Wealth Management Partners, LLC

CIK 0001843294 · Q2 2026

13F Equity AUM

$425.0M

+21.5% QoQ

Positions

154

+7 QoQ

AUM Rank

#5,441

Top 43%

Skill Alpha (FF)

+4.1%/yr

Alpha Generator

Rank #841 · Top 10%

vs S&P +3.1%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 28.6%Top 10: 43.7%Top 20: 59.6%

AVNM7.5%

NVDA7.2%

NDQ6.3%

AVMC4.1%

IVV3.5%

AAPL3.5%

IAU*3.2%

DFAS3.0%

ALAB2.9%

MU2.6%

Others (144)56.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services50.8%

Technology29.1%

Consumer Cyclical4.0%

Financials3.2%

Industrials2.7%

Communication Services2.5%

Other7.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 154Median: 0.25%Avg: 0.65%

0–0.5%

109(20.1%)

0.5–1%

19(14.0%)

1–3%

19(30.8%)

3–5%

4(14.2%)

5%+

3(21.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 154vs 20 funds

0%Low

154

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New14Increased55Decreased67Exited7

New Positions

SPACE EXPLORATION TE…0.5%

+11K

YNDX0.1%

+1K

CARNIVAL CORP LTD0.1%

+12K

TOL0.1%

+2K

IYW0.1%

+1K

MRVL0.1%

+915

MPWR0.1%

+175

NOW0.1%

+3K

STX0.1%

+210

INTC0.1%

+2K

Increased

CNEQ0.9%

+76K(+436%)

SMMT0.3%

+25K(+40%)

PMI0.0%

+22K(+78%)

CRWV1.1%

+12K(+38%)

GFLW0.7%

+12K(+17%)

XAGG0.2%

+10K(+238%)

VUG0.2%

+9K(+464%)

QBTS0.3%

+7K(+18%)

IEMG0.8%

+7K(+22%)

RGTI0.2%

+7K(+16%)

Decreased

ALAB2.9%

-16,385(-39%)

NVTS0.1%

-15,300(-58%)

JOET0.4%

-13,192(-25%)

JEPQ0.1%

-10,574(-55%)

NFLT0.1%

-9,297(-27%)

ITA*0.1%

-6,445(-77%)

IEZ0.3%

-5,077(-10%)

IAU*3.2%

-5,057(-3%)

NVDA7.2%

-5,028(-3%)

CIFR0.1%

-2,464(-11%)

Exited

-12,815

-3,129

-737

-930

-2,238

-9,732

-10,500

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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