Institutional Fund
Wealth Management Partners, LLC
Tucson, AZCIK 18432945 filings on record
Portfolio Value
$349.87M
Q1 2026
Holdings
147
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-0.1%
from $350.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr8.3%
- Nvidia Corporation7.9%
- Invesco Qqq Tr6.2%
- Ishares Gold Tr4.6%
- American Centy ETF Tr4.5%
- Apple Inc3.7%
- Other64.9%
Portfolio Holdings
147 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 381.0K | $29.02M | 8.3% | +42.3K | Added |
| 2 | Nvidia Corporation | 158.2K | $27.58M | 7.9% | −10.6K | Reduced |
| 3 | Invesco Qqq Tr | 37.3K | $21.53M | 6.2% | −2.5K | Reduced |
| 4 | Ishares Gold Tr | 182.9K | $16.12M | 4.6% | −16.9K | Reduced |
| 5 | American Centy ETF Tr | 217.2K | $15.69M | 4.5% | +14.6K | Added |
| 6 | Apple Inc | 51.1K | $12.97M | 3.7% | +478 | Added |
| 7 | Ishares Tr | 19.7K | $12.89M | 3.7% | +285 | Added |
| 8 | Dimensional ETF Trust | 148.2K | $10.54M | 3.0% | +10.1K | Added |
| 9 | Microsoft Corp | 21.6K | $7.98M | 2.3% | −437 | Reduced |
| 10 | First Tr Exchange-Traded Fd | 32.0K | $7.49M | 2.1% | −920 | Reduced |
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