13F HOLDINGS REPORT
Wise Wealth Partners
Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0002056711-25-000005
Total Value
$65.5M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 239,747 | $18.8M | 28.67% |
| 2 | SPDR GOLD TR | GLD | 15,543 | $5.5M | 8.43% |
| 3 | ISHARES TR | 464287226 | 45,467 | $4.6M | 6.96% |
| 4 | VANGUARD WHITEHALL FDS | 921946794 | 30,075 | $2.5M | 3.89% |
| 5 | INVESCO EXCH TRADED FD TR II | IVZ | 46,900 | $2.5M | 3.86% |
| 6 | DIMENSIONAL ETF TRUST | 25434V583 | 30,603 | $1.7M | 2.60% |
| 7 | CAPITAL GROUP EQUITY ETF TR | 14022A102 | 51,861 | $1.5M | 2.25% |
| 8 | ISHARES TR | 46429B267 | 61,890 | $1.4M | 2.18% |
| 9 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 59,769 | $1.4M | 2.07% |
| 10 | INVESCO QQQ TR | IVZ | 2,091 | $1.3M | 1.92% |
| 11 | SSGA ACTIVE TR | 78470P705 | 45,566 | $1.2M | 1.90% |
| 12 | ISHARES TR | 46432F339 | 5,258 | $1.0M | 1.56% |
| 13 | NVIDIA CORPORATION | NVDA | 5,418 | $1.0M | 1.54% |
| 14 | ALPHABET INC | GOOG | 4,114 | $1.0M | 1.53% |
| 15 | ISHARES TR | 464287598 | 4,609 | $938,431 | 1.43% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,863 | $936,756 | 1.43% |
| 17 | ISHARES TR | 464287481 | 6,290 | $895,784 | 1.37% |
| 18 | BROADCOM INC | AVGO | 2,658 | $876,972 | 1.34% |
| 19 | CROWDSTRIKE HLDGS INC | CRWD | 1,650 | $809,141 | 1.24% |
| 20 | AMAZON COM INC | AMZN | 3,523 | $773,618 | 1.18% |
| 21 | JPMORGAN CHASE & CO. | VYLD | 2,415 | $761,794 | 1.16% |
| 22 | VANGUARD INDEX FDS | 922908769 | 2,315 | $759,779 | 1.16% |
| 23 | ISHARES TR | 46435G409 | 20,868 | $740,411 | 1.13% |
| 24 | ISHARES TR | 46432F842 | 7,962 | $695,141 | 1.06% |
| 25 | VANGUARD BD INDEX FDS | 921937835 | 8,877 | $660,216 | 1.01% |
| 26 | VANECK ETF TRUST | 92189F791 | 6,397 | $633,495 | 0.97% |
| 27 | SPDR SERIES TRUST | 78464A805 | 7,595 | $612,542 | 0.93% |
| 28 | ISHARES TR | 464287499 | 6,170 | $595,691 | 0.91% |
| 29 | ISHARES TR | 464287614 | 1,269 | $594,251 | 0.91% |
| 30 | 3M CO | MMM | 3,802 | $589,952 | 0.90% |
| 31 | ISHARES TR | 464287655 | 2,378 | $575,457 | 0.88% |
| 32 | ELI LILLY & CO | LLY | 717 | $546,950 | 0.83% |
| 33 | VISA INC | V | 1,513 | $516,368 | 0.79% |
| 34 | CHEVRON CORP NEW | CVX | 3,100 | $481,351 | 0.73% |
| 35 | BLACKROCK ETF TRUST | BLK | 5,544 | $457,810 | 0.70% |
| 36 | MASTERCARD INCORPORATED | MA | 789 | $448,817 | 0.69% |
| 37 | MICROSOFT CORP | MSFT | 863 | $447,238 | 0.68% |
| 38 | META PLATFORMS INC | META | 602 | $442,392 | 0.68% |
| 39 | ISHARES TR | 464288414 | 4,146 | $441,481 | 0.67% |
| 40 | APPLE INC | AAPL | 1,598 | $406,861 | 0.62% |
| 41 | ADVANCED MICRO DEVICES INC | AMD | 2,414 | $390,561 | 0.60% |
| 42 | HONEYWELL INTL INC | 438516106 | 1,848 | $389,004 | 0.59% |
| 43 | STRATEGY INC | STRK | 1,096 | $353,284 | 0.54% |
| 44 | ISHARES TR | 464288356 | 5,837 | $332,960 | 0.51% |
| 45 | ISHARES TR | 464288158 | 2,956 | $315,617 | 0.48% |
| 46 | ETFIS SER TR I | 26923G806 | 3,692 | $308,029 | 0.47% |
| 47 | BANK AMERICA CORP | 060505104 | 5,845 | $301,524 | 0.46% |
| 48 | HOME DEPOT INC | HD | 739 | $299,440 | 0.46% |
| 49 | SPDR SERIES TRUST | 78464A508 | 5,173 | $286,245 | 0.44% |
| 50 | EXXON MOBIL CORP | XOM | 2,039 | $229,868 | 0.35% |
| 51 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 5,267 | $228,640 | 0.35% |