Wealth Management Partners, LLC ETF holdings
Tucson, AZ
Reported $224.0M in 69 ETFs in its Form 13F for June 30, 2026.
ETF value
$224.0M
ETFs held
69
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
52.7%
of $425.0M
Top 10 of 69 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AVNM | Avantis All International Markets Equity ETF | $31.6M | 384,167 | +3,207 shares |
| QQQ | Invesco QQQ Trust | $26.9M | 36,467 | −835 shares |
| AVMC | Avantis U.S. Mid Cap Equity ETF | $17.5M | 218,287 | +1,130 shares |
| IVV | iShares Core S&P 500 ETF | $14.8M | 19,785 | +52 shares |
| IAU | iShares Gold Trust | $13.4M | 177,803 | −5,057 shares |
| DFAS | Dimensional U.S. Small Cap ETF | $12.6M | 153,373 | +5,218 shares |
| FDN | First Trust Dow Jones Internet Index Fund | $8.4M | 31,647 | −338 shares |
| RWL | Invesco S&P 500 Revenue ETF | $5.7M | 44,763 | −592 shares |
| ARTY | iShares Future AI & Tech ETF | $5.0M | 65,555 | +3,897 shares |
| ARKW | ARK Next Generation Technology ETF | $5.0M | 34,454 | +311 shares |
59 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001843294. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wealth Management Partners, LLC own?
Wealth Management Partners, LLC reported 69 ETF positions worth $224.0M in its Form 13F for June 30, 2026. The largest was AVNM, at $31.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.