Wise Wealth Partners
CIK 0002056711 · PHOENIX, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$58.8M
2026 Q2
Positions
43
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
23.3%
AGG
ISHARES TR
6.9%
VGSH
VANGUARD SCOTTSDALE FDS
6.0%
VTV
VANGUARD INDEX FDS
5.0%
FBND
FIDELITY MERRIMACK STR TR
4.9%
SPDN
DIREXION SHARES ETF TRUST
4.4%
VXUS
VANGUARD STAR FDS
4.2%
QQQD
DIREXION SHARES ETF TRUST
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.