Filed: 7/23/2025ACC: 0002056711-25-000003
📋 What this filing means
WISE WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $59.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$59.87M
Total AUM (reported)
741.73K
Total Shares
Allocation by class
PORTFOLIO S&P500$15.99M26.7%
COM$7.16M12.0%
CORE US AGGBD ET$4.03M6.7%
GOLD SHS$3.28M5.5%
INTL HIGH ETF$2.40M4.0%
S&P INTL MOMNT$2.28M3.8%
GLOBAL CORE PLUS$2.12M3.5%
Portfolio Concentration
Top 3$23.30M38.9%
4–10$13.04M21.8%
11–25$12.75M21.3%
Rest$10.77M18.0%
Top 3 weight
38.9%
Top 10 weight
60.7%
Voting Authority Distribution
Total shares with voting rights: 741.73K
Sole
Full voting authority
741.73K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
SPDR SERIES TRUST
SOLEShares219.99K
TypeSH
Market value$15.99M
26.71%
Sole
219.99K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.64K
TypeSH
Market value$4.03M
6.73%
Sole
40.64K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares10.77K
TypeSH
Market value$3.28M
5.48%
Sole
10.77K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares29.95K
TypeSH
Market value$2.40M
4.01%
Sole
29.95K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares44.51K
TypeSH
Market value$2.28M
3.81%
Sole
44.51K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares38.85K
TypeSH
Market value$2.12M
3.54%
Sole
38.85K
Shared
0.00
None
0.00
CAPITAL GROUP EQUITY ETF TR
SOLEShares59.91K
TypeSH
Market value$1.61M
2.69%
Sole
59.91K
Shared
0.00
None
0.00
ETFIS SER TR I
SOLEShares20.80K
TypeSH
Market value$1.57M
2.63%
Sole
20.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares67.41K
TypeSH
Market value$1.55M
2.59%
Sole
67.41K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares6.91K
TypeSH
Market value$1.51M
2.53%
Sole
6.91K
Shared
0.00
None
0.00
SSGA ACTIVE TR
SOLEShares48.43K
TypeSH
Market value$1.31M
2.19%
Sole
48.43K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.05K
TypeSH
Market value$1.13M
1.89%
Sole
2.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.33K
TypeSH
Market value$974.8K
1.63%
Sole
5.33K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.86K
TypeSH
Market value$905.1K
1.51%
Sole
1.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.53K
TypeSH
Market value$880.6K
1.47%
Sole
4.53K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.42K
TypeSH
Market value$856.0K
1.43%
Sole
5.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.13K
TypeSH
Market value$850.3K
1.42%
Sole
6.13K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares1.65K
TypeSH
Market value$840.4K
1.40%
Sole
1.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.52K
TypeSH
Market value$773.0K
1.29%
Sole
3.52K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares2.66K
TypeSH
Market value$732.7K
1.22%
Sole
2.66K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.11K
TypeSH
Market value$729.8K
1.22%
Sole
4.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.31K
TypeSH
Market value$703.7K
1.18%
Sole
2.31K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares2.42K
TypeSH
Market value$700.2K
1.17%
Sole
2.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.23K
TypeSH
Market value$698.4K
1.17%
Sole
21.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.96K
TypeSH
Market value$664.6K
1.11%
Sole
7.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 219.99K | SH | $15.99M 26.71% | 219.99K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 40.64K | SH | $4.03M 6.73% | 40.64K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 10.77K | SH | $3.28M 5.48% | 10.77K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 29.95K | SH | $2.40M 4.01% | 29.95K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL MOMNT | 44.51K | SH | $2.28M 3.81% | 44.51K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 38.85K | SH | $2.12M 3.54% | 38.85K | 0.00 | 0.00 |
CAPITAL GROUP EQUITY ETF TRSOLE | US SMALL AND MID | 59.91K | SH | $1.61M 2.69% | 59.91K | 0.00 | 0.00 |
ETFIS SER TR ISOLE | VIRTUS REAVES UT | 20.80K | SH | $1.57M 2.63% | 20.80K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 67.41K | SH | $1.55M 2.59% | 67.41K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 6.91K | SH | $1.51M 2.53% | 6.91K | 0.00 | 0.00 |
SSGA ACTIVE TRSOLE | SPDR NUVEEN MUN | 48.43K | SH | $1.31M 2.19% | 48.43K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.05K | SH | $1.13M 1.89% | 2.05K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 5.33K | SH | $974.8K 1.63% | 5.33K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.86K | SH | $905.1K 1.51% | 1.86K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4.53K | SH | $880.6K 1.47% | 4.53K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.42K | SH | $856.0K 1.43% | 5.42K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 6.13K | SH | $850.3K 1.42% | 6.13K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 1.65K | SH | $840.4K 1.40% | 1.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.52K | SH | $773.0K 1.29% | 3.52K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.66K | SH | $732.7K 1.22% | 2.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.11K | SH | $729.8K 1.22% | 4.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.31K | SH | $703.7K 1.18% | 2.31K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 2.42K | SH | $700.2K 1.17% | 2.42K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL VLU FT | 21.23K | SH | $698.4K 1.17% | 21.23K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 7.96K | SH | $664.6K 1.11% | 7.96K | 0.00 | 0.00 |
Page 1 of 3