Wealth Management Partners, LLC

Q3 2025 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
138
Total value ($000)
$314,724
Net value change ($000)
+31,782 (11.2%)
New positions
13
Sold out positions
11
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 3,925 13.7%
CRWV 2,810 NEW
ALAB 2,743 116.1%
TSLA 2,710 52.0%
ARTY 2,185 NEW
AAPL 2,054 18.4%
IAU 2,013 15.7%
QQQ 1,958 8.9%
AVNM 1,926 9.0%
GOOGL 1,291 37.2%
Top Reduces (Value $000, Stocks/ETFs)
VTWO -2,620 -100.0%
TSM -2,320 -100.0%
ASML -1,511 -100.0%
RIO -1,060 -100.0%
AMZN -504 -6.8%
UNH -453 -46.0%
MSTR -401 -48.1%
WFC -313 -100.0%
BBY -289 -100.0%
COST -278 -9.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type