Wealth Management Partners, LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$349.9M
Holdings
147
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVNM
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 338.7k shares)
8.3%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.1% (168.8k → 1.5k shares)
7.9%
03
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 39.8k shares)
6.2%
04
$IAU
ISHARES GOLD TR
Q1 2026: Exited (was 199.7k shares)
4.6%
05
$AVMC
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 202.6k shares)
4.5%
06
$AAPL
APPLE INC
Q1 2026: Increased +62.3% (50.6k → 82.2k shares)
3.7%
07
$IVV
ISHARES TR
Q1 2026: Exited (was 19.4k shares)
3.7%
08
$DFAS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 138.0k shares)
3.0%
09
$MSFT
MICROSOFT CORP
Q1 2026: Increased +68.1% (22.0k → 37.0k shares)
2.3%
10
$FDN
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 32.9k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.