Wise Wealth Partners
$59M 13F equity value
61 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wise Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 155,711 | $14M | 23.3% |
| AGG | ISHARES TR | 41,211 | $4M | 6.9% |
| VGSH | VANGUARD SCOTTSDALE FDS | 60,986 | $4M | 6.0% |
| VTV | VANGUARD INDEX FDS | 13,533 | $3M | 5.0% |
| FBND | FIDELITY MERRIMACK STR TR | 63,596 | $3M | 4.9% |
| SPDN | DIREXION SHARES ETF TRUST | 298,975 | $3M | 4.4% |
| VXUS | VANGUARD STAR FDS | 28,765 | $2M | 4.2% |
| QQQD | DIREXION SHARES ETF TRUST | 173,666 | $2M | 3.9% |
| SCHD | SCHWAB STRATEGIC TR | 65,175 | $2M | 3.5% |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 60,388 | $2M | 3.4% |
Track Wise Wealth Partners's 13F portfolio: $59M in reported holdings, 61 positions. Top holdings and quarterly changes on SentiSense.
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