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WEALTH MANAGEMENT PARTNERS, LLC 13F portfolio summary

WEALTH MANAGEMENT PARTNERS, LLC of WEALTH MANAGEMENT PARTNERS, LLC has 143 current stock holdings with a reported portfolio value of $349.9M. The portfolio 1 year return is +27.74%. Top holdings include QQQ (0.00%), SPY (0.00%), UPS (0.00%), AVNM (9.09%), NVDA (8.64%).

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WEALTH MANAGEMENT PARTNERS, LLC

WEALTH MANAGEMENT PARTNERS, LLC
Latest filing: 2026-03-31

WEALTH MANAGEMENT PARTNERS, LLC runs WEALTH MANAGEMENT PARTNERS, LLC and currently holds 143 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $349.87M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WEALTH MANAGEMENT PARTNERS, LLC ranks #364 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WEALTH MANAGEMENT PARTNERS, LLC's portfolio at WEALTH MANAGEMENT PARTNERS, LLC has delivered returns of +27.74%. Their 3-year annualized return is +84.18%. Looking at the 5-year horizon, WEALTH MANAGEMENT PARTNERS, LLC has achieved +83.67% annualized returns at WEALTH MANAGEMENT PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+27.74%
#420/1000
3 Year
+84.18%
#328/1000
5 Year
+83.67%
#363/1000

Portfolio Value

$349.87M

Alpha Score

64.1

#364 of 1000

Holdings

143

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change