Wise Wealth Partners
- SEC CIK
- 0002056711
- Latest filing
- Jul 28, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.
- Positions
- 46
- No filing for Q3 2024
- Portfolio value
- $40.5M
- No filing for Q3 2024
Wise Wealth Partners did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 295,628 | $6.79M | 16.8% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 88,047 | $6.07M | 15.0% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 16,196 | $2.88M | 7.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 11,457 | $2.77M | 6.8% | – | – | History |
| Fidelity High Dividend ETF316092840 | ETF | 46,751 | $2.33M | 5.8% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 86,192 | $1.91M | 4.7% | – | – | – |
| Ssga Active Tr78470P705 | ST STR NUVEE ETF | 48,524 | $1.34M | 3.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 24,876 | $1.13M | 2.8% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 10,978 | $1.08M | 2.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,475 | $717.2K | 1.8% | – | – | – |
| AVGOBroadcom Inc. | Stock | 2,649 | $614.1K | 1.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 4,335 | $582.1K | 1.4% | – | – | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 21,347 | $578.7K | 1.4% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,924 | $569.8K | 1.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,082 | $553.1K | 1.4% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 9,960 | $551.3K | 1.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,765 | $545.7K | 1.3% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,589 | $542.1K | 1.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,288 | $517.4K | 1.3% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,574 | $453.0K | 1.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,011 | $427.4K | 1.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 915 | $414.8K | 1.0% | – | – | History |
| AAPLApple Inc. | Stock | 1,595 | $399.5K | 1.0% | – | – | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,497 | $363.6K | 0.9% | – | – | – |
| MSTRStrategy Inc | Stock | 1,242 | $359.6K | 0.9% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 602 | $352.4K | 0.9% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,458 | $349.4K | 0.9% | – | – | History |
| LLYEli Lilly & Co | Stock | 449 | $346.8K | 0.9% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,845 | $341.5K | 0.8% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,511 | $310.4K | 0.8% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,910 | $307.0K | 0.8% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 5,342 | $306.0K | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,379 | $304.8K | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,357 | $297.6K | 0.7% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 863 | $295.3K | 0.7% | – | – | History |
| MMM3M Co | Stock | 2,269 | $292.9K | 0.7% | – | – | History |
| HDHome Depot, Inc. | Stock | 735 | $285.9K | 0.7% | – | – | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,491 | $280.8K | 0.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,464 | $278.8K | 0.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 660 | $278.1K | 0.7% | – | – | History |
| VVisa Inc. | Stock | 865 | $273.4K | 0.7% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 2,107 | $247.6K | 0.6% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 3,022 | $228.6K | 0.6% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 2,102 | $226.1K | 0.6% | – | – | History |
| First Tr Exchange-Traded FD336917109 | SHS | 5,267 | $212.0K | 0.5% | – | – | – |
| TYLTyler Technologies Inc | COM | 367 | $211.6K | 0.5% | – | – | History |