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Wise Wealth Partners

Latest statistics and disclosures from Wise Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, GLD, AGG, VYMI, IDMO, and represent 51.81% of Wise Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: GLD, SPLG, CGCP, GDXJ, AGG, Blackrock Etf Trust, IDMO, IWP, QQQ, IWD.
Started 3 new stock positions in CGCP, Blackrock Etf Trust, GDXJ.
Reduced shares in these 10 stocks: , UTES, DFGP, , CGMM, TYL, GOVT, MBND, QUAL, IVLU.
Sold out of its positions in IXUS, TYL, VDC.
Wise Wealth Partners was a net buyer of stock by $1.9M.
Wise Wealth Partners has $66M in assets under management (AUM), dropping by 9.42%.
Central Index Key (CIK): 0002056711

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Portfolio Holdings for Wise Wealth Partners

Wise Wealth Partners holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	28.7	$19M	+8%	240k	78.34	View chart
Spdr Gold Tr Gold Shs (GLD)	8.4	$5.5M	+44%	16k	355.47	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.0	$4.6M	+11%	46k	100.25	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.9	$2.5M		30k	84.68	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	3.9	$2.5M	+5%	47k	53.99	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	2.6	$1.7M	-21%	31k	55.57	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	2.2	$1.5M	-13%	52k	28.39	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.2	$1.4M	-8%	62k	23.12	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.1	$1.4M	NEW	60k	22.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$1.3M		2.1k	600.24	View chart
Ssga Active Tr Spdr Nuveen Mun (MBND)	1.9	$1.2M	-5%	46k	27.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$1.0M		5.3k	194.49	View chart
NVIDIA Corporation (NVDA)	1.5	$1.0M		5.4k	186.59	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$1.0M		4.1k	243.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$938k		4.6k	203.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$937k		1.9k	502.82	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.4	$896k	+2%	6.3k	142.41	View chart
Broadcom (AVGO)	1.3	$877k		2.7k	329.94	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.2	$809k		1.7k	490.39	View chart
Amazon (AMZN)	1.2	$774k		3.5k	219.59	View chart
JPMorgan Chase & Co. (JPM)	1.2	$762k		2.4k	315.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$760k		2.3k	328.20	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.1	$740k		21k	35.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$695k		8.0k	87.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$660k		8.9k	74.37	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	1.0	$634k	NEW	6.4k	99.03	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.9	$613k		7.6k	80.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$596k		6.2k	96.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$594k		1.3k	468.28	View chart
3M Company (MMM)	0.9	$590k		3.8k	155.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$576k		2.4k	241.99	View chart
Eli Lilly & Co. (LLY)	0.8	$547k		717.00	762.83	View chart
Visa Com Cl A (V)	0.8	$516k		1.5k	341.29	View chart
Chevron Corporation (CVX)	0.7	$481k	+2%	3.1k	155.27	View chart
Blackrock Etf Trust Ishares Intl Eq	0.7	$458k	NEW	5.5k	82.58	View chart
Mastercard Incorporated Cl A (MA)	0.7	$449k		789.00	568.84	View chart
Microsoft Corporation (MSFT)	0.7	$447k		863.00	518.24	View chart
Meta Platforms Cl A (META)	0.7	$442k		602.00	734.87	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$442k		4.1k	106.48	View chart
Apple (AAPL)	0.6	$407k		1.6k	254.61	View chart
Advanced Micro Devices (AMD)	0.6	$391k		2.4k	161.79	View chart
Honeywell International (HON)	0.6	$389k		1.8k	210.50	View chart
Strategy Cl A New (MSTR)	0.5	$353k	+2%	1.1k	322.34	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.5	$333k		5.8k	57.04	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$316k		3.0k	106.77	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.5	$308k	-82%	3.7k	83.43	View chart
Bank of America Corporation (BAC)	0.5	$302k		5.8k	51.59	View chart
Home Depot (HD)	0.5	$299k		739.00	405.20	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.4	$286k		5.2k	55.33	View chart
Exxon Mobil Corporation (XOM)	0.4	$230k	-3%	2.0k	112.74	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$229k		5.3k	43.41	View chart

Past Filings by Wise Wealth Partners

SEC 13F filings are viewable for Wise Wealth Partners going back to 2024

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

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