Wise Wealth Partners
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Wise Wealth Partners reported 46 stock positions worth $40.5 million. Its top holding was iShares US Treasury Bond ETF (GOVT) at 16.8% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 15.0%) and iShares MSCI USA Quality Fac (QUAL, 7.1%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002056711
- Portfolio Value
- $40.5M (Q4 2024)
- SEC Filing
- 0002056711-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 46 stocks · $40.5M
| GOVT iShares US Treasury Bond ETF | 16.76% | 295,628 | $6.8M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 14.97% | 88,047 | $6.1M | — |
| QUAL iShares MSCI USA Quality Fac | 7.11% | 16,196 | $2.9M | — |
| GLD SPDR Gold Shares | 6.84% | 11,457 | $2.8M | — |
| FDVV Fidelity High Dividend ETF | 5.76% | 46,751 | $2.3M | — |
| CGCP Cap Group Core Plus Income | 4.72% | 86,192 | $1.9M | — |
| MBND SS Nuveen Munic Bond ETF-Usd | 3.29% | 48,524 | $1.3M | — |
| JPIE JPMorgan Income ETF | 2.80% | 24,876 | $1.1M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 2.67% | 10,978 | $1.1M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.77% | 2,475 | $717K | — |
| AVGO Broadcom Inc. | 1.51% | 2,649 | $614K | — |
| NVDA Nvidia Corp. | 1.44% | 4,335 | $582K | — |
| IVLU iShares MSCI International V | 1.43% | 21,347 | $579K | — |
| BND Vanguard Total Bond Market | 1.41% | 7,924 | $570K | — |
| QQQ Invesco QQQ Trust Series 1 | 1.36% | 1,082 | $553K | — |
| VGLT Vanguard Long-Term Treasury | 1.36% | 9,960 | $551K | — |
| IEFA iShares Core MSCI Eafe ETF | 1.35% | 7,765 | $546K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.34% | 7,589 | $542K | — |
| IWF iShares Russell 1000 Growth | 1.28% | 1,288 | $517K | — |
| IWP iShares Russell Mid-Cap Grow | 1.12% | 3,574 | $453K | — |
| MUB iShares National Muni Bond E | 1.05% | 4,011 | $427K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.02% | 915 | $415K | — |
| AAPL Apple Inc. | 0.99% | 1,595 | $400K | — |
| IXUS iShares Core Intl Stock ETF | 0.90% | 5,497 | $364K | — |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.89% | 1,242 | $360K | — |
| META Meta Platforms Inc. Class A | 0.87% | 602 | $352K | — |
| JPM JPMorgan Chase & Co. | 0.86% | 1,458 | $349K | — |
| LLY Eli Lilly & Co. | 0.86% | 449 | $347K | — |
| IWD iShares Russell 1000 Value E | 0.84% | 1,845 | $342K | — |
| IWR iShares Russell Mid-Cap ETF | 0.77% | 3,511 | $310K | — |
| SUB iShares Short-Term National | 0.76% | 2,910 | $307K | — |
| CMF iShares California Muni Bond | 0.75% | 5,342 | $306K | — |
| IWM iShares Russell 2000 ETF | 0.75% | 1,379 | $305K | — |
| AMZN Amazon.com Inc. | 0.73% | 1,357 | $298K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.73% | 863 | $295K | — |
| MMM 3M Co. | 0.72% | 2,269 | $293K | — |
| HD Home Depot Inc. | 0.71% | 735 | $286K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.69% | 5,491 | $281K | — |
| GOOG Alphabet Inc. Class C | 0.69% | 1,464 | $279K | — |
| MSFT Microsoft Corp. | 0.69% | 660 | $278K | — |
| V Visa Inc. Class A | 0.67% | 865 | $273K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.61% | 2,107 | $248K | — |
| PLTR Palantir Technologies Inc. Class A | 0.56% | 3,022 | $229K | — |
| XOM Exxon Mobil Corp. | 0.56% | 2,102 | $226K | — |
| FDL First Trust Morn DVD Lead Inc. | 0.52% | 5,267 | $212K | — |
| TYL Tyler Technologies Inc. | 0.52% | 367 | $212K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |