Investor
Wise Wealth Partners
CIK 0002056711 · filed 2026-04-21 · SEC filing
13F book
$73.9M
Positions
53
4 new · 1 sold
Largest name
26.4%
Spdr Series Trust
Est. mark
−$1.21M
Price effect on 49 names still held. Flow $5.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 254.7K | $19.5M | 26.4% | −$937.3K | Cut−$1.05M |
| Spdr Gold Tr | — | 14.3K | $6.15M | 8.3% | $484.1K | Added$503.9K |
| Ishares Tr | — | 50.4K | $5M | 6.8% | −$30.2K | Added$64.9K |
| Vanguard Whitehall Fds | — | 37.4K | $3.52M | 4.8% | $139.5K | Added$563.7K |
| Direxion Shs Etf Tr | — | 234.5K | $3.46M | 4.7% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 56.3K | $3.09M | 4.2% | −$38K | Added$194.9K |
| Vanguard Index Fds | — | 13.7K | $2.68M | 3.6% | $67.6K | Added$202.8K |
| Fidelity Covington Trust | — | 36.6K | $1.77M | 2.4% | −$28.8K | Added−$26.4K |
| Capital Group Equity Etf Tr | — | 59.7K | $1.75M | 2.4% | $29.8K | Added$97.2K |
| Invesco Qqq Tr | — | 2.3K | $1.33M | 1.8% | −$85.2K | Added−$75.9K |
| Capital Grp Fixed Incm Etf T | — | 58.2K | $1.3M | 1.8% | −$17.4K | Cut−$31.9K |
| Proshares Tr Ii | — | 62.5K | $1.26M | 1.7% | — | New |
| Alphabet Inc | — | 4.24K | $1.22M | 1.6% | −$114.3K | Held |
| Ishares Tr | — | 4.84K | $1.03M | 1.4% | $16.1K | Added$20.4K |
| Ishares Tr | — | 5.18K | $994.4K | 1.3% | −$35.3K | Held |
| Nvidia Corp | NVDA | 5.59K | $975.6K | 1.3% | −$66.9K | Added−$55.2K |
| Ishares Tr | — | 21K | $831.6K | 1.1% | $34.2K | Held |
| Broadcom Inc. | AVGO | 2.66K | $822.7K | 1.1% | −$97.3K | Held |
| Ishares Tr | — | 6.21K | $795.8K | 1.1% | −$54.8K | Cut−$65.7K |
| Vanguard Index Fds | — | 2.39K | $766.8K | 1.0% | −$31.8K | Added$28.8K |
| Berkshire Hathaway Inc Del | — | 1.54K | $737.6K | 1.0% | −$36.1K | Held |
| Amazon Com Inc | AMZN | 3.52K | $733.8K | 1.0% | −$79.5K | Cut−$86.1K |
| Ishares Tr | — | 7.98K | $722.6K | 1.0% | $8.54K | Held |
| Jpmorgan Chase & Co. | — | 2.42K | $710.4K | 1.0% | −$67.8K | Cut−$108.4K |
| Eli Lilly & Co | LLY | 755 | $694.3K | 0.9% | −$116.9K | Held |
| Vanguard Bd Index Fds | — | 9.33K | $687.1K | 0.9% | −$3.96K | Added$4.51K |
| Chevron Corp New | CVX | 3.1K | $641.3K | 0.9% | $168.9K | Held |
| Ishares Tr | — | 28K | $640.4K | 0.9% | −$3.18K | Added$6.83K |
| Spdr Series Trust | — | 7.6K | $600.9K | 0.8% | −$26.1K | Added−$25.9K |
| Ishares Tr | — | 6.17K | $599.9K | 0.8% | $5.92K | Held |
| Ishares Tr | — | 2.38K | $589.8K | 0.8% | $4.38K | Held |
| Crowdstrike Hldgs Inc | — | 1.43K | $558.3K | 0.8% | −$112K | Cut−$215.2K |
| 3M CO | MMM | 3.8K | $552.1K | 0.7% | −$56.5K | Held |
| Ishares Tr | — | 1.24K | $529.5K | 0.7% | −$58.2K | Cut−$67.2K |
| Advanced Micro Devices Inc | AMD | 2.41K | $491.1K | 0.7% | −$25.9K | Held |
| Ishares Tr | — | 5.54K | $480.3K | 0.7% | $11.1K | Held |
| Visa Inc. | V | 1.51K | $457.2K | 0.6% | −$73.3K | Cut−$114.3K |
| Honeywell Intl Inc | — | 1.85K | $417.7K | 0.6% | $57.2K | Held |
| Ishares Tr | — | 3.92K | $416.7K | 0.6% | −$3.7K | Cut−$22.9K |
| Apple Inc. | AAPL | 1.6K | $405.5K | 0.5% | −$28.9K | Cut−$68K |
| Exxon Mobil Corp | — | 2.38K | $403.2K | 0.5% | $117.2K | Held |
| Mastercard Inc | MA | 789 | $394.3K | 0.5% | −$56.2K | Cut−$96.7K |
| Invesco Exchange Traded Fd T | — | 1.98K | $380.8K | 0.5% | $577 | Added$72.2K |
| Meta Platforms, Inc. | META | 664 | $380.1K | 0.5% | −$58.4K | Held |
| Ishares Tr | — | 5.92K | $336.5K | 0.5% | −$3.55K | Added−$2.02K |
| Ishares Tr | — | 2.99K | $318.8K | 0.4% | −$640 | Added$744 |
| Bank America Corp | — | 5.84K | $284.9K | 0.4% | −$36.5K | Held |
| Spdr Series Trust | — | 4.74K | $267.9K | 0.4% | −$1.11K | Added−$1.06K |
| First Tr Exchange-Traded Fd | — | 5.27K | $267.6K | 0.4% | $34K | Held |
| Etfis Ser Tr I | — | 3.27K | $260.9K | 0.4% | $3.1K | Added$3.9K |
| Vanguard Index Fds | — | 825 | $236.8K | 0.3% | −$2.5K | Added$5.25K |
| Vanguard Index Fds | — | 812 | $212.6K | 0.3% | — | New |
| Coca Cola Co | KO | 2.66K | $202K | 0.3% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.