StockDriftsStockDriftsTop 41 Wise Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 23.26% | 155.7K | $13.7M | -38.86%(-98.96K) | $69.97(+30.12%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.93% | 41.2K | $4.1M | -18.24%(-9.20K) | $99.09(-1.68%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.03% | 61.0K | $3.5M | new | $58.39(-0.59%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.01% | 13.5K | $2.9M | -0.93%(-127) | $188.98(+19.48%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.92% | 63.6K | $2.9M | new | $45.49(-1.23%) | 2026-06-30 | |
| SPDN | DIREXION SHARES ETF TRUST | 4.41% | 299.0K | $2.6M | new | $9.45(-10.79%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.18% | 28.8K | $2.5M | new | $80.06(+9.02%) | 2026-06-30 | |
| QQQD | DIREXION SHARES ETF TRUST | 3.9% | 173.7K | $2.3M | -25.94%(-60.82K) | $13.86(-11.02%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.51% | 65.2K | $2.1M | new | $31.09(+10.26%) | 2026-06-30 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 3.38% | 60.4K | $2.0M | +1.17%(+699) | $25.85(+28.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.12% |
Wise Wealth Partners reports $58.84M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (23.3%), AGG (6.9%) and VGSH (6.0%). The top 20 holdings account for 85.38% of reported assets. Its disclosed equity book has returned +23.07% cumulatively over 6 quarters. Figures reflect the Q2 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