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CIK: 0002056711
Total reported value
$58.8M
$58.8M
51 檔
57.7%
At the close of Q3 2025, Wise Wealth Partners disclosed equity holdings valued at approximately $58.8M, spread across 51 reported holdings.
In Q3 2025, Wise Wealth Partners displayed an active expansion posture, initiating 11 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, GLD, AGG) accounted for 57.7% of total reported equity market value during Q3 2025.
| # | 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 | 28.67% | -3.13% | +8.98% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 8.43% | -6.86% | +44.34% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.96% | +0.16% | +11.88% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.89% | -4.26% | +0.43% | |
| 5 | IDMO | Invesco S&p International De | ETF-Other | 3.86% | -4.18% | EXIT | |
| 6 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.60% | — | -21.23% | |
| 7 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 2.25% | +1.01% | -13.43% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.18% | +0.18% | -8.18% | |
| 9 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.07% | -1.76% | EXIT | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.92% | +0.99% | +1.80% | |
| 11 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 1.90% | — | -5.91% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.56% | -0.37% | -1.39% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | -1.32% | EXIT | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | -1.30% | — | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.43% | -1.40% | EXIT | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | +0.25% | — | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.37% | -1.08% | EXIT | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | -1.11% | EXIT | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.24% | -0.76% | EXIT | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.99% | EXIT | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | +0.38% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | +0.43% | — | |
| 23 | IVLU | Ishares Msci International V | ETF-Other | 1.13% | +1.29% | -1.72% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.06% | -0.98% | EXIT | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 1.01% | -0.93% | EXIT | |
| 26 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.97% | — | — | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.93% | +0.36% | +0.03% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.91% | +0.35% | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.91% | -0.32% | — | |
| 30 | MMM | 3m Co | Stock-Industrials | 0.90% | +0.30% | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.88% | -0.80% | EXIT | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | -0.94% | EXIT | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.31% | — | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.73% | — | +2.58% | |
| 35 | IDYN | Ishares Inte Equ Fac R A ETF | ETF-Other | 0.70% | — | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | +0.16% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | — | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.51% | EXIT | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.67% | +0.16% | +0.61% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.62% | -0.55% | EXIT | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | -0.66% | EXIT | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.59% | -0.57% | EXIT | |
| 43 | MSTR | Strategy Inc | Stock-Tech | 0.54% | — | +2.53% | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.51% | +0.12% | +0.71% | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.48% | +0.12% | +0.61% | |
| 46 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 0.47% | -0.35% | EXIT | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.39% | EXIT | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | — | — | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | +0.13% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | — | -3.91% |
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 Q3 2025.
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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.
Top New Position Initiated
IDMO
市值: $2.5M
Top Position Liquidated / Trimmed
HEQT
前期市值: $2.2M
During Q3 2025, Wise Wealth Partners's top holdings by market value included SPYM (28.7%)、GLD (8.4%)、AGG (7.0%). The largest single position, SPYM, represented 28.7% of total portfolio value.
In Q3 2025, Wise Wealth Partners made 54 total portfolio adjustments, initiating 11 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 8 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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