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Thomas Curtis

Wealth Management Partners, Llc

Assets Managed
$349.869M
Holdings
147
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-0.09%(2Q avg: 5.59%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Management Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 147 positions.

Assets under management

The assets under management (AUM) of Wealth Management Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 349.869M in assets, with a quarterly growth rate of -0.09% and a 2-quarter average growth rate of 5.59%. The portfolio is managed by Thomas Curtis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVNM
Avantis All Intl Mkts Eq Etf
Recent Activity
Increased 12.49%
8.3%
$29.018M
380,960 shares@ $76.17 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -6.3%
7.89%
$27.581M
158,150 shares@ $174.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -6.23%
6.16%
$21.53M
37,302 shares@ $577.19 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -8.44%
4.61%
$16.121M
182,860 shares@ $88.17 avg price
AVMC
Avantis Us Mid Cap Eq Etf
Recent Activity
Increased 7.2%
4.49%
$15.687M
217,157 shares@ $72.25 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.95%
3.71%
$12.968M
51,104 shares@ $253.77 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.47%
3.69%
$12.89M
19,733 shares@ $653.22 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 7.34%
3.02%
$10.538M
148,155 shares@ $71.13 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.98%
2.29%
$7.983M
21,566 shares@ $370.17 avg price
FDN
First Trust Dj Internet Ind
Recent Activity
Decreased -2.79%
2.14%
$7.485M
31,985 shares@ $234.04 avg price

1-10 of 147