Wise Wealth Partners
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Wise Wealth Partners reported 48 stock positions worth $41.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 11.0% of the portfolio, followed by iShares US Treasury Bond ETF (GOVT, 10.7%) and SPDR Gold Shares (GLD, 10.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 3, added to 25 and reduced 13. The biggest buy was a new position in Simplify Hedged Equity ETF (HEQT) and the biggest sale iShares US Treasury Bond ETF (GOVT, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002056711
- Portfolio Value
- $41.9M (Q1 2025)
- SEC Filing
- 0002056711-25-000002 ↗ filed Apr 25, 2025
Holdings Value
Holdings 48 stocks · $41.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 10.97% | 69,853 | $4.6M | Reduce -20.7% |
| GOVT iShares US Treasury Bond ETF | 10.72% | 195,150 | $4.5M | Reduce -34.0% |
| GLD SPDR Gold Shares | 10.59% | 15,380 | $4.4M | Add +34.2% |
| QUAL iShares MSCI USA Quality Fac | 6.72% | 16,461 | $2.8M | Add +1.6% |
| CGCP Cap Group Core Plus Income | 5.92% | 110,461 | $2.5M | Add +28.2% |
| HEQT Simplify Hedged Equity ETF | 5.15% | 75,376 | $2.2M | New |
| FDVV Fidelity High Dividend ETF | 5.08% | 42,847 | $2.1M | Reduce -8.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 4.44% | 25,212 | $1.9M | New |
| MBND SS Nuveen Munic Bond ETF-Usd | 3.15% | 48,362 | $1.3M | Reduce -0.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.66% | 7,568 | $693K | Reduce -31.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.59% | 2,425 | $667K | Reduce -2.0% |
| IVLU iShares MSCI International V | 1.54% | 21,224 | $643K | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.40% | 7,765 | $587K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 1.39% | 1,650 | $582K | Add +91.2% |
| BND Vanguard Total Bond Market | 1.39% | 7,899 | $580K | Reduce -0.3% |
| VGLT Vanguard Long-Term Treasury | 1.38% | 10,029 | $578K | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.35% | 1,063 | $566K | Add +16.2% |
| PLTR Palantir Technologies Inc. Class A | 1.24% | 6,146 | $519K | Add +103.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.23% | 7,590 | $516K | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.22% | 1,092 | $512K | Add +0.9% |
| IWP iShares Russell Mid-Cap Grow | 1.19% | 4,234 | $497K | Add +18.5% |
| IWF iShares Russell 1000 Growth | 1.17% | 1,359 | $491K | Add +5.5% |
| NVDA Nvidia Corp. | 1.12% | 4,319 | $468K | Reduce -0.4% |
| AVGO Broadcom Inc. | 1.06% | 2,658 | $445K | Add +0.3% |
| MUB iShares National Muni Bond E | 1.01% | 3,994 | $421K | Reduce -0.4% |
| IWD iShares Russell 1000 Value E | 1.00% | 2,223 | $418K | Add +20.5% |
| IXUS iShares Core Intl Stock ETF | 0.92% | 5,544 | $387K | Add +0.9% |
| LLY Eli Lilly & Co. | 0.89% | 450 | $372K | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.86% | 1,465 | $359K | Add +0.5% |
| AAPL Apple Inc. | 0.85% | 1,597 | $355K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.83% | 602 | $347K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.82% | 1,185 | $341K | Reduce -4.6% |
| MMM 3M Co. | 0.80% | 2,280 | $335K | Add +0.5% |
| SUB iShares Short-Term National | 0.74% | 2,922 | $309K | Add +0.4% |
| V Visa Inc. Class A | 0.73% | 866 | $304K | Add +0.1% |
| CMF iShares California Muni Bond | 0.72% | 5,368 | $302K | Add +0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.71% | 3,484 | $296K | Reduce -0.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.67% | 5,476 | $280K | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.66% | 1,382 | $276K | Add +0.2% |
