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Filers›Hedge Fund›Wise Wealth Partners
DOSSIER · 13F-HR · Q1 2026

Wise Wealth Partners

Wise Wealth's hedge fund based in Greenwich, CT — $74M in tracked AUM across 53 positions as of Q1 2026.

WW
Wise Wealth·Greenwich, CT·Hedge Fund
CIK 0002056711 · last filed Mar 31, 2026
Total AUM
$74M
▼ 9.5%
vs prior
Holdings
53
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
46% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Wise Wealth Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$19M255K26.4%
02
GLD
SPDR GOLD TR
$6M14K8.3%
03
AGG
ISHARES TR
$5M50K6.8%
04
VYMI
VANGUARD WHITEHALL FDS
$4M37K4.8%
05
QQQD
DIREXION SHARES ETF TRUST
$3M234K4.7%
06
IDMO
INVESCO EXCH TRADED FD TR II
$3M56K4.2%
07
VTV
VANGUARD INDEX FDS
$3M14K3.6%
08
FDHY
FIDELITY COVINGTON TRUST
$2M37K2.4%
09
CGMM
CAPITAL GROUP EQUITY ETF TR
$2M60K2.4%
10
QQQ
INVESCO QQQ TR
$1M2K1.8%

Filing history

Filing history loading…
AI Agent · grounded in Wise
haiku-4-5 · 53 positions indexed
Sector mix
  • Tech46%
  • Financials4%
  • Health Care13%
  • Cons. Disc.17%
  • Industrials29%
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