DOSSIER · 13F-HR · Q1 2026

Wise Wealth Partners

$74M in tracked AUM across 53 positions as of Q1 2026.

WW
CIK 0002056711 · last filed Mar 31, 2026
Total AUM
$74M
as of Q1 2026
Holdings
53
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · 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

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