Wise Wealth Partners
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Wise Wealth Partners reported 43 stock positions worth $58.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 23.3% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.9%) and Vanguard Short-Term Treasury (VGSH, 6.0%). Compared with Q1 2026, it opened 7 new positions, sold out of 18, added to 11 and reduced 15. The biggest buy was a new position in Vanguard Short-Term Treasury (VGSH) and the biggest sale SPDR Gold Shares (GLD, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002056711
- Portfolio Value
- $58.8M (Q2 2026)
- SEC Filing
- 0002056711-26-000003 ↗ filed Jul 28, 2026
Holdings Value
Holdings 43 stocks · $58.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 23.26% | 155,711 | $13.7M | Reduce -38.9% |
| AGG iShares Core U.S. Aggregate | 6.93% | 41,211 | $4.1M | Reduce -18.2% |
| VGSH Vanguard Short-Term Treasury | 6.03% | 60,986 | $3.5M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.01% | 13,533 | $2.9M | Reduce -0.9% |
| FBND Fidelity Total Bond ETF | 4.92% | 63,596 | $2.9M | New |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | 4.41% | 298,975 | $2.6M | New |
| VXUS Vanguard Total Intl Stock | 4.18% | 28,765 | $2.5M | New |
| QQQD Dirxin DLY MGNF 7B 1X ETF-Ui | 3.90% | 173,666 | $2.3M | Reduce -25.9% |
| SCHD Schwab US DVD Equity ETF | 3.51% | 65,175 | $2.1M | New |
| CGMM Cap Group Small and Mid Cap | 3.38% | 60,388 | $2.0M | Add +1.2% |
| SPTI SS SPDR P Int Term TSY ETF | 3.12% | 64,638 | $1.8M | New |
| QQQ Invesco QQQ Trust Series 1 | 2.79% | 2,225 | $1.6M | Reduce -3.4% |
| GLL Proshares Ultrashort Gold | 2.66% | 57,940 | $1.6M | Reduce -7.3% |
| IVLU iShares MSCI International V | 2.42% | 34,107 | $1.4M | Add +62.8% |
| SCHY Schwab International DVD ETF | 2.17% | 40,145 | $1.3M | New |
| GLD SPDR Gold Shares | 1.47% | 2,349 | $865K | Reduce -83.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.47% | 2,330 | $862K | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 1.34% | 2,415 | $791K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.25% | 1,474 | $738K | Reduce -4.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.17% | 7,602 | $690K | Add +0.0% |
| IWR iShares Russell Mid-Cap ETF | 1.16% | 6,170 | $681K | No change |
| GOVT iShares US Treasury Bond ETF | 1.05% | 27,215 | $620K | Reduce -2.6% |
| MMM 3M Co. | 1.05% | 3,802 | $616K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.98% | 2,623 | $576K | Reduce -49.4% |
| V Visa Inc. Class A | 0.93% | 1,594 | $547K | Add +5.3% |
| RSP Invesco S&P 500 Equal Weight | 0.89% | 2,467 | $525K | Add +24.3% |
| CVX Chevron Corp. | 0.87% | 3,100 | $514K | No change |
| MUB iShares National Muni Bond E | 0.72% | 3,951 | $425K | Add +0.7% |
| MA Mastercard Inc. Class A | 0.69% | 789 | $405K | No change |
| CMF iShares California Muni Bond | 0.58% | 5,959 | $343K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.55% | 2,377 | $325K | No change |
| SUB iShares Short-Term National | 0.55% | 3,013 | $321K | Add +0.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.51% | 3,050 | $300K | Reduce -91.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 3,657 | $295K | Add +10.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.49% | 4,736 | $288K | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.47% | 909 | $276K | Add +11.9% |
| FDL First Trust Morn DVD Lead Inc. | 0.44% | 5,267 | $256K | No change |
| IWF iShares Russell 1000 Growth | 0.40% | 1,901 | $236K | Reduce -61.7% |
| KO The Coca-Cola Co. | 0.37% | 2,656 | $216K | No change |
| HON Honeywell International Inc. | 0.36% | 924 | $215K | No change |
| IXUS iShares Core Intl Stock ETF | 0.36% | 2,226 | $212K | Reduce -59.9% |
| GOOG Alphabet Inc. Class C | 0.35% | 579 | $205K | Reduce -86.3% |
