Wise Wealth Partners Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Wise Wealth Partners disclosed 38 stock positions valued at approximately $54.59M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and JANUS DETROIT STR TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 38
- Portfolio Value
- $54.59M
Holdings by Sector
Wise Wealth Partners Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 27.18% | 165,293 | +9,582 | +6.15% | $14,836,743 |
| ISHARES TR | AGG | Other | 5.58% | 32,213 | -8,998 | -21.83% | $3,045,419 |
| JANUS DETROIT STR TR | JAAA | Other | 5.33% | 57,652 | +57,652 | +100.00% | $2,909,696 |
| VANGUARD STAR FDS | VXUS | Other | 4.81% | 30,909 | +2,144 | +7.45% | $2,626,029 |
| DIREXION SHARES ETF TRUST | SPDN | Other | 4.64% | 298,975 | - | - | $2,535,308 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.13% | 52,039 | -11,557 | -18.17% | $2,253,289 |
| SCHWAB STRATEGIC TR | SCHD | Other | 4.05% | 67,885 | +2,710 | +4.16% | $2,208,299 |
| VANGUARD INDEX FDS | VTV | Other | 3.98% | 10,044 | -3,489 | -25.78% | $2,170,302 |
| DIREXION SHARES ETF TRUST | QQQD | Other | 3.76% | 173,666 | - | - | $2,051,000 |
| CAPITAL GROUP EQUITY ETF TR | CGMM | Other | 3.35% | 59,036 | -1,352 | -2.24% | $1,827,765 |
| SPDR SERIES TRUST | SPTI | Other | 3.21% | 64,179 | -459 | -0.71% | $1,750,800 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 3.10% | 29,359 | -31,627 | -51.86% | $1,689,904 |
| SPDR GOLD TR | GLD | Other | 2.59% | 3,716 | +1,367 | +58.19% | $1,415,306 |
| ISHARES TR | IVLU | Other | 2.45% | 31,195 | -2,912 | -8.54% | $1,337,969 |
| SCHWAB STRATEGIC TR | SCHY | Other | 2.36% | 41,025 | +880 | +2.19% | $1,288,185 |
| VANGUARD INDEX FDS | VTI | Other | 1.49% | 2,171 | -159 | -6.82% | $812,623 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.46% | 2,415 | - | - | $798,987 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.34% | 1,474 | - | - | $734,129 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.29% | 3,390 | +923 | +37.41% | $705,277 |
| SPDR SERIES TRUST | SPTM | Other | 1.28% | 7,605 | +3 | +0.04% | $700,010 |
| ISHARES TR | IWR | Other | 1.21% | 6,170 | - | - | $658,376 |
| CHEVRON CORPORATION | CVX | Energy | 1.16% | 3,105 | +5 | +0.16% | $633,979 |
| 3M CO | MMM | Industrials | 1.14% | 3,802 | - | - | $624,054 |
| VISA INC | V | Financial Services | 1.07% | 1,622 | +28 | +1.76% | $582,686 |
| ISHARES TR | QUAL | Other | 1.07% | 2,616 | -7 | -0.27% | $581,455 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.80% | 789 | - | - | $435,135 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.71% | 2,377 | - | - | $386,815 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.63% | 3,387 | +337 | +11.05% | $342,525 |
| ISHARES TR | SUB | Other | 0.58% | 3,032 | +19 | +0.63% | $316,986 |
| VANGUARD INDEX FDS | VO | Other | 0.57% | 3,970 | +313 | +8.56% | $311,311 |
Showing 30 of 38 holdings in the latest reporting period.