Wise Wealth Partners
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$73.9M
Q ending 2026-03-31
Prior quarter
$69.7M
Q ending 2025-12-31
Change
+6.0% QoQ · +76.5% YoY
Positions
53
reported holdings
Largest positions
All 53 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $19.5M | 255K |
| Spdr Gold Tr | GLD | Shares | $6.2M | 14K |
| Ishares Tr | AGG | Shares | $5.0M | 50K |
| Vanguard Whitehall Fds | VYMI | Shares | $3.5M | 37K |
| Direxion Shares Etf Trust | QQQD | Shares | $3.5M | 234K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $3.1M | 56K |
| Vanguard Index Fds | VTV | Shares | $2.7M | 14K |
| Fidelity Covington Trust | FDHY | Shares | $1.8M | 37K |
| Capital Group Equity Etf Tr | CGMM | Shares | $1.8M | 60K |
| Invesco Qqq Tr | QQQ | Shares | $1.3M | 2K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $1.3M | 58K |
| Proshares Tr Ii | GLL | Shares | $1.3M | 62K |
| Alphabet Inc | GOOG | Shares | $1.2M | 4K |
| Ishares Tr | IWD | Shares | $1.0M | 5K |
| Ishares Tr | QUAL | Shares | $994K | 5K |
| Nvidia Corporation | NVDA | Shares | $976K | 6K |
| Ishares Tr | IVLU | Shares | $832K | 21K |
| Broadcom Inc | AVGO | Shares | $823K | 3K |
| Ishares Tr | IWP | Shares | $796K | 6K |
| Vanguard Index Fds | VTI | Shares | $767K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $738K | 2K |
| Amazon Com Inc | AMZN | Shares | $734K | 4K |
| Ishares Tr | IEFA | Shares | $723K | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $710K | 2K |
| Eli Lilly & Co | LLY | Shares | $694K | 755 |
| Vanguard Bd Index Fds | BND | Shares | $687K | 9K |
| Chevron Corporation | CVX | Shares | $641K | 3K |
| Ishares Tr | GOVT | Shares | $640K | 28K |
| Spdr Series Trust | SPTM | Shares | $601K | 8K |
| Ishares Tr | IWR | Shares | $600K | 6K |
| Ishares Tr | IWM | Shares | $590K | 2K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $558K | 1K |
| 3M Co | MMM | Shares | $552K | 4K |
| Ishares Tr | IWF | Shares | $530K | 1K |
| Advanced Micro Devices Inc | AMD | Shares | $491K | 2K |
| Ishares Tr | IXUS | Shares | $480K | 6K |
| Visa Inc | V | Shares | $457K | 2K |
| Honeywell Intl Inc | HONGBP | Shares | $418K | 2K |
| Ishares Tr | MUB | Shares | $417K | 4K |
| Apple Inc | AAPL | Shares | $406K | 2K |
| Exxon Mobil Corp | XOM | Shares | $403K | 2K |
| Mastercard Incorporated | MA | Shares | $394K | 789 |
| Invesco Exchange Traded Fd T | RSP | Shares | $381K | 2K |
| Meta Platforms Inc | META | Shares | $380K | 664 |
| Ishares Tr | CMF | Shares | $336K | 6K |
| Ishares Tr | SUB | Shares | $319K | 3K |
| Bank America Corp | BAC | Shares | $285K | 6K |
| Spdr Series Trust | SPYV | Shares | $268K | 5K |
| First Tr Exchange-Traded Fd | FDL | Shares | $268K | 5K |
| Etfis Ser Tr I | UTES | Shares | $261K | 3K |
| Vanguard Index Fds | VO | Shares | $237K | 825 |
| Vanguard Index Fds | VB | Shares | $213K | 812 |
| Coca Cola Co | KO | Shares | $202K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.