Wealth Management Partners, LLC holds a diversified book of 154 stocks worth $425.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Nvidia Corp. Their largest long position is Avantis All Intl MKTS Eq ETF at 7% of the equity book. Cloning the disclosed picks since 2024 would be +48% (+25.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1843294/holdings"
Use Arkolith to show Wealth Management Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.7 points over this window.
Growth of $10,000 cloning Wealth Management Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR AVANTIS ALL INT | $31.6M | 384.2K | 7.4% | ▲+0.8% Added · +3K sh | |
| 2 | Nvidia Corporation COM | $30.6M | 153.1K | 7.2% | ▼−3.2% Reduced · −5K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $26.9M | 36.5K | 6.3% | ▼−2.2% Reduced · −835 sh | |
| 4 | American Centy ETF TR AVA MID EQU ETF | $17.5M | 218.3K | 4.1% | ▲+0.5% Added · +1K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $14.8M | 19.8K | 3.5% | ▲+0.3% Added · +52 sh | |
| 6 | Apple Inc COM | $14.6M | 50.6K | 3.4% | ▼−1.0% Reduced · −496 sh | |
| 7 | Ishares Gold TR ISHARES NEW | $13.4M | 177.8K | 3.2% | ▼−2.8% Reduced · −5K sh | |
| 8 | Dimensional ETF Trust US SMALL CAP ETF | $12.6M | 153.4K | 3.0% | ▲+3.5% Added · +5K sh | |
| 9 | Astera Labs Inc COM | $12.5M | 25.8K | 2.9% | ▼−39% Reduced · −16K sh | |
| 10 | Micron Technology Inc COM | $10.9M | 9.5K | 2.6% | ▲+6.0% Added · +533 sh | |
| 11 | Microsoft Corp COM | $8.5M | 22.7K | 2.0% | ▲+5.2% Added · +1K sh | |
| 12 | First TR Exchange-Traded FD DJ INTERNT IDX | $8.4M | 31.6K | 2.0% | ▼−1.1% Reduced · −338 sh | |
| 13 | Applied Matls Inc COM | $8.0M | 11.0K | 1.9% | ▲+0.2% Added · +23 sh | |
| 14 | Amazon Com Inc COM | $7.8M | 32.8K | 1.8% | ▲+6.6% Added · +2K sh | |
| 15 | Tesla Inc COM | $6.7M | 16.0K | 1.6% | ▲+2.8% Added · +436 sh | |
| 16 | Alphabet Inc CAP STK CL C | $6.7M | 19.0K | 1.6% | ▼−0.7% Reduced · −133 sh | |
| 17 | Advanced Micro Devices Inc COM | $6.0M | 10.4K | 1.4% | ▲+0.5% Added · +49 sh | |
| 18 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $5.7M | 44.8K | 1.3% | ▼−1.3% Reduced · −592 sh | |
| 19 | Ishares TR FUTU AI TECH ETF | $5.0M | 65.6K | 1.2% | ▲+6.3% Added · +4K sh | |
| 20 | Ark ETF TR NEXT GNRTN INTER | $5.0M | 34.5K | 1.2% | ▲+0.9% Added · +311 sh | |
| 21 | First TR Exchange-Traded Alp COM SHS | $5.0M | 25.0K | 1.2% | ▲+0.2% Added · +44 sh | |
| 22 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.5M | 9.3K | 1.0% | ▼−0.1% Reduced · −14 sh | |
| 23 | Coreweave Inc COM CL A | $4.5M | 44.7K | 1.0% | ▲+38% Added · +12K sh | |
| 24 | Vanguard Whitehall FDS HIGH DIV YLD | $4.4M | 28.1K | 1.0% | ▼−1.4% Reduced · −408 sh | |
| 25 | Ishares TR CORE S&P US VLU | $4.4M | 40.0K | 1.0% | ▼−0.3% Reduced · −129 sh | |
| 26 | Vertiv Holdings Co COM CL A | $4.3M | 12.9K | 1.0% | ▼−7.2% Reduced · −1K sh | |
| 27 | First TR Exchange-Traded Alp MID CP GR ALPH | $4.1M | 36.7K | 1.0% | ▲+0.8% Added · +313 sh | |
| 28 | JPMorgan Chase & Co COM | $4.1M | 12.4K | 1.0% | ▲+5.1% Added · +602 sh | |
| 29 | Broadcom Inc COM | $3.9M | 10.4K | 0.9% | ▼−1.1% Reduced · −114 sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $3.9M | 5.2K | 0.9% | ▲+0.2% Added · +9 sh | |
| 31 | The Alger ETF Trust CONCENTRATED EQT | $3.8M | 92.9K | 0.9% | ▲+436% Added · +76K sh | |
| 32 | ASML Hldg NV N Y REGISTRY SHS | $3.8M | 1.9K | 0.9% | ▼−0.8% Reduced · −16 sh | |
| 33 | Exxon Mobil Corp COM | $3.5M | 25.4K | 0.8% | ▼−2.9% Reduced · −759 sh | |
| 34 | Palo Alto Networks Inc COM | $3.4M | 10.1K | 0.8% | ▲+1.0% Added · +97 sh | |
| 35 | Ishares Inc CORE MSCI EMKT | $3.3M | 39.4K | 0.8% | ▲+22% Added · +7K sh | |
| 36 | Ishares TR CORE S&P SCP ETF | $3.3M | 21.9K | 0.8% | ▲+0.5% Added · +106 sh | |
| 37 | Caterpillar Inc COM | $3.0M | 2.9K | 0.7% | ▼−5.3% Reduced · −159 sh | |
| 38 | Costco Wholesale Corporation COM | $2.8M | 3.0K | 0.7% | ▼−0.1% Reduced · −4 sh | |
| 39 | Victory Portfolios II VICT FR GROW ETF | $2.8M | 80.4K | 0.6% | ▲+17% Added · +12K sh | |
| 40 | Ishares TR MSCI USA MIN ETF | $2.4M | 25.3K | 0.6% | ▼−5.1% Reduced · −1K sh | |
| 41 | Palantir Technologies Inc CL A | $2.4M | 20.7K | 0.6% | ▼−4.1% Reduced · −892 sh | |
| 42 | Ark ETF TR AUTNMUS TECHNLGY | $2.3M | 17.5K | 0.5% | ▲+0.5% Added · +95 sh | |
| 43 | Chevron Corporation COM | $2.2M | 13.5K | 0.5% | ▼−4.3% Reduced · −607 sh | |
| 44 | Eli Lilly & Co COM | $2.2M | 1.8K | 0.5% | ▲+49% Added · +589 sh | |
| 45 | Home Depot Inc COM | $2.2M | 6.1K | 0.5% | ▼−2.4% Reduced · −149 sh | |
| 46 | Vaneck ETF Trust RARE EAR STR ETF | $2.1M | 23.5K | 0.5% | ▲+9.2% Added · +2K sh | |
| 47 | American Centy ETF TR AVANTIS EMGMKT | $2.0M | 20.4K | 0.5% | ▼−1.7% Reduced · −359 sh | |
| 48 | Space Exploration Techn Corp CLASS A COM STK | $1.9M | 11.4K | 0.5% | ▲New New position | |
| 49 | Walmart Inc COM | $1.9M | 17.0K | 0.5% | ▲+2.2% Added · +369 sh | |
| 50 | Virtus ETF TR II VIRTUS US QLTY | $1.9M | 40.0K | 0.4% | ▼−25% Reduced · −13K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 154 | $425.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 147 | $349.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 147 | $350.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 138 | $314.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 136 | $282.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 114 | $215.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 113 | $231.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 111 | $215.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.