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 $58.8M across 43 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($13.7M, 23.26%), AGG ($4.1M, 6.93%), VGSH ($3.5M, 6.03%), VTV ($2.9M, 5.01%), FBND ($2.9M, 4.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $13.7M | 23.26% | 155,711 | Trimmed |
| 2 | AGG | ISHARES TR | $4.1M | 6.93% | 41,211 | Trimmed |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $3.5M | 6.03% | 60,986 | New |
| 4 | VTV | VANGUARD INDEX FDS | $2.9M | 5.01% | 13,533 | Trimmed |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $2.9M | 4.92% | 63,596 | New |
| 6 | SPDN | DIREXION SHARES ETF TRUST | $2.6M | 4.41% | 298,975 | New |
| 7 | VXUS | VANGUARD STAR FDS | $2.5M | 4.18% | 28,765 | New |
| 8 | QQQD | DIREXION SHARES ETF TRUST | $2.3M | 3.90% | 173,666 | Trimmed |
| 9 | SCHD | SCHWAB STRATEGIC TR | $2.1M | 3.51% | 65,175 | New |
| 10 | CGMM | CAPITAL GROUP EQUITY ETF TR | $2.0M | 3.38% | 60,388 | Added |
| 11 | SPTI | SPDR SERIES TRUST | $1.8M | 3.12% | 64,638 | New |
| 12 | QQQ | INVESCO QQQ TR | $1.6M | 2.79% | 2,225 | Trimmed |
| 13 | GLL | PROSHARES TR II | $1.6M | 2.66% | 57,940 | Trimmed |
| 14 | IVLU | ISHARES TR | $1.4M | 2.42% | 34,107 | Added |
| 15 | SCHY | SCHWAB STRATEGIC TR | $1.3M | 2.16% | 40,145 | New |
| 16 | GLD | SPDR GOLD TR | $865,176 | 1.47% | 2,349 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $862,339 | 1.47% | 2,330 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $790,534 | 1.34% | 2,415 | Hold |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $737,726 | 1.25% | 1,474 | Trimmed |
| 20 | SPTM | SPDR SERIES TRUST | $690,222 | 1.17% | 7,602 | Added |
| 21 | IWR | ISHARES TR | $680,649 | 1.16% | 6,170 | Hold |
| 22 | MMM | 3M CO | $615,538 | 1.05% | 3,802 | Hold |
| 23 | GOVT | ISHARES TR | $619,968 | 1.05% | 27,215 | Trimmed |
| 24 | QUAL | ISHARES TR | $575,517 | 0.98% | 2,623 | Trimmed |
| 25 | V | VISA INC | $546,745 | 0.93% | 1,594 | Added |
Source: SEC Form 13F filings · as of 2026-06-30