Sponsored

The Analysis of Wealth Management Partners, LLC's Holdings & P&L

Currently, Wealth Management Partners, LLC holds 147 types of securities in its portfolio with a total value $349.9M. In the most recent quarter, they have increased their positions in AVNM (+42.3K shares, valued at $3.2M), IEMG (+32.2K shares, valued at $2.2M), REMX (+21.5K shares, valued at $1.9M); decreased their positions in NVDA (-10.6K shares, valued at $1.9M), N/A (-16.9K shares, valued at $1.5M), N/A (-2.5K shares, valued at $1.4M); initiated new positions in IEMG (+32.2K shares, valued at $2.2M), REMX (+21.5K shares, valued at $1.9M), IEZ (+52.3K shares, valued at $1.5M).

1M P&L

+20.4M+6.10%

3M P&L

+30.9M+9.55%

HY P&L

+50.3M+16.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A159.2M

53.0%

2Semiconductors41.0M

13.7%

3Software - Infrastructure17.3M

5.8%

Top Industries by Stock Count

1N/A63 stocks

46.3%

2Semiconductors7 stocks

5.1%

3Software - Infrastructure6 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVNM AMERICAN CENTY ETF TR381.0K shares12.49%2026-03-312026-04-17

NVDA NVIDIA CORPORATION158.2K shares-6.30%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR37.3K shares-6.24%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR182.9K shares-8.44%2026-03-312026-04-17

AVMC AMERICAN CENTY ETF TR217.2K shares7.20%2026-03-312026-04-17

AAPL APPLE INC51.1K shares0.94%2026-03-312026-04-17

IVV ISHARES TR19.7K shares1.47%2026-03-312026-04-17

DFAS DIMENSIONAL ETF TRUST148.2K shares7.34%2026-03-312026-04-17

Sponsored

MSFT MICROSOFT CORP21.6K shares-1.99%2026-03-312026-04-17

FDN FIRST TR EXCHANGE-TRADED FD32.0K shares-2.80%2026-03-312026-04-17

AMZN AMAZON COM INC30.8K shares-2.19%2026-03-312026-04-17

TSLA TESLA INC15.5K shares6.73%2026-03-312026-04-17

ALPHABET INC ALPHABET INC19.1K shares-2.47%2026-03-312026-04-17

RWL INVESCO EXCH TRADED FD TR II45.4K shares-5.02%2026-03-312026-04-17

ALAB ASTERA LABS INC42.2K shares28.78%2026-03-312026-04-17

XOM EXXON MOBIL CORP26.2K shares1.28%2026-03-312026-04-17

Sponsored

VYM VANGUARD WHITEHALL FDS28.5K shares-0.96%2026-03-312026-04-17

ARKW ARK ETF TR34.1K shares4.59%2026-03-312026-04-17

IUSV ISHARES TR40.1K shares0.04%2026-03-312026-04-17

FAD FIRST TR EXCHANGE-TRADED ALP24.9K shares-0.48%2026-03-312026-04-17

AMAT APPLIED MATLS INC11.0K shares-5.01%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO13.9K shares-18.09%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO11.8K shares-1.11%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T5.2K shares-2.68%2026-03-312026-04-17

Sponsored

FNY FIRST TR EXCHANGE-TRADED ALP36.4K shares1.21%2026-03-312026-04-17

BROADCOM INC BROADCOM INC10.6K shares-0.69%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC21.6K shares0.63%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC9.3K shares-1.89%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC9.0K shares-10.38%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION3.0K shares-3.88%2026-03-312026-04-17

CVX CHEVRON CORPORATION14.1K shares-3.65%2026-03-312026-04-17

ARTY ISHARES TR61.7K shares18.83%2026-03-312026-04-17

Sponsored

IJR ISHARES TR21.8K shares-0.71%2026-03-312026-04-17

ASML ASML HLDG NV1.9K shares-0.97%2026-03-312026-04-17

CRWV COREWEAVE INC32.4K shares2.85%2026-03-312026-04-17

USMV ISHARES TR26.7K shares-4.30%2026-03-312026-04-17

IEMG ISHARES INC32.2K sharesnew addition2026-03-312026-04-17

CAT CATERPILLAR INC3.0K shares0.13%2026-03-312026-04-17

JOET VIRTUS ETF TR II53.2K shares28.22%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC10.3K shares-1.22%2026-03-312026-04-17

