StockDriftsStockDriftsTop 50 Wealth Management Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVNM | AMERICAN CENTY ETF TR | 7.45% | 384.2K | $31.6M | +0.84%(+3.21K) | $63.82(+32.56%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.21% | 153.1K | $30.6M | -3.18%(-5.03K) | $15.65(+1308.77%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.32% | 36.5K | $26.9M | -2.24%(-835) | $327.89(+119.84%) | 2026-06-30 | |
| AVMC | AMERICAN CENTY ETF TR | 4.12% | 218.3K | $17.5M | +0.52%(+1.13K) | $70.07(+16.43%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.49% | 19.8K | $14.8M | +0.26%(+52) | $407.46(+90.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.45% | 50.6K | $14.6M | -0.97%(-496) | $124.62(+146.08%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 3.16% | 177.8K | $13.4M | -2.77%(-5.06K) | $36.44(+127.03%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.97% | 153.4K | $12.6M | +3.52%(+5.22K) | $67.60(+23.70%) | 2026-06-30 | |
| ALAB | ASTERA LABS INC | 2.93% | 25.8K | $12.5M | -38.84%(-16.39K) | $111.99(+181.30%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.58% | 9.5K | $10.9M | +5.95%(+533) | $130.53(+560.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.27% | +106.14% | +16.56% | +115.13% |
| Top 20 Holdings Unweighted | +26.40% | +101.96% | +15.63% | +106.67% |
Wealth Management Partners, LLC reports $425.00M in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are AVNM (7.5%), NVDA (7.2%) and QQQ (6.3%). The top 20 holdings account for 59.62% of reported assets. Its disclosed equity book has returned +106.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Management Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843294). View Wealth Management Partners, LLC’s 13F filings on SEC