13F Insight
DOSSIER · 13F-HR · Q3 2026

Wise Wealth Partners

$55M in tracked AUM across 38 positions as of Q3 2026.

WW
CIK 0002056711 · last filed Sep 30, 2026
Total AUM
$55M
as of Q3 2026
Holdings
38
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Wise Wealth Partners filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$15M165K27.2%02
AGG
ISHARES TR
$3M32K5.6%03
JAAA
JANUS DETROIT STR TR
$3M58K5.3%04
VXUS
VANGUARD STAR FDS
$3M31K4.8%05
SPDN
DIREXION SHARES ETF TRUST
$3M299K4.6%06
FBND
FIDELITY MERRIMACK STR TR
$2M52K4.1%07
SCHD
SCHWAB STRATEGIC TR
$2M68K4.0%08
VTV
VANGUARD INDEX FDS
$2M10K4.0%09
QQQD
DIREXION SHARES ETF TRUST
$2M174K3.8%10
CGMM
CAPITAL GROUP EQUITY ETF TR
$2M59K3.3%

Filing history

2026Q3Sep 30
$55M▼ 7.2%
38 positionsView →2026Q2Jun 30
$59M▼ 20.3%
43 positionsView →2026Q1Mar 31
$74M▲ 6.0%
53 positionsView →2025Q4Dec 31
$70M▲ 6.3%
50 positionsView →2025Q3Sep 30
$66M▲ 9.4%
51 positionsLocked2025Q2Jun 30
$60M▲ 43.1%
51 positionsLocked2025Q1Mar 31
$42M▲ 3.2%
48 positionsLocked2024Q4Dec 31
$41M—
46 positionsLocked