Wise Wealth Partners
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Wise Wealth Partners reported 51 stock positions worth $59.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 26.7% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.7%) and SPDR Gold Shares (GLD, 5.5%). Compared with Q1 2025, it opened 10 new positions, sold out of 7, added to 27 and reduced 7. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +215%) and the biggest sale iShares US Treasury Bond ETF (GOVT, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002056711
- Portfolio Value
- $59.9M (Q2 2025)
- SEC Filing
- 0002056711-25-000003 ↗ filed Jul 23, 2025
Holdings Value
Holdings 51 stocks · $59.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 26.71% | 219,988 | $16.0M | Add +214.9% |
| AGG iShares Core U.S. Aggregate | 6.73% | 40,640 | $4.0M | Add +1604.0% |
| GLD SPDR Gold Shares | 5.48% | 10,768 | $3.3M | Reduce -30.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 4.01% | 29,947 | $2.4M | Add +18.8% |
| IDMO Invesco S&P International DE | 3.81% | 44,507 | $2.3M | New |
| DFGP Dimensional GLBL Core PL Fix | 3.54% | 38,852 | $2.1M | New |
| CGMM Cap Group Small and Mid Cap | 2.69% | 59,905 | $1.6M | New |
| UTES Virtus Reaves Utilities ETF | 2.63% | 20,804 | $1.6M | New |
| GOVT iShares US Treasury Bond ETF | 2.59% | 67,406 | $1.5M | Reduce -65.5% |
| VDC Vanguard Consumer Staple ETF | 2.53% | 6,912 | $1.5M | New |
| MBND SS Nuveen Munic Bond ETF-Usd | 2.19% | 48,426 | $1.3M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.89% | 2,054 | $1.1M | Add +88.1% |
| QUAL iShares MSCI USA Quality Fac | 1.63% | 5,332 | $975K | Reduce -67.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.51% | 1,863 | $905K | Add +75.3% |
| IWD iShares Russell 1000 Value E | 1.47% | 4,534 | $881K | Add +104.0% |
| NVDA Nvidia Corp. | 1.43% | 5,418 | $856K | Add +25.4% |
| IWP iShares Russell Mid-Cap Grow | 1.42% | 6,131 | $850K | Add +44.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.40% | 1,650 | $840K | No change |
| AMZN Amazon.com Inc. | 1.29% | 3,523 | $773K | Add +159.6% |
| AVGO Broadcom Inc. | 1.22% | 2,658 | $733K | No change |
| GOOG Alphabet Inc. Class C | 1.22% | 4,114 | $730K | Add +180.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.18% | 2,315 | $704K | Reduce -4.5% |
| JPM JPMorgan Chase & Co. | 1.17% | 2,415 | $700K | Add +64.8% |
| IVLU iShares MSCI International V | 1.17% | 21,233 | $698K | Add +0.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.11% | 7,962 | $665K | Add +2.5% |
| BND Vanguard Total Bond Market | 1.08% | 8,811 | $649K | Add +11.6% |
| MMM 3M Co. | 0.97% | 3,802 | $579K | Add +66.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.95% | 7,593 | $569K | Add +0.0% |
| IWR iShares Russell Mid-Cap ETF | 0.95% | 6,170 | $567K | Add +77.1% |
| LLY Eli Lilly & Co. | 0.93% | 717 | $559K | Add +59.3% |
| IWF iShares Russell 1000 Growth | 0.90% | 1,269 | $539K | Reduce -6.6% |
| V Visa Inc. Class A | 0.90% | 1,513 | $537K | Add +74.7% |
| IWM iShares Russell 2000 ETF | 0.86% | 2,378 | $513K | Add +72.1% |
| META Meta Platforms Inc. Class A | 0.74% | 602 | $445K | No change |
| MA Mastercard Inc. Class A | 0.74% | 789 | $443K | Add +113.8% |
| CVX Chevron Corp. | 0.72% | 3,022 | $433K | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.72% | 1,069 | $432K | Reduce -9.8% |
| MUB iShares National Muni Bond E | 0.72% | 4,121 | $431K | Add +3.2% |
| HON Honeywell International Inc. | 0.72% | 1,848 | $430K | New |
| MSFT Microsoft Corp. | 0.72% | 863 | $430K | New |
| IXUS iShares Core Intl Stock ETF | 0.72% | 5,544 | $429K | No change |
| AMD Advanced Micro Devices | 0.57% | 2,414 | $343K | New |
| AAPL Apple Inc. | 0.55% | 1,598 | $328K | Add +0.1% |
