Wise Wealth Partners

Wise Wealth Partners as of Sept. 30, 2025

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