Investor
Wealth Management Partners, LLC
CIK 0001843294 · filed 2026-04-17 · SEC filing
13F book
$349.9M
Positions
147
10 new · 10 sold
Largest name
8.3%
American Centy Etf Tr
Est. mark
−$8.22M
Price effect on 137 names still held. Flow $7.88M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 381K | $29M | 8.3% | $897.5K | Added$4.12M |
| Nvidia Corp | NVDA | 158.2K | $27.6M | 7.9% | −$1.91M | Cut−$3.9M |
| Invesco Qqq Tr | — | 37.3K | $21.5M | 6.2% | −$1.38M | Cut−$2.91M |
| Ishares Gold Tr | — | 182.9K | $16.1M | 4.6% | $1.28M | Cut−$90.3K |
| American Centy Etf Tr | — | 217.2K | $15.7M | 4.5% | $324.1K | Added$1.38M |
| Apple Inc. | AAPL | 51.1K | $13M | 3.7% | −$916.4K | Added−$795.1K |
| Ishares Tr | — | 19.7K | $12.9M | 3.7% | −$617.1K | Added−$430.9K |
| Dimensional Etf Trust | — | 148.2K | $10.5M | 3.0% | $201.5K | Added$922.1K |
| Microsoft Corp | MSFT | 21.6K | $7.98M | 2.3% | −$2.45M | Cut−$2.66M |
| First Tr Exchange-Traded Fd | — | 32K | $7.49M | 2.1% | −$1.12M | Cut−$1.37M |
| Amazon Com Inc | AMZN | 30.8K | $6.42M | 1.8% | −$696.7K | Cut−$856.2K |
| Tesla, Inc. | TSLA | 15.5K | $5.77M | 1.7% | −$1.13M | Added−$770.5K |
| Alphabet Inc | — | 19.1K | $5.49M | 1.6% | −$515.8K | Cut−$667.6K |
| Invesco Exch Traded Fd Tr Ii | — | 45.4K | $5.21M | 1.5% | $18.6K | Cut−$255.9K |
| Astera Labs, Inc. | ALAB | 42.2K | $4.62M | 1.3% | −$1.86M | Added−$827.6K |
| Exxon Mobil Corp | — | 26.2K | $4.44M | 1.3% | $1.28M | Added$1.33M |
| Vanguard Whitehall Fds | — | 28.5K | $4.22M | 1.2% | $130.5K | Cut$91K |
| Ark Etf Tr | — | 34.1K | $4.12M | 1.2% | −$885.3K | Added−$704.7K |
| Ishares Tr | — | 40.1K | $4.1M | 1.2% | −$11.6K | Added−$9.84K |
| First Tr Exchange-Traded Alp | — | 24.9K | $3.96M | 1.1% | −$73K | Cut−$92.2K |
| Applied Matls Inc | — | 11K | $3.75M | 1.1% | $931.4K | Cut$782.6K |
| Vertiv Holdings Co | VRT | 13.9K | $3.48M | 1.0% | $1.23M | Cut$733.9K |
| Jpmorgan Chase & Co. | — | 11.8K | $3.47M | 1.0% | −$332.9K | Cut−$375.4K |
| Spdr S&P 500 Etf Tr | — | 5.15K | $3.35M | 1.0% | −$165.2K | Cut−$262.1K |
| First Tr Exchange-Traded Alp | — | 36.4K | $3.29M | 0.9% | −$25.4K | Added$13.9K |
| Broadcom Inc. | AVGO | 10.6K | $3.27M | 0.9% | −$386.5K | Cut−$411.7K |
| Palantir Technologies Inc. | PLTR | 21.6K | $3.16M | 0.9% | −$676.5K | Added−$656.6K |
| Taiwan Semiconductor Mfg Ltd | — | 9.34K | $3.16M | 0.9% | $318.2K | Cut$263.5K |
| Micron Technology Inc | MU | 8.95K | $3.02M | 0.9% | $469.3K | Cut$173.3K |
| Costco Whsl Corp New | — | 2.97K | $2.96M | 0.8% | $398.4K | Cut$294.9K |
| Chevron Corp New | CVX | 14.1K | $2.92M | 0.8% | $769K | Cut$687.6K |
| Ishares Tr | — | 61.7K | $2.87M | 0.8% | −$85.6K | Added$369.1K |
| Ishares Tr | — | 21.8K | $2.71M | 0.8% | $90.2K | Cut$71.3K |
