Universe · entity
Wealth Management Partners, LLC
Institutional manager (13F) · CIK 1843294
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $286M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | $29M | 380,960 |
| 2 | NVIDIA CORPORATION | $28M | 158,150 |
| 3 | INVESCO QQQ TR | $22M | 37,302 |
| 4 | ISHARES GOLD TR | $16M | 182,860 |
| 5 | AMERICAN CENTY ETF TR | $16M | 217,157 |
| 6 | APPLE INC | $13M | 51,104 |
| 7 | ISHARES TR | $13M | 19,733 |
| 8 | DIMENSIONAL ETF TRUST | $11M | 148,155 |
| 9 | MICROSOFT CORP | $8M | 21,566 |
| 10 | FIRST TR EXCHANGE-TRADED FD | $7M | 31,985 |
| 11 | AMAZON COM INC | $6M | 30,817 |
| 12 | TESLA INC | $6M | 15,534 |
| 13 | ALPHABET INC | $5M | 19,137 |
| 14 | INVESCO EXCH TRADED FD TR II | $5M | 45,355 |
| 15 | ASTERA LABS INC | $5M | 42,181 |
| 16 | EXXON MOBIL CORP | $4M | 26,177 |
| 17 | VANGUARD WHITEHALL FDS | $4M | 28,513 |
| 18 | ARK ETF TR | $4M | 34,143 |
| 19 | ISHARES TR | $4M | 40,127 |
| 20 | FIRST TR EXCHANGE-TRADED ALP | $4M | 24,907 |
| 21 | APPLIED MATLS INC | $4M | 10,983 |
| 22 | VERTIV HOLDINGS CO | $3M | 13,903 |
| 23 | JPMORGAN CHASE & CO | $3M | 11,789 |
| 24 | STATE STR SPDR S&P 500 ETF T | $3M | 5,153 |
| 25 | FIRST TR EXCHANGE-TRADED ALP | $3M | 36,401 |
| 26 | BROADCOM INC | $3M | 10,562 |
| 27 | PALANTIR TECHNOLOGIES INC | $3M | 21,632 |
| 28 | TAIWAN SEMICONDUCTOR MANUFAC | $3M | 9,341 |
| 29 | MICRON TECHNOLOGY INC | $3M | 8,951 |
| 30 | COSTCO WHOLESALE CORPORATION | $3M | 2,971 |
| 31 | CHEVRON CORPORATION | $3M | 14,111 |
| 32 | ISHARES TR | $3M | 61,658 |
| 33 | ISHARES TR | $3M | 21,828 |
| 34 | ASML HLDG NV | $3M | 1,935 |
| 35 | COREWEAVE INC | $3M | 32,441 |
| 36 | ISHARES TR | $2M | 26,661 |
| 37 | ISHARES INC | $2M | 32,215 |
| 38 | CATERPILLAR INC | $2M | 3,015 |
| 39 | VIRTUS ETF TR II | $2M | 53,201 |
| 40 | ADVANCED MICRO DEVICES INC | $2M | 10,319 |
| 41 | WALMART INC | $2M | 16,679 |
| 42 | HOME DEPOT INC | $2M | 6,271 |
| 43 | ARK ETF TR | $2M | 17,446 |
| 44 | ISHARES TR | $2M | 15,530 |
| 45 | VANECK ETF TRUST | $2M | 21,540 |
| 46 | ISHARES TR | $2M | 8,411 |
| 47 | VICTORY PORTFOLIOS II | $2M | 68,466 |
| 48 | AMERICAN CENTY ETF TR | $2M | 20,789 |
| 49 | AMERICAN CENTY ETF TR | $2M | 14,526 |
| 50 | PALO ALTO NETWORKS INC | $2M | 9,964 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.