Q3 2026 13F · SEC CIK 2056711

Wise Wealth Partners

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $54.6M
Reported positions: 38
Holdings vs S&P 500, 3 yrs: —
Assets under management: $153.5M

Wise Wealth Partners is a wealth manager that reported 38 positions worth $54.6M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Spdr Series Trust (SPLG, 27.2%), Ishares Tr (AGG, 5.6%), Janus Detroit Str Tr (JAAA, 5.3%).

Wise Wealth Partners holdings all 38 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wise Wealth Partners 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	27.2%	23.3%	165,293	+6.2%	$14.8M
AGGIshares Tr	5.6%	6.9%	32,213	-21.8%	$3.0M
JAAAJanus Detroit Str Tr	5.3%	New	57,652	—	$2.9M
VXUSVanguard Star Fds	4.8%	4.2%	30,909	+7.5%	$2.6M
SPDNDirexion Shares ETF Trust	4.6%	4.4%	298,975	+0.0%	$2.5M
FBNDFidelity Merrimack Str Tr	4.1%	4.9%	52,039	-18.2%	$2.3M
SCHDSchwab Strategic Tr	4.0%	3.5%	67,885	+4.2%	$2.2M
VTVVanguard Index Fds	4.0%	5.0%	10,044	-25.8%	$2.2M
QQQDDirexion Shares ETF Trust	3.8%	3.9%	173,666	+0.0%	$2.1M
CGMMCapital Group Equity ETF Tr	3.3%	3.4%	59,036	-2.2%	$1.8M
SPTISpdr Series Trust	3.2%	3.1%	64,179	-0.7%	$1.8M
VGSHVanguard Scottsdale Fds	3.1%	6.0%	29,359	-51.9%	$1.7M
GLDSpdr Gold Tr	2.6%	1.5%	3,716	+58.2%	$1.4M
IVLUIshares Tr	2.5%	2.4%	31,195	-8.5%	$1.3M
SCHYSchwab Strategic Tr	2.4%	2.2%	41,025	+2.2%	$1.3M
VTIVanguard Index Fds	1.5%	1.5%	2,171	-6.8%	$813K
JPMJpmorgan Chase & Co	1.5%	1.3%	2,415	+0.0%	$799K
BRK-BBerkshire Hathaway Inc Del	1.3%	1.3%	1,474	+0.0%	$734K
RSPInvesco Exchange Traded Fd T	1.3%	0.9%	3,390	+37.4%	$705K
SPTMSpdr Series Trust	1.3%	1.2%	7,605	+0.0%	$700K
IWRIshares Tr	1.2%	1.2%	6,170	+0.0%	$658K
CVXChevron Corporation	1.2%	0.9%	3,105	+0.2%	$634K
MMM3m Co	1.1%	1.0%	3,802	+0.0%	$624K
VVisa Inc	1.1%	0.9%	1,622	+1.8%	$583K
QUALIshares Tr	1.1%	1.0%	2,616	-0.3%	$581K
MAMastercard Incorporated	0.8%	0.7%	789	+0.0%	$435K
XOMExxonmobil Holdings Corp	0.7%	New	2,377	—	$387K
VYMIVanguard Whitehall Fds	0.6%	0.5%	3,387	+11.0%	$343K
SUBIshares Tr	0.6%	0.5%	3,032	+0.6%	$317K
VOVanguard Index Fds	0.6%	0.5%	3,970	+8.6%	$311K
SPYVState Street Spdr Portfolio S&p 500 Valu	0.5%	0.5%	4,736	+0.0%	$290K
QQQInvesco Qqq Tr	0.5%	2.8%	378	-83.0%	$280K
VBVanguard Index Fds	0.5%	0.5%	983	+8.1%	$280K
FDLFirst Tr Exchange-Traded Fd	0.5%	0.4%	5,267	+0.0%	$259K
IWFIshares Tr	0.4%	0.4%	1,953	+2.7%	$245K
KOCoca Cola Co	0.4%	0.4%	2,656	+0.0%	$229K
AAPLApple Inc	0.4%	New	670	—	$223K
IXUSIshares Tr	0.4%	0.4%	2,225	-0.0%	$211K

What Wise Wealth Partners bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

GLD Spdr Gold Tr+58.2% shares
RSP Invesco Exchange Traded Fd T+37.4% shares
VYMI Vanguard Whitehall Fds+11.0% shares
VO Vanguard Index Fds+8.6% shares
VB Vanguard Index Fds+8.1% shares
VXUS Vanguard Star Fds+7.5% shares
SPLG Spdr Series Trust+6.2% shares

Reduced

QQQ Invesco Qqq Tr-83.0% shares
VGSH Vanguard Scottsdale Fds-51.9% shares
VTV Vanguard Index Fds-25.8% shares
AGG Ishares Tr-21.8% shares
FBND Fidelity Merrimack Str Tr-18.2% shares
IVLU Ishares Tr-8.5% shares
VTI Vanguard Index Fds-6.8% shares

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$54.6M	38
Q2 2026	$58.8M	43
Q1 2026	$73.9M	53
Q4 2025	$69.7M	50
Q3 2025	$65.5M	51
Q2 2025	$59.9M	51
Q1 2025	$41.9M	48
Q4 2024	$40.5M	46

Questions about Wise Wealth Partners's portfolio

What stocks does Wise Wealth Partners own?

Wise Wealth Partners's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 38 positions worth $54.6M. The largest are Spdr Series Trust (SPLG) at 27.2%, Ishares Tr (AGG) at 5.6%, Janus Detroit Str Tr (JAAA) at 5.3%, Vanguard Star Fds (VXUS) at 4.8% and Direxion Shares ETF Trust (SPDN) at 4.6%.

What did Wise Wealth Partners buy last quarter?

In Q3 2026, Wise Wealth Partners added a new position in Janus Detroit Str Tr (JAAA), a new position in Exxonmobil Holdings Corp (XOM), a new position in Apple Inc (AAPL), Spdr Gold Tr (GLD) (+58.2% shares), Invesco Exchange Traded Fd T (RSP) (+37.4% shares) and Vanguard Whitehall Fds (VYMI) (+11.0% shares), compared with its Q2 2026 filing.

What did Wise Wealth Partners sell last quarter?

In Q3 2026, Wise Wealth Partners sold all of Proshares Tr II (GLL), sold all of Ishares Tr (GOVT), sold all of Ishares Tr (MUB), sold all of Ishares Tr (CMF), sold all of Exxon Mobil Corp (XOM), Invesco Qqq Tr (QQQ) (-83.0% shares), Vanguard Scottsdale Fds (VGSH) (-51.9% shares) and Vanguard Index Fds (VTV) (-25.8% shares), compared with its Q2 2026 filing.

When is Wise Wealth Partners's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wise Wealth Partners's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Wise Wealth Partners manage?

Wise Wealth Partners reported $153.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $54.6M.