Wise Wealth Partners

Wise Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for Wise Wealth Partners

Wise Wealth Partners holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYM) 29.5 $21M 256k 80.22
Spdr Gold Tr Gold Shs (GLD) 8.1 $5.6M 14k 396.30
Ishares Tr Core Us Aggbd Et (AGG) 7.1 $4.9M 49k 99.88
Vanguard Whitehall Fds Intl High Etf (VYMI) 4.2 $3.0M 33k 90.00
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 4.2 $2.9M 52k 55.57
Vanguard Index Fds Value Etf (VTV) 3.6 $2.5M 13k 190.99
Fidelity Covington Trust Enhanced High Yi (FDHY) 2.6 $1.8M 37k 49.33
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 2.4 $1.7M 57k 28.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $1.4M 2.3k 614.39
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 1.9 $1.3M 59k 22.64
Alphabet Cap Stk Cl C (GOOG) 1.9 $1.3M 4.2k 313.81
NVIDIA Corporation (NVDA) 1.5 $1.0M 5.5k 186.51
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $1.0M 5.2k 198.62
Ishares Tr Rus 1000 Val Etf (IWD) 1.5 $1.0M 4.8k 210.34
Broadcom (AVGO) 1.3 $920k 2.7k 346.13
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.2 $862k 6.3k 136.94
Amazon (AMZN) 1.2 $820k 3.6k 230.84
JPMorgan Chase & Co. (JPM) 1.2 $819k 2.5k 322.23
Eli Lilly & Co. (LLY) 1.2 $811k 755.00 1074.46
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.1 $797k 21k 38.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $774k 1.5k 502.75
Crowdstrike Hldgs Cl A (CRWD) 1.1 $774k 1.7k 468.77
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $738k 2.2k 335.30
Ishares Tr Core Msci Eafe (IEFA) 1.0 $714k 8.0k 89.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $683k 9.2k 74.07
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $634k 28k 23.03
Spdr Series Trust State Street Spd (SPTM) 0.9 $627k 7.6k 82.50
3M Company (MMM) 0.9 $609k 3.8k 160.09
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $597k 1.3k 473.21
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $594k 6.2k 96.27
Ishares Tr Russell 2000 Etf (IWM) 0.8 $585k 2.4k 246.19
Visa Com Cl A (V) 0.8 $572k 1.6k 350.62
Advanced Micro Devices (AMD) 0.7 $517k 2.4k 214.16
Mastercard Incorporated Cl A (MA) 0.7 $491k 860.00 570.91
Apple (AAPL) 0.7 $474k 1.7k 271.84
Chevron Corporation (CVX) 0.7 $472k 3.1k 152.39
Ishares Tr Core Msci Total (IXUS) 0.7 $469k 5.5k 84.64
Microsoft Corporation (MSFT) 0.7 $456k 943.00 483.86
Ishares Tr National Mun Etf (MUB) 0.6 $440k 4.1k 107.11
Meta Platforms Cl A (META) 0.6 $439k 664.00 660.49
Honeywell International (HON) 0.5 $361k 1.8k 195.09
Ishares Tr Calif Mun Bd Etf (CMF) 0.5 $339k 5.9k 57.46
Bank of America Corporation (BAC) 0.5 $322k 5.8k 55.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $318k 3.0k 106.70
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $309k 1.6k 191.57
Exxon Mobil Corporation (XOM) 0.4 $286k 2.4k 120.33
Spdr Series Trust State Street Spd (SPYV) 0.4 $269k 4.7k 56.81
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.4 $257k 3.3k 78.95
First Tr Exchange-traded SHS (FDL) 0.3 $234k 5.3k 44.34
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $232k 798.00 290.19