Wealth Management Partners, LLC

RIA/Wealth

Wealth Management Partners, LLC is a RIA/Wealth based in Tucson, AZ led by Morgan Troy Brown, reporting $667.0M in AUM as of Q3 2025 with 45% ETF concentration.

FounderMorgan Troy Brown

Portfolio Value: $314.3M
Positions: 137
Top Holding: NVDA at 10.37%
Last Reported: Q3 2025

Address1980 E River Road, Suite 120, Tucson, AZ, 85718, United States

Top Holdings

Largest long holdings in Wealth Management Partners, LLC's portfolio (49.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$32.6M	10.37%	-$1.2M Sold	0.00% 174.6K shares	Q4 2020 Held for 4y 11m
2 Invesco QQQ Trust QQQ	ETF ETF	$23.9M	7.60%	+$37.2K Bought	— 39.8K shares	Q4 2020 Held for 4y 11m
3 Avantis All International Markets Equity AVNM	ETF ETF	$23.3M	7.41%	+$65.9K Bought	— 330.0K shares	Q2 2025 Held for 5 months
4 IAU iShares Gold Trust IAU	Unknown Unknown	$14.8M	4.72%	+$7.1K Bought	— 203.7K shares	Q4 2022 Held for 2y 11m
5 Apple AAPL	Consumer Electronics Technology	$13.2M	4.20%	-$320.1K Sold	0.00% 51.9K shares	Q4 2020 Held for 4y 11m
6 iShares Core S&P 500 ETF IVV	ETF ETF	$13.1M	4.16%	+$98.4K Bought	— 19.5K shares	Q4 2020 Held for 4y 11m
7 Microsoft MSFT	Software - Infrastructure Technology	$11.3M	3.58%	+$517.9 Bought	0.00% 21.7K shares	Q4 2020 Held for 4y 11m
8 First Trust Dow Jones Internet Index Fund FDN	ETF ETF	$9.4M	2.98%	+$10.6K Bought	— 33.4K shares	Q4 2020 Held for 4y 11m
9 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$7.9M	2.52%	+$36.0K Bought	0.00% 17.8K shares	Q4 2020 Held for 4y 11m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$6.9M	2.19%	-$375.5K Sold	0.00% 31.4K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Management Partners, LLC's latest filing

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Market Value

$314.3M

Prior: $282.5M

Q/Q Change

+11.26%

+$31.8M

Net Flows % of MV

+0.164%

Turnover Ratio

4.51%

New Purchases

12 stocks

$7.6M

Added To

58 stocks

+$6.7M

Sold Out Of

11 stocks

$9.1M

Reduced Holdings

47 stocks

-$4.7M

Increased Positions

Position	Shares Δ	Change
1 CoreWeave, Inc. CRWV	New	0 → 20.5K +$2.8M
2 ARTY iShares Future AI & Tech ARTY	New	0 → 47.7K +$2.2M
3 Iris Energy IREN	New	0 → 10.4K +$488.5K
4 Credo Technology Group Holding Ltd CRDO	New	0 → 3.0K +$431.4K
5 Nebius Group N.V. NBIS	New	0 → 2.9K +$323.9K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Russell 2000 ETF VTWO	Sold	29.5K → 0 −$2.6M
2 Taiwan Semiconductor Manufacturing Company TSM	Sold	10.1K → 0 −$2.3M
3 ASML ASML ASML	Sold	1.9K → 0 −$1.5M
4 RIO Rio Tinto RIO	Sold	18.4K → 0 −$1.1M
5 Wells Fargo & Company WFC	Sold	3.8K → 0 −$313.3K

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Analytics

Portfolio insights and performance metrics for Wealth Management Partners, LLC

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Sector Allocation

ETF

44.90%

Technology

29.10%

Consumer Cyclical

5.80%

Financial Services

2.90%

Communication Services

2.50%

Industrials

2.50%

Healthcare

1.80%

Energy

1.70%

Consumer Defensive

1.70%

Utilities

0.80%

Basic Materials

0.40%

Market Cap Distribution

Mega Cap (> $200B)

37.27%

Large Cap ($10B - $200B)

11.09%

Mid Cap ($2B - $10B)

0.80%

Small Cap ($300M - $2B)

0.13%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.06%

N/A (ETF or Unknown)

50.64%

Portfolio Concentration

Top 10 Holdings %

49.73%

Top 20 Holdings %

63.59%

Top 50 Holdings %

83.68%

Top 100 Holdings %

96.72%