Wise Wealth Partners

Wise Wealth Partners as of June 30, 2026

Portfolio Holdings for Wise Wealth Partners

Wise Wealth Partners holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str P500etf (SPYM) 23.3 $14M 156k 87.88
Ishares Tr Core Us Aggbd Et (AGG) 6.9 $4.1M 41k 98.98
Vanguard Scottsdale Fds Short Term Treas (VGSH) 6.0 $3.5M 61k 58.20
Vanguard Index Fds Value Etf (VTV) 5.0 $2.9M 14k 217.93
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.9 $2.9M 64k 45.49
Direxion Shares Etf Trust Daily 500 1x Etf (SPDN) 4.4 $2.6M 299k 8.67
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.2 $2.5M 29k 85.49
Direxion Shares Etf Trust Dail Ma 7 1x Etf (QQQD) 3.9 $2.3M 174k 13.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.5 $2.1M 65k 31.71
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) 3.4 $2.0M 60k 32.97
Spdr Series Trust St Inter Etf (SPTI) 3.1 $1.8M 65k 28.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $1.6M 2.2k 736.52
Proshares Tr Ii Ultrashort Gold (GLL) 2.7 $1.6M 58k 26.98
Ishares Tr Msci Intl Vlu Ft (IVLU) 2.4 $1.4M 34k 41.82
Schwab Strategic Tr Internl Divid (SCHY) 2.2 $1.3M 40k 31.73
Spdr Gold Tr Gold Shs (GLD) 1.5 $865k 2.3k 368.32
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $862k 2.3k 370.10
JPMorgan Chase & Co. (JPM) 1.3 $791k 2.4k 327.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $738k 1.5k 500.49
Spdr Series Trust ST STR PR SP1500 (SPTM) 1.2 $690k 7.6k 90.79
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $681k 6.2k 110.32
Ishares Tr Us Treas Bd Etf (GOVT) 1.1 $620k 27k 22.78
3M Company (MMM) 1.0 $616k 3.8k 161.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $576k 2.6k 219.41
Visa Com Cl A (V) 0.9 $547k 1.6k 343.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $525k 2.5k 212.78
Chevron Corporation (CVX) 0.9 $514k 3.1k 165.74
Ishares Tr National Mun Etf (MUB) 0.7 $425k 4.0k 107.61
Mastercard Incorporated Cl A (MA) 0.7 $405k 789.00 513.63
Ishares Tr Calif Mun Bd Etf (CMF) 0.6 $343k 6.0k 57.64
Exxon Mobil Corporation (XOM) 0.6 $325k 2.4k 136.71
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $321k 3.0k 106.46
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $300k 3.1k 98.20
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $295k 3.7k 80.57
Spdr Series Trust St Str P500val (SPYV) 0.5 $288k 4.7k 60.78
Vanguard Index Fds Small Cp Etf (VB) 0.5 $276k 909.00 303.09
First Tr Exchange-traded SHS (FDL) 0.4 $256k 5.3k 48.66
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $236k 1.9k 124.16
Coca-Cola Company (KO) 0.4 $216k 2.7k 81.27
Honeywell International (HON) 0.4 $215k 924.00 232.21
Ishares Tr Core Msci Total (IXUS) 0.4 $212k 2.2k 95.43
Alphabet Cap Stk Cl C (GOOG) 0.3 $205k 579.00 353.43
Honeywell Aerospace (HONA) 0.3 $204k 924.00 221.08