Sponsored

WMT WALMART INC16.7K shares3.56%2026-03-312026-04-17

HD HOME DEPOT INC6.3K shares3.76%2026-03-312026-04-17

ARKQ ARK ETF TR17.4K shares7.63%2026-03-312026-04-17

IEO ISHARES TR15.5K shares-3.25%2026-03-312026-04-17

REMX VANECK ETF TRUST21.5K sharesnew addition2026-03-312026-04-17

ITA ISHARES TR8.4K shares82.89%2026-03-312026-04-17

GFLW VICTORY PORTFOLIOS II68.5K shares33.91%2026-03-312026-04-17

AVEM AMERICAN CENTY ETF TR20.8K shares-1.95%2026-03-312026-04-17

Sponsored

AVUS AMERICAN CENTY ETF TR14.5K shares17.32%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC10.0K shares2.66%2026-03-312026-04-17

IEZ ISHARES TR52.3K sharesnew addition2026-03-312026-04-17

IEFA ISHARES TR15.6K shares43.06%2026-03-312026-04-17

IYE ISHARES TR21.6K shares-0.03%2026-03-312026-04-17

RIO RIO TINTO PLC15.0K shares-12.65%2026-03-312026-04-17

META META PLATFORMS INC2.4K shares6.14%2026-03-312026-04-17

NET CLOUDFLARE INC6.5K shares2.14%2026-03-312026-04-17

Sponsored

IJH ISHARES TR19.4K shares-0.27%2026-03-312026-04-17

DIA STATE STR SPDR DOW JONES IND2.8K shares-30.91%2026-03-312026-04-17

IUSG ISHARES TR8.2K shares-1.52%2026-03-312026-04-17

VTV VANGUARD INDEX FDS6.4K shares1.30%2026-03-312026-04-17

V VISA INC4.1K shares0.02%2026-03-312026-04-17

ALPHABET INC ALPHABET INC4.3K shares18.92%2026-03-312026-04-17

SMMT SUMMIT THERAPEUTICS INC63.8K shares7.33%2026-03-312026-04-17

SHOP SHOPIFY INC10.2K shares1.32%2026-03-312026-04-17

Sponsored

EEMA ISHARES INC12.6K shares8.08%2026-03-312026-04-17

LLY ELI LILLY & CO1.2K shares-1.94%2026-03-312026-04-17

IWP ISHARES TR8.6K shares-1.63%2026-03-312026-04-17

DSI ISHARES TR9.0K shares-17.15%2026-03-312026-04-17

IYF ISHARES TR9.2K shares0.34%2026-03-312026-04-17

FCX FREEPORT MCMORAN INC18.3K shares1.17%2026-03-312026-04-17

JEPQ J P MORGAN EXCHANGE TRADED F19.2K shares6.46%2026-03-312026-04-17

IJS ISHARES TR9.0K shares-2.55%2026-03-312026-04-17

Sponsored

VZ VERIZON COMMUNICATIONS INC20.4K shares33.36%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC1.2K shares-0.58%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC2.1K shares1.72%2026-03-312026-04-17

IWV ISHARES TR2.6K shares0.00%2026-03-312026-04-17

ABBV ABBVIE INC4.3K shares3.22%2026-03-312026-04-17

VUG VANGUARD INDEX FDS2.0K shares-2.87%2026-03-312026-04-17

JAAA JANUS DETROIT STR TR16.9K shares-7.38%2026-03-312026-04-17

GEV GE VERNOVA INC960 shares6.43%2026-03-312026-04-17

Sponsored

OKLO OKLO INC16.4K shares10.47%2026-03-312026-04-17

NFLT ETFIS SER TR I34.3K shares10.11%2026-03-312026-04-17

IYM ISHARES TR4.4K shares53.84%2026-03-312026-04-17

DAL DELTA AIR LINES INC11.6K shares28.68%2026-03-312026-04-17

RTX RTX CORPORATION3.9K shares-5.39%2026-03-312026-04-17

GLD SPDR GOLD TR1.7K shares-0.23%2026-03-312026-04-17

IXC ISHARES TR12.8K shares108.21%2026-03-312026-04-17

ORCL ORACLE CORP4.9K shares-7.43%2026-03-312026-04-17

Sponsored

JNJ JOHNSON & JOHNSON2.8K shares8.48%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-11.36%2026-03-312026-04-17

VTI VANGUARD INDEX FDS2.1K shares36.21%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC6.7K shares0.81%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS2.9K shares60.84%2026-03-312026-04-17

RGTI RIGETTI COMPUTING INC44.8K shares5.89%2026-03-312026-04-17

QBTS D-WAVE QUANTUM INC41.8K shares5.93%2026-03-312026-04-17

NEE NEXTERA ENERGY INC6.4K shares0.00%2026-03-312026-04-17

Sponsored

IWF ISHARES TR1.4K shares0.00%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR18.3K shares67.85%2026-03-312026-04-17

