Wise Wealth Partners - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Wise Wealth Partners held in its portfolio 48 assets valued at $69,671,494 (i.e. $69.67M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($21.44M), SPDR GOLD TR ($5.65M), and ISHARES TR ($4.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wise Wealth Partners - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 268438 | 21440590 | STATE STREET SPD |
| SPDR GOLD TR | 14250 | 5647338 | GOLD SHS |
| ISHARES TR | 49448 | 4938884 | CORE US AGGBD ET |
| VANGUARD WHITEHALL FDS | 32895 | 2960522 | INTL HIGH ETF |
| INVESCO EXCH TRADED FD TR II | 52099 | 2895136 | S&P INTL MOMNT |
| VANGUARD INDEX FDS | 12971 | 2477331 | VALUE ETF |
| FIDELITY COVINGTON TRUST | 36507 | 1800890 | ENHANCED HIGH YI |
| CAPITAL GROUP EQUITY ETF TR | 57394 | 1655245 | US SMALL AND MID |
| INVESCO QQQ TR | 2288 | 1405713 | UNIT SER 1 |
| CAPITAL GRP FIXED INCM ETF T | 58798 | 1331192 | CORE PLUS INCM |
| ALPHABET INC | 4242 | 1331190 | CAP STK CL C |
| NVIDIA CORPORATION | 5527 | 1030820 | COM |
| ISHARES TR | 5184 | 1029645 | MSCI USA QLT FCT |
| ISHARES TR | 4819 | 1013612 | RUS 1000 VAL ETF |
| BROADCOM INC | 2658 | 920009 | COM |
| ISHARES TR | 6291 | 861520 | RUS MD CP GR ETF |
| AMAZON COM INC | 3552 | 819949 | COM |
| JPMORGAN CHASE & CO. | 2541 | 818793 | COM |
| ELI LILLY & CO | 755 | 811214 | COM |
| ISHARES TR | 20957 | 797424 | MSCI INTL VLU FT |
| BERKSHIRE HATHAWAY INC DEL | 1539 | 773730 | CL B NEW |
| CROWDSTRIKE HLDGS INC | 1650 | 773467 | CL A |
| VANGUARD INDEX FDS | 2201 | 737996 | TOTAL STK MKT |
| ISHARES TR | 7981 | 714011 | CORE MSCI EAFE |
| VANGUARD BD INDEX FDS | 9215 | 682563 | TOTAL BND MRKT |
| ISHARES TR | 27516 | 633566 | US TREAS BD ETF |
| 3M CO | 3802 | 608657 | COM |
| ISHARES TR | 1261 | 596722 | RUS 1000 GRW ETF |
| ISHARES TR | 6170 | 593963 | RUS MID CAP ETF |
| ISHARES TR | 2378 | 585446 | RUSSELL 2000 ETF |
| VISA INC | 1630 | 571514 | COM CL A |
| ADVANCED MICRO DEVICES INC | 2414 | 516982 | COM |
| MASTERCARD INCORPORATED | 860 | 490982 | CL A |
| APPLE INC | 1742 | 473540 | COM |
| CHEVRON CORP NEW | 3100 | 472424 | COM |
| ISHARES TR | 5544 | 469231 | CORE MSCI TOTAL |
| MICROSOFT CORP | 943 | 456284 | COM |
| ISHARES TR | 4104 | 439560 | NATIONAL MUN ETF |
| META PLATFORMS INC | 664 | 438565 | CL A |
| HONEYWELL INTL INC | 1848 | 360527 | COM |
| ISHARES TR | 5891 | 338506 | CALIF MUN BD ETF |
| BANK AMERICA CORP | 5845 | 321454 | COM |
| ISHARES TR | 2981 | 318071 | SHRT NAT MUN ETF |
| INVESCO EXCHANGE TRADED FD T | 1611 | 308617 | S&P500 EQL WGT |
| EXXON MOBIL CORP | 2377 | 286017 | COM |
| ETFIS SER TR I | 3255 | 256968 | VIRTUS REAVES UT |
| FIRST TR EXCHANGE-TRADED FD | 5267 | 233539 | SHS |
| VANGUARD INDEX FDS | 798 | 231575 | MID CAP ETF |
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