Wealth Management Partners, LLC

Q2 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$425,003
Net value change ($000)
+75,134 (21.5%)
New positions
14
Sold out positions
7
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 7,924 262.0%
ALAB 7,835 169.6%
QQQ 5,324 24.7%
AMAT 4,204 112.0%
AMD 3,924 186.9%
CNEQ 3,292 609.6%
NVDA 3,057 11.1%
AVNM 2,630 9.1%
ARTY 2,124 74.0%
DFAS 2,091 19.8%
Top Reduces (Value $000, Stocks/ETFs)
IAU -2,695 -16.7%
ITA -1,363 -74.1%
XOM -967 -21.8%
PLTR -744 -23.5%
CVX -682 -23.4%
JEPQ -536 -50.3%
CCL -332 -100.0%
IEO -330 -17.0%
NFLX -301 -100.0%
JOET -278 -13.1%
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