Wealth Management Partners, LLC

CIK

1843294

Location

TUCSON, AZ

Portfolio Value

Small $240,929,968

Diversification

Diversified

Filing Date

Global Rank

#4,058 / 8,517 ▲ 372

Top Industry

Semiconductors 36.3%

3Y Alpha vs SPY

+58.5%

Period ended 46 days ago

Filed Jul 22, 2026 · 24d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+476.7%

SPY

+75.3%

Annualised alpha

+58.7%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

90 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.7%

−1.3 pts

Top 5

40.7%

−3.1 pts

Top 10

58.1%

+0.1 pts

HHI

488

Diversified−39

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	51.5%	$124,040,923	29
Unclassified	19.3%	$46,598,407	6
Consumer Cyclical	7.2%	$17,327,022	5
Industrials	6.2%	$14,863,462	13
Financial Services	4.2%	$10,156,237	11
Healthcare	3.2%	$7,685,663	10
Energy	2.7%	$6,426,850	3
Consumer Defensive	2.4%	$5,667,290	4
Communication Services	1.7%	$4,018,572	4
Basic Materials	1.1%	$2,749,607	3
Utilities	0.6%	$1,395,935	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SMMT	Summit Therapeutics Inc.	+25,490	89,274	$1,300,722
PMI	Picard Medical, Inc.	+22,000	50,116	$8,219
CRWV	CoreWeave, Inc.	+12,291	44,732	$4,452,623
QBTS	D-Wave Quantum Inc.	+7,352	49,127	$1,178,556
RGTI	Rigetti Computing, Inc.	+6,979	51,729	$999,404
IBIT	iShares Bitcoin Trust ETF	+3,830	11,845	$394,320
IONQ	IonQ, Inc.	+3,052	16,693	$889,069
ORCL	Oracle Corp	+2,211	7,068	$1,035,815
AMZN	Amazon Com Inc	+2,025	32,842	$7,827,562
RCAT	Red Cat Holdings, Inc.	+1,541	21,497	$228,943
LEU	Centrus Energy Corp	+1,286	4,249	$713,279
MSFT	Microsoft Corp	+1,115	22,681	$8,460,466
OKLO	Oklo Inc.	+1,059	17,429	$912,059
JPM	Jpmorgan Chase & Co	+602	12,391	$4,055,946
LLY	ELI LILLY & Co	+589	1,802	$2,161,373
MU	Micron Technology Inc	+533	9,484	$10,947,286
TSLA	Tesla, Inc.	+436	15,970	$6,716,982
JNJ	Johnson & Johnson	+380	3,219	$817,529
RTX	RTX Corp	+375	4,324	$820,392
WMT	Walmart Inc.	+369	17,048	$1,930,856
NET	Cloudflare, Inc.	+182	6,668	$1,635,527
PANW	Palo Alto Networks Inc	+97	10,061	$3,431,002
GEV	GE Vernova Inc.	+61	1,021	$1,199,532
AMD	Advanced Micro Devices Inc	+49	10,368	$6,022,874
AMAT	Applied Materials Inc /De	+23	11,006	$7,957,338
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−19,353	4,089	$1,461,285
ALAB	Astera Labs, Inc.	−16,385	25,796	$12,459,983
NVTS	Navitas Semiconductor Corp	−15,300	11,000	$197,120
IAU	Ishares Gold Trust	−5,057	177,803	$13,425,904
NVDA	Nvidia Corp	−5,028	153,122	$30,638,180
CIFR	Cipher Digital Inc.	−2,464	20,546	$503,377
DAL	Delta Air Lines, Inc.	−1,550	10,071	$943,249
UPS	United Parcel Service Inc	−1,185	5,511	$592,432
VRT	Vertiv Holdings Co	−1,000	12,903	$4,320,182
PLTR	Palantir Technologies Inc.	−892	20,740	$2,419,735
NEE	Nextera Energy Inc	−847	5,513	$483,876
FCX	Freeport-Mcmoran Inc	−845	17,480	$1,099,317
QQQ	Invesco Qqq Trust, Series 1	−835	36,467	$26,854,298
CCL	Carnival Corp Ltd.	−799	12,016	$343,297
XOM	ExxonMobil Holdings Corp	−759	25,418	$3,475,148
IREN	IREN Ltd	−740	11,775	$538,470
HOOD	Robinhood Markets, Inc.	−700	3,145	$315,380
CVX	Chevron Corp	−607	13,504	$2,238,423
SHOP	Shopify Inc.	−600	9,585	$1,094,415
AAPL	Apple Inc.	−496	50,608	$14,643,930
C	Citigroup Inc	−350	4,089	$572,296
VZ	Verizon Communications Inc	−248	20,110	$851,457
SYY	Sysco Corp	−246	6,228	$520,536
SHW	Sherwin Williams Co	−165	675	$232,416
CAT	Caterpillar Inc	−159	2,856	$3,041,354
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	11,407	$1,949,000
NBIS	Nebius Group N.V.	1,406	$388,295
TOL	Toll Brothers, Inc.	1,700	$280,075
MRVL	Marvell Technology, Inc.	915	$272,569
NOW	ServiceNow, Inc.	2,632	$261,304
MPWR	Monolithic Power Systems, Inc.	175	$241,913
INTC	Intel Corp	1,660	$231,785
TXN	Texas Instruments Inc	738	$219,975
STX	Seagate Technology Holdings plc	210	$202,650
OTLK	Outlook Therapeutics, Inc.	118,170	$187,890
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	2,945	$633,351
IBB	iShares Biotechnology ETF	2,667	$450,322
NFLX	Netflix Inc	3,129	$300,853
CEG	Constellation Energy Corp	930	$259,702
ABT	Abbott Laboratories	2,238	$229,775
MCD	Mcdonalds Corp	737	$229,052
