Wise Wealth Partners
$55M 13F equity value
45 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Wise Wealth Partners covers the quarter ended September 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 | 165,293 | $15M | 27.2% |
| AGG | ISHARES TR | 32,213 | $3M | 5.6% |
| JAAA | JANUS DETROIT STR TR | 57,652 | $3M | 5.3% |
| VXUS | VANGUARD STAR FDS | 30,909 | $3M | 4.8% |
| SPDN | DIREXION SHARES ETF TRUST | 298,975 | $3M | 4.6% |
| FBND | FIDELITY MERRIMACK STR TR | 52,039 | $2M | 4.1% |
| SCHD | SCHWAB STRATEGIC TR | 67,885 | $2M | 4.0% |
| VTV | VANGUARD INDEX FDS | 10,044 | $2M | 4.0% |
| QQQD | DIREXION SHARES ETF TRUST | 173,666 | $2M | 3.8% |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 59,036 | $2M | 3.3% |
Track Wise Wealth Partners's 13F portfolio: $55M in reported holdings, 45 positions. Top holdings and quarterly changes on SentiSense.
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