Wise Wealth Partners

Wise Wealth Partners as of March 31, 2026

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