Wealth Management Partners, LLC Top Holdings and 13F Report (2025) About Wealth Management Partners, LLCInvestment ActivityWealth Management Partners, LLC has $282.94 million in total holdings as of June 30, 2025.Wealth Management Partners, LLC owns shares of 136 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 15.55% of the portfolio was purchased this quarter.About 3.81% of the portfolio was sold this quarter.This quarter, Wealth Management Partners, LLC has purchased 114 new stocks and bought additional shares in 52 stocks.Wealth Management Partners, LLC sold shares of 49 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $28,660,085Invesco QQQ $21,937,749Avantis All International Markets Equity ETF $21,374,266iShares Gold Trust $12,808,310iShares Core S&P 500 ETF $12,084,992 Largest New Holdings this Quarter 025072174 - Avantis All International Markets Equity ETF $21,374,266 Holding874039100 - Taiwan Semiconductor Manufacturing $2,319,888 Holding25434V500 - Dimensional U.S. Small Cap ETF $2,302,761 HoldingN07059210 - ASML $1,511,298 Holding92790A504 - Virtus Terranova U.S. Quality Momentum ETF $1,148,523 Holding Largest Purchases this Quarter Avantis All International Markets Equity ETF 329,088 shares (about $21.37M)Taiwan Semiconductor Manufacturing 10,123 shares (about $2.32M)Dimensional U.S. Small Cap ETF 35,438 shares (about $2.30M)Invesco QQQ 3,257 shares (about $1.80M)ASML 1,925 shares (about $1.51M) Largest Sales this Quarter Avantis Emerging Markets Equity ETF 77,195 shares (about $5.27M)Vanguard Russell 2000 ETF 11,097 shares (about $985.76K)Summit Therapeutics 20,671 shares (about $467.37K)iShares Semiconductor ETF 1,812 shares (about $432.68K)PALANTIR TECHNOLOGIES INC 2,915 shares (about $405.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Management Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$28,660,085$109,502 ▼-0.4%181,11810.1%Computer and TechnologyQQQInvesco QQQ$21,937,749$1,797,968 ▲8.9%39,7407.8%FinanceAVNMAvantis All International Markets Equity ETF$21,374,266$21,374,266 ▲New Holding329,0887.6%ETFIAUiShares Gold Trust$12,808,310$65,437 ▼-0.5%203,5654.5%FinanceIVViShares Core S&P 500 ETF$12,084,992$452,906 ▲3.9%19,3724.3%ETFAAPLApple$11,155,616$52,907 ▲0.5%53,1353.9%Computer and TechnologyMSFTMicrosoft$10,824,163$103,030 ▼-0.9%21,7473.8%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$8,989,450$18,040 ▲0.2%33,3873.2%ETFAMZNAmazon.com$7,403,338$58,996 ▲0.8%33,1292.6%Retail/WholesaleRWLInvesco S&P 500 Revenue ETF$5,444,396$7,958 ▼-0.1%51,9951.9%ETFTSLATesla$5,213,614$27,042 ▼-0.5%17,7371.8%Auto/Tires/TrucksVYMVanguard High Dividend Yield ETF$4,097,412$15,225 ▲0.4%30,4121.4%ETFIUSViShares Core S&P U.S. Value ETF$3,826,479$21,312 ▲0.6%40,0381.4%ManufacturingJPMJPMorgan Chase & Co.$3,551,260$73,869 ▲2.1%12,1631.3%FinanceFADFirst Trust Multi Cap Growth AlphaDEX Fund$3,538,100$153,074 ▲4.5%23,9921.3%ETFGOOGAlphabet$3,471,773$93,928 ▲2.8%19,5531.