlty (JOET) 0.6 $2.1M 53k 40.03
Advanced Micro Devices (AMD) 0.6 $2.1M 10k 203.43
Wal-Mart Stores (WMT) 0.6 $2.1M 17k 124.28
Home Depot (HD) 0.6 $2.1M 6.3k 328.90
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.6 $2.0M 17k 112.45
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.6 $1.9M 16k 124.90
Vaneck Etf Trust Rare Earth And S (REMX) 0.5 $1.9M 22k 88.00
Ishares Tr Us Aer Def Etf (ITA) 0.5 $1.8M 8.4k 218.75
Victory Portfolios Ii Victoryshares Fr (GFLW) 0.5 $1.8M 69k 26.30
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $1.7M 21k 80.58
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.6M 15k 111.18
Palo Alto Networks (PANW) 0.5 $1.6M 10k 160.32
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.4 $1.5M 52k 28.95
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.4M 16k 90.53
Ishares Tr U.s. Energy Etf (IYE) 0.4 $1.4M 22k 64.77
Rio Tinto Sponsored Adr (RIO) 0.4 $1.4M 15k 93.29
Meta Platforms Cl A (META) 0.4 $1.4M 2.4k 572.01
Cloudflare Cl A Com (NET) 0.4 $1.3M 6.5k 206.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.3M 19k 67.53
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.4 $1.3M 2.8k 463.19
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $1.3M 8.2k 155.12
Vanguard Index Fds Value Etf (VTV) 0.4 $1.3M 6.4k 196.20
Visa Com Cl A (V) 0.4 $1.3M 4.1k 302.22
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.2M 4.3k 287.57
Summit Therapeutics (SMMT) 0.3 $1.2M 64k 18.96
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $1.2M 10k 118.62
Ishares Msci Em Asia Etf (EEMA) 0.3 $1.2M 13k 95.74
Eli Lilly & Co. (LLY) 0.3 $1.1M 1.2k 919.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $1.1M 8.6k 128.12
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $1.1M 9.0k 121.19
Ishares Tr U.s. Finls Etf (IYF) 0.3 $1.1M 9.2k 117.66
Freeport Mcmoran CL B (FCX) 0.3 $1.1M 18k 58.78
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $1.1M 19k 55.52
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.1M 9.0k 118.45
Verizon Communications (VZ) 0.3 $1.0M 20k 50.20
Goldman Sachs (GS) 0.3 $1.0M 1.2k 845.99
Intuitive Surgical Com New (ISRG) 0.3 $984k 2.1k 460.99
Ishares Tr Russell 3000 Etf (IWV) 0.3 $959k 2.6k 370.68
Abbvie (ABBV) 0.3 $935k 4.3k 217.50
Vanguard Index Fds Growth Etf (VUG) 0.3 $887k 2.0k 436.79
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $849k 17k 50.37
Ge Vernova (GEV) 0.2 $838k 960.00 872.90
Oklo Com Cl A (OKLO) 0.2 $812k 16k 49.59
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.2 $781k 34k 22.75
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.2 $776k 4.4k 175.92
Delta Air Lines Com New (DAL) 0.2 $773k 12k 66.48
Raytheon Technologies Corp (RTX) 0.2 $762k 3.9k 192.90
Spdr Gold Tr Gold Shs (GLD) 0.2 $752k 1.7k 430.29
Ishares Tr Global Energ Etf (IXC) 0.2 $738k 13k 57.61
Oracle Corporation (ORCL) 0.2 $715k 4.9k 147.11
Johnson & Johnson (JNJ) 0.2 $694k 2.8k 244.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $684k 1.4k 479.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $679k 2.1k 320.77
United Parcel Svcs CL B (UPS) 0.2 $657k 6.7k 98.12
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $633k 2.9k 215.06
Rigetti Computing Common Stock (RGTI) 0.2 $628k 45k 14.04
D-wave Quantum (QBTS) 0.2 $603k 42k 14.43
Nextera Energy (NEE) 0.2 $591k 6.4k 92.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $589k 1.4k 426.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $562k 18k 30.68
Spdr Series Trust State Street Spd (XBI) 0.2 $547k 4.3k 127.73
The Alger Etf Trust Concentrated Eqt (CNEQ) 0.2 $540k 17k 31.12
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $517k 6.9k 75.41
Centrus Energy Corp Cl A (LEU) 0.1 $514k 3.0k 173.59
Citigroup Com New (C) 0.1 $503k 4.4k 113.40
Republic Services (RSG) 0.1 $494k 2.3k 219.02
Ishares Tr Us Industrials (IYJ) 0.1 $489k 3.3k 147.54
UnitedHealth (UNH) 0.1 $485k 1.8k 269.90
Waste Management (WM) 0.1 $478k 2.1k 229.79
SYSCO Corporation (SYY) 0.1 $462k 6.5k 71.33
Ishares Tr Glob Indstrl Etf (EXI) 0.1 $455k 2.5k 181.01
Ishares Tr Ishares Biotech (IBB) 0.1 $450k 2.7k 168.88
Procter & Gamble Company (PG) 0.1 $444k 3.1k 144.44
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $436k 13k 33.47
Iren Ordinary Shares (IREN) 0.1 $429k 13k 34.28
PNC Financial Services (PNC) 0.1 $428k 2.1k 208.09
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $419k 1.3k 328.68
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $414k 7.3k 56.68
Ionq Inc Pipe (IONQ) 0.1 $393k 14k 28.83
Cisco Systems (CSCO) 0.1 $392k 5.1k 77.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $371k 1.7k 213.67
Carnival Corp Common Stock (CCL) 0.1 $332k 13k 25.88
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $308k 8.0k 38.42
American Express Company (AXP) 0.1 $306k 1.0k 301.67
Immunitybio (IBRX) 0.1 $306k 40k 7.67
Netflix (NFLX) 0.1 $301k 3.1k 96.15
Cipher Mining (CIFR) 0.1 $296k 23k 12.87
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $291k 3.1k 93.87
Sherwin-Williams Company (SHW) 0.1 $269k 840.00 320.55
Illinois Tool Works (ITW) 0.1 $269k 1.0k 260.29
Robinhood Mkts Com Cl A (HOOD) 0.1 $267k 3.8k 69.30
Red Cat Hldgs (RCAT) 0.1 $261k 20k 13.09
Constellation Energy (CEG) 0.1 $260k 930.00 279.25
Fluor Corporation (FLR) 0.1 $258k 5.5k 46.65
Wells Fargo & Company (WFC) 0.1 $258k 3.2k 79.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $250k 1.8k 142.43
Global X Fds Genomics And Bio (GNOM) 0.1 $244k 5.6k 43.74
Virtus Etf Tr Ii Seix Aaa Privaat (PCLO) 0.1 $242k 9.7k 24.86
Ishares Tr Russell 2000 Etf (IWM) 0.1 $241k 973.00 248.00
Navitas Semiconductor Corp-a (NVTS) 0.1 $231k 26k 8.77
Abbott Laboratories (ABT) 0.1 $230k 2.2k 102.67
McDonald's Corporation (MCD) 0.1 $229k 737.00 310.79
Union Pacific Corporation (UNP) 0.1 $227k 936.00 242.62
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $226k 8.6k 26.42
Morgan Stanley Etf Trust Eaton Vance Inco (XAGG) 0.1 $210k 4.2k 49.66
Allstate Corporation (ALL) 0.1 $207k 999.00 207.34
Merck & Co (MRK) 0.1 $207k 1.7k 120.29
Barings Bdc (BBDC) 0.0 $86k 11k 8.23
Picard Medical Com Shs (PMI) 0.0 $29k 28k 1.04