Holders — by stockHoldings — by fund
Wise Wealth Partners
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056711
$58.8M
disclosed book value
43
positions
23.3%
largest position share
Positions, as of 2026-06-30
top 43 of 43 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 155,711 | $13.7M | 23.3% |
| 2 | AGGISHARES TR | 41,211 | $4.1M | 6.9% |
| 3 | VGSHVANGUARD SCOTTSDALE FDS | 60,986 | $3.5M | 6% |
| 4 | VTVVANGUARD INDEX FDS | 13,533 | $2.9M | 5% |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 63,596 | $2.9M | 4.9% |
| 6 | SPDNDIREXION SHARES ETF TRUST | 298,975 | $2.6M | 4.4% |
| 7 | VXUSVANGUARD STAR FDS | 28,765 | $2.5M | 4.2% |
| 8 | QQQDDIREXION SHARES ETF TRUST | 173,666 | $2.3M | 3.9% |
| 9 | SCHDSCHWAB STRATEGIC TR | 65,175 | $2.1M | 3.5% |
| 10 | CGMMCAPITAL GROUP EQUITY ETF TR | 60,388 | $2.0M | 3.4% |
| 11 | SPTISPDR SERIES TRUST | 64,638 | $1.8M | 3.1% |
| 12 | QQQINVESCO QQQ TR | 2,225 | $1.6M | 2.8% |
| 13 | GLLPROSHARES TR II | 57,940 | $1.6M | 2.7% |
| 14 | IVLUISHARES TR | 34,107 | $1.4M | 2.4% |
| 15 | SCHYSCHWAB STRATEGIC TR | 40,145 | $1.3M | 2.2% |
| 16 | GLDSPDR GOLD TR | 2,349 | $865,176 | 1.5% |
| 17 | VTIVANGUARD INDEX FDS | 2,330 | $862,339 | 1.5% |
| 18 | JPMJPMORGAN CHASE & CO | 2,415 | $790,534 | 1.3% |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,474 | $737,726 | 1.3% |
| 20 | SPTMSPDR SERIES TRUST | 7,602 | $690,222 | 1.2% |
| 21 | IWRISHARES TR | 6,170 | $680,649 | 1.2% |
| 22 | GOVTISHARES TR | 27,215 | $619,968 | 1.1% |
| 23 | MMM3M CO | 3,802 | $615,538 | 1% |
| 24 | QUALISHARES TR | 2,623 | $575,517 | 1% |
| 25 | VVISA INC | 1,594 | $546,745 | 0.9% |
| 26 | RSPINVESCO EXCHANGE TRADED FD T | 2,467 | $524,918 | 0.9% |
| 27 | CVXCHEVRON CORPORATION | 3,100 | $513,805 | 0.9% |
| 28 | MUBISHARES TR | 3,951 | $425,160 | 0.7% |
| 29 | MAMASTERCARD INCORPORATED | 789 | $405,254 | 0.7% |
| 30 | CMFISHARES TR | 5,959 | $343,449 | 0.6% |
| 31 | XOMEXXON MOBIL CORP | 2,377 | $324,948 | 0.6% |
| 32 | SUBISHARES TR | 3,013 | $320,754 | 0.5% |
| 33 | VYMIVANGUARD WHITEHALL FDS | 3,050 | $299,503 | 0.5% |
| 34 | VOVANGUARD INDEX FDS | 3,657 | $294,645 | 0.5% |
| 35 | SPYVSPDR SERIES TRUST | 4,736 | $287,876 | 0.5% |
| 36 | VBVANGUARD INDEX FDS | 909 | $275,506 | 0.5% |
| 37 | FDLFIRST TR EXCHANGE-TRADED FD | 5,267 | $256,292 | 0.4% |
| 38 | IWFISHARES TR | 1,901 | $236,023 | 0.4% |
| 39 | KOCOCA COLA CO | 2,656 | $215,843 | 0.4% |
| 40 | HONHONEYWELL INTL INC | 924 | $214,562 | 0.4% |
| 41 | IXUSISHARES TR | 2,226 | $212,434 | 0.4% |
| 42 | GOOGALPHABET INC | 579 | $204,635 | 0.3% |
| 43 | HONAHONEYWELL AEROSPACE INC | 924 | $204,278 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.