Wise Wealth Partners

Wise Wealth Partners as of June 30, 2025

Portfolio Holdings for Wise Wealth Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 26.7 $16M 220k 72.69
Ishares Tr Core Us Aggbd Et (AGG) 6.7 $4.0M 41k 99.20
Spdr Gold Tr Gold Shs (GLD) 5.5 $3.3M 11k 304.83
Vanguard Whitehall Fds Intl High Etf (VYMI) 4.0 $2.4M 30k 80.11
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 3.8 $2.3M 45k 51.24
Dimensional Etf Trust Global Core Plus (DFGP) 3.5 $2.1M 39k 54.49
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 2.7 $1.6M 60k 26.88
Etfis Ser Tr I Virtus Reaves Ut (UTES) 2.6 $1.6M 21k 75.60
Ishares Tr Us Treas Bd Etf (GOVT) 2.6 $1.5M 67k 22.98
Vanguard World Consum Stp Etf (VDC) 2.5 $1.5M 6.9k 218.99
Ssga Active Tr Spdr Nuveen Mun (MBND) 2.2 $1.3M 48k 27.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $1.1M 2.1k 551.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $975k 5.3k 182.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $905k 1.9k 485.85
Ishares Tr Rus 1000 Val Etf (IWD) 1.5 $881k 4.5k 194.23
NVIDIA Corporation (NVDA) 1.4 $856k 5.4k 157.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.4 $850k 6.1k 138.68
Crowdstrike Hldgs Cl A (CRWD) 1.4 $840k 1.7k 509.32
Amazon (AMZN) 1.3 $773k 3.5k 219.41
Broadcom (AVGO) 1.2 $733k 2.7k 275.67
Alphabet Cap Stk Cl C (GOOG) 1.2 $730k 4.1k 177.40
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $704k 2.3k 303.96
JPMorgan Chase & Co. (JPM) 1.2 $700k 2.4k 289.92
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.2 $698k 21k 32.89
Ishares Tr Core Msci Eafe (IEFA) 1.1 $665k 8.0k 83.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $649k 8.8k 73.63
3M Company (MMM) 1.0 $579k 3.8k 152.23
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.9 $569k 7.6k 74.89
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $567k 6.2k 91.97
Eli Lilly & Co. (LLY) 0.9 $559k 717.00 779.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $539k 1.3k 424.43
Visa Com Cl A (V) 0.9 $537k 1.5k 354.95
Ishares Tr Russell 2000 Etf (IWM) 0.9 $513k 2.4k 215.82
Meta Platforms Cl A (META) 0.7 $445k 602.00 738.58
Mastercard Incorporated Cl A (MA) 0.7 $443k 789.00 561.97
Chevron Corporation (CVX) 0.7 $433k 3.0k 143.18
Microstrategy Cl A New (MSTR) 0.7 $432k 1.1k 404.40
Ishares Tr National Mun Etf (MUB) 0.7 $431k 4.1k 104.48
Honeywell International (HON) 0.7 $430k 1.8k 232.88
Microsoft Corporation (MSFT) 0.7 $430k 863.00 497.68
Ishares Tr Core Msci Total (IXUS) 0.7 $429k 5.5k 77.31
Advanced Micro Devices (AMD) 0.6 $343k 2.4k 141.90
Apple (AAPL) 0.5 $328k 1.6k 205.15
Ishares Tr Calif Mun Bd Etf (CMF) 0.5 $323k 5.8k 55.74
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $312k 2.9k 106.33
Bank of America Corporation (BAC) 0.5 $277k 5.8k 47.32
Home Depot (HD) 0.5 $271k 739.00 366.65
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.5 $271k 5.2k 52.34
Exxon Mobil Corporation (XOM) 0.4 $229k 2.1k 107.78
First Tr Exchange-traded SHS (FDL) 0.4 $221k 5.3k 41.87
Tyler Technologies (TYL) 0.4 $218k 367.00 592.84