Skip to content
Disclosery

13F-HR filed by Wise Wealth Partners

Wise Wealth Partners filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-28, with 43 holding rows worth $58,837,407.

Accession
0002056711-26-000003
Filer
CIK 2056711
Filed
2026-07-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 43 entries on the cover page, a total value of $58,837,407 stated on the cover page (in dollars after the unit check, H1), rows summing to $58,837,407 with VALUE read as dollars as filed, 13F file number 028-25335. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS155,711$13,683,884dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS41,211$4,079,082dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS60,986$3,549,385dollars as filed
Vanguard Value ETF922908744SHS13,533$2,949,241dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF63,596$2,892,982dollars as filed
DIREXION SHARES ETF TRUST25460E869DAILY 500 1X ETF298,975$2,592,113dollars as filed
VANGUARD STAR FDS921909768COM28,765$2,459,120dollars as filed
DIREXION SHARES ETF TRUST25461A668CMN173,666$2,292,397dollars as filed
SCHD808524797COM65,175$2,066,699dollars as filed
CAPITAL GRP EQUITY ETF TR I US SMALL & MID CAP SH CL14022A102ETF60,388$1,990,994dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF64,638$1,835,087dollars as filed
INVESCO QQQ TR46090E103COM2,225$1,638,760dollars as filed
PROSHARES TR II74347Y698ULTRASHORT GOLD57,940$1,563,229dollars as filed
IVLU46435G409COM34,107$1,426,334dollars as filed
SCHWAB STRATEGIC TR808524672INTERNL DIVID40,145$1,273,801dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,349$865,176dollars as filed
VTI922908769COM2,330$862,339dollars as filed
JPMorgan Chase & Co46625H100COM2,415$790,534dollars as filed
Berkshire Hathaway Inc084670702COM1,474$737,726dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS7,602$690,222dollars as filed
iShares Russell Midcap ETF464287499SHS6,170$680,649dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS27,215$619,968dollars as filed
3M CO COM88579Y101Stock3,802$615,538dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF2,623$575,517dollars as filed
Visa Inc92826C839COM1,594$546,745dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM2,467$524,918dollars as filed
Chevron Corporation166764100COM3,100$513,805dollars as filed
ISHARES TR464288414NATIONAL MUN ETF3,951$425,160dollars as filed
MasterCard, Inc57636Q104COM789$405,254dollars as filed
ISHARES TR464288356CALIF MUN BD ETF5,959$343,449dollars as filed
EXXON MOBIL CORP30231G102COM2,377$324,948dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF3,013$320,754dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS3,050$299,503dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,657$294,645dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL4,736$287,876dollars as filed
Vanguard Small-Cap ETF922908751SHS909$275,506dollars as filed
FIRST TR EXCHANGE-TRADED FD336917109SHS5,267$256,292dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,901$236,023dollars as filed
Coca-Cola Company191216100COM2,656$215,843dollars as filed
HONEYWELL INTL INC COM438516205Stock924$214,562dollars as filed
ISHARES TR46432F834COM2,226$212,434dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM579$204,635dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock924$204,278dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002056711-26-000003this filing2026-07-28acceptance time not in the bulk data set