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CIK: 0002056711
Total reported value
$58.8M
$58.8M
51 檔
47.6%
During the Q2 2025 filing period, Wise Wealth Partners (CIK: 0002056711) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $58.8M across 51 reported positions.
During Q2 2025, Wise Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 26.71% | -3.13% | +214.93% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.73% | +0.16% | +1603.98% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 5.48% | -6.86% | -29.99% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.01% | -4.26% | +18.78% | |
| 5 | IDMO | Invesco S&p International De | ETF-Other | 3.81% | -4.18% | EXIT | |
| 6 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 3.54% | — | — | |
| 7 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 2.69% | +1.01% | — | |
| 8 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 2.63% | -0.35% | EXIT | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.59% | +0.18% | -65.46% | |
| 10 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.53% | — | — | |
| 11 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 2.19% | — | +0.13% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.89% | +0.99% | +88.10% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.63% | -0.37% | -67.61% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | +0.25% | +75.26% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.47% | -1.40% | EXIT | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | -1.32% | EXIT | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.42% | -1.08% | EXIT | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.40% | -0.76% | EXIT | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | -0.99% | EXIT | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | -1.11% | EXIT | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | -1.30% | +180.63% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | +0.43% | -4.54% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | +0.38% | +64.85% | |
| 24 | IVLU | Ishares Msci International V | ETF-Other | 1.17% | +1.29% | +0.04% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.11% | -0.98% | EXIT | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 1.08% | -0.93% | EXIT | |
| 27 | MMM | 3m Co | Stock-Industrials | 0.97% | +0.30% | +66.75% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.95% | +0.36% | +0.04% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.95% | +0.35% | +77.10% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | -0.94% | EXIT | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.90% | -0.32% | -6.62% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.31% | +74.71% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | -0.80% | EXIT | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.51% | EXIT | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | +0.16% | +113.82% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.72% | — | — | |
| 37 | MSTR | Strategy Inc | Stock-Tech | 0.72% | — | -9.79% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.72% | +0.16% | +3.18% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.72% | -0.57% | EXIT | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | — | — | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.72% | -0.29% | — | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | -0.66% | EXIT | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.55% | -0.55% | EXIT | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.54% | +0.12% | +7.97% | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.52% | +0.12% | +0.55% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.39% | EXIT | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | — | — | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | +0.13% | -5.53% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | — | +0.05% | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.37% | +0.08% | — |
According to official SEC Form 13F filings, Wise Wealth Partners reported a total U.S. public equity portfolio value of $58.8M across 51 disclosed positions in Q2 2025.
During Q2 2025, Wise Wealth Partners's top holdings by market value included SPYM (26.7%)、AGG (6.7%)、GLD (5.5%). The largest single position, SPYM, represented 26.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, AGG, GLD) accounted for 47.6% of total reported equity market value during Q2 2025.
In Q2 2025, 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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