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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 SPYM, AGG, VGSH, VTV, FBND, and represent 46.15% of Wise Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VGSH, FBND, SPDN, VXUS, SCHD, SPTI, SCHY, IVLU, VO, HON.
Started 9 new stock positions in VGSH, SCHD, SPDN, SCHY, HONA, FBND, VXUS, SPTI, HON.
Reduced shares in these 10 stocks: SPYM (-$8.7M), GLD, VYMI, IDMO, FDHY, CGCP, GOOG, IWD, NVDA, AGG.
Sold out of its positions in AMD, AMZN, AAPL, BAC, AVGO, CGCP, CRWD, UTES, META, FDHY. Honeywell International, IDMO, IWP, IWD, IWM, IEFA, LLY, NVDA, BND.
Wise Wealth Partners was a net seller of stock by $-19M.
Wise Wealth Partners has $59M in assets under management (AUM), dropping by -20.35%.
Central Index Key (CIK): 0002056711

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Portfolio Holdings for Wise Wealth Partners

Wise Wealth Partners holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	23.3	$14M	-38%	156k	87.88	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.9	$4.1M	-18%	41k	98.98	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	6.0	$3.5M	NEW	61k	58.20	View chart
Vanguard Index Fds Value Etf (VTV)	5.0	$2.9M		14k	217.93	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.9	$2.9M	NEW	64k	45.49	View chart
Direxion Shares Etf Trust Daily 500 1x Etf (SPDN)	4.4	$2.6M	NEW	299k	8.67	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.2	$2.5M	NEW	29k	85.49	View chart
Direxion Shares Etf Trust Dail Ma 7 1x Etf (QQQD)	3.9	$2.3M	-25%	174k	13.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.5	$2.1M	NEW	65k	31.71	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	3.4	$2.0M		60k	32.97	View chart
Spdr Series Trust St Inter Etf (SPTI)	3.1	$1.8M	NEW	65k	28.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$1.6M	-3%	2.2k	736.52	View chart
Proshares Tr Ii Ultrashort Gold (GLL)	2.7	$1.6M	-7%	58k	26.98	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	2.4	$1.4M	+62%	34k	41.82	View chart
Schwab Strategic Tr Internl Divid (SCHY)	2.2	$1.3M	NEW	40k	31.73	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$865k	-83%	2.3k	368.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$862k	-2%	2.3k	370.10	View chart
JPMorgan Chase & Co. (JPM)	1.3	$791k		2.4k	327.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$738k	-4%	1.5k	500.49	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	1.2	$690k		7.6k	90.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$681k		6.2k	110.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.1	$620k	-2%	27k	22.78	View chart
3M Company (MMM)	1.0	$616k		3.8k	161.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$576k	-49%	2.6k	219.41	View chart
Visa Com Cl A (V)	0.9	$547k	+5%	1.6k	343.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$525k	+24%	2.5k	212.78	View chart
Chevron Corporation (CVX)	0.9	$514k		3.1k	165.74	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$425k		4.0k	107.61	View chart
Mastercard Incorporated Cl A (MA)	0.7	$405k		789.00	513.63	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.6	$343k		6.0k	57.64	View chart
Exxon Mobil Corporation (XOM)	0.6	$325k		2.4k	136.71	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$321k		3.0k	106.46	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$300k	-91%	3.1k	98.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$295k	+343%	3.7k	80.57	View chart
Spdr Series Trust St Str P500val (SPYV)	0.5	$288k		4.7k	60.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$276k	+11%	909.00	303.09	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$256k		5.3k	48.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$236k	+53%	1.9k	124.16	View chart
Coca-Cola Company (KO)	0.4	$216k		2.7k	81.27	View chart
Honeywell International (HON)	0.4	$215k	NEW	924.00	232.21	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$212k	-59%	2.2k	95.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$205k	-86%	579.00	353.43	View chart
Honeywell Aerospace (HONA)	0.3	$204k	NEW	924.00	221.08	View chart

Past Filings by Wise Wealth Partners

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

Wise Wealth Partners 2026 Q2 filed July 28, 2026
Wise Wealth Partners 2026 Q1 filed April 21, 2026
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

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