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Thomas Curtis

Wealth Management Partners, Llc

Assets Managed
$425.003M
Holdings
154
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
21.48%(2Q avg: 10.69%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Management Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 154 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 425.003M in assets, with a quarterly growth rate of 21.48% and a 2-quarter average growth rate of 10.69%. The portfolio is managed by Thomas Curtis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVNM
Avantis All Intl Mkts Eq Etf
Recent Activity
Increased 0.85%
7.45%
$31.648M
384,167 shares@ $82.38 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.17%
7.21%
$30.638M
153,122 shares@ $200.09 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.23%
6.32%
$26.854M
36,467 shares@ $736.41 avg price
AVMC
Avantis Us Mid Cap Eq Etf
Recent Activity
Increased 0.53%
4.13%
$17.518M
218,287 shares@ $80.26 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.27%
3.49%
$14.817M
19,785 shares@ $748.9 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.97%
3.45%
$14.643M
50,608 shares@ $289.34 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -2.76%
3.16%
$13.426M
177,803 shares@ $75.52 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 3.53%
2.98%
$12.629M
153,373 shares@ $82.35 avg price
ALAB
Astera Labs Inc
Recent Activity
Decreased -38.84%
2.94%
$12.456M
25,796 shares@ $482.88 avg price
MU
Micron Technology Inc
Recent Activity
Increased 5.96%
2.58%
$10.948M
9,484 shares@ $1154.33 avg price

1-10 of 154