| Asml Holding N V | — | 1.94K | $2.56M | 0.7% | $485.6K | Cut$465.3K |
| CoreWeave, Inc. | CRWV | 32.4K | $2.51M | 0.7% | $181.1K | Added$250.7K |
| Ishares Tr | — | 26.7K | $2.47M | 0.7% | −$37.9K | Cut−$150.7K |
| Ishares Inc | — | 32.2K | $2.25M | 0.6% | — | New |
| Caterpillar Inc | CAT | 3.02K | $2.14M | 0.6% | $407.7K | Added$410.5K |
| Virtus Etf Tr Ii | — | 53.2K | $2.13M | 0.6% | −$81.7K | Added$387K |
| Advanced Micro Devices Inc | AMD | 10.3K | $2.1M | 0.6% | −$110.7K | Cut−$137.9K |
| Walmart Inc. | WMT | 16.7K | $2.07M | 0.6% | $207.3K | Added$278.5K |
| Home Depot, Inc. | HD | 6.27K | $2.06M | 0.6% | −$92K | Added−$17.3K |
| Ark Etf Tr | — | 17.4K | $1.96M | 0.6% | −$35.8K | Added$103.3K |
| Ishares Tr | — | 15.5K | $1.94M | 0.6% | $553.5K | Cut$506.9K |
| Vaneck Etf Trust | — | 21.5K | $1.9M | 0.5% | — | New |
| Ishares Tr | — | 8.41K | $1.84M | 0.5% | $18.7K | Added$852.5K |
| Victory Portfolios Ii | — | 68.5K | $1.8M | 0.5% | −$95.3K | Added$360.6K |
| American Centy Etf Tr | — | 20.8K | $1.68M | 0.5% | $74K | Cut$42.2K |
| American Centy Etf Tr | — | 14.5K | $1.62M | 0.5% | −$7.43K | Added$231.1K |
| Palo Alto Networks Inc | PANW | 9.96K | $1.6M | 0.5% | −$231.8K | Added−$190.4K |
| Ishares Tr | — | 52.3K | $1.51M | 0.4% | — | New |
| Ishares Tr | — | 15.6K | $1.41M | 0.4% | $11.7K | Added$436.6K |
| Ishares Tr | — | 21.6K | $1.4M | 0.4% | $373.2K | Cut$372.9K |
| Rio Tinto Plc | — | 15K | $1.4M | 0.4% | $199K | Cut$25.1K |
| Meta Platforms, Inc. | META | 2.4K | $1.37M | 0.4% | −$199.6K | Added−$120.1K |
| Cloudflare, Inc. | NET | 6.49K | $1.34M | 0.4% | $58.4K | Added$86.4K |
| Ishares Tr | — | 19.4K | $1.31M | 0.4% | $29.7K | Cut$26.2K |
| Spdr Dow Jones Indl Average | — | 2.77K | $1.28M | 0.4% | −$48.1K | Cut−$643.6K |
| Ishares Tr | — | 8.18K | $1.27M | 0.4% | −$104.9K | Cut−$126K |
| Vanguard Index Fds | — | 6.45K | $1.26M | 0.4% | $33.2K | Added$49.4K |
| Visa Inc. | V | 4.14K | $1.25M | 0.4% | −$200.6K | Added−$200.3K |
| Alphabet Inc | — | 4.3K | $1.24M | 0.4% | −$92.1K | Added$104.9K |
| Summit Therapeutics Inc. | SMMT | 63.8K | $1.21M | 0.3% | $87.4K | Added$169.9K |
| Shopify Inc. | SHOP | 10.2K | $1.21M | 0.3% | −$425.7K | Added−$409.9K |
| Ishares Inc | — | 12.6K | $1.2M | 0.3% | $19.9K | Added$109.9K |
| Eli Lilly & Co | LLY | 1.21K | $1.12M | 0.3% | −$187.9K | Cut−$213.7K |
| Ishares Tr | — | 8.56K | $1.1M | 0.3% | −$75.5K | Cut−$94.9K |
| Ishares Tr | — | 9K | $1.09M | 0.3% | −$68.8K | Cut−$308.9K |
| Ishares Tr | — | 9.16K | $1.08M | 0.3% | −$102.9K | Added−$99.3K |
| Freeport-Mcmoran Inc | FCX | 18.3K | $1.08M | 0.3% | $144.7K | Added$157.2K |
| J P Morgan Exchange Traded F | — | 19.2K | $1.07M | 0.3% | −$46.9K | Added$17.8K |
