§ 13F · FUND PROFILE
Wise Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $59.9T (13F)Positions · 51Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 256K | $20.5T | 29.5% | +7% |
| 2 | GLD | SPDR GOLD TR | 14K | $5.6T | 8.1% | −8% |
| 3 | AGG | ISHARES TR | 49K | $4.9T | 7.1% | +9% |
| 4 | VYMI | VANGUARD WHITEHALL FDS | 33K | $3.0T | 4.2% | +9% |
| 5 | IDMO | INVESCO EXCH TRADED FD TR II | 52K | $2.9T | 4.2% | +11% |
| 6 | VTV | VANGUARD INDEX FDS | 13K | $2.5T | 3.6% | NEW |
| 7 | FDHY | FIDELITY COVINGTON TRUST | 37K | $1.8T | 2.6% | NEW |
| 8 | CGMM | CAPITAL GROUP EQUITY ETF TR | 57K | $1.7T | 2.4% | +11% |
| 9 | QQQ | INVESCO QQQ TR | 2K | $1.4T | 2.0% | +9% |
| 10 | CGCP | CAPITAL GRP FIXED INCM ETF T | 59K | $1.3T | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WISE SIGNAL
AC read
Wise Wealth Partners is a Other fund managing $59874.8 trillion in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed