Wise Wealth Partners Top Holdings and 13F Report (2026) About Wise Wealth PartnersInvestment ActivityWise Wealth Partners has $73.87 million in total holdings as of March 31, 2026.Wise Wealth Partners owns shares of 53 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.52% of the portfolio was purchased this quarter.About 1.16% of the portfolio was sold this quarter.This quarter, Wise Wealth Partners has purchased 50 new stocks and bought additional shares in 20 stocks.Wise Wealth Partners sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $19,492,787SPDR Gold Shares $6,151,213iShares Core U.S. Aggregate Bond ETF $5,003,820Vanguard International High Dividend Yield ETF $3,524,220DIREXION SHARES ETF TRUST $3,456,349 Largest New Holdings this Quarter 25461A668 - DIREXION SHARES ETF TRUST $3,456,349 Holding74347Y698 - PROSHARES TR II $1,260,832 Holding922908751 - Vanguard Small-Cap ETF $212,620 Holding191216100 - CocaCola $201,980 Holding Largest Purchases this Quarter DIREXION SHARES ETF TRUST 234,488 shares (about $3.46M)PROSHARES TR II 62,479 shares (about $1.26M)Vanguard International High Dividend Yield ETF 4,501 shares (about $424.18K)Invesco S&P International Developed Momentum ETF 4,248 shares (about $232.96K)Vanguard Small-Cap ETF 812 shares (about $212.62K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 1,431 shares (about $109.53K)CrowdStrike 220 shares (about $85.89K)JPMorgan Chase & Co. 126 shares (about $37.07K)Apple 144 shares (about $36.54K)Mastercard 71 shares (about $35.48K) 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$19,492,787$109,529 ▼-0.6%254,67526.4%ETFGLDSPDR Gold Shares$6,151,213$19,793 ▲0.3%14,2968.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$5,003,820$95,101 ▲1.9%50,4066.8%FinanceVYMIVanguard International High Dividend Yield ETF$3,524,220$424,177 ▲13.7%37,3964.8%ETFDIREXION SHARES ETF TRUST$3,456,349$3,456,349 ▲New Holding234,4884.7%DAILY MAGNIFICENIDMOInvesco S&P International Developed Momentum ETF$3,090,083$232,961 ▲8.2%56,3474.2%ETFVTVVanguard Value ETF$2,680,087$135,182 ▲5.3%13,6603.6%ETFFDHYFidelity High Yield Factor ETF$1,774,477$2,427 ▲0.1%36,5572.4%ETFCAPITAL GROUP EQUITY ETF TR$1,752,471$67,381 ▲4.0%59,6892.4%US SMALL AND MIDQQQInvesco QQQ$1,329,765$9,234 ▲0.7%2,3041.8%FinanceCGCPCapital Group Core Plus Income ETF$1,299,255$14,298 ▼-1.1%58,1581.8%ETFPROSHARES TR II$1,260,832$1,260,832 ▲New Holding62,4791.7%ULTRASHORT GOLDGOOGAlphabet$1,216,9070.0%4,2421.6%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,034,000$4,274 ▲0.4%4,8391.4%ETFQUALiShares MSCI USA Quality Factor ETF$994,3690.0%5,1841.3%ETFNVDANVIDIA$975,626$11,685 ▲1.2%5,5941.3%Computer and TechnologyIVLUiShares MSCI Intl Value Factor ETF$831,5840.0%20,9571.1%ETFAVGOBroadcom$822,7450.0%2,6581.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$795,784$10,250 ▼-1.3%6,2111.1%ETFVTIVanguard Total Stock Market ETF$766,799$60,638 ▲8.6%2,3901.0%ETFBRK.BBerkshire Hathaway$737,6340.0%1,5391.0%FinanceAMZNAmazon.com$733,804$6,040 ▼-0.8%3,5231.0%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$722,5510.0%7,9811.0%ETFJPMJPMorgan Chase & Co.$710,425$37,066 ▼-5.0%2,4151.0%FinanceLLYEli Lilly and Company$694,2810.0%7550.9%MedicalBNDVanguard Total Bond Market ETF$687,069$8,469 ▲1.2%9,3300.9%ETFCVXChevron$641,3270.0%3,1000.9%EnergyGOVTiShares U.S. Treasury Bond ETF$640,394$10,012 ▲1.6%27,9530.9%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$600,859$158 ▲0.0%7,6000.8%ETFIWRiShares Russell Mid-Cap ETF$599,8860.0%6,1700.8%ETFIWMiShares Russell 2000 ETF$589,8220.0%2,3780.8%FinanceCRWDCrowdStrike$558,297$85,892 ▼-13.3%1,4300.8%Computer and TechnologyMMM3M$552,1250.0%3,8020.7%Multi-Sector ConglomeratesIWFiShares Russell 1000 Growth ETF$529,530$8,101 ▼-1.5%1,2420.7%ETFAMDAdvanced Micro Devices$491,0800.0%2,4140.7%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$480,3180.0%5,5440.7%ManufacturingVVisa$457,165$35,352 ▼-7.2%1,5130.6%Business ServicesHONHoneywell International$417,7040.0%1,8480.6%Multi-Sector ConglomeratesMUBiShares National Muni Bond ETF$416,684$19,003 ▼-4.4%3,9250.6%ETFAAPLApple$405,519$36,542 ▼-8.3%1,5980.5%Computer and TechnologyXOMExxonMobil$403,2380.0%2,3770.5%EnergyMAMastercard$394,254$35,478 ▼-8.3%7890.5%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$380,783$71,589 ▲23.2%1,9840.5%ETFMETAMeta Platforms$380,1240.0%6640.5%Computer and TechnologyCMFiShares California Muni Bond ETF$336,489$1,535 ▲0.5%5,9180.5%ETFSUBiShares Short-Term National Muni Bond ETF$318,815$1,384 ▲0.4%2,9940.4%ETFBACBank of America$284,9250.0%5,8450.4%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$267,899$57 ▲0.0%4,7350.4%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$267,5640.0%5,2670.4%ETFUTESVirtus Reaves Utilities ETF$260,870$799 ▲0.3%3,2650.4%ETFVOVanguard Mid-Cap ETF$236,822$7,751 ▲3.4%8250.3%ETFVBVanguard Small-Cap ETF$212,620$212,620 ▲New Holding8120.3%ETFKOCocaCola$201,980$201,980 ▲New Holding2,6560.3%Consumer StaplesMSFTMicrosoft$0$456,284 ▼-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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