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Disclosery

13F-HR filed by Wise Wealth Partners

Wise Wealth Partners filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-13 22:22:18 UTC, with 38 holding rows worth $54,585,764.

Accession
0002056711-26-000004
Filer
CIK 2056711
Filed
2026-10-14
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q3 2026

A holdings report, 38 entries on the cover page, a total value of $54,585,764 stated on the cover page (in dollars after the unit check, H1), rows summing to $54,585,764 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 ETF78464A854SHS165,293$14,836,743dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS32,213$3,045,419dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL57,652$2,909,696dollars as filed
VANGUARD STAR FDS921909768COM30,909$2,626,029dollars as filed
DIREXION SHARES ETF TRUST25460E869DAILY 500 1X ETF298,975$2,535,308dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF52,039$2,253,289dollars as filed
SCHD808524797COM67,885$2,208,299dollars as filed
Vanguard Value ETF922908744SHS10,044$2,170,302dollars as filed
DIREXION SHARES ETF TRUST25461A668CMN173,666$2,051,000dollars as filed
CAPITAL GRP EQUITY ETF TR I US SMALL & MID CAP SH CL14022A102ETF59,036$1,827,765dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF64,179$1,750,800dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS29,359$1,689,904dollars as filed
SPDR GOLD TR78463V107GOLD SHS3,716$1,415,306dollars as filed
IVLU46435G409COM31,195$1,337,969dollars as filed
SCHWAB STRATEGIC TR808524672INTERNL DIVID41,025$1,288,185dollars as filed
VTI922908769COM2,171$812,623dollars as filed
JPMorgan Chase & Co46625H100COM2,415$798,987dollars as filed
Berkshire Hathaway Inc084670702COM1,474$734,129dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM3,390$705,277dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS7,605$700,010dollars as filed
iShares Russell Midcap ETF464287499SHS6,170$658,376dollars as filed
Chevron Corporation166764100COM3,105$633,979dollars as filed
3M CO COM88579Y101Stock3,802$624,054dollars as filed
Visa Inc92826C839COM1,622$582,686dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF2,616$581,455dollars as filed
MasterCard, Inc57636Q104COM789$435,135dollars as filed
EXXON MOBIL CORP30233Q108COM2,377$386,815dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS3,387$342,525dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF3,032$316,986dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,970$311,311dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL4,736$289,529dollars as filed
INVESCO QQQ TR46090E103COM378$279,743dollars as filed
Vanguard Small-Cap ETF922908751SHS983$279,662dollars as filed
FIRST TR EXCHANGE-TRADED FD336917109SHS5,267$258,662dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,953$244,596dollars as filed
Coca-Cola Company191216100COM2,656$228,618dollars as filed
Apple Inc037833100COM670$223,239dollars as filed
ISHARES TR46432F834COM2,225$211,353dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002056711-26-000004this filing2026-10-14