StockDriftsStockDriftsTop 50 Wealth Management Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.8% | 145.3K | $33.2M | -5.09%(-7.79K) | $15.65(+1256.05%) | 2026-09-30 | |
| AVNM | AMERICAN CENTY ETF TR | 7.66% | 392.5K | $32.6M | +2.17%(+8.34K) | $64.22(+25.91%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.9% | 34.0K | $25.1M | -6.86%(-2.50K) | $327.89(+114.85%) | 2026-09-30 | |
| AVMC | AMERICAN CENTY ETF TR | 3.93% | 219.3K | $16.7M | +0.47%(+1.03K) | $70.11(+12.26%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.92% | 50.0K | $16.7M | -1.11%(-561) | $124.62(+179.42%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 3.51% | 14.0K | $14.9M | +47.75%(+4.53K) | $446.99(+91.61%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.45% | 19.2K | $14.7M | -3.15%(-623) | $407.46(+88.34%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 3.14% | 171.1K | $13.4M | -3.76%(-6.69K) | $36.44(+107.61%) | 2026-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.05% | 167.8K | $13.0M | +9.41%(+14.44K) | $68.66(+15.02%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.59% | 21.5K | $11.0M | -5.04%(-1.14K) | $241.91(+115.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.26% | +111.02% | +16.99% | +119.18% |
| Top 20 Holdings Unweighted | +27.08% | +105.22% | +15.99% | +109.98% |
Wealth Management Partners LLC reports $425.69M in US-listed equity holdings across 155 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.8%), AVNM (7.7%) and QQQ (5.9%). The top 20 holdings account for 60.15% of reported assets. Its disclosed equity book has returned +111.02% on a three-year cumulative basis. Figures reflect the Q3 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