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CIK: 0002056711
Total reported value
$54.6M
$54.6M
43 檔
49.7%
According to the latest 13F quarterly dataset, Wise Wealth Partners managed an equity portfolio of $54.6M at the end of Q2 2026, spanning 43 distinct U.S. exchange-listed positions.
In Q2 2026, Wise Wealth Partners adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 19 holdings to manage risk exposure.
| # | 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 | 23.26% | +3.92% | -38.86% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.93% | -1.35% | -18.24% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.03% | -2.93% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.01% | -1.03% | -0.93% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.92% | -0.79% | — | |
| 6 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 4.41% | +0.23% | — | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.18% | +0.63% | — | |
| 8 | QQQD | Dirxin Dly Mgnf 7b 1x Etf-ui | ETF-Other | 3.90% | -0.14% | -25.94% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.51% | +0.54% | — | |
| 10 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 3.38% | -0.03% | +1.17% | |
| 11 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.12% | +0.09% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.79% | -2.28% | -3.43% | |
| 13 | GLL | Proshares Ultrashort Gold | ETF-Commodities | 2.66% | -2.66% | EXIT | |
| 14 | IVLU | Ishares Msci International V | ETF-Other | 2.42% | +0.03% | +62.75% | |
| 15 | SCHY | Schwab International Dvd ETF | ETF-Other | 2.16% | +0.20% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.47% | +1.12% | -83.57% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.47% | +0.02% | -2.51% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.12% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | +0.09% | -4.22% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.17% | +0.11% | +0.03% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.16% | +0.05% | — | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.05% | -1.05% | EXIT | |
| 23 | MMM | 3m Co | Stock-Industrials | 1.05% | +0.09% | — | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.98% | +0.09% | -49.40% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.14% | +5.35% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.89% | +0.40% | +24.34% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.87% | +0.29% | — | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.72% | -0.72% | EXIT | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | +0.11% | — | |
| 30 | CMF | Ishares California Muni Bond | ETF-Other | 0.58% | -0.58% | EXIT | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.55% | EXIT | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.55% | +0.03% | +0.63% | |
| 33 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.51% | +0.12% | -91.84% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.07% | +343.27% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | +0.04% | +0.02% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | +0.04% | +11.95% | |
| 37 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.44% | +0.03% | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | +0.05% | +53.06% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | +0.05% | — | |
| 40 | ✓ | Stock-Other | 0.36% | -0.36% | EXIT | ||
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.36% | +0.03% | -59.85% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | -0.35% | EXIT | |
| 43 | ✓ | Stock-Other | 0.35% | -0.35% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +6% | NEW | New buy |
| 2 | FBND | Fidelity Total Bond ETF | +4.9% | NEW | New buy |
| 3 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | +4.4% | NEW | New buy |
| 4 | VXUS | Vanguard Total Intl Stock | +4.2% | NEW | New buy |
| 5 | SCHD | Schwab US Dvd Equity ETF | +3.5% | NEW | New buy |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | +3.1% | NEW | New buy |
| 7 | SCHY | Schwab International Dvd ETF | +2.2% | NEW | New buy |
| 8 | VTV | Vanguard Value ETF | +1.4% | -0.93% | Trim |
| 9 | IVLU | Ishares Msci International V | +1.3% | +62.75% | Add |
| 10 | CGMM | Cap Group Small And Mid Cap | +1% | +1.17% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +1% | -3.43% | Trim |
| 12 | GLL | Proshares Ultrashort Gold | +1% | -7.26% | Trim |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -2.51% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.4% | — | Unchanged |
| 15 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +24.34% | Add |
| 16 | ✓ | +0.4% | NEW | New buy | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.4% | +0.03% | Add |
| 18 | ✓ | +0.4% | NEW | New buy | |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.4% | — | Unchanged |
| 20 | V | Visa Inc-class A Shares | +0.3% | +5.35% | Add |
| 21 | MMM | 3m Co | +0.3% | — | Unchanged |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -4.22% | Trim |
| 23 | VB | Vanguard Small-cap ETF | +0.2% | +11.95% | Add |
| 24 | VO | Vanguard Mid-cap ETF | +0.2% | +343.27% | Add |
| 25 | GOVT | Ishares US Treasury Bond ETF | +0.2% | -2.64% | Trim |
| 26 | AGG | Ishares Core U.s. Aggregate | +0.2% | -18.24% | Trim |
| 27 | MA | Mastercard Inc - A | +0.2% | — | Unchanged |
| 28 | MUB | Ishares National Muni Bond E | +0.2% | +0.66% | Add |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +0.02% | Add |
| 30 | CMF | Ishares California Muni Bond | +0.1% | +0.69% | Add |
| 31 | SUB | Ishares Short-term National | +0.1% | +0.63% | Add |
| 32 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 33 | FDL | First Trust Morn Dvd Lead In | +0.1% | — | Unchanged |
| 34 | CVX | Chevron CORP | — | — | Unchanged |
| 35 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 36 | IXUS | Ishares Core Intl Stock ETF | -0.3% | -59.85% | Trim |
| 37 | IWF | Ishares Russell 1000 Growth | -0.3% | +53.06% | Add |
| 38 | UTES | Virtus Reaves Utilities ETF | -0.4% | EXIT | Sold out |
| 39 | QUAL | Ishares Msci USA Quality Fac | -0.4% | -49.40% | Trim |
| 40 | BAC | Bank Of America CORP | -0.4% | EXIT | Sold out |
| 41 | META | Meta Platforms Inc-class A | -0.5% | EXIT | Sold out |
| 42 | AAPL | Apple Inc | -0.6% | EXIT | Sold out |
| 43 | HON | Honeywell International Inc | -0.6% | EXIT | Sold out |
| 44 | AMD | Advanced Micro Devices | -0.7% | EXIT | Sold out |
| 45 | CRWD | Crowdstrike Holdings Inc - A | -0.8% | EXIT | Sold out |
| 46 | QQQD | Dirxin Dly Mgnf 7b 1x Etf-ui | -0.8% | -25.94% | Trim |
| 47 | IWM | Ishares Russell 2000 ETF | -0.8% | EXIT | Sold out |
| 48 | BND | Vanguard Total Bond Market | -0.9% | EXIT | Sold out |
| 49 | LLY | Eli Lilly & Co | -0.9% | EXIT | Sold out |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -1% | EXIT | Sold out |
According to official SEC Form 13F filings, Wise Wealth Partners reported a total U.S. public equity portfolio value of $54.6M across 43 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, AGG, VGSH) accounted for 49.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
VGSH
市值: $3.5M
Top Position Liquidated / Trimmed
IDMO
前期市值: $3.1M
During Q2 2026, Wise Wealth Partners's top holdings by market value included SPYM (23.3%)、AGG (6.9%)、VGSH (6.0%). The largest single position, SPYM, represented 23.3% of total portfolio value.
In Q2 2026, Wise Wealth Partners made 54 total portfolio adjustments, initiating 9 new buys, adding to 12 positions, trimming 14 holdings, and fully liquidating 19 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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