Wealth Management Partners, LLC

Q1 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$349,869
Net value change ($000)
-342 (-0.1%)
New positions
10
Sold out positions
10
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVNM 4,119 16.5%
IEMG 2,247 NEW
REMX 1,896 NEW
IEZ 1,515 NEW
AVMC 1,377 9.6%
XOM 1,331 42.8%
DFAS 922 9.6%
ITA 853 86.4%
AMAT 783 26.4%
VRT 734 26.7%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -3,898 -12.4%
QQQ -2,909 -11.9%
MSFT -2,658 -25.0%
CRM -2,075 -100.0%
FDN -1,372 -15.5%
AMZN -856 -11.8%
ALAB -828 -15.2%
AAPL -795 -5.8%
TSLA -770 -11.8%
ARKW -705 -14.6%
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