Skip to content
Disclosery

Wise Wealth Partners

Follow

13F filer, CIK 2056711, PHOENIX, AZ

Wise Wealth Partners reported $73,866,030 across 53 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 65.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056711-26-000002

Period
2026-03-31
Reported value
$73.9M
Holdings
53
Top 10 weight
65.33%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQDnew+234,488$3.46M
GLLnew+62,479$1.26M
VYMIadded+4,501$424K
IDMOadded+4,248$233K
VBnew+812$213K

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
MSFTexited-943-$456K
SPYMreduced-1,431-$110K
CRWDreduced-220-$85.9K
JPMreduced-126-$37.1K
AAPLreduced-144-$36.5K

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, Q1 2026

Share positions as resolved from 13F-HR 0002056711-26-000002, largest first. % of portfolio is the value over $73,866,030, 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; 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; 2026Q1: 254,675 shares 254,675$19.5M26.39%-1,431Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,296 shares 14,296$6.15M8.33%+46Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 50,406$5M6.77%+958Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 37,396$3.52M4.77%+4,501Timeline
QQQDDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234,488 shares 234,488$3.46M4.68%newTimeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,507 shares; 2025Q3: 46,900 shares; 2025Q4: 52,099 shares; 2026Q1: 56,347 shares 56,347$3.09M4.18%+4,248Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,971 shares; 2026Q1: 13,660 shares 13,660$2.68M3.63%+689Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,507 shares; 2026Q1: 36,557 shares 36,557$1.77M2.4%+50Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 59,689$1.75M2.37%+2,295Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,304 shares 2,304$1.33M1.8%+16Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,192 shares; 2025Q1: 110,461 shares; 2025Q2: not reported; 2025Q3: 59,769 shares; 2025Q4: 58,798 shares; 2026Q1: 58,158 shares 58,158$1.3M1.76%-640Timeline
GLLPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,479 shares 62,479$1.26M1.71%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,242 shares 4,242$1.22M1.65%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,839 shares 4,839$1.03M1.4%+20Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,184 shares 5,184$994K1.35%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,594 shares 5,594$976K1.32%+67Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,957 shares 20,957$832K1.13%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,658 shares 2,658$823K1.11%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,211 shares 6,211$796K1.08%-80Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,390 shares 2,390$767K1.04%+189Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,539$738K1%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,523 shares 3,523$734K0.99%-29Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,981 shares 7,981$723K0.98%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,415 shares 2,415$710K0.96%-126Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 450 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755$694K0.94%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,330 shares 9,330$687K0.93%+115Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,100$641K0.87%0Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,953 shares 27,953$640K0.87%+437Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,600 shares 7,600$601K0.81%+2Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,170 shares 6,170$600K0.81%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,378 shares 2,378$590K0.8%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 863 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,430 shares 1,430$558K0.76%-220Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,802 shares 3,802$552K0.75%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,242 shares 1,242$530K0.72%-19Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares; 2026Q1: 2,414 shares 2,414$491K0.66%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,544$480K0.65%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,513$457K0.62%-117Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares 1,848$418K0.57%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,925 shares 3,925$417K0.56%-179Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,598 shares 1,598$406K0.55%-144Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,377 shares 2,377$403K0.55%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 860 shares; 2026Q1: 789 shares 789$394K0.53%-71Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,611 shares; 2026Q1: 1,984 shares 1,984$381K0.52%+373Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 664 shares; 2026Q1: 664 shares 664$380K0.51%0Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,918 shares 5,918$336K0.46%+27Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,994 shares 2,994$319K0.43%+13Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,845 shares; 2025Q3: 5,845 shares; 2025Q4: 5,845 shares; 2026Q1: 5,845 shares 5,845$285K0.39%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,735 shares 4,735$268K0.36%+1Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,267 shares 5,267$268K0.36%0Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,804 shares; 2025Q3: 3,692 shares; 2025Q4: 3,255 shares; 2026Q1: 3,265 shares 3,265$261K0.35%+10Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares; 2026Q1: 825 shares 825$237K0.32%+27Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 812 shares 812$213K0.29%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,656 shares 2,656$202K0.27%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP943$456Kshares

How Q1 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 0002056711-26-000002 base2026-04-21acceptance time not in the bulk data set