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Wise Wealth Partners

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13F filer, CIK 2056711, PHOENIX, AZ

Wise Wealth Partners reported $69,671,494 across 50 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-29. Its ten largest share positions make up 65.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056711-26-000001

Period
2025-12-31
Reported value
$69.7M
Holdings
50
Top 10 weight
65.53%
New
5
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTVnew+12,971$2.48M
FDHYnew+36,507$1.8M
SPYMadded+16,359$1.31M
IXUSnew+5,544$469K
AGGadded+3,981$398K

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
DFGPexited-30,603-$1.7M
MBNDexited-45,566-$1.25M
GOVTreduced-34,374-$791K
GDXJexited-6,397-$633K
GLDreduced-1,293-$512K

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, Q4 2025

Share positions as resolved from 13F-HR 0002056711-26-000001, largest first. % of portfolio is the value over $69,671,494, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,047 shares; 2025Q1: 69,853 shares; 2025Q2: 219,988 shares; 2025Q3: 239,747 shares; 2025Q4: 256,106 shares 256,106$20.5M29.49%+16,359Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,457 shares; 2025Q1: 15,380 shares; 2025Q2: 10,768 shares; 2025Q3: 15,543 shares; 2025Q4: 14,250 shares 14,250$5.65M8.11%-1,293Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,385 shares; 2025Q2: 40,640 shares; 2025Q3: 45,467 shares; 2025Q4: 49,448 shares 49,448$4.94M7.09%+3,981Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,212 shares; 2025Q2: 29,947 shares; 2025Q3: 30,075 shares; 2025Q4: 32,895 shares 32,895$2.96M4.25%+2,820Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,507 shares; 2025Q3: 46,900 shares; 2025Q4: 52,099 shares 52,099$2.9M4.16%+5,199Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,971 shares 12,971$2.48M3.56%newTimeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,507 shares 36,507$1.8M2.58%newTimeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,905 shares; 2025Q3: 51,861 shares; 2025Q4: 57,394 shares 57,394$1.66M2.38%+5,533Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,082 shares; 2025Q1: 1,092 shares; 2025Q2: 2,054 shares; 2025Q3: 2,091 shares; 2025Q4: 2,288 shares 2,288$1.41M2.02%+197Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,192 shares; 2025Q1: 110,461 shares; 2025Q2: not reported; 2025Q3: 59,769 shares; 2025Q4: 58,798 shares 58,798$1.33M1.91%-971Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,464 shares; 2025Q1: 1,466 shares; 2025Q2: 4,114 shares; 2025Q3: 4,114 shares; 2025Q4: 4,242 shares 4,242$1.33M1.91%+128Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,335 shares; 2025Q1: 4,319 shares; 2025Q2: 5,418 shares; 2025Q3: 5,418 shares; 2025Q4: 5,527 shares 5,527$1.03M1.48%+109Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,196 shares; 2025Q1: 16,461 shares; 2025Q2: 5,332 shares; 2025Q3: 5,258 shares; 2025Q4: 5,184 shares 5,184$1.03M1.48%-74Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,845 shares; 2025Q1: 2,223 shares; 2025Q2: 4,534 shares; 2025Q3: 4,609 shares; 2025Q4: 4,819 shares 4,819$1.01M1.45%+210Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,649 shares; 2025Q1: 2,658 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares 2,658$920K1.32%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,574 shares; 2025Q1: 4,234 shares; 2025Q2: 6,131 shares; 2025Q3: 6,290 shares; 2025Q4: 6,291 shares 6,291$862K1.24%+1Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,357 shares; 2025Q1: 1,357 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares; 2025Q4: 3,552 shares 3,552$820K1.18%+29Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,458 shares; 2025Q1: 1,465 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,541 shares 2,541$819K1.18%+126Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 450 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 755 shares 755$811K1.16%+38Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,347 shares; 2025Q1: 21,224 shares; 2025Q2: 21,233 shares; 2025Q3: 20,868 shares; 2025Q4: 20,957 shares 20,957$797K1.14%+89Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 915 shares; 2025Q1: 1,063 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,539 shares 1,539$774K1.11%-324Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 863 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650$773K1.11%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,475 shares; 2025Q1: 2,425 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,201 shares 2,201$738K1.06%-114Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,765 shares; 2025Q1: 7,765 shares; 2025Q2: 7,962 shares; 2025Q3: 7,962 shares; 2025Q4: 7,981 shares 7,981$714K1.02%+19Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,924 shares; 2025Q1: 7,899 shares; 2025Q2: 8,811 shares; 2025Q3: 8,877 shares; 2025Q4: 9,215 shares 9,215$683K0.98%+338Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 295,628 shares; 2025Q1: 195,150 shares; 2025Q2: 67,406 shares; 2025Q3: 61,890 shares; 2025Q4: 27,516 shares 27,516$634K0.91%-34,374Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,589 shares; 2025Q1: 7,590 shares; 2025Q2: 7,593 shares; 2025Q3: 7,595 shares; 2025Q4: 7,598 shares 7,598$627K0.9%+3Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,269 shares; 2025Q1: 2,280 shares; 2025Q2: 3,802 shares; 2025Q3: 3,802 shares; 2025Q4: 3,802 shares 3,802$609K0.87%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,288 shares; 2025Q1: 1,359 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares; 2025Q4: 1,261 shares 1,261$597K0.86%-8Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,511 shares; 2025Q1: 3,484 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 6,170 shares 6,170$594K0.85%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,379 shares; 2025Q1: 1,382 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,378 shares 2,378$585K0.84%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 865 shares; 2025Q1: 866 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,630 shares 1,630$572K0.82%+117Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares 2,414$517K0.74%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 860 shares 860$491K0.7%+71Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,595 shares; 2025Q1: 1,597 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,742 shares 1,742$474K0.68%+144Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,022 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100$472K0.68%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,497 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: not reported; 2025Q4: 5,544 shares 5,544$469K0.67%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 660 shares; 2025Q1: not reported; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 943 shares 943$456K0.65%+80Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,011 shares; 2025Q1: 3,994 shares; 2025Q2: 4,121 shares; 2025Q3: 4,146 shares; 2025Q4: 4,104 shares 4,104$440K0.63%-42Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 664 shares 664$439K0.63%+62Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares 1,848$361K0.52%0Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,342 shares; 2025Q1: 5,368 shares; 2025Q2: 5,796 shares; 2025Q3: 5,837 shares; 2025Q4: 5,891 shares 5,891$339K0.49%+54Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,845 shares; 2025Q3: 5,845 shares; 2025Q4: 5,845 shares 5,845$321K0.46%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,910 shares; 2025Q1: 2,922 shares; 2025Q2: 2,938 shares; 2025Q3: 2,956 shares; 2025Q4: 2,981 shares 2,981$318K0.46%+25Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,611 shares 1,611$309K0.44%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,102 shares; 2025Q1: 2,121 shares; 2025Q2: 2,122 shares; 2025Q3: 2,039 shares; 2025Q4: 2,377 shares 2,377$286K0.41%+338Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,491 shares; 2025Q1: 5,476 shares; 2025Q2: 5,173 shares; 2025Q3: 5,173 shares; 2025Q4: 4,734 shares 4,734$269K0.39%-439Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,804 shares; 2025Q3: 3,692 shares; 2025Q4: 3,255 shares 3,255$257K0.37%-437Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,267 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 5,267 shares; 2025Q4: 5,267 shares 5,267$234K0.34%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares 798$232K0.33%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
DFGPDIMENSIONAL ETF TRUST30,603$1.7Mshares
MBNDSSGA ACTIVE TR45,566$1.25Mshares
GDXJVANECK ETF TRUST6,397$633Kshares
IDYNBLACKROCK ETF TRUST5,544$458Kshares
MSTRSTRATEGY INC1,096$353Kshares
HDHOME DEPOT INC739$299Kshares

How Q4 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 0002056711-26-000001 base2026-01-29acceptance time not in the bulk data set