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Wise Wealth Partners

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13F filer, CIK 2056711, PHOENIX, AZ

Wise Wealth Partners reported $58,837,407 across 43 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-28. Its ten largest share positions make up 65.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056711-26-000003

Period
2026-06-30
Reported value
$58.8M
Holdings
43
Top 10 weight
65.53%
New
9
Sold out
19

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGSHnew+60,986$3.55M
FBNDnew+63,596$2.89M
SPDNnew+298,975$2.59M
VXUSnew+28,765$2.46M
SCHDnew+65,175$2.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYMreduced-98,964-$8.7M
GLDreduced-11,947-$4.4M
VYMIreduced-34,346-$3.37M
IDMOexited-56,347-$3.09M
FDHYexited-36,557-$1.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002056711-26-000003, largest first. % of portfolio is the value over $58,837,407, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88,047 shares; 2025Q1: 69,853 shares; 2025Q2: 219,988 shares; 2025Q3: 239,747 shares; 2025Q4: 256,106 shares; 2026Q1: 254,675 shares; 2026Q2: 155,711 shares 155,711$13.7M23.26%-98,964Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,385 shares; 2025Q2: 40,640 shares; 2025Q3: 45,467 shares; 2025Q4: 49,448 shares; 2026Q1: 50,406 shares; 2026Q2: 41,211 shares 41,211$4.08M6.93%-9,195Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,986 shares 60,986$3.55M6.03%newTimeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,971 shares; 2026Q1: 13,660 shares; 2026Q2: 13,533 shares 13,533$2.95M5.01%-127Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,596 shares 63,596$2.89M4.92%newTimeline
SPDNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 298,975 shares 298,975$2.59M4.41%newTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,765 shares 28,765$2.46M4.18%newTimeline
QQQDDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234,488 shares; 2026Q2: 173,666 shares 173,666$2.29M3.9%-60,822Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,175 shares 65,175$2.07M3.51%newTimeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,905 shares; 2025Q3: 51,861 shares; 2025Q4: 57,394 shares; 2026Q1: 59,689 shares; 2026Q2: 60,388 shares 60,388$1.99M3.38%+699Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,638 shares 64,638$1.84M3.12%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,082 shares; 2025Q1: 1,092 shares; 2025Q2: 2,054 shares; 2025Q3: 2,091 shares; 2025Q4: 2,288 shares; 2026Q1: 2,304 shares; 2026Q2: 2,225 shares 2,225$1.64M2.79%-79Timeline
GLLPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,479 shares; 2026Q2: 57,940 shares 57,940$1.56M2.66%-4,539Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,347 shares; 2025Q1: 21,224 shares; 2025Q2: 21,233 shares; 2025Q3: 20,868 shares; 2025Q4: 20,957 shares; 2026Q1: 20,957 shares; 2026Q2: 34,107 shares 34,107$1.43M2.42%+13,150Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,145 shares 40,145$1.27M2.16%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,457 shares; 2025Q1: 15,380 shares; 2025Q2: 10,768 shares; 2025Q3: 15,543 shares; 2025Q4: 14,250 shares; 2026Q1: 14,296 shares; 2026Q2: 2,349 shares 2,349$865K1.47%-11,947Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,475 shares; 2025Q1: 2,425 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,201 shares; 2026Q1: 2,390 shares; 2026Q2: 2,330 shares 2,330$862K1.47%-60Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,458 shares; 2025Q1: 1,465 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,541 shares; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares 2,415$791K1.34%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 915 shares; 2025Q1: 1,063 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares; 2026Q2: 1,474 shares 1,474$738K1.25%-65Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,589 shares; 2025Q1: 7,590 shares; 2025Q2: 7,593 shares; 2025Q3: 7,595 shares; 2025Q4: 7,598 shares; 2026Q1: 7,600 shares; 2026Q2: 7,602 shares 7,602$690K1.17%+2Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,511 shares; 2025Q1: 3,484 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 6,170 shares; 2026Q1: 6,170 shares; 2026Q2: 6,170 shares 6,170$681K1.16%0Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 295,628 shares; 2025Q1: 195,150 shares; 2025Q2: 67,406 shares; 2025Q3: 61,890 shares; 2025Q4: 27,516 shares; 2026Q1: 27,953 shares; 2026Q2: 27,215 shares 27,215$620K1.05%-738Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,269 shares; 2025Q1: 2,280 shares; 2025Q2: 3,802 shares; 2025Q3: 3,802 shares; 2025Q4: 3,802 shares; 2026Q1: 3,802 shares; 2026Q2: 3,802 shares 3,802$616K1.05%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,196 shares; 2025Q1: 16,461 shares; 2025Q2: 5,332 shares; 2025Q3: 