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Wealth Management Partners, LLC
Wealth Management Partners, LLC is a registered investment adviser and wealth management firm headquartered in Tucson, Arizona. Founded in 2011, the firm manages discretionary and non-discretionary investment portfolios and provides financial advice primarily to individuals (including high net worth clients) and some pension/profit sharing plans. With 9 employees as of July 2025, it serves over 2,000 client accounts and manages approximately $667 million in assets under management.
Investment Strategy
Wealth Management Partners, LLC primarily provides portfolio management for individuals and pension/profit sharing plans, focusing on discretionary management. Their investment philosophy is centered on constructing diversified portfolios tailored to client financial objectives. Holdings emphasize large-cap equities such as Nvidia, Microsoft, Apple, Amazon, and Alphabet along with positions in financials and healthcare, suggesting a balanced allocation across technology, consumer, finance, and healthcare sectors. The firm’s approach prioritizes risk-adjusted returns using a mix of fundamental research and ongoing portfolio reviews.
Latest 13F Filing Activity
Wealth Management Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 134 equity positions with a total 13F market value of $315M. The fund increased holdings in Nvidia Corporation, Coreweave Inc., Astera Labs Inc. among other positions. Wealth Management Partners, LLC reduced exposure to Vanguard Scottsdale FDS, Taiwan Semiconductor MFG LTD, Asml Holding N V among others.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 10.35% | $32.6M | 174,642 | $15.02 | $186.58 | +$3.9M |
Q QQQ | INVESCO QQQ TR | 7.59% | $23.9M | 39,802 | $339.82 | $600.37 | +$2.0M |
A AVNM | AMERICAN CENTY ETF TR | 7.40% | $23.3M | 330,022 | $65.32 | $70.60 | +$1.9M |
I IAU | ISHARES GOLD TR | 4.71% | $14.8M | 203,663 | $35.37 | $72.77 | +$2.0M |
A AAPL | APPLE INC | 4.20% | $13.2M | 51,878 | $135.32 | $254.63 | +$2.1M |
Industry Allocation
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