Wealth Management Partners, LLC

Q3 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$425,689
Net value change ($000)
+686 (0.2%)
New positions
12
Sold out positions
11
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 3,977 36.3%
EXXONMOBIL HOLDINGS CORP 3,860 NEW
MSFT 2,586 30.6%
NVDA 2,553 8.3%
IBIT 2,513 637.8%
SPACE EXPLORATION TECHN CORP 2,118 108.7%
AAPL 2,023 13.8%
SNDK 1,757 NEW
PLTR 1,533 63.3%
CIBR 1,363 NEW
Top Reduces (Value $000, Stocks/ETFs)
TSM -4,454 -100.0%
ALAB -4,045 -32.5%
ASML -3,818 -100.0%
XOM -3,475 -100.0%
AMAT -2,646 -33.2%
QQQ -1,726 -6.4%
RIO -1,418 -100.0%
VRT -1,195 -27.7%
CRWV -986 -22.2%
OKLO -912 -100.0%
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