Wise Wealth Partners

Wise Wealth Partners as of March 31, 2025

Portfolio Holdings for Wise Wealth Partners

Wise Wealth Partners holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 11.0 $4.6M 70k 65.76
Ishares Tr Us Treas Bd Etf (GOVT) 10.7 $4.5M 195k 22.98
Spdr Gold Tr Gold Shs (GLD) 10.6 $4.4M 15k 288.13
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.7 $2.8M 17k 170.89
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 5.9 $2.5M 111k 22.45
Simplify Exchange Traded Fun Hedged Equity (HEQT) 5.1 $2.2M 75k 28.58
Fidelity Covington Trust High Divid Etf (FDVV) 5.1 $2.1M 43k 49.60
Vanguard Whitehall Fds Intl High Etf (VYMI) 4.4 $1.9M 25k 73.69
Ssga Active Tr Spdr Nuveen Mun (MBND) 3.2 $1.3M 48k 27.28
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.7 $693k 7.6k 91.53
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $667k 2.4k 274.86
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.5 $643k 21k 30.31
Ishares Tr Core Msci Eafe (IEFA) 1.4 $587k 7.8k 75.65
Crowdstrike Hldgs Cl A (CRWD) 1.4 $582k 1.7k 352.59
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $580k 7.9k 73.45
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.4 $578k 10k 57.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $566k 1.1k 532.58
Palantir Technologies Cl A (PLTR) 1.2 $519k 6.1k 84.40
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.2 $516k 7.6k 68.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $512k 1.1k 468.87
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.2 $497k 4.2k 117.48
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $491k 1.4k 361.20
NVIDIA Corporation (NVDA) 1.1 $468k 4.3k 108.37
Broadcom (AVGO) 1.1 $445k 2.7k 167.44
Ishares Tr National Mun Etf (MUB) 1.0 $421k 4.0k 105.43
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $418k 2.2k 188.17
Ishares Tr Core Msci Total (IXUS) 0.9 $387k 5.5k 69.81
Eli Lilly & Co. (LLY) 0.9 $372k 450.00 826.00
JPMorgan Chase & Co. (JPM) 0.9 $359k 1.5k 245.22
Apple (AAPL) 0.8 $355k 1.6k 222.07
Meta Platforms Cl A (META) 0.8 $347k 602.00 576.74
Microstrategy Cl A New (MSTR) 0.8 $342k 1.2k 288.15
3M Company (MMM) 0.8 $335k 2.3k 146.89
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $309k 2.9k 105.59
Visa Com Cl A (V) 0.7 $304k 866.00 350.56
Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $302k 5.4k 56.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $296k 3.5k 85.06
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $280k 5.5k 51.07
Ishares Tr Russell 2000 Etf (IWM) 0.7 $276k 1.4k 199.54
Home Depot (HD) 0.6 $271k 739.00 366.50
Tesla Motors (TSLA) 0.6 $259k 999.00 259.24
Amazon (AMZN) 0.6 $258k 1.4k 190.19
Exxon Mobil Corporation (XOM) 0.6 $252k 2.1k 118.92
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $236k 2.4k 98.93
Alphabet Cap Stk Cl C (GOOG) 0.5 $229k 1.5k 156.21
First Tr Morningstar Divid L SHS (FDL) 0.5 $229k 5.3k 43.44
Tyler Technologies (TYL) 0.5 $213k 367.00 581.39
Mastercard Incorporated Cl A (MA) 0.5 $202k 369.00 547.46