| HONA Honeywell Aerospace Inc. | 0.35% | 924 | $204K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| GLD SPDR Gold Shares | Reduce -83.6% | 1.47% | −6.86 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -91.8% | 0.51% | −4.26 |
| IDMO Invesco S&P International DE | Sold out | 0.00% | −4.18 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -38.9% | 23.26% | −3.13 |
| FDHY Fidelity Enh Hi YLD ETF | Sold out | 0.00% | −2.40 |
| CGCP Cap Group Core Plus Income | Sold out | 0.00% | −1.76 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −1.40 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −1.32 |
| GOOG Alphabet Inc. Class C | Reduce -86.3% | 0.35% | −1.30 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −1.11 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −1.08 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.99 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.98 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.94 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.93 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.80 |
| QQQD Dirxin DLY MGNF 7B 1X ETF-Ui | Reduce -25.9% | 3.90% | −0.78 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.76 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.66 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.55 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.51 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.39 |
| QUAL iShares MSCI USA Quality Fac | Reduce -49.4% | 0.98% | −0.37 |
| UTES Virtus Reaves Utilities ETF | Sold out | 0.00% | −0.35 |
| IWF iShares Russell 1000 Growth | Reduce -61.7% | 0.40% | −0.32 |
| IXUS iShares Core Intl Stock ETF | Reduce -59.9% | 0.36% | −0.29 |
| AGG iShares Core U.S. Aggregate | Reduce -18.2% | 6.93% | +0.16 |
| GOVT iShares US Treasury Bond ETF | Reduce -2.6% | 1.05% | +0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 1.25% | +0.26 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.5% | 1.47% | +0.43 |
| GLL Proshares Ultrashort Gold | Reduce -7.3% | 2.66% | +0.95 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.4% | 2.79% | +0.98 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.9% | 5.01% | +1.38 |
Portfolio Buys Q1 2026 → Q2 2026
| VGSH Vanguard Short-Term Treasury | New | 6.03% | +6.03 |
| FBND Fidelity Total Bond ETF | New | 4.92% | +4.92 |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | New | 4.41% | +4.41 |
| VXUS Vanguard Total Intl Stock | New | 4.18% | +4.18 |
| SCHD Schwab US DVD Equity ETF | New | 3.51% | +3.51 |
| SPTI SS SPDR P Int Term TSY ETF | New | 3.12% | +3.12 |
| SCHY Schwab International DVD ETF | New | 2.17% | +2.17 |
| IVLU iShares MSCI International V | Add +62.8% | 2.42% | +1.30 |
| CGMM Cap Group Small and Mid Cap | Add +1.2% | 3.38% | +1.01 |
| RSP Invesco S&P 500 Equal Weight | Add +24.3% | 0.89% | +0.38 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.0% | 1.17% | +0.36 |
| V Visa Inc. Class A | Add +5.3% | 0.93% | +0.31 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +11.9% | 0.47% | +0.18 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +10.8% | 0.50% | +0.18 |
| MUB iShares National Muni Bond E | Add +0.7% | 0.72% | +0.16 |
| CMF iShares California Muni Bond | Add +0.7% | 0.58% | +0.13 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.0% | 0.49% | +0.13 |
| SUB iShares Short-Term National | Add +0.6% | 0.55% | +0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $58.8M | SPYM, AGG, VGSH, VTV, FBND |
| Q1 2026 | 53 | $73.9M | SPYM, GLD, AGG, VYMI, QQQD |
| Q4 2025 | 50 | $69.7M | SPYM, GLD, AGG, VYMI, IDMO |
| Q3 2025 | 51 | $65.5M | SPYM, GLD, AGG, VYMI, IDMO |
| Q2 2025 | 51 | $59.9M | SPYM, AGG, GLD, VYMI, IDMO |
| Q1 2025 | 48 | $41.9M | SPYM, GOVT, GLD, QUAL, CGCP |
| Q4 2024 | 46 | $40.5M | GOVT, SPYM, QUAL, GLD, FDVV |