5,258 shares; 2025Q4: 5,184 shares; 2026Q1: 5,184 shares; 2026Q2: 2,623 shares 2,623$576K0.98%-2,561Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 865 shares; 2025Q1: 866 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,630 shares; 2026Q1: 1,513 shares; 2026Q2: 1,594 shares 1,594$547K0.93%+81Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,611 shares; 2026Q1: 1,984 shares; 2026Q2: 2,467 shares 2,467$525K0.89%+483Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,022 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100$514K0.87%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,011 shares; 2025Q1: 3,994 shares; 2025Q2: 4,121 shares; 2025Q3: 4,146 shares; 2025Q4: 4,104 shares; 2026Q1: 3,925 shares; 2026Q2: 3,951 shares 3,951$425K0.72%+26Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 860 shares; 2026Q1: 789 shares; 2026Q2: 789 shares 789$405K0.69%0Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,342 shares; 2025Q1: 5,368 shares; 2025Q2: 5,796 shares; 2025Q3: 5,837 shares; 2025Q4: 5,891 shares; 2026Q1: 5,918 shares; 2026Q2: 5,959 shares 5,959$343K0.58%+41Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,102 shares; 2025Q1: 2,121 shares; 2025Q2: 2,122 shares; 2025Q3: 2,039 shares; 2025Q4: 2,377 shares; 2026Q1: 2,377 shares; 2026Q2: 2,377 shares 2,377$325K0.55%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,910 shares; 2025Q1: 2,922 shares; 2025Q2: 2,938 shares; 2025Q3: 2,956 shares; 2025Q4: 2,981 shares; 2026Q1: 2,994 shares; 2026Q2: 3,013 shares 3,013$321K0.55%+19Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,212 shares; 2025Q2: 29,947 shares; 2025Q3: 30,075 shares; 2025Q4: 32,895 shares; 2026Q1: 37,396 shares; 2026Q2: 3,050 shares 3,050$300K0.51%-34,346Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares; 2026Q1: 825 shares; 2026Q2: 3,657 shares 3,657$295K0.5%+2,832Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,491 shares; 2025Q1: 5,476 shares; 2025Q2: 5,173 shares; 2025Q3: 5,173 shares; 2025Q4: 4,734 shares; 2026Q1: 4,735 shares; 2026Q2: 4,736 shares 4,736$288K0.49%+1Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 812 shares; 2026Q2: 909 shares 909$276K0.47%+97Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,267 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 5,267 shares; 2025Q4: 5,267 shares; 2026Q1: 5,267 shares; 2026Q2: 5,267 shares 5,267$256K0.44%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,288 shares; 2025Q1: 1,359 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares; 2025Q4: 1,261 shares; 2026Q1: 1,242 shares; 2026Q2: 1,901 shares 1,901$236K0.4%+659Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,656 shares; 2026Q2: 2,656 shares 2,656$216K0.37%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924$215K0.36%newTimeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,497 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: not reported; 2025Q4: 5,544 shares; 2026Q1: 5,544 shares; 2026Q2: 2,226 shares 2,226$212K0.36%-3,318Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,464 shares; 2025Q1: 1,466 shares; 2025Q2: 4,114 shares; 2025Q3: 4,114 shares; 2025Q4: 4,242 shares; 2026Q1: 4,242 shares; 2026Q2: 579 shares 579$205K0.35%-3,663Timeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924$204K0.35%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IDMOINVESCO EXCH TRADED FD TR II56,347$3.09Mshares
FDHYFIDELITY COVINGTON TRUST36,557$1.77Mshares
CGCPCAPITAL GRP FIXED INCM ETF T58,158$1.3Mshares
IWDISHARES TR4,839$1.03Mshares
NVDANVIDIA CORPORATION5,594$976Kshares
AVGOBROADCOM INC2,658$823Kshares
IWPISHARES TR6,211$796Kshares
AMZNAMAZON COM INC3,523$734Kshares
IEFAISHARES TR7,981$723Kshares
LLYELI LILLY & CO755$694Kshares
BNDVANGUARD BD INDEX FDS9,330$687Kshares
IWMISHARES TR2,378$590Kshares
CRWDCROWDSTRIKE HLDGS INC1,430$558Kshares
AMDADVANCED MICRO DEVICES INC2,414$491Kshares
HONHONEYWELL INTL INC1,848$418Kshares
AAPLAPPLE INC1,598$406Kshares
METAMETA PLATFORMS INC664$380Kshares
BACBANK OF AMER CORP5,845$285Kshares
UTESETFIS SER TR I3,265$261Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002056711-26-000003 base2026-07-28acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002056711-26-000003 Quarter ended 2026-06-302026-07-28acceptance time not in the bulk data set
13F-HR 0002056711-26-000002 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0002056711-26-000001 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0002056711-25-000005 Quarter ended 2025-09-302025-10-24acceptance time not in the bulk data set
13F-HR 0002056711-25-000003 Quarter ended 2025-06-302025-07-23acceptance time not in the bulk data set
13F-HR 0002056711-25-000002 Quarter ended 2025-03-312025-04-25acceptance time not in the bulk data set
13F-HR 0002056711-25-000001 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set