13F HOLDINGS REPORT
Wise Wealth Partners
Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0002056711-26-000001
Total Value
$69.7M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 256,106 | $20.5M | 29.49% |
| 2 | SPDR GOLD TR | GLD | 14,250 | $5.6M | 8.11% |
| 3 | ISHARES TR | 464287226 | 49,448 | $4.9M | 7.09% |
| 4 | VANGUARD WHITEHALL FDS | 921946794 | 32,895 | $3.0M | 4.25% |
| 5 | INVESCO EXCH TRADED FD TR II | IVZ | 52,099 | $2.9M | 4.16% |
| 6 | VANGUARD INDEX FDS | 922908744 | 12,971 | $2.5M | 3.56% |
| 7 | FIDELITY COVINGTON TRUST | 316092618 | 36,507 | $1.8M | 2.58% |
| 8 | CAPITAL GROUP EQUITY ETF TR | 14022A102 | 57,394 | $1.7M | 2.38% |
| 9 | INVESCO QQQ TR | IVZ | 2,288 | $1.4M | 2.02% |
| 10 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 58,798 | $1.3M | 1.91% |
| 11 | ALPHABET INC | GOOG | 4,242 | $1.3M | 1.91% |
| 12 | NVIDIA CORPORATION | NVDA | 5,527 | $1.0M | 1.48% |
| 13 | ISHARES TR | 46432F339 | 5,184 | $1.0M | 1.48% |
| 14 | ISHARES TR | 464287598 | 4,819 | $1.0M | 1.45% |
| 15 | BROADCOM INC | AVGO | 2,658 | $920,009 | 1.32% |
| 16 | ISHARES TR | 464287481 | 6,291 | $861,520 | 1.24% |
| 17 | AMAZON COM INC | AMZN | 3,552 | $819,949 | 1.18% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 2,541 | $818,793 | 1.18% |
| 19 | ELI LILLY & CO | LLY | 755 | $811,214 | 1.16% |
| 20 | ISHARES TR | 46435G409 | 20,957 | $797,424 | 1.14% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,539 | $773,730 | 1.11% |
| 22 | CROWDSTRIKE HLDGS INC | CRWD | 1,650 | $773,467 | 1.11% |
| 23 | VANGUARD INDEX FDS | 922908769 | 2,201 | $737,996 | 1.06% |
| 24 | ISHARES TR | 46432F842 | 7,981 | $714,011 | 1.02% |
| 25 | VANGUARD BD INDEX FDS | 921937835 | 9,215 | $682,563 | 0.98% |
| 26 | ISHARES TR | 46429B267 | 27,516 | $633,566 | 0.91% |
| 27 | SPDR SERIES TRUST | 78464A805 | 7,598 | $626,797 | 0.90% |
| 28 | 3M CO | MMM | 3,802 | $608,657 | 0.87% |
| 29 | ISHARES TR | 464287614 | 1,261 | $596,722 | 0.86% |
| 30 | ISHARES TR | 464287499 | 6,170 | $593,963 | 0.85% |
| 31 | ISHARES TR | 464287655 | 2,378 | $585,446 | 0.84% |
| 32 | VISA INC | V | 1,630 | $571,514 | 0.82% |
| 33 | ADVANCED MICRO DEVICES INC | AMD | 2,414 | $516,982 | 0.74% |
| 34 | MASTERCARD INCORPORATED | MA | 860 | $490,982 | 0.70% |
| 35 | APPLE INC | AAPL | 1,742 | $473,540 | 0.68% |
| 36 | CHEVRON CORP NEW | CVX | 3,100 | $472,424 | 0.68% |
| 37 | ISHARES TR | 46432F834 | 5,544 | $469,231 | 0.67% |
| 38 | MICROSOFT CORP | MSFT | 943 | $456,284 | 0.65% |
| 39 | ISHARES TR | 464288414 | 4,104 | $439,560 | 0.63% |
| 40 | META PLATFORMS INC | META | 664 | $438,565 | 0.63% |
| 41 | HONEYWELL INTL INC | 438516106 | 1,848 | $360,527 | 0.52% |
| 42 | ISHARES TR | 464288356 | 5,891 | $338,506 | 0.49% |
| 43 | BANK AMERICA CORP | 060505104 | 5,845 | $321,454 | 0.46% |
| 44 | ISHARES TR | 464288158 | 2,981 | $318,071 | 0.46% |
| 45 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,611 | $308,617 | 0.44% |
| 46 | EXXON MOBIL CORP | XOM | 2,377 | $286,017 | 0.41% |
| 47 | SPDR SERIES TRUST | 78464A508 | 4,734 | $268,955 | 0.39% |
| 48 | ETFIS SER TR I | 26923G806 | 3,255 | $256,968 | 0.37% |
| 49 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 5,267 | $233,539 | 0.34% |
| 50 | VANGUARD INDEX FDS | 922908629 | 798 | $231,575 | 0.33% |