Wise Wealth Partners Top Holdings and 13F Report (2026) About Wise Wealth PartnersInvestment ActivityWise Wealth Partners has $58.84 million in total holdings as of June 30, 2026.Wise Wealth Partners owns shares of 43 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 30.83% of the portfolio was purchased this quarter.About 62.30% of the portfolio was sold this quarter.This quarter, Wise Wealth Partners has purchased 53 new stocks and bought additional shares in 12 stocks.Wise Wealth Partners sold shares of 14 stocks and completely divested from 19 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $13,683,884iShares Core U.S. Aggregate Bond ETF $4,079,082Vanguard Short-Term Treasury ETF $3,549,385Vanguard Value ETF $2,949,241Fidelity Total Bond ETF $2,892,982 Largest New Holdings this Quarter 92206C102 - Vanguard Short-Term Treasury ETF $3,549,385 Holding316188309 - Fidelity Total Bond ETF $2,892,982 Holding25460E869 - Direxion Daily S&P 500 Bear 1x Shares $2,592,113 Holding921909768 - Vanguard Total International Stock ETF $2,459,120 Holding808524797 - Schwab US Dividend Equity ETF $2,066,699 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 60,986 shares (about $3.55M)Fidelity Total Bond ETF 63,596 shares (about $2.89M)Direxion Daily S&P 500 Bear 1x Shares 298,975 shares (about $2.59M)Vanguard Total International Stock ETF 28,765 shares (about $2.46M)Schwab US Dividend Equity ETF 65,175 shares (about $2.07M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 98,964 shares (about $8.70M)SPDR Gold Shares 11,947 shares (about $4.40M)Vanguard International High Dividend Yield ETF 34,346 shares (about $3.37M)Alphabet 3,663 shares (about $1.29M)iShares Core U.S. Aggregate Bond ETF 9,195 shares (about $910.12K) 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$13,683,884$8,696,957 â–¼-38.9%155,71123.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,079,082$910,125 â–¼-18.2%41,2116.9%ETFVGSHVanguard Short-Term Treasury ETF$3,549,385$3,549,385 â–²New Holding60,9866.0%ETFVTVVanguard Value ETF$2,949,241$27,677 â–¼-0.9%13,5335.0%ETFFBNDFidelity Total Bond ETF$2,892,982$2,892,982 â–²New Holding63,5964.9%ETFSPDNDirexion Daily S&P 500 Bear 1x Shares$2,592,113$2,592,113 â–²New Holding298,9754.4%ETFVXUSVanguard Total International Stock ETF$2,459,120$2,459,120 â–²New Holding28,7654.2%ETFDIREXION SHARES ETF TRUST$2,292,397$802,852 â–¼-25.9%173,6663.9%DAIL MA 7 1X ETFSCHDSchwab US Dividend Equity ETF$2,066,699$2,066,699 â–²New Holding65,1753.5%ETFCAPITAL GROUP EQUITY ETF TR$1,990,994$23,046 â–²1.2%60,3883.4%US SM MI CA ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,835,087$1,835,087 â–²New Holding64,6383.1%ETFQQQInvesco QQQ$1,638,760$58,185 â–¼-3.4%2,2252.8%ETFPROSHARES TR II$1,563,229$122,463 â–¼-7.3%57,9402.7%ULTRASHORT GOLDIVLUiShares MSCI Intl Value Factor ETF$1,426,334$549,925 â–²62.7%34,1072.4%ETFSCHYSchwab International Dividend Equity ETF$1,273,801$1,273,801 â–²New Holding40,1452.2%ETFGLDSPDR Gold Shares$865,176$4,400,280 â–¼-83.6%2,3491.5%ETFVTIVanguard Total Stock Market ETF$862,339$22,206 â–¼-2.5%2,3301.5%ETFJPMJPMorgan Chase & Co.