Wise Wealth Partners Top Holdings and 13F Report (2025) About Wise Wealth PartnersInvestment ActivityWise Wealth Partners has $59.87 million in total holdings as of June 30, 2025.Wise Wealth Partners owns shares of 51 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 51.13% of the portfolio was purchased this quarter.About 25.58% of the portfolio was sold this quarter.This quarter, Wise Wealth Partners has purchased 48 new stocks and bought additional shares in 27 stocks.Wise Wealth Partners sold shares of 7 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $15,990,930iShares Core U.S. Aggregate Bond ETF $4,031,508SPDR Gold Shares $3,282,361Vanguard International High Dividend Yield ETF $2,399,082Invesco S&P International Developed Momentum ETF $2,280,539 Largest New Holdings this Quarter 46138E222 - Invesco S&P International Developed Momentum ETF $2,280,539 Holding25434V583 - DIMENSIONAL ETF TRUST $2,117,061 Holding14022A102 - CAPITAL GROUP EQUITY ETF TR $1,610,246 Holding26923G806 - Virtus Reaves Utilities ETF $1,572,782 Holding92204A207 - Vanguard Consumer Staples ETF $1,513,692 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 150,135 shares (about $10.91M)iShares Core U.S. Aggregate Bond ETF 38,255 shares (about $3.79M)Invesco S&P International Developed Momentum ETF 44,507 shares (about $2.28M)DIMENSIONAL ETF TRUST 38,852 shares (about $2.12M)CAPITAL GROUP EQUITY ETF TR 59,905 shares (about $1.61M) Largest Sales this Quarter iShares U.S. Treasury Bond ETF 127,744 shares (about $2.94M)iShares MSCI USA Quality Factor ETF 11,129 shares (about $2.03M)SPDR Gold Shares 4,612 shares (about $1.41M)MicroStrategy 116 shares (about $46.91K)iShares Russell 1000 Growth ETF 90 shares (about $38.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWise Wealth Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$15,990,930$10,913,315 ▲214.9%219,98826.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,031,508$3,794,915 ▲1,604.0%40,6406.7%FinanceGLDSPDR Gold Shares$3,282,361$1,405,855 ▼-30.0%10,7685.5%FinanceVYMIVanguard International High Dividend Yield ETF$2,399,082$379,325 ▲18.8%29,9474.0%ETFIDMOInvesco S&P International Developed Momentum ETF$2,280,539$2,280,539 ▲New Holding44,5073.8%ETFDIMENSIONAL ETF TRUST$2,117,061$2,117,061 ▲New Holding38,8523.5%GLOBAL CORE PLUSCAPITAL GROUP EQUITY ETF TR$1,610,246$1,610,246 ▲New Holding59,9052.7%US SMALL AND MIDUTESVirtus Reaves Utilities ETF$1,572,782$1,572,782 ▲New Holding20,8042.6%ETFGOVTiShares U.S. Treasury Bond ETF$1,548,991$2,935,559 ▼-65.5%67,4062.6%ETFVDCVanguard Consumer Staples ETF$1,513,692$1,513,692 ▲New Holding6,9122.5%ETFMBNDSPDR Nuveen Municipal Bond ETF$1,311,122$1,733 ▲0.1%48,4262.2%ETFQQQInvesco QQQ$1,132,824$530,563 ▲88.1%2,0541.9%FinanceQUALiShares MSCI USA Quality Factor ETF$974,797$2,034,605 ▼-67.6%5,3321.6%ETFBRK.BBerkshire Hathaway$905,136$388,679 ▲75.3%1,8631.5%FinanceIWDiShares Russell 1000 Value ETF$880,630$448,861 ▲104.0%4,5341.5%ETFNVDANVIDIA$856,013$173,636 ▲25.4%5,4181.4%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$850,267$263,082 ▲44.8%6,1311.4%ETFCRWDCrowdStrike$840,3760.0%1,6501.4%Computer and TechnologyAMZNAmazon.com$772,983$475,243 ▲159.6%3,5231.3%Retail/WholesaleAVGOBroadcom$732,7380.0%2,6581.2%Computer and TechnologyGOOGAlphabet$729,811$469,747 ▲180.6%4,1141.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$703,658$33,435 ▼-4.5%2,3151.2%ETFJPMJPMorgan Chase & Co.$700,161$275,426 ▲64.8%2,4151.2%FinanceIVLUiShares MSCI Intl Value Factor ETF$698,367$296 ▲0.0%21,2331.2%ETFIEFAiShares Core MSCI EAFE ETF$664,648$16,445 ▲2.5%7,9621.1%ETFBNDVanguard Total Bond Market ETF$648,738$67,149 ▲11.5%8,8111.1%ETFMMM3M$578,775$231,693 ▲66.8%3,8021.0%Multi-Sector ConglomeratesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$568,612$225 ▲0.0%7,5930.9%ETFIWRiShares Russell Mid-Cap ETF$567,433$247,022 ▲77.1%6,1700.9%ETFLLYEli Lilly and Company$558,800$208,089 ▲59.3%7170.9%MedicalIWFiShares Russell 1000 Growth ETF$538,601$38,199 ▼-6.6%1,2690.9%ETFVVisa$537,045$229,655 ▲74.7%1,5130.9%Business ServicesIWMiShares Russell 2000 ETF$513,216$214,955 ▲72.1%2,3780.9%FinanceMETAMeta Platforms$444,6270.0%6020.7%Computer and TechnologyMAMastercard$443,396$236,028 ▲113.8%7890.7%Business ServicesCVXChevron$432,676$432,676 ▲New Holding3,0220.7%EnergyMSTRMicroStrategy$432,300$46,910 ▼-9.8%1,0690.7%Computer and TechnologyMUBiShares National Muni Bond ETF$430,561$13,269 ▲3.2%4,1210.7%ETFHONHoneywell International$430,363$430,363 ▲New Holding1,8480.7%Multi-Sector ConglomeratesMSFTMicrosoft$429,502$429,502 ▲New Holding8630.7%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$428,5940.0%5,5440.7%ManufacturingAMDAdvanced Micro Devices$342,547$342,547 ▲New Holding2,4140.6%Computer and TechnologyAAPLApple$327,831$205 ▲0.1%1,5980.5%Computer and TechnologyCMFiShares California Muni Bond ETF$323,044$23,855 ▲8.0%5,7960.5%ETFSUBiShares Short-Term National Muni Bond ETF$312,394$1,701 ▲0.5%2,9380.5%ETFBACBank of America$276,567$276,567 ▲New Holding5,8450.5%FinanceHDHome Depot$270,9510.0%7390.5%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$270,738$15,858 ▼-5.5%5,1730.5%ETFXOMExxon Mobil$228,700$108 ▲0.0%2,1220.4%EnergyFDLFirst Trust Morningstar Dividend Leaders Index Fund$220,5290.0%5,2670.4%ETFTYLTyler Technologies$217,5720.0%3670.4%Computer and TechnologyCGCPCapital Group Core Plus Income ETF$0$2,479,847 ▼-100.0%00.0%ETFHEQTSimplify Hedged Equity ETF$0$2,153,876 ▼-100.0%00.0%ETFFDVVFidelity High Dividend ETF$0$2,125,218 ▼-100.0%00.0%ETFXMHQInvesco S&P MidCap Quality ETF$0$692,714 ▼-100.0%00.0%ETFVGLTVanguard Long-Term Treasury ETF$0$577,755 ▼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$518,721 ▼-100.0%00.0%CL ATSLATesla$0$258,985 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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