Wealth Management Partners
Wealth Management Partners reported 155 stocks worth $426M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are NVDA (7.8%), AVNM (7.7%) and QQQ (5.9%). Compared with Q2 2026, the fund opened new positions in XOM, SNDK and CIBR, added to AVNM, AVMC and MU, trimmed NVDA, QQQ and AAPL and sold out of TSM, ASML and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $33.2M | 7.8% | 145K | −7,791 (−5%) | 8 of 8 | |
| 2 |  AVNM American Centy ETF TR | $32.6M | 7.7% | 393K | +8,341 (+2%) | 6 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $25.1M | 5.9% | 34K | −2,500 (−7%) | 8 of 8 | |
| 4 |  AVMC American Centy ETF TR | $16.7M | 3.9% | 219K | +1,035 (+0%) | 6 of 8 | |
| 5 |  AAPL Apple Inc | $16.7M | 3.9% | 50K | −561 (−1%) | 8 of 8 | |
| 6 |  MU Micron Technology Inc | $14.9M | 3.5% | 14K | +4,529 (+48%) | 8 of 8 | |
| 7 |  IVV Ishares TR | $14.7M | 3.5% | 19K | −623 (−3%) | 8 of 8 | |
| 8 |  IAU Ishares Gold TR | $13.4M | 3.1% | 171K | −6,687 (−4%) | 8 of 8 | |
| 9 | DIMENSIONAL U S SMALL CAP ETF | $13M | 3.0% | 168K | +14K (+9%) | 6 of 8 | |
| 10 |  MSFT Microsoft Corp | $11M | 2.6% | 22K | −1,143 (−5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TSM Taiwan Semiconductor Mfg Ltd | $4.5M | 9,327 |
 ASML Asml Holding N V | $3.8M | 1,919 |
 XOM Exxon Mobil Corp | $3.5M | 25K |
 RIO Rio Tinto PLC | $1.4M | 15K |
 OKLO Oklo Inc | $912K | 17K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Management Partners 13F FAQ
What does Wealth Management Partners own?
Wealth Management Partners reported 155 stocks worth $426M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are NVDA (7.8%), AVNM (7.7%) and QQQ (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Management Partners buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 49 added to, 68 trimmed and 11 sold out. New positions include XOM, SNDK and CIBR. It sold all of TSM, ASML and XOM.
When will Wealth Management Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Management Partners's portfolio worth?
The Q3 2026 filing reports $426M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.