Wise Wealth Partners Portfolio Stock Holdings
Wise Wealth Partners disclosed 43 stock positions valued at approximately $58.8 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 43
- Portfolio Value
- $58.8M
Holdings by Sector
Wise Wealth Partners Portfolio Holdings in Q2 2026
38 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 23.26% | 155,711 | -98,964 | -38.86% | $13,683,884 |
| ISHARES TR | AGG | Other | 6.93% | 41,211 | -9,195 | -18.24% | $4,079,082 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 6.03% | 60,986 | +60,986 | +100.00% | $3,549,385 |
| VANGUARD INDEX FDS | VTV | Other | 5.01% | 13,533 | -127 | -0.93% | $2,949,241 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.92% | 63,596 | +63,596 | +100.00% | $2,892,982 |
| DIREXION SHARES ETF TRUST | SPDN | Other | 4.41% | 298,975 | +298,975 | +100.00% | $2,592,113 |
| VANGUARD STAR FDS | VXUS | Other | 4.18% | 28,765 | +28,765 | +100.00% | $2,459,120 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.51% | 65,175 | +65,175 | +100.00% | $2,066,699 |
| SPDR SERIES TRUST | SPTI | Other | 3.12% | 64,638 | +64,638 | +100.00% | $1,835,087 |
| INVESCO QQQ TR | QQQ | Other | 2.79% | 2,225 | -79 | -3.43% | $1,638,760 |
| ISHARES TR | IVLU | Other | 2.42% | 34,107 | +13,150 | +62.75% | $1,426,334 |
| SCHWAB STRATEGIC TR | SCHY | Other | 2.16% | 40,145 | +40,145 | +100.00% | $1,273,801 |
| SPDR GOLD TR | GLD | Other | 1.47% | 2,349 | -11,947 | -83.57% | $865,176 |
| VANGUARD INDEX FDS | VTI | Other | 1.47% | 2,330 | -60 | -2.51% | $862,339 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.34% | 2,415 | - | - | $790,534 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.25% | 1,474 | -65 | -4.22% | $737,726 |
| SPDR SERIES TRUST | SPTM | Other | 1.17% | 7,602 | +2 | +0.03% | $690,222 |
| ISHARES TR | IWR | Other | 1.16% | 6,170 | - | - | $680,649 |
| ISHARES TR | GOVT | Other | 1.05% | 27,215 | -738 | -2.64% | $619,968 |
| 3M CO | MMM | Industrials | 1.05% | 3,802 | - | - | $615,538 |
| ISHARES TR | QUAL | Other | 0.98% | 2,623 | -2,561 | -49.40% | $575,517 |
| VISA INC | V | Financial Services | 0.93% | 1,594 | +81 | +5.35% | $546,745 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.89% | 2,467 | +483 | +24.34% | $524,918 |
| CHEVRON CORPORATION | CVX | Energy | 0.87% | 3,100 | - | - | $513,805 |
| ISHARES TR | MUB | Other | 0.72% | 3,951 | +26 | +0.66% | $425,160 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.69% | 789 | - | - | $405,254 |
| ISHARES TR | CMF | Other | 0.58% | 5,959 | +41 | +0.69% | $343,449 |
| EXXON MOBIL CORP | XOM | Energy | 0.55% | 2,377 | - | - | $324,948 |
| ISHARES TR | SUB | Other | 0.55% | 3,013 | +19 | +0.63% | $320,754 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.51% | 3,050 | -34,346 | -91.84% | $299,503 |
| VANGUARD INDEX FDS | VO | Other | 0.50% | 3,657 | +2,832 | +343.27% | $294,645 |
| SPDR SERIES TRUST | SPYV | Other | 0.49% | 4,736 | +1 | +0.02% | $287,876 |
| VANGUARD INDEX FDS | VB | Other | 0.47% | 909 | +97 | +11.95% | $275,506 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.44% | 5,267 | - | - | $256,292 |
| ISHARES TR | IWF | Other | 0.40% | 1,901 | +659 | +53.06% | $236,023 |
| COCA COLA CO | KO | Consumer Defensive | 0.37% | 2,656 | - | - | $215,843 |
| ISHARES TR | IXUS | Other | 0.36% | 2,226 | -3,318 | -59.85% | $212,434 |
| ALPHABET INC | GOOG | Communication Services | 0.35% | 579 | -3,663 | -86.35% | $204,635 |