Filed: 10/24/2025ACC: 0002056711-25-000005
📋 What this filing means
WISE WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $65.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$65.52M
Total AUM (reported)
790.72K
Total Shares
Allocation by class
PORTFOLIO S&P500$18.78M28.7%
COM$7.51M11.5%
GOLD SHS$5.53M8.4%
CORE US AGGBD ET$4.56M7.0%
INTL HIGH ETF$2.55M3.9%
S&P INTL MOMNT$2.53M3.9%
GLOBAL CORE PLUS$1.70M2.6%
Portfolio Concentration
Top 3$28.86M44.1%
4–10$12.30M18.8%
11–25$13.13M20.0%
Rest$11.23M17.1%
Top 3 weight
44.1%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 790.72K
Sole
Full voting authority
790.72K
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
SOLEShares239.75K
TypeSH
Market value$18.78M
28.67%
Sole
239.75K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares15.54K
TypeSH
Market value$5.53M
8.43%
Sole
15.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares45.47K
TypeSH
Market value$4.56M
6.96%
Sole
45.47K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares30.07K
TypeSH
Market value$2.55M
3.89%
Sole
30.07K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares46.90K
TypeSH
Market value$2.53M
3.86%
Sole
46.90K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares30.60K
TypeSH
Market value$1.70M
2.60%
Sole
30.60K
Shared
0.00
None
0.00
CAPITAL GROUP EQUITY ETF TR
SOLEShares51.86K
TypeSH
Market value$1.47M
2.25%
Sole
51.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.89K
TypeSH
Market value$1.43M
2.18%
Sole
61.89K
Shared
0.00
None
0.00
CAPITAL GRP FIXED INCM ETF T
SOLEShares59.77K
TypeSH
Market value$1.36M
2.07%
Sole
59.77K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.09K
TypeSH
Market value$1.26M
1.92%
Sole
2.09K
Shared
0.00
None
0.00
SSGA ACTIVE TR
SOLEShares45.57K
TypeSH
Market value$1.25M
1.90%
Sole
45.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.26K
TypeSH
Market value$1.02M
1.56%
Sole
5.26K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.42K
TypeSH
Market value$1.01M
1.54%
Sole
5.42K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.11K
TypeSH
Market value$1.00M
1.53%
Sole
4.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.61K
TypeSH
Market value$938.4K
1.43%
Sole
4.61K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.86K
TypeSH
Market value$936.8K
1.43%
Sole
1.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.29K
TypeSH
Market value$895.8K
1.37%
Sole
6.29K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares2.66K
TypeSH
Market value$877.0K
1.34%
Sole
2.66K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares1.65K
TypeSH
Market value$809.1K
1.24%
Sole
1.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.52K
TypeSH
Market value$773.6K
1.18%
Sole
3.52K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares2.42K
TypeSH
Market value$761.8K
1.16%
Sole
2.42K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.31K
TypeSH
Market value$759.8K
1.16%
Sole
2.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.87K
TypeSH
Market value$740.4K
1.13%
Sole
20.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.96K
TypeSH
Market value$695.1K
1.06%
Sole
7.96K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares8.88K
TypeSH
Market value$660.2K
1.01%
Sole
8.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 239.75K | SH | $18.78M 28.67% | 239.75K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 15.54K | SH | $5.53M 8.43% | 15.54K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 45.47K | SH | $4.56M 6.96% | 45.47K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 30.07K | SH | $2.55M 3.89% | 30.07K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL MOMNT | 46.90K | SH | $2.53M 3.86% | 46.90K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 30.60K | SH | $1.70M 2.60% | 30.60K | 0.00 | 0.00 |
CAPITAL GROUP EQUITY ETF TRSOLE | US SMALL AND MID | 51.86K | SH | $1.47M 2.25% | 51.86K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 61.89K | SH | $1.43M 2.18% | 61.89K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 59.77K | SH | $1.36M 2.07% | 59.77K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.09K | SH | $1.26M 1.92% | 2.09K | 0.00 | 0.00 |
SSGA ACTIVE TRSOLE | SPDR NUVEEN MUN | 45.57K | SH | $1.25M 1.90% | 45.57K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 5.26K | SH | $1.02M 1.56% | 5.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.42K | SH | $1.01M 1.54% | 5.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.11K | SH | $1.00M 1.53% | 4.11K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4.61K | SH | $938.4K 1.43% | 4.61K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.86K | SH | $936.8K 1.43% | 1.86K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 6.29K | SH | $895.8K 1.37% | 6.29K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.66K | SH | $877.0K 1.34% | 2.66K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 1.65K | SH | $809.1K 1.24% | 1.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.52K | SH | $773.6K 1.18% | 3.52K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 2.42K | SH | $761.8K 1.16% | 2.42K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.31K | SH | $759.8K 1.16% | 2.31K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL VLU FT | 20.87K | SH | $740.4K 1.13% | 20.87K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 7.96K | SH | $695.1K 1.06% | 7.96K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 8.88K | SH | $660.2K 1.01% | 8.88K | 0.00 | 0.00 |
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