| HD Home Depot Inc. | 0.65% | 739 | $271K | Add +0.5% |
| TSLA Tesla Inc. | 0.62% | 999 | $259K | New |
| AMZN Amazon.com Inc. | 0.62% | 1,357 | $258K | No change |
| XOM Exxon Mobil Corp. | 0.60% | 2,121 | $252K | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 0.56% | 2,385 | $236K | New |
| GOOG Alphabet Inc. Class C | 0.55% | 1,466 | $229K | Add +0.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.55% | 5,267 | $229K | No change |
| TYL Tyler Technologies Inc. | 0.51% | 367 | $213K | No change |
| MA Mastercard Inc. Class A | 0.48% | 369 | $202K | New |
Portfolio Sells Q4 2024 → Q1 2025
| GOVT iShares US Treasury Bond ETF | Reduce -34.0% | 10.72% | −6.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -20.7% | 10.97% | −4.00 |
| JPIE JPMorgan Income ETF | Sold out | 0.00% | −2.80 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -31.1% | 1.66% | −1.01 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.69 |
| FDVV Fidelity High Dividend ETF | Reduce -8.3% | 5.08% | −0.68 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.61 |
| NVDA Nvidia Corp. | Reduce -0.4% | 1.12% | −0.32 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.0% | 1.59% | −0.18 |
| MBND SS Nuveen Munic Bond ETF-Usd | Reduce -0.3% | 3.15% | −0.14 |
| MSTR Strategy Inc. | Reduce -4.6% | 0.82% | −0.07 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.8% | 0.71% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -0.4% | 1.01% | −0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.3% | 0.67% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -0.3% | 1.39% | −0.02 |
| IVLU iShares MSCI International V | Reduce -0.6% | 1.54% | +0.11 |
Portfolio Buys Q4 2024 → Q1 2025
| HEQT Simplify Hedged Equity ETF | New | 5.15% | +5.15 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 4.44% | +4.44 |
| GLD SPDR Gold Shares | Add +34.2% | 10.59% | +3.74 |
| CGCP Cap Group Core Plus Income | Add +28.2% | 5.92% | +1.20 |
| PLTR Palantir Technologies Inc. Class A | Add +103.4% | 1.24% | +0.68 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +91.2% | 1.39% | +0.66 |
| TSLA Tesla Inc. | New | 0.62% | +0.62 |
| AGG iShares Core U.S. Aggregate | New | 0.56% | +0.56 |
| MA Mastercard Inc. Class A | New | 0.48% | +0.48 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +16.2% | 1.35% | +0.33 |
| IWD iShares Russell 1000 Value E | Add +20.5% | 1.00% | +0.16 |
| MMM 3M Co. | Add +0.5% | 0.80% | +0.08 |
| IWP iShares Russell Mid-Cap Grow | Add +18.5% | 1.19% | +0.07 |
| V Visa Inc. Class A | Add +0.1% | 0.73% | +0.05 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.60% | +0.04 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.89% | +0.03 |
| IXUS iShares Core Intl Stock ETF | Add +0.9% | 0.92% | +0.03 |
| VGLT Vanguard Long-Term Treasury | Add +0.7% | 1.38% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.86% | −0.00 |
| SUB iShares Short-Term National | Add +0.4% | 0.74% | −0.02 |
| CMF iShares California Muni Bond | Add +0.5% | 0.72% | −0.03 |
| HD Home Depot Inc. | Add +0.5% | 0.65% | −0.06 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.66% | −0.09 |
| IWF iShares Russell 1000 Growth | Add +5.5% | 1.17% | −0.10 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.0% | 1.23% | −0.10 |
| AAPL Apple Inc. | Add +0.1% | 0.85% | −0.14 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.55% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.9% | 1.22% | −0.14 |
| QUAL iShares MSCI USA Quality Fac | Add +1.6% | 6.72% | −0.39 |
| AVGO Broadcom Inc. | Add +0.3% | 1.06% | −0.45 |
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 |