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CIK: 0002056711
Total reported value
$58.8M
$58.8M
53 檔
64.0%
The Q1 2026 SEC filing reveals that Wise Wealth Partners held a total portfolio value of $58.8M, covering 53 public equity positions.
In Q1 2026, Wise Wealth Partners displayed an active expansion posture, initiating 4 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, GLD, AGG) accounted for 64.0% of total reported equity market value during Q1 2026.
| # | 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 | 26.39% | -3.13% | -0.56% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 8.33% | -6.86% | +0.32% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.77% | +0.16% | +1.94% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.77% | -4.26% | +13.68% | |
| 5 | QQQD | Dirxin Dly Mgnf 7b 1x Etf-ui | ETF-Other | 4.68% | -0.78% | — | |
| 6 | IDMO | Invesco S&p International De | ETF-Other | 4.18% | -4.18% | EXIT | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.63% | +1.38% | +5.31% | |
| 8 | FDHY | Fidelity Enh Hi Yld ETF | ETF-Other | 2.40% | -2.40% | EXIT | |
| 9 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 2.37% | +1.01% | +4.00% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.80% | +0.99% | +0.70% | |
| 11 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.76% | -1.76% | EXIT | |
| 12 | GLL | Proshares Ultrashort Gold | ETF-Commodities | 1.71% | +0.95% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.65% | -1.30% | — | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.40% | -1.40% | EXIT | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.35% | -0.37% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | -1.32% | EXIT | |
| 17 | IVLU | Ishares Msci International V | ETF-Other | 1.13% | +1.29% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | -1.11% | EXIT | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.08% | -1.08% | EXIT | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | +0.43% | +8.59% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | +0.25% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.99% | EXIT | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | -0.98% | EXIT | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.38% | -4.96% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | -0.94% | EXIT | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.93% | -0.93% | EXIT | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.87% | — | — | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.87% | +0.18% | +1.59% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.81% | +0.36% | +0.03% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.81% | +0.35% | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.80% | -0.80% | EXIT | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.76% | -0.76% | EXIT | |
| 33 | MMM | 3m Co | Stock-Industrials | 0.75% | +0.30% | — | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.72% | -0.32% | -1.51% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.66% | -0.66% | EXIT | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.65% | -0.29% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.31% | -7.18% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.57% | -0.57% | EXIT | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.56% | +0.16% | -4.36% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.55% | -0.55% | EXIT | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | — | — | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | +0.16% | -8.26% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | +0.37% | +23.15% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.51% | EXIT | |
| 45 | CMF | Ishares California Muni Bond | ETF-Other | 0.46% | +0.12% | +0.46% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.43% | +0.12% | +0.44% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | -0.39% | EXIT | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | +0.13% | +0.02% | |
| 49 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.36% | +0.08% | — | |
| 50 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 0.35% | -0.35% | EXIT |
According to official SEC Form 13F filings, Wise Wealth Partners reported a total U.S. public equity portfolio value of $58.8M across 53 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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
QQQD
市值: $3.5M
Top Position Liquidated / Trimmed
MSFT
前期市值: $456.3K
During Q1 2026, Wise Wealth Partners's top holdings by market value included SPYM (26.4%)、GLD (8.3%)、AGG (6.8%). The largest single position, SPYM, represented 26.4% of total portfolio value.
In Q1 2026, Wise Wealth Partners made 36 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 1 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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