Wealth Management Partners, LLC
Filing Date
Global Rank
#3,973
/ 8,232
▲ 61
Top Industry
Semiconductors
30.1%
3Y Alpha vs SPY
+4.5%
Period ended 3 months ago
Filed Apr 17, 2026 · 59d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+94.4%
SPY
+74.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 44.3% | $84,385,839 |
| Unclassified | 22.8% | $43,344,762 |
| Consumer Cyclical | 7.8% | $14,816,193 |
| Industrials | 5.6% | $10,638,459 |
| Financial Services | 4.7% | $8,896,966 |
| Energy | 4.1% | $7,875,101 |
| Healthcare | 3.3% | $6,195,620 |
| Consumer Defensive | 3.1% | $5,938,913 |
| Communication Services | 2.1% | $3,935,597 |
| Basic Materials | 1.4% | $2,746,128 |
| Utilities | 0.9% | $1,662,206 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PMI |
Picard Medical, Inc.
Healthcare
|
Held | 28,116 | $29,240 | 0.02% | |
| BBDC |
Barings BDC, Inc.
Financial Services
|
Held | 10,500 | $86,415 | 0.05% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 1,720 | $206,898 | 0.11% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 999 | $207,132 | 0.11% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 936 | $227,092 | 0.12% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 737 | $229,052 | 0.12% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 2,238 | $229,775 | 0.12% | |
| NVTS |
Navitas Semiconductor Corp
Technology
|
Reduced | 26,300 | $230,651 | 0.12% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 3,238 | $257,777 | 0.14% | |
| FLR |
Fluor Corp
Industrials
|
Held | 5,537 | $258,301 | 0.14% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 930 | $259,702 | 0.14% | |
| RCAT |
Red Cat Holdings, Inc.
Industrials
|
Reduced | 19,956 | $261,224 | 0.14% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 3,845 | $266,458 | 0.14% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 1,033 | $268,879 | 0.14% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 840 | $269,262 | 0.14% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Added | 3,097 | $290,715 | 0.15% | |
| CIFR |
Cipher Digital Inc.
Technology
|
Held | 23,010 | $296,138 | 0.16% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,129 | $300,853 | 0.16% | |
| IBRX |
ImmunityBio, Inc.
Healthcare
|
Added | 39,860 | $305,726 | 0.16% | |
| AXP |
American Express Co
Financial Services
|
Added | 1,014 | $306,714 | 0.16% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 8,015 | $307,936 | 0.16% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Reduced | 12,815 | $331,652 | 0.17% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 5,054 | $392,139 | 0.21% | |
| IONQ |
IonQ, Inc.
Technology
|
Added | 13,641 | $393,270 | 0.21% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 2,058 | $428,249 | 0.22% | |
| IREN |
IREN Ltd
Financial Services
|
Reduced | 12,515 | $429,014 | 0.23% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 3,073 | $443,864 | 0.23% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 6,474 | $461,790 | 0.24% | |
| WM |
Waste Management Inc
Industrials
|
Held | 2,081 | $478,192 | 0.25% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,797 | $486,250 | 0.26% | |
| RSG |
Republic Services, Inc.
Industrials
|
Held | 2,255 | $493,890 | 0.26% | |
| C |
Citigroup Inc
Financial Services
|
Added | 4,439 | $503,426 | 0.26% | |
| LEU |
Centrus Energy Corp
Energy
|
Reduced | 2,963 | $514,347 | 0.27% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 6,360 | $590,716 | 0.31% | |
| QBTS |
D-Wave Quantum Inc.
Technology
|
Added | 41,775 | $602,813 | 0.32% | |
| RGTI |
Rigetti Computing, Inc.
Technology
|
Added | 44,750 | $628,290 | 0.33% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 6,696 | $658,752 | 0.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,428 | $684,297 | 0.36% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,839 | $693,965 | 0.36% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 4,857 | $714,513 | 0.38% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,748 | $752,146 | 0.39% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 3,949 | $761,762 | 0.40% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Added | 11,621 | $772,564 | 0.41% | |
| OKLO |
Oklo Inc.
Utilities
|
Added | 16,370 | $811,788 | 0.43% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 960 | $837,984 | 0.44% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,299 | $934,989 | 0.49% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 2,134 | $983,752 | 0.52% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,193 | $1,009,266 | 0.53% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 20,358 | $1,021,971 | 0.54% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 18,325 | $1,077,143 | 0.57% |