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Wise Wealth Partners Portfolio
$54.6M across 38 positions as of 2026-09-30, with 67% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | $14.8M | 27.2% | 165,293 |
| AGGiShares Core U.S. Aggregate Bond ETF | $3M | 5.6% | 32,213 |
| JAAAJanus Henderson AAA CLO ETF | $2.9M | 5.3% | 57,652 |
| VXUSVanguard Total International Stock ETF | $2.6M | 4.8% | 30,909 |
| DIREXION SHARES ETF TRUST | $2.5M | 4.6% | 298,975 |
| FBNDFidelity Total Bond ETF | $2.3M | 4.1% | 52,039 |
| SCHDSchwab US Dividend Equity ETF | $2.2M | 4.0% | 67,885 |
| VTVVanguard Value ETF | $2.2M | 4.0% | 10,044 |
| DIREXION SHARES ETF TRUST | $2.1M | 3.8% | 173,666 |
| CAPITAL GROUP EQUITY ETF TR | $1.8M | 3.3% | 59,036 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $1.8M | 3.2% | 64,179 |
| VGSHVanguard Short-Term Treasury ETF | $1.7M | 3.1% | 29,359 |
| GLDSPDR Gold Shares | $1.4M | 2.6% | 3,716 |
| IVLUiShares MSCI Intl Value Factor ETF | $1.3M | 2.5% | 31,195 |
| SCHYSchwab International Dividend Equity ETF | $1.3M | 2.4% | 41,025 |
| VTIVanguard Total Stock Market ETF | $812.6K | 1.5% | 2,171 |
| JPMJPMorgan Chase & Co | $799K | 1.5% | 2,415 |
| BRK.BBerkshire Hathaway Inc | $734.1K | 1.3% | 1,474 |
| RSPInvesco S&P 500 Equal Weight ETF | $705.3K | 1.3% | 3,390 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $700K | 1.3% | 7,605 |
| IWRiShares Russell Mid-Cap ETF | $658.4K | 1.2% | 6,170 |
| CVXChevron Corp | $634K | 1.2% | 3,105 |
| MMM3M Co | $624.1K | 1.1% | 3,802 |
| VVisa Inc | $582.7K | 1.1% | 1,622 |
| QUALiShares MSCI USA Quality Factor ETF | $581.5K | 1.1% | 2,616 |
| MAMastercard Inc | $435.1K | 0.8% | 789 |
| XOMExxonmobil Holdings Corp | $386.8K | 0.7% | 2,377 |
| VYMIVanguard International High Dividend Yield ETF | $342.5K | 0.6% | 3,387 |
| SUBiShares Short-Term National Muni Bond ETF | $317K | 0.6% | 3,032 |
| VOVanguard Mid-Cap ETF | $311.3K | 0.6% | 3,970 |
| SPDR SERIES TRUST | $289.5K | 0.5% | 4,736 |
| QQQInvesco QQQ Trust, Series 1 | $279.7K | 0.5% | 378 |
| VBVanguard Small-Cap ETF | $279.7K | 0.5% | 983 |
| FDLFirst Trust Morningstar ETF | $258.7K | 0.5% | 5,267 |
| IWFiShares Russell 1000 Growth ETF | $244.6K | 0.4% | 1,953 |
| KOCoca-Cola Co | $228.6K | 0.4% | 2,656 |
| AAPLApple Inc | $223.2K | 0.4% | 670 |
| IXUSiShares Core MSCI Total International Stock ETF | $211.4K | 0.4% | 2,225 |
Quarter ending 2026-09-30.
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