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Wise Wealth Partners

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13F filer, CIK 2056711, PHOENIX, AZ

Wise Wealth Partners reported $54,585,764 across 38 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 66.8% of the portfolio.

Accepted , ingested 13F-HR 0002056711-26-000004

Period
2026-09-30
Reported value
$54.6M
Holdings
38
Top 10 weight
66.8%
New
3
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JAAAnew+57,652$2.91M
SPYMadded+9,582$860K
GLDadded+1,367$521K
XOMnew+2,377$387K
AAPLnew+670$223K

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
VGSHreduced-31,627-$1.82M
GLLexited-57,940-$1.56M
QQQreduced-1,847-$1.37M
AGGreduced-8,998-$851K
VTVreduced-3,489-$754K

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 2026

Share positions as resolved from 13F-HR 0002056711-26-000004, largest first. % of portfolio is the value over $54,585,764, 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; 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; 2026Q3: 165,293 shares 165,293$14.8M27.18%+9,582Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,213 shares 32,213$3.05M5.58%-8,998Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 57,652 shares 57,652$2.91M5.33%newTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,765 shares; 2026Q3: 30,909 shares 30,909$2.63M4.81%+2,144Timeline
SPDNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 298,975 shares; 2026Q3: 298,975 shares 298,975$2.54M4.64%0Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,596 shares; 2026Q3: 52,039 shares 52,039$2.25M4.13%-11,557Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,175 shares; 2026Q3: 67,885 shares 67,885$2.21M4.05%+2,710Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,971 shares; 2026Q1: 13,660 shares; 2026Q2: 13,533 shares; 2026Q3: 10,044 shares 10,044$2.17M3.98%-3,489Timeline
QQQDDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234,488 shares; 2026Q2: 173,666 shares; 2026Q3: 173,666 shares 173,666$2.05M3.76%0Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 59,036 shares 59,036$1.83M3.35%-1,352Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,638 shares; 2026Q3: 64,179 shares 64,179$1.75M3.21%-459Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,986 shares; 2026Q3: 29,359 shares 29,359$1.69M3.1%-31,627Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,716 shares 3,716$1.42M2.59%+1,367Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,195 shares 31,195$1.34M2.45%-2,912Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,145 shares; 2026Q3: 41,025 shares 41,025$1.29M2.36%+880Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,171 shares 2,171$813K1.49%-159Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,415 shares 2,415$799K1.46%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,474 shares 1,474$734K1.34%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,611 shares; 2026Q1: 1,984 shares; 2026Q2: 2,467 shares; 2026Q3: 3,390 shares 3,390$705K1.29%+923Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,605 shares 7,605$700K1.28%+3Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,170 shares 6,170$658K1.21%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,105 shares 3,105$634K1.16%+5Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,802 shares 3,802$624K1.14%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,622 shares 1,622$583K1.07%+28Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,616 shares 2,616$581K1.07%-7Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 860 shares; 2026Q1: 789 shares; 2026Q2: 789 shares; 2026Q3: 789 shares 789$435K0.8%0Timeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,377 shares 2,377$387K0.71%newTimeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,387 shares 3,387$343K0.63%+337Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,032 shares 3,032$317K0.58%+19Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares; 2026Q1: 825 shares; 2026Q2: 3,657 shares; 2026Q3: 3,970 shares 3,970$311K0.57%+313Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,736 shares 4,736$290K0.53%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 378 shares 378$280K0.51%-1,847Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 812 shares; 2026Q2: 909 shares; 2026Q3: 983 shares 983$280K0.51%+74Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,267 shares 5,267$259K0.47%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,953 shares 1,953$245K0.45%+52Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,656 shares; 2026Q2: 2,656 shares; 2026Q3: 2,656 shares 2,656$229K0.42%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,595 shares; 2025Q1: 1,597 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,742 shares; 2026Q1: 1,598 shares; 2026Q2: not reported; 2026Q3: 670 shares 670$223K0.41%newTimeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,225 shares 2,225$211K0.39%-1Timeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
GLLPROSHARES TR II57,940$1.56Mshares
GOVTISHARES TR27,215$620Kshares
MUBISHARES TR3,951$425Kshares
CMFISHARES TR5,959$343Kshares
XOMEXXON MOBIL CORP2,377$325Kshares
HONHONEYWELL INTL INC924$215Kshares
GOOGALPHABET INC579$205Kshares
HONAHONEYWELL AEROSPACE INC924$204Kshares

How Q3 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 0002056711-26-000004 base2026-10-14