Wise Wealth Partners Top Holdings and 13F Report (2025) About Wise Wealth PartnersInvestment ActivityWise Wealth Partners has $41.85 million in total holdings as of March 31, 2025.Wise Wealth Partners owns shares of 48 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 17.32% of the portfolio was purchased this quarter.About 13.66% of the portfolio was sold this quarter.This quarter, Wise Wealth Partners has purchased 46 new stocks and bought additional shares in 25 stocks.Wise Wealth Partners sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $4,593,555iShares U.S. Treasury Bond ETF $4,485,519SPDR Gold Shares $4,431,494iShares MSCI USA Quality Factor ETF $2,812,971Capital Group Core Plus Income ETF $2,479,847 Largest New Holdings this Quarter 82889N764 - Simplify Hedged Equity ETF $2,153,876 Holding921946794 - Vanguard International High Dividend Yield ETF $1,857,843 Holding88160R101 - Tesla $258,985 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $235,953 Holding57636Q104 - Mastercard $202,012 Holding Largest Purchases this Quarter Simplify Hedged Equity ETF 75,376 shares (about $2.15M)Vanguard International High Dividend Yield ETF 25,212 shares (about $1.86M)SPDR Gold Shares 3,923 shares (about $1.13M)Capital Group Core Plus Income ETF 24,269 shares (about $544.84K)CrowdStrike 787 shares (about $277.49K) Largest Sales this Quarter iShares U.S. Treasury Bond ETF 100,478 shares (about $2.31M)SPDR Portfolio S&P 500 ETF 18,194 shares (about $1.20M)Invesco S&P MidCap Quality ETF 3,410 shares (about $312.12K)Fidelity High Dividend ETF 3,904 shares (about $193.64K)Strategy 57 shares (about $16.42K) 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$4,593,555$1,196,443 ▼-20.7%69,85311.0%ETFGOVTiShares U.S. Treasury Bond ETF$4,485,519$2,309,485 ▼-34.0%195,15010.7%ETFGLDSPDR Gold Shares$4,431,494$1,130,348 ▲34.2%15,38010.6%FinanceQUALiShares MSCI USA Quality Factor ETF$2,812,971$45,285 ▲1.6%16,4616.7%ETFCGCPCapital Group Core Plus Income ETF$2,479,847$544,839 ▲28.2%110,4615.9%ETFHEQTSimplify Hedged Equity ETF$2,153,876$2,153,876 ▲New Holding75,3765.1%ETFFDVVFidelity High Dividend ETF$2,125,218$193,639 ▼-8.4%42,8475.1%ETFVYMIVanguard International High Dividend Yield ETF$1,857,843$1,857,843 ▲New Holding25,2124.4%ETFMBNDSPDR Nuveen Municipal Bond ETF$1,319,553$4,420 ▼-0.3%48,3623.2%ETFXMHQInvesco S&P MidCap Quality ETF$692,714$312,124 ▼-31.1%7,5681.7%ETFVTIVanguard Total Stock Market ETF$666,543$13,743 ▼-2.0%2,4251.6%ETFIVLUiShares MSCI Intl Value Factor ETF$643,303$3,728 ▼-0.6%21,2241.5%ETFIEFAiShares Core MSCI EAFE ETF$587,4080.0%7,7651.4%ETFCRWDCrowdStrike$581,767$277,485 ▲91.2%1,6501.4%Computer and TechnologyBNDVanguard Total Bond Market ETF$580,163$1,836 ▼-0.3%7,8991.4%ETFVGLTVanguard Long-Term Treasury Index ETF$577,755$3,975 ▲0.7%10,0291.4%ETFBRK.BBerkshire Hathaway$566,133$78,822 ▲16.2%1,0631.4%FinancePALANTIR TECHNOLOGIES INC$518,721$263,665 ▲103.4%6,1461.2%CL ASPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$516,194$68 ▲0.0%7,5901.2%ETFQQQInvesco QQQ$512,010$4,689 ▲0.9%1,0921.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$497,399$77,535 ▲18.5%4,2341.2%ETFIWFiShares Russell 1000 Growth ETF$490,874$25,645 ▲5.5%1,3591.2%ETFNVDANVIDIA$468,066$1,734 ▼-0.4%4,3191.1%Computer and TechnologyAVGOBroadcom$445,065$1,507 ▲0.3%2,6581.1%Computer and TechnologyMUBiShares National Muni Bond ETF$421,076$1,792 ▼-0.4%3,9941.0%ETFIWDiShares Russell 1000 Value ETF$418,298$71,128 ▲20.5%2,2231.0%ETFIXUSiShares Core MSCI Total International Stock ETF$387,016$3,281 ▲0.9%5,5440.9%ManufacturingLLYEli Lilly and Company$371,700$826 ▲0.2%4500.9%MedicalJPMJPMorgan Chase & Co.$359,253$1,717 ▲0.5%1,4650.9%FinanceAAPLApple$354,645$444 ▲0.1%1,5970.8%Computer and TechnologyMETAMeta Platforms$347,2000.0%6020.8%Computer and TechnologyMSTRStrategy$341,457$16,425 ▼-4.6%1,1850.8%Computer and TechnologyMMM3M$334,910$1,616 ▲0.5%2,2800.8%Multi-Sector ConglomeratesSUBiShares Short-Term National Muni Bond ETF$308,527$1,267 ▲0.4%2,9220.7%ETFVVisa$303,588$351 ▲0.1%8660.7%Business ServicesCMFiShares California Muni Bond ETF$302,098$1,463 ▲0.5%5,3680.7%ETFIWRiShares Russell Mid-Cap ETF$296,364$2,297 ▼-0.8%3,4840.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$279,652$766 ▼-0.3%5,4760.7%ETFIWMiShares Russell 2000 ETF$275,758$599 ▲0.2%1,3820.7%FinanceHDHome Depot$270,841$1,466 ▲0.5%7390.6%Retail/WholesaleTSLATesla$258,985$258,985 ▲New Holding9990.6%Auto/Tires/TrucksAMZNAmazon.com$258,0880.0%1,3570.6%Retail/WholesaleXOMExxon Mobil$252,220$2,259 ▲0.9%2,1210.6%EnergyAGGiShares Core U.S. Aggregate Bond ETF$235,953$235,953 ▲New Holding2,3850.6%FinanceGOOGAlphabet$228,997$312 ▲0.1%1,4660.5%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index$228,7980.0%5,2670.5%ETFTYLTyler Technologies$213,3700.0%3670.5%Computer and TechnologyMAMastercard$202,012$202,012 ▲New Holding3690.5%Business ServicesJPIEJPMorgan Income ETF$0$1,134,856 ▼-100.0%00.0%ETFMSFTMicrosoft$0$278,134 ▼-100.0%00.0%Computer and TechnologyTTDTrade Desk$0$247,636 ▼-100.0%00.0%Computer and TechnologyShowing 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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