Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wise Wealth Partners (CIK 2056711) reported $73.9M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($19.5M, 26.39%), GLD ($6.2M, 8.33%), AGG ($5.0M, 6.77%), VYMI ($3.5M, 4.77%), QQQD ($3.5M, 4.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $19.5M | 26.39% | 254,675 | Trimmed |
| 2 | GLD | SPDR GOLD TR | $6.2M | 8.33% | 14,296 | Added |
| 3 | AGG | ISHARES TR | $5.0M | 6.77% | 50,406 | Added |
| 4 | VYMI | VANGUARD WHITEHALL FDS | $3.5M | 4.77% | 37,396 | Added |
| 5 | QQQD | DIREXION SHARES ETF TRUST | $3.5M | 4.68% | 234,488 | New |
| 6 | IDMO | INVESCO EXCH TRADED FD TR II | $3.1M | 4.18% | 56,347 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $2.7M | 3.63% | 13,660 | Added |
| 8 | FDHY | FIDELITY COVINGTON TRUST | $1.8M | 2.40% | 36,557 | Added |
| 9 | CGMM | CAPITAL GROUP EQUITY ETF TR | $1.8M | 2.37% | 59,689 | Added |
| 10 | QQQ | INVESCO QQQ TR | $1.3M | 1.80% | 2,304 | Added |
| 11 | CGCP | CAPITAL GRP FIXED INCM ETF T | $1.3M | 1.76% | 58,158 | Trimmed |
| 12 | OILD1 | PROSHARES TR II | $1.3M | 1.71% | 62,479 | New |
| 13 | GOOG | ALPHABET INC | $1.2M | 1.65% | 4,242 | Hold |
| 14 | IWD | ISHARES TR | $1.0M | 1.40% | 4,839 | Added |
| 15 | QUAL | ISHARES TR | $994,369 | 1.35% | 5,184 | Hold |
| 16 | NVDA | NVIDIA CORPORATION | $975,626 | 1.32% | 5,594 | Added |
| 17 | IVLU | ISHARES TR | $831,584 | 1.13% | 20,957 | Hold |
| 18 | AVGO | BROADCOM INC | $822,745 | 1.11% | 2,658 | Hold |
| 19 | IWP | ISHARES TR | $795,784 | 1.08% | 6,211 | Trimmed |
| 20 | VTI | VANGUARD INDEX FDS | $766,799 | 1.04% | 2,390 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $737,634 | 1.00% | 1,539 | Hold |
| 22 | AMZN | AMAZON COM INC | $733,804 | 0.99% | 3,523 | Trimmed |
| 23 | IEFA | ISHARES TR | $722,551 | 0.98% | 7,981 | Hold |
| 24 | JPM | JPMORGAN CHASE & CO | $710,425 | 0.96% | 2,415 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $694,281 | 0.94% | 755 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31