Wise Wealth Partners Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Wise Wealth Partners disclosed 43 stock positions valued at approximately $58.84M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 43
- Portfolio Value
- $58.84M
Holdings by Sector
Wise Wealth Partners Portfolio Holdings in Q2 2026
| 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 |
| DIREXION SHARES ETF TRUST | QQQD | Other | 3.90% | 173,666 | -60,822 | -25.94% | $2,292,397 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.51% | 65,175 | +65,175 | +100.00% | $2,066,699 |
| CAPITAL GROUP EQUITY ETF TR | CGMM | Other | 3.38% | 60,388 | +699 | +1.17% | $1,990,994 |
| 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 |
| PROSHARES TR II | GLL | Other | 2.66% | 57,940 | -4,539 | -7.26% | $1,563,229 |
| 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 |
Showing 30 of 43 holdings in the latest reporting period.