BBDC	Barings BDC, Inc.	10,500	$86,415
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $240,929,968 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	153,122	-5,028	$30,638,180	+11.1%	12.72%
QQQ	Invesco Qqq Trust, Series 1	Reduced	36,467	-835	$26,854,298	+24.7%	11.15%
AAPL	Apple Inc. Technology	Reduced	50,608	-496	$14,643,930	+12.9%	6.08%
IAU	Ishares Gold Trust	Reduced	177,803	-5,057	$13,425,904	−16.7%	5.57%
ALAB	Astera Labs, Inc. Technology	Reduced	25,796	-16,385	$12,459,983	+169.5%	5.17%
MU	Micron Technology Inc Technology	Added	9,484	+533	$10,947,286	+262.0%	4.54%
MSFT	Microsoft Corp Technology	Added	22,681	+1,115	$8,460,466	+6.0%	3.51%
AMAT	Applied Materials Inc /De Technology	Added	11,006	+23	$7,957,338	+112.0%	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	32,842	+2,025	$7,827,562	+22.0%	3.25%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,970	+436	$6,716,982	+16.3%	2.79%
AMD	Advanced Micro Devices Inc Technology	Added	10,368	+49	$6,022,874	+186.9%	2.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	9,327	-14	$4,454,295	+41.1%	1.85%
CRWV	CoreWeave, Inc. Technology	Added	44,732	+12,291	$4,452,623	+77.2%	1.85%
VRT	Vertiv Holdings Co Industrials	Reduced	12,903	-1,000	$4,320,182	+24.0%	1.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,391	+602	$4,055,946	+17.0%	1.68%
AVGO	Broadcom Inc. Technology	Reduced	10,448	-114	$3,946,732	+20.7%	1.64%
SPY	Spdr S&P 500 ETF Trust	Added	5,162	+9	$3,854,826	+15.0%	1.60%
ASML	Asml Holding NV Technology	Reduced	1,919	-16	$3,817,735	+49.4%	1.58%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,418	-759	$3,475,148	−21.8%	1.44%
PANW	Palo Alto Networks Inc Technology	Added	10,061	+97	$3,431,002	+114.8%	1.42%
CAT	Caterpillar Inc Industrials	Reduced	2,856	-159	$3,041,354	+42.4%	1.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,967	-4	$2,775,539	−6.2%	1.15%
PLTR	Palantir Technologies Inc. Technology	Reduced	20,740	-892	$2,419,735	−23.5%	1.00%
CVX	Chevron Corp Energy	Reduced	13,504	-607	$2,238,423	−23.3%	0.93%
LLY	ELI LILLY & Co Healthcare	Added	1,802	+589	$2,161,373	+93.7%	0.90%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,122	-149	$2,159,106	+4.7%	0.90%
SPCX	Space Exploration Technologies Corp Industrials	NEW	11,407	NEW	$1,949,000	NEW	0.81%
WMT	Walmart Inc. Consumer Defensive	Added	17,048	+369	$1,930,856	−6.9%	0.80%
NET	Cloudflare, Inc. Technology	Added	6,668	+182	$1,635,527	+22.2%	0.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,089	-19,353	$1,461,285	−78.3%	0.61%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	2,769	0	$1,446,497	+12.8%	0.60%
V	Visa Inc. Financial Services	Held	4,137	0	$1,419,363	+13.5%	0.59%
RIO	Rio Tinto PLC Basic Materials	Reduced	14,936	-68	$1,417,874	+1.3%	0.59%
META	Meta Platforms, Inc. Communication Services	Reduced	2,339	-64	$1,317,535	−4.2%	0.55%
SMMT	Summit Therapeutics Inc. Healthcare	Added	89,274	+25,490	$1,300,722	+7.6%	0.54%
GS	Goldman Sachs Group Inc Financial Services	Added	1,208	+15	$1,221,734	+21.1%	0.51%
GEV	GE Vernova Inc. Industrials	Added	1,021	+61	$1,199,532	+43.1%	0.50%
QBTS	D-Wave Quantum Inc. Technology	Added	49,127	+7,352	$1,178,556	+95.5%	0.49%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	17,480	-845	$1,099,317	+2.1%	0.46%
SHOP	Shopify Inc. Technology	Reduced	9,585	-600	$1,094,415	−9.4%	0.45%
ABBV	AbbVie Inc. Healthcare	Added	4,300	+1	$1,082,052	+15.7%	0.45%
ORCL	Oracle Corp Technology	Added	7,068	+2,211	$1,035,815	+45.0%	0.43%
RGTI	Rigetti Computing, Inc. Technology	Added	51,729	+6,979	$999,404	+59.1%	0.41%
DAL	Delta Air Lines, Inc. Industrials	Reduced	10,071	-1,550	$943,249	+22.1%	0.39%
OKLO	Oklo Inc. Utilities	Added	17,429	+1,059	$912,059	+12.4%	0.38%
IONQ	IonQ, Inc. Technology	Added	16,693	+3,052	$889,069	+126.1%	0.37%
VZ	Verizon Communications Inc Communication Services	Reduced	20,110	-248	$851,457	−16.7%	0.35%
CRDO	Credo Technology Group Holding Ltd Technology	Reduced	3,058	-39	$831,623	+186.1%	0.35%
RTX	RTX Corp Industrials	Added	4,324	+375	$820,392	+7.7%	0.34%
JNJ	Johnson & Johnson Healthcare	Added	3,219	+380	$817,529	+17.8%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.