Wealth Management Partners, LLC

CIK

1843294

Location

TUCSON, AZ

Portfolio Value

Micro $5,938,913

Diversification

Diversified

Filing Date

Global Rank

#4,307 / 8,586 ▼ 44

Top Industry

Semiconductors 30.1%

3Y Alpha vs SPY

+4.4%

Period ended 3 months ago

Filed Apr 17, 2026 · 2mo

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

+98.1%

SPY

+78.1%

Annualised alpha

+4.4%

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

4 positions · $5,938,913 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,971	-120	$2,960,393	+11.1%	49.85%
WMT	Walmart Inc. Consumer Defensive	Added	16,679	+573	$2,072,866	+15.5%	34.90%
SYY	Sysco Corp Consumer Defensive	Added	6,474	+72	$461,790	−2.1%	7.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,073	0	$443,864	+0.8%	7.47%