Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Wealth Management Partners, Llc > Profile

Instuitional Investor - Wealth Management Partners, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Management Partners, Llc
Portfolio Value $425,689,140
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 145,331 $33,190,598 7.8%
2.
American Centy Etf Tr
 392,508 $32,597,789 7.66%
3.
Invesco Qqq Tr
 33,967 $25,128,103 5.9%
4.
American Centy Etf Tr - AVA MID EQU ETF
 219,322 $16,718,916 3.93%
5.
Apple Inc.
 AAPL 50,047 $16,665,915 3.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.