Wealth Management Partners, LLC

Q2 2025 13F Holdings

  • Location
    tucson, AZ
  • Num holdings

    136

  • Value ($000)

    $282,942

  • Date Filed
    07/11/2025
  • Form type
    13F-HR
  • CIK
    0001843294
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$28.66M
10 %

181,118

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$21.94M
8 %

39,740

AVNM
AVNM

AMERICAN CENTY ETF TR

AVANTIS ALL INT
$21.37M
8 %

329,088

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$12.81M
5 %

203,565

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$12.08M
4 %

19,372

AAPL
AAPL

APPLE INC

COM
$11.16M
4 %

53,135

MSFT
MSFT

MICROSOFT CORP

COM
$10.82M
4 %

21,747

FDN
FDN

FIRST TR EXCHANGE-TRADED FD

DJ INTERNT IDX
$8.99M
3 %

33,387

AMZN
AMZN

AMAZON COM INC

COM
$7.40M
3 %

33,129

RWL
RWL

INVESCO EXCH TRADED FD TR II

S&P 500 REVENUE
$5.44M
2 %

51,995

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 136