§ 13F · FUND PROFILE
Wise Wealth Partners.
AUM · $59M (13F)Positions · 43Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 156K | $14M | 23.3% | −39% |
| 2 | AGG | ISHARES TR | 41K | $4M | 6.9% | −18% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 61K | $4M | 6.0% | NEW |
| 4 | VTV | VANGUARD INDEX FDS | 14K | $3M | 5.0% | −1% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 64K | $3M | 4.9% | NEW |
| 6 | SPDN | DIREXION SHARES ETF TRUST | 299K | $3M | 4.4% | NEW |
| 7 | VXUS | VANGUARD STAR FDS | 29K | $2M | 4.2% | NEW |
| 8 | QQQD | DIREXION SHARES ETF TRUST | 174K | $2M | 3.9% | −26% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 65K | $2M | 3.5% | NEW |
| 10 | CGMM | CAPITAL GROUP EQUITY ETF TR | 60K | $2M | 3.4% | +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 $59 million in assets. The fund runs a portfolio of 43 positions.
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