| Ishares Tr | — | 8.96K | $1.06M | 0.3% | $42.4K | Cut$15.8K |
| Verizon Communications Inc | VZ | 20.4K | $1.02M | 0.3% | $144.5K | Added$400.2K |
| Goldman Sachs Group Inc | — | 1.19K | $1.01M | 0.3% | −$39.4K | Cut−$45.5K |
| Intuitive Surgical Inc | ISRG | 2.13K | $983.8K | 0.3% | −$221.1K | Added−$204.5K |
| Ishares Tr | — | 2.59K | $958.9K | 0.3% | −$41.8K | Held |
| AbbVie Inc. | ABBV | 4.3K | $935K | 0.3% | −$45.9K | Added−$16.7K |
| Vanguard Growth Etf | — | 2.03K | $886.7K | 0.3% | −$103.7K | Cut−$132.9K |
| Janus Detroit Str Tr | — | 16.9K | $849.3K | 0.2% | −$3.54K | Cut−$71.5K |
| GE Vernova Inc. | GEV | 960 | $838K | 0.2% | $197.8K | Added$248.5K |
| Oklo Inc. | OKLO | 16.4K | $811.8K | 0.2% | −$328.5K | Added−$251.6K |
| Etfis Ser Tr I | — | 34.3K | $780.9K | 0.2% | −$9.04K | Added$62.6K |
| Ishares Tr | — | 4.41K | $776.2K | 0.2% | $63K | Added$334.6K |
| Delta Air Lines Inc Del | DAL | 11.6K | $772.6K | 0.2% | −$26.4K | Added$145.8K |
| RTX Corp | RTX | 3.95K | $761.8K | 0.2% | $37.5K | Cut−$3.75K |
| Spdr Gold Tr | — | 1.75K | $752.1K | 0.2% | $59.4K | Cut$57.8K |
| Ishares Tr | — | 12.8K | $737.8K | 0.2% | $96.4K | Added$479.9K |
| Oracle Corp | — | 4.86K | $714.5K | 0.2% | −$232.2K | Cut−$308.2K |
| Johnson & Johnson | JNJ | 2.84K | $694K | 0.2% | $98.1K | Added$152.4K |
| Berkshire Hathaway Inc Del | — | 1.43K | $684.3K | 0.2% | −$33.5K | Cut−$125.5K |
| Vanguard Index Fds | — | 2.12K | $679.4K | 0.2% | −$22.4K | Added$158.2K |
| United Parcel Service Inc | UPS | 6.7K | $657K | 0.2% | −$7.33K | Added−$2.04K |
| Vanguard Specialized Funds | — | 2.94K | $633.4K | 0.2% | −$8.64K | Added$230.9K |
| Rigetti Computing Inc | — | 44.8K | $628.3K | 0.2% | −$342.7K | Added−$307.7K |
| D-Wave Quantum Inc. | QBTS | 41.8K | $602.8K | 0.2% | −$462.2K | Added−$428.5K |
| Nextera Energy Inc | — | 6.36K | $590.7K | 0.2% | $80.1K | Held |
| Ishares Tr | — | 1.38K | $588.9K | 0.2% | −$64.8K | Held |
| Schwab Strategic Tr | — | 18.3K | $561.7K | 0.2% | $35.4K | Added$262.5K |
| Spdr Series Trust | — | 4.28K | $547.1K | 0.2% | — | New |
| The Alger Etf Trust | — | 17.3K | $539.5K | 0.2% | — | New |
| Cambria Etf Tr | — | 6.86K | $517K | 0.1% | $40.4K | Cut$37.5K |
| Centrus Energy Corp | LEU | 2.96K | $514.3K | 0.1% | −$205K | Cut−$266.1K |
| Citigroup Inc | — | 4.44K | $503.4K | 0.1% | −$14.2K | Added$2.95K |
| Republic Svcs Inc | — | 2.25K | $493.9K | 0.1% | $16K | Held |
| Ishares Tr | — | 3.32K | $489.2K | 0.1% | −$2.09K | Held |
| Unitedhealth Group Inc | UNH | 1.8K | $485K | 0.1% | −$108.5K | Cut−$120K |
| Waste Mgmt Inc Del | — | 2.08K | $478.2K | 0.1% | $21K | Held |
| Sysco Corp | SYY | 6.47K | $461.8K | 0.1% | −$15.1K | Added−$9.98K |
| Ishares Tr | — | 2.52K | $455.2K | 0.1% | $11.5K | Added$99.7K |
