Wise Wealth Partners
Wise Wealth Partners reported 43 positions worth $58.8M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SPYM (23.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $13.7M | 23.26% | 155,711 | — | — | |
| ▸ 2 | AGG | SH | $4.1M | 6.93% | 41,211 | — | — | |
| ▸ 3 | VGSH | SH | $3.5M | 6.03% | 60,986 | — | — | |
| ▸ 4 | VTV | SH | $2.9M | 5.01% | 13,533 | — | — | |
| ▸ 5 | FBND | SH | $2.9M | 4.92% | 63,596 | — | — | |
| ▸ 6 | SPDN | SH | $2.6M | 4.41% | 298,975 | — | — | |
| ▸ 7 | VXUS | SH | $2.5M | 4.18% | 28,765 | — | — | |
| ▸ 8 | QQQD | SH | $2.3M | 3.90% | 173,666 | — | — | |
| ▸ 9 | SCHD | SH | $2.1M | 3.51% | 65,175 | — | — | |
| ▸ 10 | CGMM | SH | $2.0M | 3.38% | 60,388 | — | — |
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Frequently Asked Questions
What stocks does Wise Wealth Partners hold as of Q2 2026?
Wise Wealth Partners reported 43 positions worth $58.8M in its Q2 2026 13F filing. Largest positions: SPYM (23.3%), AGG (6.9%), VGSH (6.0%), VTV (5.0%) and FBND (4.9%).
What did Wise Wealth Partners buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wise Wealth Partners sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.