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CIK: 0002056711
Total reported value
$58.8M
$58.8M
46 檔
35.4%
The Q4 2024 SEC filing reveals that Wise Wealth Partners held a total portfolio value of $58.8M, covering 46 public equity positions.
During Q4 2024, Wise Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GOVT, SPYM, QUAL) accounted for 35.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 16.76% | +0.18% | — | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 14.97% | -3.13% | — | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.11% | -0.37% | — | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 6.84% | -6.86% | — | |
| 5 | FDVV | Fidelity High Dividend ETF | ETF-Other | 5.76% | — | — | |
| 6 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.72% | -1.76% | EXIT | |
| 7 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 3.29% | — | — | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.80% | — | — | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.67% | — | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.77% | +0.43% | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.51% | -1.11% | EXIT | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | -1.32% | EXIT | |
| 13 | IVLU | Ishares Msci International V | ETF-Other | 1.43% | +1.29% | — | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.41% | -0.93% | EXIT | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.36% | +0.99% | — | |
| 16 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.36% | — | — | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.35% | -0.98% | EXIT | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.34% | +0.36% | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.28% | -0.32% | — | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.12% | -1.08% | EXIT | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.05% | +0.16% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | +0.25% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.99% | -0.55% | EXIT | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.90% | -0.29% | — | |
| 25 | MSTR | Strategy Inc | Stock-Tech | 0.89% | — | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.51% | EXIT | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.38% | — | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | -0.94% | EXIT | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.84% | -1.40% | EXIT | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | +0.35% | — | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.76% | +0.12% | — | |
| 32 | CMF | Ishares California Muni Bond | ETF-Other | 0.75% | +0.12% | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | -0.80% | EXIT | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | -0.99% | EXIT | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.73% | -0.76% | EXIT | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.72% | +0.30% | — | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | — | — | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | +0.13% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -1.30% | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | — | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | +0.31% | — | |
| 42 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.61% | — | — | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | — | — | |
| 45 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.52% | +0.08% | — | |
| 46 | TYL | Tyler Technologies Inc | Stock-Tech | 0.52% | — | — |
According to official SEC Form 13F filings, Wise Wealth Partners reported a total U.S. public equity portfolio value of $58.8M across 46 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Wise Wealth Partners's top holdings by market value included GOVT (16.8%)、SPYM (15.0%)、QUAL (7.1%). The largest single position, GOVT, represented 16.8% of total portfolio value.
In Q4 2024, Wise Wealth Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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