Wealth Management Partners, LLC
•CIK: 1843294•Filing: Q4 2025
**Wealth Management Partners, LLC** manages $350M across a diversified portfolio of 147 positions. The fund exhibits significant concentration in technology and growth sectors, highlighted by the top holdings in NVDA ($31.5M) and AVNM ($24.9M). Further notable allocations include NDQ ($24.4M) and IAU* ($16.2M), suggesting a strategic tilt toward semiconductor, digital assets, and established tech leaders like AAPL ($13.8M) and MSFT ($10.6M).
Total AUM
$350.2M
QoQ Performance
+11.3%
Positions
110
Top 10 Concentration
47.8%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AVNM
NDQ
NVDA9.0%
AVNM7.1%
NDQ7.0%
IAU*4.6%
AVMC4.1%
AAPL3.9%
IVV3.8%
MSFT3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.7%
Technology21.3%
Consumer5.8%
ETF4.8%
Financial2.3%
Energy1.5%
Healthcare1.1%
Industrial1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
↑52 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022