WM
Wealth Management Partners, LLC
13F filer · CIK 0001843294Reported Jul 22, 2026
Net seller this quarter
13F portfolio value$425MU.S. long equity reported on 13F
Positions9610 new · 6 closed
Net flow last quarter-$3.04MBuys minus sells
Top 10 positions weight35.5%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 22, 202696 positions | |||||
| $30.6M | 7.21% | 0.00% | -3.2% | Q4 2020 | |
| $26.9M | 6.32% | Not reported | -2.2% | Q4 2020 | |
| $17.5M | 4.12% | Not reported | +0.5% | Q2 2025 | |
| $14.6M | 3.45% | 0.00% | -1.0% | Q4 2020 | |
| $13.4M | 3.16% | 0.02% | -2.8% | Q4 2020 | |
| $12.5M | 2.93% | 0.01% | -38.8% | Q1 2025 | |
| $10.9M | 2.58% | 0.00% | +6.0% | Q1 2021 | |
| $8.46M | 1.99% | 0.00% | +5.2% | Q4 2020 | |
| $7.96M | 1.87% | 0.00% | +0.2% | Q4 2022 | |
| $7.83M | 1.84% | 0.00% | +6.6% | Q4 2020 | |
| $6.72M | 1.58% | 0.00% | +2.8% | Q4 2020 | |
| $6.71M | 1.58% | Not reported | -0.7% | Q4 2020 | |
| $6.02M | 1.42% | 0.00% | +0.5% | Q1 2023 | |
| $4.45M | 1.05% | 0.00% | -0.2% | Q4 2024 | |
| $4.45M | 1.05% | Not reported | +37.9% | Q3 2025 | |
| $4.44M | 1.05% | Not reported | -1.4% | Q4 2020 | |
| $4.32M | 1.02% | 0.00% | -7.2% | Q4 2024 | |
| $4.06M | 0.95% | 0.00% | +5.1% | Q4 2020 | |
| $3.95M | 0.93% | 0.00% | -1.1% | Q2 2023 | |
| $3.85M | 0.91% | Not reported | +0.2% | Q4 2020 | |
| $3.82M | 0.90% | 0.00% | -0.8% | Q4 2024 | |
| $3.47M | 0.82% | 0.00% | -2.9% | Q4 2020 | |
| $3.43M | 0.81% | 0.00% | +1.0% | Q1 2023 | |
| $3.04M | 0.72% | 0.00% | -5.3% | Q4 2020 | |
| $2.78M | 0.65% | 0.00% | -0.1% | Q4 2020 | |
| $2.42M | 0.57% | 0.00% | -4.1% | Q3 2024 | |
| $2.24M | 0.53% | 0.00% | -4.3% | Q4 2020 | |
| $2.16M | 0.51% | 0.00% | +48.6% | Q4 2020 | |
| $2.16M | 0.51% | 0.00% | -2.4% | Q4 2020 | |
| $2.08M | 0.49% | Not reported | +9.2% | Q1 2026 | |
| $1.95M | 0.46% | Not reported | New | Q2 2026 | |
| $1.93M | 0.45% | 0.00% | +2.2% | Q4 2020 | |
| $1.64M | 0.38% | Not reported | +2.8% | Q3 2023 | |
| $1.46M | 0.34% | 0.00% | -5.0% | Q4 2020 | |
| $1.45M | 0.34% | Not reported | Not reported | Q4 2020 | |
| $1.42M | 0.33% | 0.00% | Not reported | Q4 2020 | |
| $1.42M | 0.33% | 0.00% | -0.5% | Q4 2020 | |
| $1.32M | 0.31% | Not reported | -2.7% | Q4 2021 | |
| $1.3M | 0.31% | 0.01% | +40.0% | Q4 2023 | |
| $1.22M | 0.29% | 0.00% | +1.3% | Q2 2023 | |
| $1.2M | 0.28% | 0.00% | +6.4% | Q2 2025 | |
| $1.18M | 0.28% | 0.01% | +17.6% | Q2 2025 | |
| $1.1M | 0.26% | 0.00% | -4.6% | Q4 2022 | |
| $1.09M | 0.26% | 0.00% | -5.9% | Q4 2020 | |
| $1.08M | 0.25% | 0.00% | 0.0% | Q4 2020 | |
