Wise Wealth Partners
Latest statistics and disclosures from Wise Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, GLD, AGG, VYMI, IDMO, and represent 53.09% of Wise Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VTV, FDHY, SPYM, IXUS, AGG, RSP, IDMO, VYMI, VO, CGMM.
- Started 5 new stock positions in FDHY, VTV, IXUS, RSP, VO.
- Reduced shares in these 10 stocks: DFGP, MBND, GOVT, GDXJ, GLD, IDYN, MSTR, HD, BRK.B, VTI.
- Sold out of its positions in IDYN, DFGP, HD, MSTR, MBND, GDXJ.
- Wise Wealth Partners was a net buyer of stock by $2.0M.
- Wise Wealth Partners has $70M in assets under management (AUM), dropping by 6.34%.
- Central Index Key (CIK): 0002056711
Tip: Access up to 7 years of quarterly data
Positions held by Wise Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Wise Wealth Partners
Wise Wealth Partners holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 29.5 | $21M | +6% | 256k | 80.22 |
|
| Spdr Gold Tr Gold Shs (GLD) | 8.1 | $5.6M | -8% | 14k | 396.30 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 7.1 | $4.9M | +8% | 49k | 99.88 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 4.2 | $3.0M | +9% | 33k | 90.00 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 4.2 | $2.9M | +11% | 52k | 55.57 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.6 | $2.5M | NEW | 13k | 190.99 |
|
| Fidelity Covington Trust Enhanced High Yi (FDHY) | 2.6 | $1.8M | NEW | 37k | 49.33 |
|
| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 2.4 | $1.7M | +10% | 57k | 28.84 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $1.4M | +9% | 2.3k | 614.39 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 1.9 | $1.3M | 59k | 22.64 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $1.3M | +3% | 4.2k | 313.81 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $1.0M | +2% | 5.5k | 186.51 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $1.0M | 5.2k | 198.62 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.5 | $1.0M | +4% | 4.8k | 210.34 |
|
| Broadcom (AVGO) | 1.3 | $920k | 2.7k | 346.13 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.2 | $862k | 6.3k | 136.94 |
|
|
| Amazon (AMZN) | 1.2 | $820k | 3.6k | 230.84 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $819k | +5% | 2.5k | 322.23 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $811k | +5% | 755.00 | 1074.46 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.1 | $797k | 21k | 38.05 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $774k | -17% | 1.5k | 502.75 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $774k | 1.7k | 468.77 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $738k | -4% | 2.2k | 335.30 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $714k | 8.0k | 89.46 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $683k | +3% | 9.2k | 74.07 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.9 | $634k | -55% | 28k | 23.03 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.9 | $627k | 7.6k | 82.50 |
|
|
| 3M Company (MMM) | 0.9 | $609k | 3.8k | 160.09 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $597k | 1.3k | 473.21 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $594k | 6.2k | 96.27 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $585k | 2.4k | 246.19 |
|
|
| Visa Com Cl A (V) | 0.8 | $572k | +7% | 1.6k | 350.62 |
|
| Advanced Micro Devices (AMD) | 0.7 | $517k | 2.4k | 214.16 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $491k | +8% | 860.00 | 570.91 |
|
| Apple (AAPL) | 0.7 | $474k | +9% | 1.7k | 271.84 |
|
| Chevron Corporation (CVX) | 0.7 | $472k | 3.1k | 152.39 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.7 | $469k | NEW | 5.5k | 84.64 |
|
| Microsoft Corporation (MSFT) | 0.7 | $456k | +9% | 943.00 | 483.86 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $440k | 4.1k | 107.11 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $439k | +10% | 664.00 | 660.49 |
|
| Honeywell International (HON) | 0.5 | $361k | 1.8k | 195.09 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.5 | $339k | 5.9k | 57.46 |
|
|
| Bank of America Corporation (BAC) | 0.5 | $322k | 5.8k | 55.00 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $318k | 3.0k | 106.70 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $309k | NEW | 1.6k | 191.57 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $286k | +16% | 2.4k | 120.33 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.4 | $269k | -8% | 4.7k | 56.81 |
|
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.4 | $257k | -11% | 3.3k | 78.95 |
|
| First Tr Exchange-traded SHS (FDL) | 0.3 | $234k | 5.3k | 44.34 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $232k | NEW | 798.00 | 290.19 |
|
Past Filings by Wise Wealth Partners
SEC 13F filings are viewable for Wise Wealth Partners going back to 2024
- Wise Wealth Partners 2025 Q4 filed Jan. 29, 2026
- Wise Wealth Partners 2025 Q3 filed Oct. 24, 2025
- Wise Wealth Partners 2025 Q2 filed July 23, 2025
- Wise Wealth Partners 2025 Q1 filed April 25, 2025
- Wise Wealth Partners 2024 Q4 filed Feb. 14, 2025