Wise Wealth Partners
- SEC CIK
- 0002056711
- Latest filing
- Jul 28, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 25, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 48
- +2 vs. Q4 2024
- Portfolio value
- $41.9M
- +$1.32M (+3.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 69,853 | $4.59M | 11.0% | −18,194−20.7% | Reduced | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 195,150 | $4.49M | 10.7% | −100,478−34.0% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 15,380 | $4.43M | 10.6% | +3,923+34.2% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 16,461 | $2.81M | 6.7% | +265+1.6% | Added | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 110,461 | $2.48M | 5.9% | +24,269+28.2% | Added | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 75,376 | $2.15M | 5.1% | +75,376 | New | – |
| Fidelity High Dividend ETF316092840 | ETF | 42,847 | $2.13M | 5.1% | −3,904−8.4% | Reduced | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 25,212 | $1.86M | 4.4% | +25,212 | New | – |
| Ssga Active Tr78470P705 | ST STR NUVEE ETF | 48,362 | $1.32M | 3.2% | −162−0.3% | Reduced | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 7,568 | $692.7K | 1.7% | −3,410−31.1% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,425 | $666.5K | 1.6% | −50−2.0% | Reduced | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 21,224 | $643.3K | 1.5% | −123−0.6% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,765 | $587.4K | 1.4% | 00.0% | Unchanged | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,650 | $581.8K | 1.4% | +787+91.2% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,899 | $580.2K | 1.4% | −25−0.3% | Reduced | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 10,029 | $577.8K | 1.4% | +69+0.7% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,063 | $566.1K | 1.4% | +148+16.2% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 6,146 | $518.7K | 1.2% | +3,124+103.4% | Added | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,590 | $516.2K | 1.2% | +10.0% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,092 | $512.0K | 1.2% | +10+0.9% | Added | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,234 | $497.4K | 1.2% | +660+18.5% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,359 | $490.9K | 1.2% | +71+5.5% | Added | – |
| NVDANVIDIA Corp | Stock | 4,319 | $468.1K | 1.1% | −16−0.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 2,658 | $445.1K | 1.1% | +9+0.3% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,994 | $421.1K | 1.0% | −17−0.4% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,223 | $418.3K | 1.0% | +378+20.5% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,544 | $387.0K | 0.9% | +47+0.9% | Added | – |
| LLYEli Lilly & Co | Stock | 450 | $371.7K | 0.9% | +1+0.2% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 1,465 | $359.3K | 0.9% | +7+0.5% | Added | History |
| AAPLApple Inc. | Stock | 1,597 | $354.6K | 0.8% | +2+0.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 602 | $347.2K | 0.8% | 00.0% | Unchanged | History |
| MSTRStrategy Inc | Stock | 1,185 | $341.5K | 0.8% | −57−4.6% | Reduced | History |
| MMM3M Co | Stock | 2,280 | $334.9K | 0.8% | +11+0.5% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,922 | $308.5K | 0.7% | +12+0.4% | Added | – |
| VVisa Inc. | Stock | 866 | $303.6K | 0.7% | +1+0.1% | Added | History |
| iShares Tr464288356 | CALIF MUN BD ETF | 5,368 | $302.1K | 0.7% | +26+0.5% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,484 | $296.4K | 0.7% | −27−0.8% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,476 | $279.7K | 0.7% | −15−0.3% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,382 | $275.8K | 0.7% | +3+0.2% | Added | – |
| HDHome Depot, Inc. | Stock | 739 | $270.8K | 0.6% | +4+0.5% | Added | History |
| TSLATesla, Inc. | Stock | 999 | $259.0K | 0.6% | +999 | New | History |
| AMZNAmazon Com Inc | Stock | 1,357 | $258.1K | 0.6% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 2,121 | $252.2K | 0.6% | +19+0.9% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,385 | $236.0K | 0.6% | +2,385 | New | – |
| GOOGAlphabet Inc. | Stock | 1,466 | $229.0K | 0.5% | +2+0.1% | Added | History |
| First Tr Exchange-Traded FD336917109 | SHS | 5,267 | $228.8K | 0.5% | 00.0% | Unchanged | – |
| TYLTyler Technologies Inc | COM | 367 | $213.4K | 0.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 369 | $202.0K | 0.5% | +369 | New | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.