Wealth Management Partners, LLC

CIK

1843294

Location

TUCSON, AZ

Portfolio Value

Small $190,435,784

Diversification

Diversified

Filing Date

Global Rank

#3,973 / 8,232 ▲ 61

Top Industry

Semiconductors 30.1%

3Y Alpha vs SPY

+4.5%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+96.7%

SPY

+76.3%

Annualised alpha

+4.5%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

85 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.5%

−0.8 pts

Top 5

45.3%

−1.7 pts

Top 10

58.4%

−1.7 pts

HHI

552

Diversified−30

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.3%	$84,385,839	23
Unclassified	22.8%	$43,344,762	6
Consumer Cyclical	7.8%	$14,816,193	5
Industrials	5.6%	$10,638,459	12
Financial Services	4.7%	$8,896,966	12
Energy	4.1%	$7,875,101	3
Healthcare	3.3%	$6,195,620	10
Consumer Defensive	3.1%	$5,938,913	4
Communication Services	2.1%	$3,935,597	4
Basic Materials	1.4%	$2,746,128	3
Utilities	0.9%	$1,662,206	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBRX	ImmunityBio, Inc.	+14,360	39,860	$305,726
ALAB	Astera Labs, Inc.	+9,426	42,181	$4,623,037
VZ	Verizon Communications Inc	+5,092	20,358	$1,021,971
SMMT	Summit Therapeutics Inc.	+4,354	63,784	$1,209,344
DAL	Delta Air Lines, Inc.	+2,590	11,621	$772,564
RGTI	Rigetti Computing, Inc.	+2,491	44,750	$628,290
QBTS	D-Wave Quantum Inc.	+2,337	41,775	$602,813
OKLO	Oklo Inc.	+1,552	16,370	$811,788
HOOD	Robinhood Markets, Inc.	+1,495	3,845	$266,458
IBIT	iShares Bitcoin Trust ETF	+1,469	8,015	$307,936
WFC	Wells Fargo & Company/Mn	+1,059	3,238	$257,777
TSLA	Tesla, Inc.	+980	15,534	$5,774,764
CRWV	CoreWeave, Inc.	+899	32,441	$2,513,204
GOOGL	Alphabet Inc.	+685	4,305	$1,237,945
IONQ	IonQ, Inc.	+602	13,641	$393,270
WMT	Walmart Inc.	+573	16,679	$2,072,866
AAPL	Apple Inc.	+478	51,104	$12,969,684
NFLX	Netflix Inc	+350	3,129	$300,853
XOM	Exxon Mobil Corp	+330	26,177	$4,441,189
PANW	Palo Alto Networks Inc	+258	9,964	$1,597,428
HD	Home Depot, Inc.	+227	6,271	$2,062,469
JNJ	Johnson & Johnson	+222	2,839	$693,965
FCX	Freeport-Mcmoran Inc	+212	18,325	$1,077,143
C	Citigroup Inc	+151	4,439	$503,426
META	Meta Platforms, Inc.	+139	2,403	$1,374,828
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−16,859	182,860	$16,120,937
NVDA	Nvidia Corp	−10,638	158,150	$27,581,360
VRT	Vertiv Holdings Co	−3,071	13,903	$3,483,813
QQQ	Invesco Qqq Trust, Series 1	−2,481	37,302	$21,529,968
RIO	Rio Tinto PLC	−2,173	15,004	$1,399,723
NVTS	Navitas Semiconductor Corp	−2,007	26,300	$230,651
DIA	Spdr Dow Jones Industrial Average ETF Trust	−1,239	2,769	$1,282,573
MU	Micron Technology Inc	−1,037	8,951	$3,024,005
RCAT	Red Cat Holdings, Inc.	−741	19,956	$261,224
AMZN	Amazon Com Inc	−691	30,817	$6,418,256
PNC	Pnc Financial Services Group, Inc.	−592	2,058	$428,249
AMAT	Applied Materials Inc /De	−579	10,983	$3,753,879
CVX	Chevron Corp	−534	14,111	$2,919,565
MSFT	Microsoft Corp	−437	21,566	$7,983,086
ORCL	Oracle Corp	−390	4,857	$714,513
LEU	Centrus Energy Corp	−252	2,963	$514,347
RTX	RTX Corp	−225	3,949	$761,762
BRK-B	Berkshire Hathaway Inc	−183	1,428	$684,297
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−180	9,341	$3,156,790
IREN	IREN Ltd	−144	12,515	$429,014
SPY	Spdr S&P 500 ETF Trust	−142	5,153	$3,351,202
JPM	Jpmorgan Chase & Co	−132	11,789	$3,467,852
AMD	Advanced Micro Devices Inc	−127	10,319	$2,099,194
COST	Costco Wholesale Corp /New	−120	2,971	$2,960,393
AVGO	Broadcom Inc.	−73	10,562	$3,269,044
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	737	$229,052
MRK	Merck & Co., Inc.	1,720	$206,898
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	7,834	$2,075,304
NOW	ServiceNow, Inc.	3,345	$512,420
INTU	Intuit Inc.	531	$351,745
TOST	Toast, Inc.	8,783	$311,884
BITW	Bitwise 10 Crypto Index ETF	4,213	$247,555
NBIS	Nebius Group N.V.	2,747	$229,937
TOL	Toll Brothers, Inc.	1,500	$202,830
SLV	iShares Silver Trust	3,148	$202,794
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 positions · $190,435,784 total · as of Mar 31, 2026

