1y return+27.7%S&P 500 +20.9%
3y return+91.1%S&P 500 +68.5%
5y return+92.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $216 against $200 in the S&P 500.2
Wealth Management Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AVNMAmerican Centy Etf Tr | $31.6M | 7.4% | |
| NVDANvidia Corporation | $30.6M | 7.2% | −3.2% |
| QQQInvesco Qqq Tr | $26.9M | 6.3% | −2.2% |
| AVMCAmerican Centy Etf Tr | $17.5M | 4.1% | |
| IVVIshares Tr | $14.8M | 3.5% | |
| AAPLApple Inc | $14.6M | 3.4% | |
| IAUIshares Gold Tr | $13.4M | 3.2% | −2.8% |
| Dimensional Etf TrustCUSIP 25434V500 | $12.6M | 3.0% | +3.5% |
| ALABAstera Labs Inc | $12.5M | 2.9% | −38.8% |
| MUMicron Technology Inc | $10.9M | 2.6% | +6.0% |
| MSFTMicrosoft Corp | $8.5M | 2.0% | +5.2% |
| FDNFirst Tr Exchange-traded Fd | $8.4M | 2.0% | −1.1% |
| AMATApplied Matls Inc | $8.0M | 1.9% | |
| AMZNAmazon Com Inc | $7.8M | 1.8% | +6.6% |
| TSLATesla Inc | $6.7M | 1.6% | +2.8% |
| GOOGAlphabet Inc | $6.7M | 1.6% | |
| AMDAdvanced Micro Devices Inc | $6.0M | 1.4% | |
| RWLInvesco Exch Traded Fd Tr II | $5.7M | 1.3% | −1.3% |
| ARTYIshares Tr | $5.0M | 1.2% | +6.3% |
| ARKWArk Etf Tr | $5.0M | 1.2% | |
| FADFirst Tr Exchange-traded Alp | $5.0M | 1.2% | |
| TSMTaiwan Semiconductor Manufac | $4.5M | 1.0% | |
| CRWVCoreweave Inc | $4.5M | 1.0% | +37.9% |
| VYMVanguard Whitehall Fds | $4.4M | 1.0% | −1.4% |
| IUSVIshares Tr | $4.4M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $30.6M |
| AMATApplied Matls Inc | December 31, 2022 | +642.5% | $8.0M |
| AMDAdvanced Micro Devices Inc | March 31, 2023 | +492.7% | $6.0M |
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $3.0M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $6.7M |
| PANWPalo Alto Networks Inc | March 31, 2023 | +241.5% | $3.4M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $3.9M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2020 | +231.7% | $3.5M |
| VRTVertiv Holdings Co | December 31, 2024 | +194.7% | $4.3M |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $4.1M |
Sold off last quarter
- Carnival CorpCUSIP 143658300 was $332K
- NFLXNetflix Inc. was $301K
- CEGConstellation Energy Corp was $260K
- PCLOVirtus Etf Tr II was $242K
- ABTAbbott Laboratories was $230K
- MCDMcdonalds Corp was $229K
- BBDCBarings Bdc Inc was $86K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.2% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +11.8% | +7.8% |
| June 30, 2025 | +15.3% | +10.5% |
| March 31, 2025 | −6.5% | −4.6% |
| December 31, 2024 | +4.6% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | +5.9% | +4.0% |
| March 31, 2024 | +11.6% | +10.0% |
| December 31, 2023 | +11.5% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +10.2% | +8.3% |
| March 31, 2023 | +11.1% | +7.0% |
| December 31, 2022 | +5.0% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −19.3% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +9.0% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wealth Management Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1843294&type=13F-HR&dateb=&owner=include&count=40CIK 1843294
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1843294/000184329426000004/Filed July 22, 2026 · accession 0001843294-26-000004