XBI SPDR SERIES TRUST4.3K sharesnew addition2026-03-312026-04-17

CNEQ THE ALGER ETF TRUST17.3K sharesnew addition2026-03-312026-04-17

SYLD CAMBRIA ETF TR6.9K shares-0.59%2026-03-312026-04-17

LEU CENTRUS ENERGY CORP3.0K shares-7.84%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC4.4K shares3.52%2026-03-312026-04-17

RSG REPUBLIC SVCS INC2.3K shares0.00%2026-03-312026-04-17

Sponsored

IYJ ISHARES TR3.3K shares0.00%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC1.8K shares-1.91%2026-03-312026-04-17

WM WASTE MGMT INC DEL2.1K shares0.00%2026-03-312026-04-17

SYY SYSCO CORP6.5K shares1.12%2026-03-312026-04-17

EXI ISHARES TR2.5K shares24.01%2026-03-312026-04-17

IBB ISHARES TR2.7K shares78.63%2026-03-312026-04-17

PG PROCTER & GAMBLE CO3.1K shares0.00%2026-03-312026-04-17

BALT INNOVATOR ETFS TRUST13.0K shares12.83%2026-03-312026-04-17

Sponsored

IREN IREN LIMITED12.5K shares-1.14%2026-03-312026-04-17

PNC PNC FINL SVCS GROUP INC2.1K shares-22.34%2026-03-312026-04-17

SOXX ISHARES TR1.3K shares30.07%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F7.3K shares6.93%2026-03-312026-04-17

IONQ IONQ INC13.6K shares4.62%2026-03-312026-04-17

CSCO CISCO SYS INC5.1K shares-1.00%2026-03-312026-04-17

IWD ISHARES TR1.7K shares4.96%2026-03-312026-04-17

CCL CARNIVAL CORP12.8K shares-0.08%2026-03-312026-04-17

Sponsored

IBIT ISHARES BITCOIN TRUST ETF8.0K shares22.44%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO1.0K shares0.10%2026-03-312026-04-17

IBRX IMMUNITYBIO INC39.9K shares56.31%2026-03-312026-04-17

NFLX NETFLIX INC.3.1K shares12.59%2026-03-312026-04-17

CIFR CIPHER DIGITAL INC23.0K shares0.00%2026-03-312026-04-17

CRDO CREDO TECHNOLOGY GROUP HOLDI3.1K shares4.66%2026-03-312026-04-17

SHW SHERWIN WILLIAMS CO840 shares0.00%2026-03-312026-04-17

ITW ILLINOIS TOOL WKS INC1.0K shares3.30%2026-03-312026-04-17

Sponsored

HOOD ROBINHOOD MKTS INC3.8K shares63.62%2026-03-312026-04-17

RCAT RED CAT HLDGS INC20.0K shares-3.58%2026-03-312026-04-17

CEG CONSTELLATION ENERGY CORP930 shares-0.21%2026-03-312026-04-17

FLR FLUOR CORP5.5K shares0.00%2026-03-312026-04-17

WFC WELLS FARGO & CO3.2K shares48.60%2026-03-312026-04-17

ITOT ISHARES TR1.8K shares0.00%2026-03-312026-04-17

GNOM GLOBAL X FDS5.6K sharesnew addition2026-03-312026-04-17

VIRTUS ETF TR II VIRTUS ETF TR II9.7K shares-26.47%2026-03-312026-04-17

Sponsored

IWM ISHARES TR973 shares0.00%2026-03-312026-04-17

NVTS NAVITAS SEMICONDUCTOR CORP26.3K shares-7.09%2026-03-312026-04-17

ABT ABBOTT LABORATORIES2.2K shares0.00%2026-03-312026-04-17

MCD MCDONALDS CORP737 sharesnew addition2026-03-312026-04-17

UNP UNION PAC CORP936 shares0.00%2026-03-312026-04-17

ARKG ARK ETF TR8.6K sharesnew addition2026-03-312026-04-17

MORGAN STANLEY ETF TRUST MORGAN STANLEY ETF TRUST4.2K sharesnew addition2026-03-312026-04-17