| $1.04M | 0.24% | 0.00% | +45.5% | Q2 2021 | |
| $999K | 0.24% | 0.02% | +15.6% | Q2 2025 | |
| $943K | 0.22% | 0.00% | -13.3% | Q4 2020 | |
| $912K | 0.21% | 0.01% | +6.5% | Q2 2025 | |
| $889K | 0.21% | 0.00% | +22.4% | Q4 2024 | |
| Q1 2026Reported Apr 17, 202692 positions | |||||
| $27.6M | 7.88% | 0.00% | -6.3% | Q4 2020 | |
| $21.5M | 6.15% | Not reported | -6.2% | Q4 2020 | |
| $16.1M | 4.61% | 0.02% | -8.4% | Q4 2020 | |
| $15.7M | 4.48% | Not reported | +7.2% | Q2 2025 | |
| $13M | 3.71% | 0.00% | +0.9% | Q4 2020 | |
| $7.98M | 2.28% | 0.00% | -2.0% | Q4 2020 | |
| $6.42M | 1.83% | 0.00% | -2.2% | Q4 2020 | |
| $5.77M | 1.65% | 0.00% | +6.7% | Q4 2020 | |
| $5.49M | 1.57% | Not reported | -2.5% | Q4 2020 | |
| $4.62M | 1.32% | 0.02% | +28.8% | Q1 2025 | |
| $4.44M | 1.27% | 0.00% | +1.3% | Q4 2020 | |
| $4.22M | 1.21% | Not reported | -1.0% | Q4 2020 | |
| $3.75M | 1.07% | 0.00% | -5.0% | Q4 2022 | |
| $3.48M | 1.00% | 0.00% | -18.1% | Q4 2024 | |
| $3.47M | 0.99% | 0.00% | -1.1% | Q4 2020 | |
| $3.35M | 0.96% | Not reported | -2.7% | Q4 2020 | |
| $3.27M | 0.93% | 0.00% | -0.7% | Q2 2023 | |
| $3.16M | 0.90% | 0.00% | +0.6% | Q3 2024 | |
| $3.16M | 0.90% | 0.00% | -1.9% | Q4 2024 | |
| $3.02M | 0.86% | 0.00% | -10.4% | Q1 2021 | |
| $2.96M | 0.85% | 0.00% | -3.9% | Q4 2020 | |
| $2.92M | 0.83% | 0.00% | -3.7% | Q4 2020 | |
| $2.56M | 0.73% | 0.00% | -1.0% | Q4 2024 | |
| $2.51M | 0.72% | Not reported | +2.9% | Q3 2025 | |
| $2.14M | 0.61% | 0.00% | +0.1% | Q4 2020 | |
| $2.1M | 0.60% | 0.00% | -1.2% | Q1 2023 | |
| $2.07M | 0.59% | 0.00% | +3.6% | Q4 2020 | |
| $2.06M | 0.59% | 0.00% | +3.8% | Q4 2020 | |
| $1.9M | 0.54% | Not reported | New | Q1 2026 | |
| $1.6M | 0.46% | 0.00% | +2.7% | Q1 2023 | |
| $1.4M | 0.40% | 0.00% | -12.7% | Q4 2020 | |
| $1.37M | 0.39% | Not reported | +6.1% | Q4 2021 | |
| $1.34M | 0.38% | Not reported | +2.1% | Q3 2023 | |
| $1.28M | 0.37% | Not reported | -30.9% | Q4 2020 | |
| $1.25M | 0.36% | 0.00% | 0.0% | Q4 2020 | |
| $1.24M | 0.35% | 0.00% | +18.9% | Q4 2020 | |
| $1.21M | 0.35% | 0.01% | +7.3% | Q4 2023 | |
| $1.21M | 0.35% | 0.00% | +1.3% | Q4 2020 | |
| $1.12M | 0.32% | 0.00% | -1.9% | Q4 2020 | |
| $1.08M | 0.31% | 0.00% | +1.2% | Q4 2022 | |
| $1.02M | 0.29% | 0.00% | +33.4% | Q4 2020 | |
| $1.01M | 0.29% | 0.00% | -0.6% | Q2 2023 | |
| $984K | 0.28% | 0.00% | +1.7% | Q2 2021 | |
| $935K | 0.27% | 0.00% | +3.2% | Q4 2020 | |
| $838K | 0.24% | 0.00% | +6.4% | Q2 2025 | |
| $812K | 0.23% | 0.01% | +10.5% | Q2 2025 | |
| $773K | 0.22% | 0.00% | +28.7% | Q4 2020 | |
