Wealth Management Partners, LLC
148 holdingsFiling period: 2026-03-31Current AUM: $407.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVNM | AMERICAN CENTY ETF TR | 381.0K | $29.0M | $31.3M | 7.67% | +42.3K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 158.2K | $27.6M | $31.7M | 7.78% | -10,638 | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TR | 37.3K | $21.5M | $25.7M | 6.29% | -2,481 | 2026-03-31 |
| 4 | IAU | ISHARES GOLD TR | 182.9K | $16.1M | $13.9M | 3.42% | -16,859 | 2026-03-31 |
| 5 | AVMC | AMERICAN CENTY ETF TR | 217.2K | $15.7M | $17.2M | 4.23% | +14.6K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 51.1K | $13.0M | $15.8M | 3.87% | +478 | 2026-03-31 |
| 7 | IVV | ISHARES TR | 19.7K | $12.9M | $14.8M | 3.63% | +285 | 2026-03-31 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 148.2K | $10.5M | $12.0M | 2.94% | +10.1K | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 21.6K | $8.0M | $10.0M | 2.46% | -437 | 2026-03-31 |
| 10 | FDN | FIRST TR EXCHANGE-TRADED FD | 32.0K | $7.5M | $8.8M | 2.15% | -920 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 30.8K | $6.4M | $8.4M | 2.05% | -691 | 2026-03-31 |
| 12 | TSLA | TESLA INC | 15.5K | $5.8M | $4.8M | 1.19% | +980 | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 19.1K | $5.5M | $6.8M | 1.67% | -484 | 2026-03-31 |
| 14 | RWL | INVESCO EXCH TRADED FD TR II | 45.4K | $5.2M | $6.0M | 1.46% | -2,397 | 2026-03-31 |
| 15 | ALAB | ASTERA LABS INC | 42.2K | $4.6M | $13.1M | 3.22% | +9.4K | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 26.2K | $4.4M | $4.1M | 1.00% | +330 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 26.2K | $4.4M | $4.1M | 1.00% | +330 | 2026-03-31 |
| 18 | VYM | VANGUARD WHITEHALL FDS | 28.5K | $4.2M | $4.6M | 1.13% | -275 | 2026-03-31 |
| 19 | ARKW | ARK ETF TR | 34.1K | $4.1M | $4.7M | 1.15% | +1.5K | 2026-03-31 |
| 20 | IUSV | ISHARES TR | 40.1K | $4.1M | $4.5M | 1.10% | +17 | 2026-03-31 |
| 21 | FAD | FIRST TR EXCHANGE-TRADED ALP | 24.9K | $4.0M | $4.6M | 1.12% | -119 | 2026-03-31 |
| 22 | AMAT | APPLIED MATLS INC | 11.0K | $3.8M | $5.6M | 1.37% | -579 | 2026-03-31 |
| 23 | VRT | VERTIV HOLDINGS CO | 13.9K | $3.5M | $3.4M | 0.82% | -3,071 | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO | 11.8K | $3.5M | $4.1M | 1.02% | -132 | 2026-03-31 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | 5.2K | $3.3M | $3.8M | 0.94% | -142 | 2026-03-31 |
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