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

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	158,150	-10,638	$27,581,360	−12.4%	14.48%
QQQ	Invesco Qqq Trust, Series 1	Reduced	37,302	-2,481	$21,529,968	−11.9%	11.31%
IAU	Ishares Gold Trust	Reduced	182,860	-16,859	$16,120,937	−0.6%	8.47%
AAPL	Apple Inc. Technology	Added	51,104	+478	$12,969,684	−5.8%	6.81%
MSFT	Microsoft Corp Technology	Reduced	21,566	-437	$7,983,086	−25.0%	4.19%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	30,817	-691	$6,418,256	−11.7%	3.37%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,534	+980	$5,774,764	−11.8%	3.03%
ALAB	Astera Labs, Inc. Technology	Added	42,181	+9,426	$4,623,037	−15.2%	2.43%
XOM	Exxon Mobil Corp Energy	Added	26,177	+330	$4,441,189	+42.8%	2.33%
AMAT	Applied Materials Inc /De Technology	Reduced	10,983	-579	$3,753,879	+26.3%	1.97%
VRT	Vertiv Holdings Co Industrials	Reduced	13,903	-3,071	$3,483,813	+26.7%	1.83%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	11,789	-132	$3,467,852	−9.7%	1.82%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,153	-142	$3,351,202	−7.2%	1.76%
AVGO	Broadcom Inc. Technology	Reduced	10,562	-73	$3,269,044	−11.2%	1.72%
PLTR	Palantir Technologies Inc. Technology	Added	21,632	+136	$3,164,328	−17.2%	1.66%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	9,341	-180	$3,156,790	+9.1%	1.66%
MU	Micron Technology Inc Technology	Reduced	8,951	-1,037	$3,024,005	+6.1%	1.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,971	-120	$2,960,393	+11.1%	1.55%
CVX	Chevron Corp Energy	Reduced	14,111	-534	$2,919,565	+30.8%	1.53%
ASML	Asml Holding NV Technology	Reduced	1,935	-19	$2,555,806	+22.3%	1.34%
CRWV	CoreWeave, Inc. Technology	Added	32,441	+899	$2,513,204	+11.3%	1.32%
CAT	Caterpillar Inc Industrials	Added	3,015	+4	$2,136,006	+23.8%	1.12%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,319	-127	$2,099,194	−6.2%	1.10%
WMT	Walmart Inc. Consumer Defensive	Added	16,679	+573	$2,072,866	+15.5%	1.09%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,271	+227	$2,062,469	−0.8%	1.08%
PANW	Palo Alto Networks Inc Technology	Added	9,964	+258	$1,597,428	−10.7%	0.84%
RIO	Rio Tinto PLC Basic Materials	Reduced	15,004	-2,173	$1,399,723	+1.8%	0.74%
META	Meta Platforms, Inc. Communication Services	Added	2,403	+139	$1,374,828	−8.0%	0.72%
NET	Cloudflare, Inc. Technology	Added	6,486	+136	$1,338,321	+6.9%	0.70%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,769	-1,239	$1,282,573	−33.4%	0.67%
V	Visa Inc. Financial Services	Added	4,137	+1	$1,250,366	−13.8%	0.66%
GOOGL	Alphabet Inc. Communication Services	Added	4,305	+685	$1,237,945	+9.3%	0.65%
SMMT	Summit Therapeutics Inc. Healthcare	Added	63,784	+4,354	$1,209,344	+16.3%	0.64%
SHOP	Shopify Inc. Technology	Added	10,185	+133	$1,208,144	−25.3%	0.63%
LLY	ELI LILLY & Co Healthcare	Reduced	1,213	-24	$1,115,681	−16.1%	0.59%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	18,325	+212	$1,077,143	+17.1%	0.57%
VZ	Verizon Communications Inc Communication Services	Added	20,358	+5,092	$1,021,971	+64.4%	0.54%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,193	-7	$1,009,266	−4.3%	0.53%
ISRG	Intuitive Surgical Inc Healthcare	Added	2,134	+36	$983,752	−17.2%	0.52%
ABBV	AbbVie Inc. Healthcare	Added	4,299	+134	$934,989	−1.8%	0.49%
GEV	GE Vernova Inc. Industrials	Added	960	+58	$837,984	+42.1%	0.44%
OKLO	Oklo Inc. Utilities	Added	16,370	+1,552	$811,788	−23.7%	0.43%
DAL	Delta Air Lines, Inc. Industrials	Added	11,621	+2,590	$772,564	+23.3%	0.41%
RTX	RTX Corp Industrials	Reduced	3,949	-225	$761,762	−0.5%	0.40%
GLD	Spdr Gold Trust	Reduced	1,748	-4	$752,146	+8.3%	0.39%
ORCL	Oracle Corp Technology	Reduced	4,857	-390	$714,513	−30.1%	0.38%
JNJ	Johnson & Johnson Healthcare	Added	2,839	+222	$693,965	+28.1%	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,428	-183	$684,297	−15.5%	0.36%
UPS	United Parcel Service Inc Industrials	Added	6,696	+54	$658,752	−0.0%	0.35%
RGTI	Rigetti Computing, Inc. Technology	Added	44,750	+2,491	$628,290	−32.9%	0.33%