| $762K | 0.22% | 0.00% | -5.4% | Q4 2020 | |
| $752K | 0.21% | 0.00% | -0.2% | Q4 2020 | |
| $715K | 0.20% | 0.00% | -7.4% | Q2 2021 | |
| Q4 2025Reported Jan 12, 202696 positions | |||||
| $31.5M | 8.99% | 0.00% | -3.4% | Q4 2020 | |
| $24.4M | 6.98% | Not reported | -0.1% | Q4 2020 | |
| $16.2M | 4.63% | 0.02% | -1.9% | Q4 2020 | |
| $14.3M | 4.09% | Not reported | +1925.2% | Q2 2025 | |
| $13.8M | 3.93% | 0.00% | -2.4% | Q4 2020 | |
| $10.6M | 3.04% | 0.00% | +1.2% | Q4 2020 | |
| $7.27M | 2.08% | 0.00% | +0.3% | Q4 2020 | |
| $6.55M | 1.87% | 0.00% | -18.3% | Q4 2020 | |
| $6.16M | 1.76% | Not reported | +0.3% | Q4 2020 | |
| $5.45M | 1.56% | 0.02% | +25.6% | Q1 2025 | |
| $4.13M | 1.18% | Not reported | -3.9% | Q4 2020 | |
| $3.84M | 1.10% | 0.00% | -1.1% | Q4 2020 | |
| $3.82M | 1.09% | 0.00% | -5.8% | Q3 2024 | |
| $3.68M | 1.05% | 0.00% | -2.7% | Q2 2023 | |
| $3.61M | 1.03% | Not reported | +5.5% | Q4 2020 | |
| $3.11M | 0.89% | 0.00% | -0.4% | Q4 2020 | |
| $2.97M | 0.85% | 0.00% | +0.9% | Q4 2022 | |
| $2.89M | 0.83% | 0.00% | Not reported | Q4 2024 | |
| $2.85M | 0.81% | 0.00% | +3.1% | Q1 2021 | |
| $2.75M | 0.79% | 0.00% | +0.2% | Q4 2024 | |
| $2.67M | 0.76% | 0.00% | +1.9% | Q4 2020 | |
| $2.26M | 0.65% | Not reported | +53.6% | Q3 2025 | |
| $2.24M | 0.64% | 0.00% | -5.3% | Q1 2023 | |
| $2.23M | 0.64% | 0.00% | +1.6% | Q4 2020 | |
| $2.09M | 0.60% | 0.00% | Not reported | Q4 2024 | |
| $2.08M | 0.59% | 0.00% | -4.8% | Q4 2020 | |
| $2.08M | 0.59% | 0.00% | -5.8% | Q4 2020 | |
| $1.93M | 0.55% | Not reported | Not reported | Q4 2020 | |
| $1.79M | 0.51% | 0.00% | -0.4% | Q4 2020 | |
| $1.79M | 0.51% | 0.00% | +3.9% | Q1 2023 | |
| $1.73M | 0.49% | 0.00% | -5.6% | Q4 2020 | |
| $1.62M | 0.46% | 0.00% | -0.6% | Q4 2020 | |
| $1.49M | 0.43% | Not reported | +1.3% | Q4 2021 | |
| $1.45M | 0.41% | 0.00% | -1.0% | Q4 2020 | |
| $1.37M | 0.39% | 0.00% | Not reported | Q4 2020 | |
| $1.33M | 0.38% | 0.00% | +1.5% | Q4 2020 | |
| $1.25M | 0.36% | Not reported | +7.2% | Q3 2023 | |
| $1.19M | 0.34% | 0.00% | +0.1% | Q2 2021 | |
| $1.13M | 0.32% | 0.00% | +3.6% | Q4 2020 | |
| $1.06M | 0.30% | 0.01% | +15.0% | Q2 2025 | |
| $1.05M | 0.30% | 0.00% | +2.3% | Q2 2023 | |
| $1.04M | 0.30% | 0.01% | -20.3% | Q4 2023 | |
| $1.03M | 0.29% | 0.01% | +18.3% | Q2 2025 | |
| $1.02M | 0.29% | 0.00% | +119.7% | Q2 2021 | |
| $952K | 0.27% | 0.00% | -0.4% | Q4 2020 | |
| $936K | 0.27% | 0.01% | +11.2% | Q2 2025 | |
| $920K | 0.26% | 0.00% | -2.8% | Q4 2022 | |
| $810K | 0.23% | Not reported | -1.3% | Q4 2020 | |
| $780K | 0.22% | 0.02% | +229.7% | Q3 2025 | |
