Wealth Management Partners, LLC
All 13F Filings
- Location
- Tucson, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 349,869
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 147 | 349,869 | 13F-HR | Wealth Management Partners, LLC |
| Q4 2025 | 1/12/2026 | 147 | 350,211 | 13F-HR | Wealth Management Partners, LLC |
| Q3 2025 | 10/21/2025 | 138 | 314,724 | 13F-HR | Wealth Management Partners, LLC |
| Q2 2025 | 7/11/2025 | 136 | 282,942 | 13F-HR | Wealth Management Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 171.2 K | 48.9% | 0 | 119 K | -119 K |
| ETFs | 178.7 K | 51.1% | 118.7 K | 0 | 118.7 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
349,869
Holdings
147
QoQ value change ($000)
-342
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.