Wise Wealth Partners Portfolio Holdings - 13F Filings | 13F Fund Database
Wise Wealth Partners 13F Holdings
CIK 0002056711
As of Sep 30, 2025, Wise Wealth Partners reported
51 positions worth $65.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 239,747 |
|
8.8M28.67% |
| SPDR GOLD TRUST | GQ9 | — | 15,543 | $5.5M | 8.43% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 45,467 | $4.6M | 6.96% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 30,075 | $2.5M | 3.89% |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | IDMO | — | 46,900 | $2.5M | 3.86% |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | DFGP | — | 30,603 |
.7M | 2.60% |
| CAPITAL GROUP US SMALL AND MID CAP ETF | CGMM | — | 51,861 |
.5M | 2.25% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 61,890 |
.4M | 2.18% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 59,769 |
.4M | 2.07% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 2,091 |
.3M | 1.92% |
| SSGA ACTIVE TR | MBND | — | 45,566 |
.2M | 1.90% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 5,258 |
.0M | 1.56% |
| NVIDIA CORP | NVDA | Technology | 5,418 |
.0M | 1.54% |
| ALPHABET INC | GOOG | Equity | 4,114 |
.0M | 1.53% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 4,609 | $938.4K | 1.43% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,863 | $936.8K | 1.43% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 6,290 | $895.8K | 1.37% |
| BROADCOM INC | AVGO | Technology | 2,658 | $877.0K | 1.34% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 1,650 | $809.1K | 1.24% |
| AMAZON.COM INC | AMZN | Equity | 3,523 | $773.6K | 1.18% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2,415 | $761.8K | 1.16% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 2,315 | $759.8K | 1.16% |
| ISHARES TR | IVLU | — | 20,868 | $740.4K | 1.13% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 7,962 | $695.1K | 1.06% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 8,877 | $660.2K | 1.01% |