| Ishares Tr | — | 2.67K | $450.4K | 0.1% | $86 | Added$198.4K |
| Procter And Gamble Co | PG | 3.07K | $443.9K | 0.1% | $3.47K | Held |
| Innovator Etfs Trust | — | 13K | $435.9K | 0.1% | −$519 | Added$49K |
| Iren Limited | — | 12.5K | $429K | 0.1% | −$43.7K | Cut−$49.1K |
| Pnc Finl Svcs Group Inc | — | 2.06K | $428.2K | 0.1% | −$1.32K | Cut−$124.9K |
| Ishares Tr | — | 1.28K | $419.4K | 0.1% | $27K | Added$123.9K |
| J P Morgan Exchange Traded F | — | 7.3K | $413.6K | 0.1% | −$3.81K | Added$23K |
| Ionq Inc | — | 13.6K | $393.3K | 0.1% | −$209.1K | Added−$191.8K |
| Cisco Sys Inc | — | 5.05K | $392.1K | 0.1% | $2.83K | Cut−$1.1K |
| Ishares Tr | — | 1.74K | $370.7K | 0.1% | $5.5K | Added$23K |
| Carnival Corp Ltd. | CCL | 12.8K | $331.7K | 0.1% | −$59.7K | Cut−$60K |
| Ishares Bitcoin Trust Etf | IBIT | 8.02K | $307.9K | 0.1% | −$73.5K | Added−$17.1K |
| American Express Co | AXP | 1.01K | $305.9K | 0.1% | −$69.8K | Added−$69.5K |
| ImmunityBio, Inc. | IBRX | 39.9K | $305.7K | 0.1% | $145.1K | Added$255.2K |
| Netflix Inc | NFLX | 3.13K | $300.9K | 0.1% | $6.64K | Added$40.3K |
| Cipher Mining Inc | CIFR | 23K | $296.1K | 0.1% | −$43.5K | Held |
| Credo Technology Group Holdi | — | 3.1K | $290.7K | 0.1% | −$148K | Added−$135.1K |
| Sherwin Williams Co | SHW | 840 | $269.3K | 0.1% | −$2.92K | Held |
| Illinois Tool Wks Inc | — | 1.03K | $268.9K | 0.1% | $14K | Added$22.6K |
| Robinhood Mkts Inc | — | 3.85K | $266.5K | 0.1% | −$102.9K | Added$674 |
| Red Cat Hldgs Inc | — | 20K | $261.2K | 0.1% | $103K | Cut$97.1K |
| Constellation Energy Corp | CEG | 930 | $259.7K | 0.1% | −$68.8K | Cut−$69.5K |
| Fluor Corp New | FLR | 5.54K | $258.3K | 0.1% | $38.9K | Held |
| Wells Fargo Co New | — | 3.24K | $257.8K | 0.1% | −$29.6K | Added$54.7K |
| Ishares Tr | — | 1.75K | $249.5K | 0.1% | −$11K | Held |
| Global X Fds | — | 5.59K | $244.4K | 0.1% | — | New |
| Virtus Etf Tr Ii | — | 9.73K | $241.9K | 0.1% | −$1.02K | Cut−$88.5K |
| Ishares Tr | — | 973 | $241.3K | 0.1% | $1.79K | Held |
| Navitas Semiconductor Corp | NVTS | 26.3K | $230.7K | 0.1% | $42.9K | Cut$28.5K |
| Abbott Labs | ABT | 2.24K | $229.8K | 0.1% | −$50.6K | Held |
| Mcdonalds Corp | MCD | 737 | $229.1K | 0.1% | — | New |
| Union Pac Corp | — | 936 | $227.1K | 0.1% | $10.6K | Held |
| Ark Etf Tr | — | 8.57K | $226.4K | 0.1% | — | New |
| Morgan Stanley Etf Trust | — | 4.23K | $209.9K | 0.1% | — | New |
| Allstate Corp | — | 999 | $207.1K | 0.1% | −$809 | Held |
| Merck & Co., Inc. | MRK | 1.72K | $206.9K | 0.1% | — | New |
| Barings BDC, Inc. | BBDC | 10.5K | $86.4K | 0.0% | −$9.97K | Held |
| Picard Medical, Inc. | PMI | 28.1K | $29.2K | 0.0% | −$20K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.