Wise Wealth Partners Portfolio Stock Holdings
Wise Wealth Partners disclosed 53 stock positions valued at approximately $73.9 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, SPDR GOLD TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 53
- Portfolio Value
- $73.9M
Holdings by Sector
Wise Wealth Partners Portfolio Holdings in Q1 2026
50 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 26.39% | 254,675 | -1,431 | -0.56% | $19,492,787 |
| SPDR GOLD TR | GLD | Other | 8.33% | 14,296 | +46 | +0.32% | $6,151,213 |
| ISHARES TR | AGG | Other | 6.77% | 50,406 | +958 | +1.94% | $5,003,820 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 4.77% | 37,396 | +4,501 | +13.68% | $3,524,220 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 4.18% | 56,347 | +4,248 | +8.15% | $3,090,083 |
| VANGUARD INDEX FDS | VTV | Other | 3.63% | 13,660 | +689 | +5.31% | $2,680,087 |
| FIDELITY COVINGTON TRUST | FDHY | Other | 2.40% | 36,557 | +50 | +0.14% | $1,774,477 |
| INVESCO QQQ TR | QQQ | Other | 1.80% | 2,304 | +16 | +0.70% | $1,329,765 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 1.76% | 58,158 | -640 | -1.09% | $1,299,255 |
| ALPHABET INC | GOOG | Communication Services | 1.65% | 4,242 | - | - | $1,216,907 |
| ISHARES TR | IWD | Other | 1.40% | 4,839 | +20 | +0.42% | $1,034,000 |
| ISHARES TR | QUAL | Other | 1.35% | 5,184 | - | - | $994,369 |
| NVIDIA CORPORATION | NVDA | Technology | 1.32% | 5,594 | +67 | +1.21% | $975,626 |
| ISHARES TR | IVLU | Other | 1.13% | 20,957 | - | - | $831,584 |
| BROADCOM INC | AVGO | Technology | 1.11% | 2,658 | - | - | $822,745 |
| ISHARES TR | IWP | Other | 1.08% | 6,211 | -80 | -1.27% | $795,784 |
| VANGUARD INDEX FDS | VTI | Other | 1.04% | 2,390 | +189 | +8.59% | $766,799 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.00% | 1,539 | - | - | $737,634 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.99% | 3,523 | -29 | -0.82% | $733,804 |
| ISHARES TR | IEFA | Other | 0.98% | 7,981 | - | - | $722,551 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.96% | 2,415 | -126 | -4.96% | $710,425 |
| ELI LILLY & CO | LLY | Healthcare | 0.94% | 755 | - | - | $694,281 |
| VANGUARD BD INDEX FDS | BND | Other | 0.93% | 9,330 | +115 | +1.25% | $687,069 |
| CHEVRON CORPORATION | CVX | Energy | 0.87% | 3,100 | - | - | $641,327 |
| ISHARES TR | GOVT | Other | 0.87% | 27,953 | +437 | +1.59% | $640,394 |
| SPDR SERIES TRUST | SPTM | Other | 0.81% | 7,600 | +2 | +0.03% | $600,859 |
| ISHARES TR | IWR | Other | 0.81% | 6,170 | - | - | $599,886 |
| ISHARES TR | IWM | Other | 0.80% | 2,378 | - | - | $589,822 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.76% | 1,430 | -220 | -13.33% | $558,297 |
| 3M CO | MMM | Industrials | 0.75% | 3,802 | - | - | $552,125 |
| ISHARES TR | IWF | Other | 0.72% | 1,242 | -19 | -1.51% | $529,530 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.66% | 2,414 | - | - | $491,080 |
| ISHARES TR | IXUS | Other | 0.65% | 5,544 | - | - | $480,318 |
| VISA INC | V | Financial Services | 0.62% | 1,513 | -117 | -7.18% | $457,165 |
| HONEYWELL INTL INC | HON | Industrials | 0.57% | 1,848 | - | - | $417,704 |
| ISHARES TR | MUB | Other | 0.56% | 3,925 | -179 | -4.36% | $416,684 |
| APPLE INC | AAPL | Technology | 0.55% | 1,598 | -144 | -8.27% | $405,519 |
| EXXON MOBIL CORP | XOM | Energy | 0.55% | 2,377 | - | - | $403,238 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.53% | 789 | -71 | -8.26% | $394,254 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.52% | 1,984 | +373 | +23.15% | $380,783 |
| META PLATFORMS INC | META | Communication Services | 0.51% | 664 | - | - | $380,124 |
| ISHARES TR | CMF | Other | 0.46% | 5,918 | +27 | +0.46% | $336,489 |
| ISHARES TR | SUB | Other | 0.43% | 2,994 | +13 | +0.44% | $318,815 |
| BANK AMERICA CORP | BAC | Financial Services | 0.39% | 5,845 | - | - | $284,925 |
| SPDR SERIES TRUST | SPYV | Other | 0.36% | 4,735 | +1 | +0.02% | $267,899 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.36% | 5,267 | - | - | $267,564 |
| ETFIS SER TR I | UTES | Other | 0.35% | 3,265 | +10 | +0.31% | $260,870 |
| VANGUARD INDEX FDS | VO | Other | 0.32% | 825 | +27 | +3.38% | $236,822 |
| VANGUARD INDEX FDS | VB | Other | 0.29% | 812 | +812 | +100.00% | $212,620 |
| COCA COLA CO | KO | Consumer Defensive | 0.27% | 2,656 | +2,656 | +100.00% | $201,980 |