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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, GLD, AGG, VYMI, QQQD, and represent 50.94% of Wise Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: QQQD, GLL, VYMI, IDMO, VB, KO, VTV, AGG, RSP, CGMM.
Started 4 new stock positions in VB, QQQD, GLL, KO.
Reduced shares in these 10 stocks: MSFT, SPYM, CRWD, JPM, AAPL, MA, V, MUB, CGCP, IWP.
Sold out of its position in MSFT.
Wise Wealth Partners was a net buyer of stock by $5.4M.
Wise Wealth Partners has $74M in assets under management (AUM), dropping by 6.02%.
Central Index Key (CIK): 0002056711

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Positions held by Wise Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wise Wealth Partners

Wise Wealth Partners holds 53 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	26.4	$20M		255k	76.54	View chart
Spdr Gold Tr Gold Shs (GLD)	8.3	$6.2M		14k	430.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.8	$5.0M		50k	99.27	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.8	$3.5M	+13%	37k	94.24	View chart
Direxion Shares Etf Trust Daily Magnificen (QQQD)	4.7	$3.5M	NEW	235k	14.74	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	4.2	$3.1M	+8%	56k	54.84	View chart
Vanguard Index Fds Value Etf (VTV)	3.6	$2.7M	+5%	14k	196.20	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	2.4	$1.8M		37k	48.54	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	2.4	$1.8M	+3%	60k	29.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$1.3M		2.3k	577.15	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.8	$1.3M		58k	22.34	View chart
Proshares Tr Ii Ultrashort Gold (GLL)	1.7	$1.3M	NEW	63k	20.18	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$1.2M		4.2k	286.87	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$1.0M		4.8k	213.68	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$994k		5.2k	191.81	View chart
NVIDIA Corporation (NVDA)	1.3	$976k		5.6k	174.41	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.1	$832k		21k	39.68	View chart
Broadcom (AVGO)	1.1	$823k		2.7k	309.54	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.1	$796k		6.2k	128.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$767k	+8%	2.4k	320.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$738k		1.5k	479.29	View chart
Amazon (AMZN)	1.0	$734k		3.5k	208.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$723k		8.0k	90.53	View chart
JPMorgan Chase & Co. (JPM)	1.0	$710k	-4%	2.4k	294.17	View chart
Eli Lilly & Co. (LLY)	0.9	$694k		755.00	919.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$687k		9.3k	73.64	View chart
Chevron Corporation (CVX)	0.9	$641k		3.1k	206.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$640k		28k	22.91	View chart
Spdr Series Trust State Street Spd (SPTM)	0.8	$601k		7.6k	79.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$600k		6.2k	97.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$590k		2.4k	248.03	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$558k	-13%	1.4k	390.42	View chart
3M Company (MMM)	0.7	$552k		3.8k	145.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$530k		1.2k	426.35	View chart
Advanced Micro Devices (AMD)	0.7	$491k		2.4k	203.43	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$480k		5.5k	86.64	View chart
Visa Com Cl A (V)	0.6	$457k	-7%	1.5k	302.16	View chart
Honeywell International (HON)	0.6	$418k		1.8k	226.03	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$417k	-4%	3.9k	106.16	View chart
Apple (AAPL)	0.5	$406k	-8%	1.6k	253.77	View chart
Exxon Mobil Corporation (XOM)	0.5	$403k		2.4k	169.64	View chart
Mastercard Incorporated Cl A (MA)	0.5	$394k	-8%	789.00	499.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$381k	+23%	2.0k	191.93	View chart
Meta Platforms Cl A (META)	0.5	$380k		664.00	572.48	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.5	$337k		5.9k	56.86	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$319k		3.0k	106.48	View chart
Bank of America Corporation (BAC)	0.4	$285k		5.8k	48.75	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$268k		4.7k	56.58	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$268k		5.3k	50.80	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.4	$261k		3.3k	79.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$237k	+3%	825.00	287.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$213k	NEW	812.00	261.85	View chart
Coca-Cola Company (KO)	0.3	$202k	NEW	2.7k	76.05	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 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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