Wise Wealth Partners
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Wise Wealth Partners reported 50 stock positions worth $69.7 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 29.5% of the portfolio, followed by SPDR Gold Shares (GLD, 8.1%) and iShares Core U.S. Aggregate (AGG, 7.1%). Compared with Q3 2025, it opened 5 new positions, sold out of 6, added to 25 and reduced 10. The biggest buy was a new position in Vanguard Mrngstr Val ETF-Aui (VTV) and the biggest sale an exit from Dimensional GLBL Core PL Fix (DFGP).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002056711
- Portfolio Value
- $69.7M (Q4 2025)
- SEC Filing
- 0002056711-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 50 stocks · $69.7M
| SPYM Ste STR SPDR PT S&P 500 ETF | 29.49% | 256,106 | $20.5M | Add +6.8% |
| GLD SPDR Gold Shares | 8.11% | 14,250 | $5.6M | Reduce -8.3% |
| AGG iShares Core U.S. Aggregate | 7.09% | 49,448 | $4.9M | Add +8.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 4.25% | 32,895 | $3.0M | Add +9.4% |
| IDMO Invesco S&P International DE | 4.16% | 52,099 | $2.9M | Add +11.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.56% | 12,971 | $2.5M | New |
| FDHY Fidelity Enh Hi YLD ETF | 2.58% | 36,507 | $1.8M | New |
| CGMM Cap Group Small and Mid Cap | 2.38% | 57,394 | $1.7M | Add +10.7% |
| QQQ Invesco QQQ Trust Series 1 | 2.02% | 2,288 | $1.4M | Add +9.4% |
| CGCP Cap Group Core Plus Income | 1.91% | 58,798 | $1.3M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 1.91% | 4,242 | $1.3M | Add +3.1% |
| NVDA Nvidia Corp. | 1.48% | 5,527 | $1.0M | Add +2.0% |
| QUAL iShares MSCI USA Quality Fac | 1.48% | 5,184 | $1.0M | Reduce -1.4% |
| IWD iShares Russell 1000 Value E | 1.45% | 4,819 | $1.0M | Add +4.6% |
| AVGO Broadcom Inc. | 1.32% | 2,658 | $920K | No change |
| IWP iShares Russell Mid-Cap Grow | 1.24% | 6,291 | $862K | Add +0.0% |
| AMZN Amazon.com Inc. | 1.18% | 3,552 | $820K | Add +0.8% |
| JPM JPMorgan Chase & Co. | 1.18% | 2,541 | $819K | Add +5.2% |
| LLY Eli Lilly & Co. | 1.16% | 755 | $811K | Add +5.3% |
| IVLU iShares MSCI International V | 1.14% | 20,957 | $797K | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 1,539 | $774K | Reduce -17.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.11% | 1,650 | $773K | No change |
| VTI VG Morningstar TS MKT ETF-US | 1.06% | 2,201 | $738K | Reduce -4.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.02% | 7,981 | $714K | Add +0.2% |
| BND Vanguard Total Bond Market | 0.98% | 9,215 | $683K | Add +3.8% |
| GOVT iShares US Treasury Bond ETF | 0.91% | 27,516 | $634K | Reduce -55.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.90% | 7,598 | $627K | Add +0.0% |
| MMM 3M Co. | 0.87% | 3,802 | $609K | No change |
| IWF iShares Russell 1000 Growth | 0.86% | 1,261 | $597K | Reduce -0.6% |
| IWR iShares Russell Mid-Cap ETF | 0.85% | 6,170 | $594K | No change |
| IWM iShares Russell 2000 ETF | 0.84% | 2,378 | $585K | No change |
| V Visa Inc. Class A | 0.82% | 1,630 | $572K | Add +7.7% |
| AMD Advanced Micro Devices | 0.74% | 2,414 | $517K | No change |
| MA Mastercard Inc. Class A | 0.70% | 860 | $491K | Add +9.0% |
| AAPL Apple Inc. | 0.68% | 1,742 | $474K | Add +9.0% |
| CVX Chevron Corp. | 0.68% | 3,100 | $472K | No change |
| IXUS iShares Core Intl Stock ETF | 0.67% | 5,544 | $469K | New |
| MSFT Microsoft Corp. | 0.65% | 943 | $456K | Add +9.3% |
| MUB iShares National Muni Bond E | 0.63% | 4,104 | $440K | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.63% | 664 | $439K | Add +10.3% |
| HON Honeywell International Inc. | 0.52% | 1,848 | $361K | No change |
