Institutional Fund
Wise Wealth Partners
Phoenix, AZCIK 20567115 filings on record
Portfolio Value
$73.87M
Q1 2026
Holdings
53
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+6.0%
from $69.67M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust26.4%
- Spdr Gold Tr8.3%
- Ishares Tr6.8%
- Vanguard Whitehall Fds4.8%
- Direxion Shares ETF Trust4.7%
- Invesco Exch Traded Fd Tr II4.2%
- Other44.9%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 254.7K | $19.49M | 26.4% | −1.4K | Reduced |
| 2 | Spdr Gold Tr | 14.3K | $6.15M | 8.3% | +46 | Added |
| 3 | Ishares Tr | 50.4K | $5.00M | 6.8% | +958 | Added |
| 4 | Vanguard Whitehall Fds | 37.4K | $3.52M | 4.8% | +4.5K | Added |
| 5 | Direxion Shares ETF Trust | 234.5K | $3.46M | 4.7% | +234.5K | New |
| 6 | Invesco Exch Traded Fd Tr II | 56.3K | $3.09M | 4.2% | +4.2K | Added |
| 7 | Vanguard Index Fds | 13.7K | $2.68M | 3.6% | +689 | Added |
| 8 | Fidelity Covington Trust | 36.6K | $1.77M | 2.4% | +50 | Added |
| 9 | Capital Group Equity ETF Tr | 59.7K | $1.75M | 2.4% | +2.3K | Added |
| 10 | Invesco Qqq Tr | 2.3K | $1.33M | 1.8% | +16 | Added |
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