| CMF iShares California Muni Bond | 0.54% | 5,796 | $323K | Add +8.0% |
| SUB iShares Short-Term National | 0.52% | 2,938 | $312K | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 5,845 | $277K | New |
| HD Home Depot Inc. | 0.45% | 739 | $271K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.45% | 5,173 | $271K | Reduce -5.5% |
| XOM Exxon Mobil Corp. | 0.38% | 2,122 | $229K | Add +0.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.37% | 5,267 | $221K | No change |
| TYL Tyler Technologies Inc. | 0.36% | 367 | $218K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| GOVT iShares US Treasury Bond ETF | Reduce -65.5% | 2.59% | −8.13 |
| CGCP Cap Group Core Plus Income | Sold out | 0.00% | −5.92 |
| HEQT Simplify Hedged Equity ETF | Sold out | 0.00% | −5.15 |
| GLD SPDR Gold Shares | Reduce -30.0% | 5.48% | −5.11 |
| QUAL iShares MSCI USA Quality Fac | Reduce -67.6% | 1.63% | −5.09 |
| FDVV Fidelity High Dividend ETF | Sold out | 0.00% | −5.08 |
| XMHQ Invesco S&P Midcap Qual ETF | Sold out | 0.00% | −1.66 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −1.38 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −1.24 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.62 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.5% | 1.18% | −0.42 |
| IWF iShares Russell 1000 Growth | Reduce -6.6% | 0.90% | −0.27 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -5.5% | 0.45% | −0.22 |
| MSTR Strategy Inc. | Reduce -9.8% | 0.72% | −0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +214.9% | 26.71% | +15.73 |
| AGG iShares Core U.S. Aggregate | Add +1604.0% | 6.73% | +6.17 |
| IDMO Invesco S&P International DE | New | 3.81% | +3.81 |
| DFGP Dimensional GLBL Core PL Fix | New | 3.54% | +3.54 |
| CGMM Cap Group Small and Mid Cap | New | 2.69% | +2.69 |
| UTES Virtus Reaves Utilities ETF | New | 2.63% | +2.63 |
| VDC Vanguard Consumer Staple ETF | New | 2.53% | +2.53 |
| CVX Chevron Corp. | New | 0.72% | +0.72 |
| HON Honeywell International Inc. | New | 0.72% | +0.72 |
| MSFT Microsoft Corp. | New | 0.72% | +0.72 |
| AMZN Amazon.com Inc. | Add +159.6% | 1.29% | +0.67 |
| GOOG Alphabet Inc. Class C | Add +180.6% | 1.22% | +0.67 |
| QQQ Invesco QQQ Trust Series 1 | Add +88.1% | 1.89% | +0.67 |
| AMD Advanced Micro Devices | New | 0.57% | +0.57 |
| IWD iShares Russell 1000 Value E | Add +104.0% | 1.47% | +0.47 |
| BAC Bank of America Corp. | New | 0.46% | +0.46 |
| NVDA Nvidia Corp. | Add +25.4% | 1.43% | +0.31 |
| JPM JPMorgan Chase & Co. | Add +64.8% | 1.17% | +0.31 |
| MA Mastercard Inc. Class A | Add +113.8% | 0.74% | +0.26 |
| IWR iShares Russell Mid-Cap ETF | Add +77.1% | 0.95% | +0.24 |
| IWP iShares Russell Mid-Cap Grow | Add +44.8% | 1.42% | +0.23 |
| IWM iShares Russell 2000 ETF | Add +72.1% | 0.86% | +0.20 |
| V Visa Inc. Class A | Add +74.7% | 0.90% | +0.17 |
| MMM 3M Co. | Add +66.8% | 0.97% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +75.3% | 1.51% | +0.16 |
| LLY Eli Lilly & Co. | Add +59.3% | 0.93% | +0.05 |
| CMF iShares California Muni Bond | Add +8.0% | 0.54% | −0.18 |
| SUB iShares Short-Term National | Add +0.6% | 0.52% | −0.22 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.38% | −0.22 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.0% | 0.95% | −0.28 |
| MUB iShares National Muni Bond E | Add +3.2% | 0.72% | −0.29 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.5% | 1.11% | −0.29 |
| AAPL Apple Inc. | Add +0.1% | 0.55% | −0.30 |
| BND Vanguard Total Bond Market | Add +11.6% | 1.08% | −0.30 |
| IVLU iShares MSCI International V | Add +0.0% | 1.17% | −0.37 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +18.8% | 4.01% | −0.43 |
| MBND SS Nuveen Munic Bond ETF-Usd | Add +0.1% | 2.19% | −0.96 |
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 |