DOSSIER · 13F-HR · Q2 2026

Wise Wealth Partners

$59M in tracked AUM across 43 positions as of Q2 2026.

WW
CIK 0002056711 · last filed Jun 30, 2026
Total AUM
$59M
as of Q2 2026
Holdings
43
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Wise Wealth Partners filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$14M156K23.3%
02
AGG
ISHARES TR
$4M41K6.9%
03
VGSH
VANGUARD SCOTTSDALE FDS
$4M61K6.0%
04
VTV
VANGUARD INDEX FDS
$3M14K5.0%
05
FBND
FIDELITY MERRIMACK STR TR
$3M64K4.9%
06
SPDN
DIREXION SHARES ETF TRUST
$3M299K4.4%
07
VXUS
VANGUARD STAR FDS
$2M29K4.2%
08
QQQD
DIREXION SHARES ETF TRUST
$2M174K3.9%
09
SCHD
SCHWAB STRATEGIC TR
$2M65K3.5%
10
CGMM
CAPITAL GROUP EQUITY ETF TR
$2M60K3.4%

Filing history

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 positionsView →
2025Q2Jun 30
$60M 43.1%
51 positionsLocked
2025Q1Mar 31
$42M 3.2%
48 positionsLocked
2024Q4Dec 31
$41M
46 positionsLocked