§ 13F · FUND PROFILE
Wise Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $66M (13F)Positions · 51Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 255K | $19M | 26.4% | −1% |
| 2 | GLD | SPDR GOLD TR | 14K | $6M | 8.3% | ±0% |
| 3 | AGG | ISHARES TR | 50K | $5M | 6.8% | +2% |
| 4 | VYMI | VANGUARD WHITEHALL FDS | 37K | $4M | 4.8% | +14% |
| 5 | QQQD | DIREXION SHARES ETF TRUST | 234K | $3M | 4.7% | NEW |
| 6 | IDMO | INVESCO EXCH TRADED FD TR II | 56K | $3M | 4.2% | +8% |
| 7 | VTV | VANGUARD INDEX FDS | 14K | $3M | 3.6% | +5% |
| 8 | FDHY | FIDELITY COVINGTON TRUST | 37K | $2M | 2.4% | ±0% |
| 9 | CGMM | CAPITAL GROUP EQUITY ETF TR | 60K | $2M | 2.4% | +4% |
| 10 | QQQ | INVESCO QQQ TR | 2K | $1M | 1.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WISE SIGNAL
AC read
Wise Wealth Partners is a Other fund managing $66 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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