Wealth Management Partners, LLC
Top Portfolio Positions
85 positions ·
$190,435,784 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
158,150 | $27,581,360 | 14.48% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
37,302 | $21,529,968 | 11.31% | |
| IAU |
Ishares Gold Trust
|
182,860 | $16,120,937 | 8.47% | |
| AAPL |
Apple Inc.
Technology
|
51,104 | $12,969,684 | 6.81% | |
| MSFT |
Microsoft Corp
Technology
|
21,566 | $7,983,086 | 4.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,817 | $6,418,256 | 3.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
15,534 | $5,774,764 | 3.03% | |
| ALAB |
Astera Labs, Inc.
Technology
|
42,181 | $4,623,037 | 2.43% | |
| XOM |
Exxon Mobil Corp
Energy
|
26,177 | $4,441,189 | 2.33% | |
| AMAT |
Applied Materials Inc /De
Technology
|
10,983 | $3,753,879 | 1.97% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SMMT
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,209,344 | 63,784 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,039,430 | 59,430 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,540,616 | 74,570 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,609,023 | 75,612 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,857,299 | 96,283 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,737,799 | 97,383 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,935,587 | 88,383 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $327,600 | 42,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $182,160 | 44,000 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $39,150 | 15,000 | Shares | Sole | 2024-01-10 | |
| No 13F history on record for this holder in this stock. | ||||||