Wealth Management Partners, LLC

Q4 2025 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$350,211
Net value change ($000)
+35,487 (11.3%)
New positions
13
Sold out positions
4
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVMC 13,614 1956.0%
DFAS 6,907 255.0%
TSM 2,893 NEW
ASML 2,091 NEW
AVNM 1,599 6.9%
GFLW 1,440 NEW
GOOGL 1,394 29.3%
IAU 1,390 9.4%
RIO 1,375 NEW
MU 1,230 75.9%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -1,379 -17.4%
NVDA -1,106 -3.4%
COWZ -1,086 -100.0%
MSFT -623 -5.5%
CRWV -550 -19.6%
SMMT -502 -32.6%
FDN -497 -5.3%
HD -493 -19.2%
MSTR -432 -100.0%
OKLO -376 -26.1%
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