Wise Wealth Partners

Est. AUM

$73.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$19.5M	254675	26.39%	SOLE
2	SPDR GOLD TR	GOLD SHS	$6.2M	14296	8.33%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$5.0M	50406	6.77%	SOLE
4	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$3.5M	37396	4.77%	SOLE
5	DIREXION SHARES ETF TRUST	DAILY MAGNIFICEN	$3.5M	234488	4.68%	SOLE
6	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$3.1M	56347	4.18%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$2.7M	13660	3.63%	SOLE
8	FIDELITY COVINGTON TRUST	ENHANCED HIGH YI	$1.8M	36557	2.40%	SOLE
9	CAPITAL GROUP EQUITY ETF TR	US SMALL AND MID	$1.8M	59689	2.37%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$1.3M	2304	1.80%	SOLE
11	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$1.3M	58158	1.76%	SOLE
12	PROSHARES TR II	ULTRASHORT GOLD	$1.3M	62479	1.71%	SOLE
13	ALPHABET INC	CAP STK CL C	$1.2M	4242	1.65%	SOLE
14	ISHARES TR	RUS 1000 VAL ETF	$1.0M	4839	1.40%	SOLE
15	ISHARES TR	MSCI USA QLT FCT	$994K	5184	1.35%	SOLE
16	NVIDIA CORPORATION	COM	$976K	5594	1.32%	SOLE
17	ISHARES TR	MSCI INTL VLU FT	$832K	20957	1.13%	SOLE
18	BROADCOM INC	COM	$823K	2658	1.11%	SOLE
19	ISHARES TR	RUS MD CP GR ETF	$796K	6211	1.08%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$767K	2390	1.04%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$738K	1539	1.00%	SOLE
22	AMAZON COM INC	COM	$734K	3523	0.99%	SOLE
23	ISHARES TR	CORE MSCI EAFE	$723K	7981	0.98%	SOLE
24	JPMORGAN CHASE & CO	COM	$710K	2415	0.96%	SOLE
25	ELI LILLY & CO	COM	$694K	755	0.94%	SOLE
26	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$687K	9330	0.93%	SOLE
27	CHEVRON CORPORATION	COM	$641K	3100	0.87%	SOLE
28	ISHARES TR	US TREAS BD ETF	$640K	27953	0.87%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$601K	7600	0.81%	SOLE
30	ISHARES TR	RUS MID CAP ETF	$600K	6170	0.81%	SOLE
31	ISHARES TR	RUSSELL 2000 ETF	$590K	2378	0.80%	SOLE
32	CROWDSTRIKE HLDGS INC	CL A	$558K	1430	0.76%	SOLE
33	3M CO	COM	$552K	3802	0.75%	SOLE
34	ISHARES TR	RUS 1000 GRW ETF	$530K	1242	0.72%	SOLE
35	ADVANCED MICRO DEVICES INC	COM	$491K	2414	0.66%	SOLE
36	ISHARES TR	CORE MSCI TOTAL	$480K	5544	0.65%	SOLE
37	VISA INC	COM CL A	$457K	1513	0.62%	SOLE
38	HONEYWELL INTL INC	COM	$418K	1848	0.57%	SOLE
39	ISHARES TR	NATIONAL MUN ETF	$417K	3925	0.56%	SOLE
40	APPLE INC	COM	$406K	1598	0.55%	SOLE
41	EXXON MOBIL CORP	COM	$403K	2377	0.55%	SOLE
42	MASTERCARD INCORPORATED	CL A	$394K	789	0.53%	SOLE
43	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$381K	1984	0.52%	SOLE
44	META PLATFORMS INC	CL A	$380K	664	0.51%	SOLE
45	ISHARES TR	CALIF MUN BD ETF	$336K	5918	0.45%	SOLE
46	ISHARES TR	SHRT NAT MUN ETF	$319K	2994	0.43%	SOLE
47	BANK AMERICA CORP	COM	$285K	5845	0.39%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$268K	4735	0.36%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	SHS	$268K	5267	0.36%	SOLE
50	ETFIS SER TR I	VIRTUS REAVES UT	$261K	3265	0.35%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.