Wise Wealth Partners
CIK: 0002056711SEC EDGAR →
Portfolio Value
$69.7M
Holdings
50
As of
Q4 2025
New Positions
50
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 256,106 | $20.5M | 29.49% |
| 2 | SPDR GOLD TR | 14,250 | $5.6M | 8.11% |
| 3 | ISHARES TR | 49,448 | $4.9M | 7.09% |
| 4 | VANGUARD WHITEHALL FDS | 32,895 | $3.0M | 4.25% |
| 5 | INVESCO EXCH TRADED FD TR II | 52,099 | $2.9M | 4.16% |
| 6 | VANGUARD INDEX FDS | 12,971 | $2.5M | 3.56% |
| 7 | FIDELITY COVINGTON TRUST | 36,507 | $1.8M | 2.58% |
| 8 | CAPITAL GROUP EQUITY ETF TR | 57,394 | $1.7M | 2.38% |
| 9 | INVESCO QQQ TR | 2,288 | $1.4M | 2.02% |
| 10 | ALPHABET INC | 4,242 | $1.3M | 1.91% |
Quarterly Changes
New Positions (50)
$20.5M · 256K shares
$5.6M · 14K shares
$4.9M · 49K shares
$3.0M · 33K shares
$2.9M · 52K shares
$2.5M · 13K shares
$1.8M · 37K shares
$1.7M · 57K shares
$1.4M · 2K shares
$1.3M · 59K shares
$1.3M · 4K shares
$1.0M · 6K shares
$1.0M · 5K shares
$1.0M · 5K shares
$920K · 3K shares
$861K · 6K shares
$819K · 4K shares
$818K · 3K shares
$811K · 755 shares
$797K · 21K shares
$773K · 2K shares
$773K · 2K shares
$737K · 2K shares
$714K · 8K shares
$682K · 9K shares
$633K · 28K shares
$626K · 8K shares
$608K · 4K shares
$596K · 1K shares
$593K · 6K shares
$585K · 2K shares
$571K · 2K shares
$516K · 2K shares
$490K · 860 shares
$473K · 2K shares
$472K · 3K shares
$469K · 6K shares
$456K · 943 shares
$439K · 4K shares
$438K · 664 shares
$360K · 2K shares
$338K · 6K shares
$321K · 6K shares
$318K · 3K shares
$308K · 2K shares
$286K · 2K shares
$268K · 5K shares
$256K · 3K shares
$233K · 5K shares
$231K · 798 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $51.2M | 73.5% |
| Unknown | 5 | $9.2M | 13.2% |
| Technology | 6 | $4.2M | 6.0% |
| Communication Services | 2 | $1.8M | 2.5% |
| Industrials | 2 | $968K | 1.4% |
| Consumer Cyclical | 1 | $819K | 1.2% |
| Healthcare | 1 | $811K | 1.2% |
| Energy | 2 | $758K | 1.1% |