$790,5340.0%2,4151.3%FinanceBRK.BBerkshire Hathaway$737,726$32,532 â–¼-4.2%1,4741.3%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$690,222$182 â–²0.0%7,6021.2%ETFIWRiShares Russell Mid-Cap ETF$680,6490.0%6,1701.2%ETFGOVTiShares U.S. Treasury Bond ETF$619,968$16,812 â–¼-2.6%27,2151.1%ETFMMM3M$615,5380.0%3,8021.0%IndustrialsQUALiShares MSCI USA Quality Factor ETF$575,517$561,913 â–¼-49.4%2,6231.0%ETFVVisa$546,745$27,783 â–²5.4%1,5940.9%FinanceRSPInvesco S&P 500 Equal Weight ETF$524,918$102,771 â–²24.3%2,4670.9%ETFCVXChevron$513,8050.0%3,1000.9%EnergyMUBiShares National Muni Bond ETF$425,160$2,798 â–²0.7%3,9510.7%ETFMAMastercard$405,2540.0%7890.7%FinanceCMFiShares California Muni Bond ETF$343,449$2,363 â–²0.7%5,9590.6%ETFXOMExxonMobil$324,9480.0%2,3770.6%EnergySUBiShares Short-Term National Muni Bond ETF$320,754$2,023 â–²0.6%3,0130.5%ETFVYMIVanguard International High Dividend Yield ETF$299,503$3,372,698 â–¼-91.8%3,0500.5%ETFVOVanguard Mid-Cap ETF$294,645$228,175 â–²343.3%3,6570.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$287,876$61 â–²0.0%4,7360.5%ETFVBVanguard Small-Cap ETF$275,506$29,399 â–²11.9%9090.5%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$256,2920.0%5,2670.4%ETFIWFiShares Russell 1000 Growth ETF$236,023$81,820 â–²53.1%1,9010.4%ETFKOCocaCola$215,8430.0%2,6560.4%Consumer StaplesHONEYWELL INTL INC$214,562$214,562 â–²New Holding9240.4%COMIXUSiShares Core MSCI Total International Stock ETF$212,434$316,647 â–¼-59.8%2,2260.4%ETFGOOGAlphabet$204,635$1,294,608 â–¼-86.4%5790.3%Communication ServicesHONEYWELL AEROSPACE INC$204,278$204,278 â–²New Holding9240.3%COMIDMOInvesco S&P International Developed Momentum ETF$0$3,090,083 â–¼-100.0%00.0%ETFFDHYFidelity High Yield Factor ETF$0$1,774,477 â–¼-100.0%00.0%ETFCGCPCapital Group Core Plus Income ETF$0$1,299,255 â–¼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$1,034,000 â–¼-100.0%00.0%ETFNVDANVIDIA$0$975,626 â–¼-100.0%00.0%TechnologyAVGOBroadcom$0$822,745 â–¼-100.0%00.0%TechnologyIWPiShares Russell Mid-Cap Growth ETF$0$795,784 â–¼-100.0%00.0%ETFAMZNAmazon.com$0$733,804 â–¼-100.0%00.0%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$0$722,551 â–¼-100.0%00.0%ETFLLYEli Lilly and Company$0$694,281 â–¼-100.0%00.0%HealthcareBNDVanguard Total Bond Market ETF$0$687,069 â–¼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$589,822 â–¼-100.0%00.0%ETFCRWDCrowdStrike$0$558,297 â–¼-100.0%00.0%TechnologyAMDAdvanced Micro Devices$0$491,080 â–¼-100.0%00.0%TechnologyHONHoneywell International$0$417,704 â–¼-100.0%00.0%IndustrialsAAPLApple$0$405,519 â–¼-100.0%00.0%TechnologyMETAMeta Platforms$0$380,124 â–¼-100.0%00.0%Communication ServicesBACBank of America$0$284,925 â–¼-100.0%00.0%FinanceUTESVirtus Reaves Utilities ETF$0$260,870 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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