StockDriftsStockDriftsTop 37 Wise Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 27.18% | 165.3K | $14.8M | +6.15%(+9.58K) | $71.06(+26.98%) | 2026-09-30 | |
| AGG | ISHARES TR | 5.58% | 32.2K | $3.0M | -21.83%(-9.00K) | $99.09(-4.01%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 5.33% | 57.7K | $2.9M | new | $50.48(+0.22%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 4.81% | 30.9K | $2.6M | +7.45%(+2.14K) | $80.42(+3.57%) | 2026-09-30 | |
| SPDN | DIREXION SHARES ETF TRUST | 4.64% | 299.0K | $2.5M | +0.00%(+0) | $9.45(-10.37%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.13% | 52.0K | $2.3M | -18.17%(-11.56K) | $45.49(-3.97%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.05% | 67.9K | $2.2M | +4.16%(+2.71K) | $31.14(+9.97%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.98% | 10.0K | $2.2M | -25.78%(-3.49K) | $188.98(+17.58%) | 2026-09-30 | |
| QQQD | DIREXION SHARES ETF TRUST | 3.76% | 173.7K | $2.1M | +0.00%(+0) | $13.86(-15.53%) | 2026-09-30 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 3.35% | 59.0K | $1.8M | -2.24%(-1.35K) | $25.85(+20.25%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.30% |
Wise Wealth Partners reports $54.59M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (27.2%), AGG (5.6%) and JAAA (5.3%). The top 20 holdings account for 87.38% of reported assets. Its disclosed equity book has returned +21.65% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wise Wealth Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056711). View Wise Wealth Partners’s 13F filings on SEC