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Wise Wealth Partners

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13F filer, CIK 2056711, PHOENIX, AZ

Wise Wealth Partners reported $65,516,635 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-24. Its ten largest share positions make up 62.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056711-25-000005

Period
2025-09-30
Reported value
$65.5M
Holdings
51
Top 10 weight
62.82%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLDadded+4,775$1.7M
SPYMadded+19,759$1.55M
CGCPnew+59,769$1.36M
GDXJnew+6,397$633K
AGGadded+4,827$484K

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
VDCexited-6,912-$1.51M
UTESreduced-17,112-$1.43M
DFGPreduced-8,249-$458K
IXUSexited-5,544-$429K
CGMMreduced-8,044-$228K

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, Q3 2025

Share positions as resolved from 13F-HR 0002056711-25-000005, largest first. % of portfolio is the value over $65,516,635, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,047 shares; 2025Q1: 69,853 shares; 2025Q2: 219,988 shares; 2025Q3: 239,747 shares 239,747$18.8M28.67%+19,759Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,457 shares; 2025Q1: 15,380 shares; 2025Q2: 10,768 shares; 2025Q3: 15,543 shares 15,543$5.53M8.43%+4,775Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,385 shares; 2025Q2: 40,640 shares; 2025Q3: 45,467 shares 45,467$4.56M6.96%+4,827Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,212 shares; 2025Q2: 29,947 shares; 2025Q3: 30,075 shares 30,075$2.55M3.89%+128Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,507 shares; 2025Q3: 46,900 shares 46,900$2.53M3.86%+2,393Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,852 shares; 2025Q3: 30,603 shares 30,603$1.7M2.6%-8,249Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,905 shares; 2025Q3: 51,861 shares 51,861$1.47M2.25%-8,044Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 295,628 shares; 2025Q1: 195,150 shares; 2025Q2: 67,406 shares; 2025Q3: 61,890 shares 61,890$1.43M2.18%-5,516Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,192 shares; 2025Q1: 110,461 shares; 2025Q2: not reported; 2025Q3: 59,769 shares 59,769$1.36M2.07%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,082 shares; 2025Q1: 1,092 shares; 2025Q2: 2,054 shares; 2025Q3: 2,091 shares 2,091$1.26M1.92%+37Timeline
MBNDSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,524 shares; 2025Q1: 48,362 shares; 2025Q2: 48,426 shares; 2025Q3: 45,566 shares 45,566$1.25M1.9%-2,860Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,196 shares; 2025Q1: 16,461 shares; 2025Q2: 5,332 shares; 2025Q3: 5,258 shares 5,258$1.02M1.56%-74Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,335 shares; 2025Q1: 4,319 shares; 2025Q2: 5,418 shares; 2025Q3: 5,418 shares 5,418$1.01M1.54%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,464 shares; 2025Q1: 1,466 shares; 2025Q2: 4,114 shares; 2025Q3: 4,114 shares 4,114$1M1.53%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,845 shares; 2025Q1: 2,223 shares; 2025Q2: 4,534 shares; 2025Q3: 4,609 shares 4,609$938K1.43%+75Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 915 shares; 2025Q1: 1,063 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares 1,863$937K1.43%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,574 shares; 2025Q1: 4,234 shares; 2025Q2: 6,131 shares; 2025Q3: 6,290 shares 6,290$896K1.37%+159Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,649 shares; 2025Q1: 2,658 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares 2,658$877K1.34%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 863 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650$809K1.24%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,357 shares; 2025Q1: 1,357 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares 3,523$774K1.18%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,458 shares; 2025Q1: 1,465 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares 2,415$762K1.16%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,475 shares; 2025Q1: 2,425 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares 2,315$760K1.16%0Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,347 shares; 2025Q1: 21,224 shares; 2025Q2: 21,233 shares; 2025Q3: 20,868 shares 20,868$740K1.13%-365Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,765 shares; 2025Q1: 7,765 shares; 2025Q2: 7,962 shares; 2025Q3: 7,962 shares 7,962$695K1.06%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,924 shares; 2025Q1: 7,899 shares; 2025Q2: 8,811 shares; 2025Q3: 8,877 shares 8,877$660K1.01%+66Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,397 shares 6,397$633K0.97%newTimeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,589 shares; 2025Q1: 7,590 shares; 2025Q2: 7,593 shares; 2025Q3: 7,595 shares 7,595$613K0.93%+2Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,511 shares; 2025Q1: 3,484 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares 6,170$596K0.91%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,288 shares; 2025Q1: 1,359 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares 1,269$594K0.91%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,269 shares; 2025Q1: 2,280 shares; 2025Q2: 3,802 shares; 2025Q3: 3,802 shares 3,802$590K0.9%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,379 shares; 2025Q1: 1,382 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares 2,378$575K0.88%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 450 shares; 2025Q2: 717 shares; 2025Q3: 717 shares 717$547K0.83%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 865 shares; 2025Q1: 866 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares 1,513$516K0.79%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,022 shares; 2025Q3: 3,100 shares 3,100$481K0.73%+78Timeline
IDYNBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,544 shares 5,544$458K0.7%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 789 shares; 2025Q3: 789 shares 789$449K0.69%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 660 shares; 2025Q1: not reported; 2025Q2: 863 shares; 2025Q3: 863 shares 863$447K0.68%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares 602$442K0.68%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,011 shares; 2025Q1: 3,994 shares; 2025Q2: 4,121 shares; 2025Q3: 4,146 shares 4,146$441K0.67%+25Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,595 shares; 2025Q1: 1,597 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares 1,598$407K0.62%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares 2,414$391K0.6%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares 1,848$389K0.59%0Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,242 shares; 2025Q1: 1,185 shares; 2025Q2: 1,069 shares; 2025Q3: 1,096 shares 1,096$353K0.54%+27Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,342 shares; 2025Q1: 5,368 shares; 2025Q2: 5,796 shares; 2025Q3: 5,837 shares 5,837$333K0.51%+41Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,910 shares; 2025Q1: 2,922 shares; 2025Q2: 2,938 shares; 2025Q3: 2,956 shares 2,956$316K0.48%+18Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,804 shares; 2025Q3: 3,692 shares 3,692$308K0.47%-17,112Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,845 shares; 2025Q3: 5,845 shares 5,845$302K0.46%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 735 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 739 shares 739$299K0.46%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,491 shares; 2025Q1: 5,476 shares; 2025Q2: 5,173 shares; 2025Q3: 5,173 shares 5,173$286K0.44%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,102 shares; 2025Q1: 2,121 shares; 2025Q2: 2,122 shares; 2025Q3: 2,039 shares 2,039$230K0.35%-83Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,267 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 5,267 shares 5,267$229K0.35%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
VDCVANGUARD WORLD FD6,912$1.51Mshares
IXUSISHARES TR5,544$429Kshares
TYLTYLER TECHNOLOGIES INC367$218Kshares

How Q3 2025 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 0002056711-25-000005 base2025-10-24acceptance time not in the bulk data set