| CMF iShares California Muni Bond | 0.49% | 5,891 | $339K | Add +0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 5,845 | $321K | No change |
| SUB iShares Short-Term National | 0.46% | 2,981 | $318K | Add +0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.44% | 1,611 | $309K | New |
| XOM Exxon Mobil Corp. | 0.41% | 2,377 | $286K | Add +16.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.39% | 4,734 | $269K | Reduce -8.5% |
| UTES Virtus Reaves Utilities ETF | 0.37% | 3,255 | $257K | Reduce -11.8% |
| FDL First Trust Morn DVD Lead Inc. | 0.34% | 5,267 | $234K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 798 | $232K | New |
Portfolio Sells Q3 2025 → Q4 2025
| DFGP Dimensional GLBL Core PL Fix | Sold out | 0.00% | −2.60 |
| MBND SS Nuveen Munic Bond ETF-Usd | Sold out | 0.00% | −1.90 |
| GOVT iShares US Treasury Bond ETF | Reduce -55.5% | 0.91% | −1.27 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.97 |
| IDYN iShares Inte Equ Fac R A ETF | Sold out | 0.00% | −0.70 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.54 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.46 |
| GLD SPDR Gold Shares | Reduce -8.3% | 8.11% | −0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -17.4% | 1.11% | −0.32 |
| CGCP Cap Group Core Plus Income | Reduce -1.6% | 1.91% | −0.16 |
| UTES Virtus Reaves Utilities ETF | Reduce -11.8% | 0.37% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.9% | 1.06% | −0.10 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.4% | 1.48% | −0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -8.5% | 0.39% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 0.86% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -1.0% | 0.63% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| VTV Vanguard Mrngstr Val ETF-Aui | New | 3.56% | +3.56 |
| FDHY Fidelity Enh Hi YLD ETF | New | 2.58% | +2.58 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.8% | 29.49% | +0.82 |
| IXUS iShares Core Intl Stock ETF | New | 0.67% | +0.67 |
| RSP Invesco S&P 500 Equal Weight | New | 0.44% | +0.44 |
| GOOG Alphabet Inc. Class C | Add +3.1% | 1.91% | +0.38 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +9.4% | 4.25% | +0.36 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.33% | +0.33 |
| LLY Eli Lilly & Co. | Add +5.3% | 1.16% | +0.33 |
| IDMO Invesco S&P International DE | Add +11.1% | 4.16% | +0.29 |
| AGG iShares Core U.S. Aggregate | Add +8.8% | 7.09% | +0.13 |
| CGMM Cap Group Small and Mid Cap | Add +10.7% | 2.38% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.4% | 2.02% | +0.10 |
| XOM Exxon Mobil Corp. | Add +16.6% | 0.41% | +0.06 |
| AAPL Apple Inc. | Add +9.0% | 0.68% | +0.06 |
| V Visa Inc. Class A | Add +7.7% | 0.82% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +4.6% | 1.45% | +0.02 |
| MA Mastercard Inc. Class A | Add +9.0% | 0.70% | +0.02 |
| IVLU iShares MSCI International V | Add +0.4% | 1.14% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +5.2% | 1.18% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.8% | 1.18% | −0.00 |
| CMF iShares California Muni Bond | Add +0.9% | 0.49% | −0.02 |
| SUB iShares Short-Term National | Add +0.8% | 0.46% | −0.03 |
| MSFT Microsoft Corp. | Add +9.3% | 0.65% | −0.03 |
| BND Vanguard Total Bond Market | Add +3.8% | 0.98% | −0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.0% | 0.90% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.2% | 1.02% | −0.04 |
| META Meta Platforms Inc. Class A | Add +10.3% | 0.63% | −0.05 |
| NVDA Nvidia Corp. | Add +2.0% | 1.48% | −0.06 |
| IWP iShares Russell Mid-Cap Grow | Add +0.0% | 1.24% | −0.13 |
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 |