Wise Wealth Partners

Portfolio Overview

Wise Wealth Partners disclosed 43 positions worth $58.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 17. The portfolio is most concentrated in Other (89.5% of disclosed assets). All figures are sourced directly from Wise Wealth Partners’s Form 13F-HR filing with the SEC under CIK 2056711.

• SPDR SERIES TRUST - ST STR P500ETF

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  Quality

  $13.7M155,711 sh

• ISHARES TR - CORE US AGGBD ET

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  Quality

  $4.1M41,211 sh

• VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS

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  Quality

  $3.5M60,986 sh

• VANGUARD INDEX FDS - VALUE ETF

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  Quality

  $2.9M13,533 sh

• FIDELITY MERRIMACK STR TR - TOTAL BD ETF

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  Quality

  $2.9M63,596 sh

• DIREXION SHARES ETF TRUST - DAILY 500 1X ETF

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  Quality

  $2.6M298,975 sh

• VANGUARD STAR FDS - VG TL INTL STK F

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  Quality

  $2.5M28,765 sh

• DIREXION SHARES ETF TRUST - DAIL MA 7 1X ETF

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  Quality

  $2.3M173,666 sh

• SCHWAB STRATEGIC TR - US DIVIDEND EQ

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  Quality

  $2.1M65,175 sh

• CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF

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  Quality

  $2.0M60,388 sh

Showing top 10 of 43 holdings.

Full Holdings — Wise Wealth Partners (Q2 2026)

All 43 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	SPDR SERIES TRUST - ST STR P500ETF	$13.7M	23.3%	-39%	—
2	—	ISHARES TR - CORE US AGGBD ET	$4.1M	6.9%	-18%	—
3	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	$3.5M	6.0%	NEW	—
4	—	VANGUARD INDEX FDS - VALUE ETF	$2.9M	5.0%	-1%	—
5	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$2.9M	4.9%	NEW	—
6	—	DIREXION SHARES ETF TRUST - DAILY 500 1X ETF	$2.6M	4.4%	NEW	—
7	—	VANGUARD STAR FDS - VG TL INTL STK F	$2.5M	4.2%	NEW	—
8	—	DIREXION SHARES ETF TRUST - DAIL MA 7 1X ETF	$2.3M	3.9%	-26%	—
9	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$2.1M	3.5%	NEW	—
10	—	CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF	$2.0M	3.4%	+1%	—
11	—	SPDR SERIES TRUST - ST INTER ETF	$1.8M	3.1%	NEW	—
12	$QQQ	INVESCO QQQ TRUST, SERIES 1	$1.6M	2.8%	-3%	—
13	—	PROSHARES TR II - ULTRASHORT GOLD	$1.6M	2.7%	-7%	—
14	—	ISHARES TR - MSCI INTL VLU FT	$1.4M	2.4%	+63%	—
15	—	SCHWAB STRATEGIC TR - INTERNL DIVID	$1.3M	2.2%	NEW	—
16	$GLD	SPDR GOLD TRUST	$865,176	1.5%	-84%	—
17	—	VANGUARD INDEX FDS - TOTAL STK MKT	$862,339	1.5%	-3%	—
18	$JPM	JPMORGAN CHASE & CO	$790,534	1.3%	+0%	70.3
19	$BRK.B	BERKSHIRE HATHAWAY INC	$737,726	1.3%	-4%	73.6
20	—	SPDR SERIES TRUST - ST STR PR SP1500	$690,222	1.2%	+0%	—
21	—	ISHARES TR - RUS MID CAP ETF	$680,649	1.2%	+0%	—
22	—	ISHARES TR - US TREAS BD ETF	$619,968	1.1%	-3%	—
23	$MMM	3M CO	$615,538	1.1%	+0%	64.7
24	—	ISHARES TR - MSCI USA QLT FCT	$575,517	1.0%	-49%	—
25	$V	VISA INC.	$546,745	0.9%	+5%	82.7
26	$IVZ	Invesco Ltd.	$524,918	0.9%	+24%	—
27	$CVX	CHEVRON CORP	$513,805	0.9%	+0%	62.6
28	—	ISHARES TR - NATIONAL MUN ETF	$425,160	0.7%	+1%	—
29	$MA	Mastercard Inc	$405,254	0.7%	+0%	85
30	—	ISHARES TR - CALIF MUN BD ETF	$343,449	0.6%	+1%	—
31	$XOM.R34088	EXXON MOBIL CORP	$324,948	0.6%	+0%	57.7
32	—	ISHARES TR - SHRT NAT MUN ETF	$320,754	0.6%	+1%	—
33	—	VANGUARD WHITEHALL FDS - INTL HIGH ETF	$299,503	0.5%	-92%	—
34	—	VANGUARD INDEX FDS - MID CAP ETF	$294,645	0.5%	+343%	—
35	—	SPDR SERIES TRUST - ST STR P500VAL	$287,876	0.5%	+0%	—
36	—	VANGUARD INDEX FDS - SMALL CP ETF	$275,506	0.5%	+12%	—
37	—	FIRST TR EXCHANGE-TRADED FD - SHS	$256,292	0.4%	+0%	—
38	—	ISHARES TR - RUS 1000 GRW ETF	$236,023	0.4%	+53%	—
39	$KO	COCA COLA CO	$215,843	0.4%	+0%	69.3
40	$HON	HONEYWELL INTERNATIONAL INC	$214,562	0.4%	-50%	66.5
41	—	ISHARES TR - CORE MSCI TOTAL	$212,434	0.4%	-60%	—
42	$GOOGL	Alphabet Inc.	$204,635	0.3%	-86%	78.1
43	$HONA	Honeywell Aerospace Inc.	$204,278	0.3%	NEW	—