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,115,389$13,035 ▲0.4%5,0191.1%FinanceCOSTCostco Wholesale$3,085,680$28,773 ▼-0.9%3,1101.1%Retail/WholesalePALANTIR TECHNOLOGIES INC$3,058,136$405,535 ▼-11.7%21,9821.1%CL AAVGOBroadcom$3,023,310$181,777 ▲6.4%11,0271.1%Computer and TechnologyARKWARK Next Generation Internet ETF$3,016,457$2,078 ▼-0.1%20,3191.1%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$2,990,604$24,132 ▼-0.8%36,0621.1%ETFXOMExxon Mobil$2,940,173$3,333 ▲0.1%26,4621.0%EnergyIJRiShares Core S&P Small-Cap ETF$2,744,652$244,886 ▼-8.2%24,6911.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,722,376$56,679 ▼-2.0%29,0111.0%ETFVTWOVanguard Russell 2000 ETF$2,619,806$985,758 ▼-27.3%29,4920.9%ETFHDHome Depot$2,436,686$44,851 ▲1.9%6,6280.9%Retail/WholesaleASTERA LABS INC$2,363,190$1,289,453 ▲120.1%26,3690.8%COMTSMTaiwan Semiconductor Manufacturing$2,319,888$2,319,888 ▲New Holding10,1230.8%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$2,302,761$2,302,761 ▲New Holding35,4380.8%ETFAMATApplied Materials$2,159,301$143,279 ▲7.1%11,3180.8%Computer and TechnologyCVXChevron$2,152,327$20,489 ▲1.0%14,6020.8%EnergyCRMSalesforce$2,072,486$36,421 ▲1.8%7,6820.7%Computer and TechnologyPANWPalo Alto Networks$1,863,336$44,111 ▲2.4%9,2510.7%Computer and TechnologyVRTVertiv$1,853,755$403,654 ▲27.8%14,6820.7%Computer and TechnologyMETAMeta Platforms$1,777,175$112,061 ▼-5.9%2,4740.6%Computer and TechnologySMMTSummit Therapeutics$1,709,587$467,371 ▼-21.5%75,6120.6%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$1,696,968$463,980 ▲37.6%3,8220.6%FinanceWMTWalmart$1,589,839$13,115 ▲0.8%16,0020.6%Retail/WholesaleASMLASML$1,511,298$1,511,298 ▲New Holding1,9250.5%Computer and TechnologyVVisa$1,490,160$28,177 ▼-1.9%4,1780.5%Business ServicesAVEMAvantis Emerging Markets Equity ETF$1,477,655$5,274,801 ▼-78.1%21,6250.5%ETFAMDAdvanced Micro Devices$1,459,210$71,848 ▲5.2%10,8250.5%Computer and TechnologyAVUSAvantis U.S. Equity ETF$1,450,670$203,053 ▲16.3%14,2600.5%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$1,430,878$56,312 ▼-3.8%15,8810.5%ETFARKQARK Autonomous Technology & Robotics ETF$1,425,180$44,702 ▼-3.0%16,1640.5%ETFCATCaterpillar$1,358,224$20,360 ▼-1.5%3,4690.5%IndustrialsIJHiShares Core S&P Mid-Cap ETF$1,325,266$17,429 ▼-1.3%20,9860.5%ETFDSIiShares ESG MSCI KLD 400 ETF$1,267,551$7,580 ▲0.6%10,8700.4%ETFIUSGiShares Core S&P U.S. Growth ETF$1,253,194$602 ▲0.0%8,3240.4%ManufacturingIWPiShares Russell Mid-Cap Growth ETF$1,236,341$4,883 ▼-0.4%8,8610.4%ETFSHOPShopify$1,201,248$2,100 ▲0.2%10,2970.4%Computer and TechnologyVTVVanguard Value ETF$1,183,070$15,860 ▲1.4%6,6390.4%ETFJOETVirtus Terranova U.S. Quality Momentum ETF$1,148,523$1,148,523 ▲New Holding27,9650.4%ETFMUMicron Technology$1,138,431$59,842 ▲5.5%9,4930.4%Computer and TechnologyISRGIntuitive Surgical$1,134,120$43,312 ▲4.0%2,1210.4%MedicalIYFiShares U.S. Financials ETF$1,113,918$5,239 ▲0.5%9,1430.4%ETFEEMAiShares MSCI Emerging Markets Asia ETF$1,105,337$10,493 ▼-0.9%13,4830.4%ManufacturingRIORio Tinto$1,059,580$1,059,580 ▲New Holding18,3760.4%Basic MaterialsNETCloudflare$1,046,597$225,249 ▲27.4%5,4270.4%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$1,032,563$1,032,563 ▲New Holding18,3730.4%ETFUNHUnitedHealth Group$984,591$306,128 ▲45.1%3,2420.3%MedicalIJSiShares S&P Small-Cap 600 Value ETF$963,564$13,061 ▼-1.3%9,4430.3%ETFIYEiShares U.S. Energy ETF$951,597$194,531 ▼-17.0%20,7410.3%ETFIWViShares Russell 3000 ETF$935,724$2,474 ▼-0.3%2,6480.3%ETFVUGVanguard Growth ETF$919,536$21,935 ▲2.4%2,0960.3%ETFLLYEli Lilly and Company$917,397$46,372 ▼-4.8%1,1870.3%MedicalGSThe Goldman Sachs Group$841,030$28,437 ▲3.5%1,1830.3%FinanceMSTRMicroStrategy$832,885$330,384 ▼-28.4%2,1050.3%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$832,041$832,041 ▲New Holding16,4500.3%ETFFCXFreeport-McMoRan$809,993$24,280 ▲3.1%17,9480.3%Basic MaterialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$801,781$568,324 ▲243.4%14,8400.3%ETFABBVAbbVie$789,677$8,630 ▼-1.1%4,2090.3%MedicalBRK.BBerkshire Hathaway$782,535$956 ▼-0.1%1,6370.3%FinanceIEFAiShares Core MSCI EAFE ETF$777,149$29,582 ▼-3.7%9,4050.3%ETFUPSUnited Parcel Service$771,719$148,051 ▲23.7%7,6520.3%TransportationNFLTVirtus Newfleet Multi-Sector Bond ETF$771,479$771,479 ▲New Holding33,9410.3%ETFITAiShares U.S. Aerospace & Defense ETF$739,1150.0%3,9300.3%ETFCCLCarnival$701,975$117,973 ▼-14.4%23,9500.2%Consumer DiscretionaryRTXRTX$643,215$16,489 ▲2.6%4,4080.2%AerospaceGOOGLAlphabet$635,930$9,724 ▼-1.5%3,5970.2%Computer and TechnologyNOWServiceNow$621,006$5,175 ▲0.8%6000.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$601,318$4,678 ▼-0.8%1,4140.2%ETFSYYSysco$569,062$46,565 ▼-7.6%7,4180.2%Consumer StaplesGLDSPDR Gold Shares$553,881$615 ▼-0.1%1,8020.2%FinanceRSGRepublic Services$546,792$12,124 ▼-2.2%2,2550.2%Business ServicesPNCThe PNC Financial Services Group$533,800$222,744 ▼-29.4%2,7200.2%FinanceSYLDCambria Shareholder Yield ETF$530,692$33,655 ▼-6.0%7,9790.2%ETFVZVerizon Communications$521,192$42,031 ▲8.8%12,1770.2%Computer and TechnologyIYJiShares U.S. Industrials ETF$478,2900.0%3,3210.2%ETFNEENextEra Energy$475,410$475,410 ▲New Holding6,3600.2%UtilitiesWMWaste Management$472,221$5,900 ▲1.3%2,0810.2%Business ServicesIONQIonQ$465,198$465,198 ▲New Holding10,2920.2%Computer and TechnologySHWSherwin-Williams$455,371$111,159 ▼-19.6%1,3150.2%Basic MaterialsJNJJohnson & Johnson$449,817$12,732 ▲2.9%2,8970.2%MedicalVIRTUS ETF TR II$440,431$210,828 ▲91.8%17,6880.2%SEIX AAA PRIVAATDALDelta Air Lines$438,300$55,450 ▲14.5%8,7660.2%TransportationINTUIntuit$423,933$784 ▼-0.2%5410.1%Computer and TechnologyPGProcter & Gamble$415,695$11,396 ▲2.8%2,5900.1%Consumer StaplesAXPAmerican Express$394,0270.0%1,2210.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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