ALL ALLSTATE CORP999 shares0.00%2026-03-312026-04-17

Sponsored

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-04-17

BBDC BARINGS BDC INC10.5K shares0.00%2026-03-312026-04-17

PICARD MEDICAL INC PICARD MEDICAL INC28.1K shares0.00%2026-03-312026-04-17

AVNM

AMERICAN CENTY ETF TR

12.49%

Shares381.0K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-6.30%

Shares158.2K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-6.24%

Shares37.3K

Event2026-03-31

Filed2026-04-17

ISHARES GOLD TR

-8.44%

Shares182.9K

Event2026-03-31

Filed2026-04-17

AVMC

AMERICAN CENTY ETF TR

7.20%

Shares217.2K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

0.94%

Shares51.1K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

1.47%

Shares19.7K

Event2026-03-31

Filed2026-04-17

DFAS

DIMENSIONAL ETF TRUST

7.34%

Shares148.2K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-1.99%

Shares21.6K

Event2026-03-31

Filed2026-04-17

FDN

FIRST TR EXCHANGE-TRADED FD

-2.80%

Shares32.0K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-2.19%

Shares30.8K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

6.73%

Shares15.5K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-2.47%

Shares19.1K

Event2026-03-31

Filed2026-04-17

RWL

INVESCO EXCH TRADED FD TR II

-5.02%

Shares45.4K

Event2026-03-31

Filed2026-04-17

ALAB

ASTERA LABS INC

28.78%

Shares42.2K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

1.28%

Shares26.2K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

-0.96%

Shares28.5K

Event2026-03-31

Filed2026-04-17

ARKW

ARK ETF TR

4.59%

Shares34.1K

Event2026-03-31

Filed2026-04-17

IUSV

ISHARES TR

0.04%

Shares40.1K

Event2026-03-31

Filed2026-04-17

FAD

FIRST TR EXCHANGE-TRADED ALP

-0.48%

Shares24.9K

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATLS INC

-5.01%

Shares11.0K

Event2026-03-31

Filed2026-04-17

VRT

VERTIV HOLDINGS CO

-18.09%

Shares13.9K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

-1.11%

Shares11.8K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-2.68%

Shares5.2K

Event2026-03-31

Filed2026-04-17

FNY

FIRST TR EXCHANGE-TRADED ALP

1.21%

Shares36.4K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

-0.69%

Shares10.6K

Event2026-03-31

Filed2026-04-17

PLTR

PALANTIR TECHNOLOGIES INC

0.63%

Shares21.6K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.89%

Shares9.3K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

-10.38%

Shares9.0K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

-3.88%

Shares3.0K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-3.65%

Shares14.1K

Event2026-03-31

Filed2026-04-17

ARTY

ISHARES TR

18.83%

Shares61.7K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-0.71%

Shares21.8K

Event2026-03-31

Filed2026-04-17

ASML

ASML HLDG NV

-0.97%

Shares1.9K

Event2026-03-31

Filed2026-04-17

CRWV

COREWEAVE INC

2.85%

Shares32.4K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

-4.30%

Shares26.7K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

New

Shares32.2K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

0.13%

Shares3.0K

Event2026-03-31

Filed2026-04-17

JOET

VIRTUS ETF TR II

28.22%

Shares53.2K

Event2026-03-31

Filed2026-04-17

AMD

ADVANCED MICRO DEVICES INC

-1.22%

Shares10.3K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

3.56%

Shares16.7K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

3.76%

Shares6.3K

Event2026-03-31

Filed2026-04-17

ARKQ

ARK ETF TR

7.63%

Shares17.4K

Event2026-03-31

Filed2026-04-17

IEO

ISHARES TR

-3.25%

Shares15.5K

Event2026-03-31

Filed2026-04-17

REMX

VANECK ETF TRUST

New

Shares21.5K

Event2026-03-31

Filed2026-04-17

ITA

ISHARES TR

82.89%

Shares8.4K

Event2026-03-31

Filed2026-04-17

GFLW

VICTORY PORTFOLIOS II

33.91%

Shares68.5K

Event2026-03-31

Filed2026-04-17

AVEM

AMERICAN CENTY ETF TR

-1.95%

Shares20.8K

Event2026-03-31

Filed2026-04-17

AVUS

AMERICAN CENTY ETF TR

17.32%

Shares14.5K

Event2026-03-31

Filed2026-04-17

PANW

PALO ALTO NETWORKS INC

2.66%

Shares10.0K

Event2026-03-31

Filed2026-04-17

IEZ

ISHARES TR

New

Shares52.3K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

43.06%

Shares15.6K

Event2026-03-31

Filed2026-04-17

IYE

ISHARES TR

-0.03%

Shares21.6K

Event2026-03-31

Filed2026-04-17

RIO

RIO TINTO PLC

-12.65%

Shares15.0K

Event2026-03-31

Filed2026-04-17