13F HOLDINGS REPORT
Wise Wealth Partners
Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0002056711-25-000003
Total Value
$59.9M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 219,988 | $16.0M | 26.71% |
| 2 | ISHARES TR | 464287226 | 40,640 | $4.0M | 6.73% |
| 3 | SPDR GOLD TR | GLD | 10,768 | $3.3M | 5.48% |
| 4 | VANGUARD WHITEHALL FDS | 921946794 | 29,947 | $2.4M | 4.01% |
| 5 | INVESCO EXCH TRADED FD TR II | IVZ | 44,507 | $2.3M | 3.81% |
| 6 | DIMENSIONAL ETF TRUST | 25434V583 | 38,852 | $2.1M | 3.54% |
| 7 | CAPITAL GROUP EQUITY ETF TR | 14022A102 | 59,905 | $1.6M | 2.69% |
| 8 | ETFIS SER TR I | 26923G806 | 20,804 | $1.6M | 2.63% |
| 9 | ISHARES TR | 46429B267 | 67,406 | $1.5M | 2.59% |
| 10 | VANGUARD WORLD FD | 92204A207 | 6,912 | $1.5M | 2.53% |
| 11 | SSGA ACTIVE TR | 78470P705 | 48,426 | $1.3M | 2.19% |
| 12 | INVESCO QQQ TR | IVZ | 2,054 | $1.1M | 1.89% |
| 13 | ISHARES TR | 46432F339 | 5,332 | $974,797 | 1.63% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,863 | $905,136 | 1.51% |
| 15 | ISHARES TR | 464287598 | 4,534 | $880,630 | 1.47% |
| 16 | NVIDIA CORPORATION | NVDA | 5,418 | $856,013 | 1.43% |
| 17 | ISHARES TR | 464287481 | 6,131 | $850,267 | 1.42% |
| 18 | CROWDSTRIKE HLDGS INC | CRWD | 1,650 | $840,376 | 1.40% |
| 19 | AMAZON COM INC | AMZN | 3,523 | $772,983 | 1.29% |
| 20 | BROADCOM INC | AVGO | 2,658 | $732,738 | 1.22% |
| 21 | ALPHABET INC | GOOG | 4,114 | $729,811 | 1.22% |
| 22 | VANGUARD INDEX FDS | 922908769 | 2,315 | $703,658 | 1.18% |
| 23 | JPMORGAN CHASE & CO. | VYLD | 2,415 | $700,161 | 1.17% |
| 24 | ISHARES TR | 46435G409 | 21,233 | $698,367 | 1.17% |
| 25 | ISHARES TR | 46432F842 | 7,962 | $664,648 | 1.11% |
| 26 | VANGUARD BD INDEX FDS | 921937835 | 8,811 | $648,738 | 1.08% |
| 27 | 3M CO | MMM | 3,802 | $578,775 | 0.97% |
| 28 | SPDR SERIES TRUST | 78464A805 | 7,593 | $568,612 | 0.95% |
| 29 | ISHARES TR | 464287499 | 6,170 | $567,433 | 0.95% |
| 30 | ELI LILLY & CO | LLY | 717 | $558,800 | 0.93% |
| 31 | ISHARES TR | 464287614 | 1,269 | $538,601 | 0.90% |
| 32 | VISA INC | V | 1,513 | $537,045 | 0.90% |
| 33 | ISHARES TR | 464287655 | 2,378 | $513,216 | 0.86% |
| 34 | META PLATFORMS INC | META | 602 | $444,627 | 0.74% |
| 35 | MASTERCARD INCORPORATED | MA | 789 | $443,396 | 0.74% |
| 36 | CHEVRON CORP NEW | CVX | 3,022 | $432,676 | 0.72% |
| 37 | MICROSTRATEGY INC | STRK | 1,069 | $432,300 | 0.72% |
| 38 | ISHARES TR | 464288414 | 4,121 | $430,561 | 0.72% |
| 39 | HONEYWELL INTL INC | 438516106 | 1,848 | $430,363 | 0.72% |
| 40 | MICROSOFT CORP | MSFT | 863 | $429,502 | 0.72% |
| 41 | ISHARES TR | 46432F834 | 5,544 | $428,594 | 0.72% |
| 42 | ADVANCED MICRO DEVICES INC | AMD | 2,414 | $342,547 | 0.57% |
| 43 | APPLE INC | AAPL | 1,598 | $327,831 | 0.55% |
| 44 | ISHARES TR | 464288356 | 5,796 | $323,044 | 0.54% |
| 45 | ISHARES TR | 464288158 | 2,938 | $312,394 | 0.52% |
| 46 | BANK AMERICA CORP | 060505104 | 5,845 | $276,567 | 0.46% |
| 47 | HOME DEPOT INC | HD | 739 | $270,951 | 0.45% |
| 48 | SPDR SERIES TRUST | 78464A508 | 5,173 | $270,738 | 0.45% |
| 49 | EXXON MOBIL CORP | XOM | 2,122 | $228,700 | 0.38% |
| 50 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 5,267 | $220,529 | 0.37% |
| 51 | TYLER TECHNOLOGIES INC | TYL | 367 | $217,572 | 0.36% |