| $766K | 0.22% | 0.00% | -5.7% | Q4 2020 | |
| Q3 2025Reported Oct 21, 202589 positions | |||||
| $32.6M | 10.35% | 0.00% | -3.6% | Q4 2020 | |
| $23.9M | 7.59% | Not reported | +0.2% | Q4 2020 | |
| $14.8M | 4.71% | 0.03% | +0.1% | Q4 2020 | |
| $13.2M | 4.20% | 0.00% | -2.4% | Q4 2020 | |
| $11.3M | 3.58% | 0.00% | 0.0% | Q4 2020 | |
| $7.92M | 2.52% | 0.00% | +0.5% | Q4 2020 | |
| $6.9M | 2.19% | 0.00% | -5.2% | Q4 2020 | |
| $5.11M | 1.62% | 0.02% | -1.1% | Q1 2025 | |
| $4.76M | 1.51% | Not reported | 0.0% | Q4 2020 | |
| $4.22M | 1.34% | Not reported | -1.5% | Q4 2020 | |
| $4.16M | 1.32% | 0.00% | +3.8% | Q3 2024 | |
| $3.8M | 1.21% | 0.00% | -0.9% | Q4 2020 | |
| $3.61M | 1.15% | 0.00% | -0.8% | Q2 2023 | |
| $3.34M | 1.06% | Not reported | 0.0% | Q4 2020 | |
| $2.93M | 0.93% | 0.00% | -1.9% | Q4 2020 | |
| $2.81M | 0.89% | Not reported | New | Q3 2025 | |
| $2.81M | 0.89% | 0.00% | -2.4% | Q4 2020 | |
| $2.57M | 0.82% | 0.00% | -4.2% | Q4 2020 | |
| $2.55M | 0.81% | 0.00% | +15.3% | Q4 2024 | |
| $2.35M | 0.75% | 0.00% | +1.3% | Q4 2022 | |
| $2.24M | 0.71% | 0.00% | -1.3% | Q4 2020 | |
| $1.97M | 0.63% | 0.00% | +8.3% | Q4 2020 | |
| $1.9M | 0.60% | 0.00% | +1.0% | Q1 2023 | |
| $1.86M | 0.59% | Not reported | +4.9% | Q4 2020 | |
| $1.78M | 0.57% | 0.00% | +1.9% | Q1 2023 | |
| $1.67M | 0.53% | 0.00% | +1.0% | Q4 2020 | |
| $1.64M | 0.52% | Not reported | -9.6% | Q4 2021 | |
| $1.62M | 0.52% | 0.00% | +2.1% | Q1 2021 | |
| $1.54M | 0.49% | 0.01% | -1.4% | Q4 2023 | |
| $1.52M | 0.48% | 0.00% | -8.0% | Q4 2020 | |
| $1.5M | 0.48% | 0.00% | -1.8% | Q4 2020 | |
| $1.44M | 0.46% | 0.01% | +143.9% | Q2 2025 | |
| $1.43M | 0.45% | 0.00% | 0.0% | Q4 2020 | |
| $1.27M | 0.40% | Not reported | +9.2% | Q3 2023 | |
| $1.13M | 0.36% | 0.01% | +131.8% | Q2 2025 | |
| $968K | 0.31% | 0.00% | -0.7% | Q4 2020 | |
| $937K | 0.30% | 0.00% | -1.2% | Q2 2021 | |
| $934K | 0.30% | 0.00% | -0.9% | Q2 2023 | |
| $930K | 0.30% | 0.00% | +2.7% | Q4 2020 | |
| $849K | 0.27% | 0.00% | -2.9% | Q4 2020 | |
| $824K | 0.26% | 0.01% | +103.2% | Q2 2025 | |
| $820K | 0.26% | Not reported | -0.3% | Q4 2020 | |
| $740K | 0.24% | 0.00% | +0.4% | Q4 2020 | |
| $731K | 0.23% | 0.00% | +3.8% | Q4 2022 | |
| $696K | 0.22% | Not reported | +214.0% | Q2 2025 | |
| $694K | 0.22% | 0.00% | +9.7% | Q4 2024 | |
| $677K | 0.22% | 0.00% | +6.0% | Q4 2020 | |
| $672K | 0.21% | 0.00% | +77.3% | Q2 2021 | |
| $641K | 0.20% | 0.00% | Not reported | Q4 2020 | |
| $603K | 0.19% | 0.00% | +12.8% | Q4 2020 | |
Premium opens every quarter this fund has filed