13F HOLDINGS REPORT
Wise Wealth Partners
Quarter ended Q1 2025 · Filed April 25, 2025 · Accession 0002056711-25-000002
Total Value
$41.9M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A854 | 69,853 | $4.6M | 10.97% |
| 2 | ISHARES TR | 46429B267 | 195,150 | $4.5M | 10.72% |
| 3 | SPDR GOLD TR | GLD | 15,380 | $4.4M | 10.59% |
| 4 | ISHARES TR | 46432F339 | 16,461 | $2.8M | 6.72% |
| 5 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 110,461 | $2.5M | 5.92% |
| 6 | SIMPLIFY EXCHANGE TRADED FUN | 82889N764 | 75,376 | $2.2M | 5.15% |
| 7 | FIDELITY COVINGTON TRUST | 316092840 | 42,847 | $2.1M | 5.08% |
| 8 | VANGUARD WHITEHALL FDS | 921946794 | 25,212 | $1.9M | 4.44% |
| 9 | SSGA ACTIVE TR | 78470P705 | 48,362 | $1.3M | 3.15% |
| 10 | INVESCO EXCHANGE TRADED FD T | IVZ | 7,568 | $692,714 | 1.66% |
| 11 | VANGUARD INDEX FDS | 922908769 | 2,425 | $666,543 | 1.59% |
| 12 | ISHARES TR | 46435G409 | 21,224 | $643,303 | 1.54% |
| 13 | ISHARES TR | 46432F842 | 7,765 | $587,408 | 1.40% |
| 14 | CROWDSTRIKE HLDGS INC | CRWD | 1,650 | $581,767 | 1.39% |
| 15 | VANGUARD BD INDEX FDS | 921937835 | 7,899 | $580,163 | 1.39% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C847 | 10,029 | $577,755 | 1.38% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,063 | $566,133 | 1.35% |
| 18 | PALANTIR TECHNOLOGIES INC | PLTR | 6,146 | $518,721 | 1.24% |
| 19 | SPDR SER TR | 78464A805 | 7,590 | $516,194 | 1.23% |
| 20 | INVESCO QQQ TR | IVZ | 1,092 | $512,010 | 1.22% |
| 21 | ISHARES TR | 464287481 | 4,234 | $497,399 | 1.19% |
| 22 | ISHARES TR | 464287614 | 1,359 | $490,874 | 1.17% |
| 23 | NVIDIA CORPORATION | NVDA | 4,319 | $468,066 | 1.12% |
| 24 | BROADCOM INC | AVGO | 2,658 | $445,065 | 1.06% |
| 25 | ISHARES TR | 464288414 | 3,994 | $421,076 | 1.01% |
| 26 | ISHARES TR | 464287598 | 2,223 | $418,298 | 1.00% |
| 27 | ISHARES TR | 46432F834 | 5,544 | $387,016 | 0.92% |
| 28 | ELI LILLY & CO | LLY | 450 | $371,700 | 0.89% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 1,465 | $359,253 | 0.86% |
| 30 | APPLE INC | AAPL | 1,597 | $354,645 | 0.85% |
| 31 | META PLATFORMS INC | META | 602 | $347,200 | 0.83% |
| 32 | MICROSTRATEGY INC | STRK | 1,185 | $341,457 | 0.82% |
| 33 | 3M CO | MMM | 2,280 | $334,910 | 0.80% |
| 34 | ISHARES TR | 464288158 | 2,922 | $308,527 | 0.74% |
| 35 | VISA INC | V | 866 | $303,588 | 0.73% |
| 36 | ISHARES TR | 464288356 | 5,368 | $302,098 | 0.72% |
| 37 | ISHARES TR | 464287499 | 3,484 | $296,364 | 0.71% |
| 38 | SPDR SER TR | 78464A508 | 5,476 | $279,652 | 0.67% |
| 39 | ISHARES TR | 464287655 | 1,382 | $275,758 | 0.66% |
| 40 | HOME DEPOT INC | HD | 739 | $270,841 | 0.65% |
| 41 | TESLA INC | TSLA | 999 | $258,985 | 0.62% |
| 42 | AMAZON COM INC | AMZN | 1,357 | $258,088 | 0.62% |
| 43 | EXXON MOBIL CORP | XOM | 2,121 | $252,220 | 0.60% |
| 44 | ISHARES TR | 464287226 | 2,385 | $235,953 | 0.56% |
| 45 | ALPHABET INC | GOOG | 1,466 | $228,997 | 0.55% |
| 46 | FIRST TR MORNINGSTAR DIVID L | 336917109 | 5,267 | $228,798 | 0.55% |
| 47 | TYLER TECHNOLOGIES INC | TYL | 367 | $213,370 | 0.51% |
| 48 | MASTERCARD INCORPORATED | MA | 369 | $202,012 | 0.48% |