Wise Wealth Partners
54 holdingsFiling period: 2026-03-31Current AUM: $81.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 254.7K | $19.5M | $22.4M | 27.57% | -1,431 | 2026-03-31 |
| 2 | GLD | SPDR GOLD TR | 14.3K | $6.2M | $5.3M | 6.54% | +46 | 2026-03-31 |
| 3 | AGG | ISHARES TR | 50.4K | $5.0M | $4.9M | 6.04% | +958 | 2026-03-31 |
| 4 | VYMI | VANGUARD WHITEHALL FDS | 37.4K | $3.5M | $3.9M | 4.77% | +4.5K | 2026-03-31 |
| 5 | QQQD | DIREXION SHARES ETF TRUST | 234.5K | $3.5M | $3.0M | 3.72% | -- | 2026-03-31 |
| 6 | IDMO | INVESCO EXCH TRADED FD TR II | 56.3K | $3.1M | $3.4M | 4.21% | +4.2K | 2026-03-31 |
| 7 | VTV | VANGUARD INDEX FDS | 13.7K | $2.7M | $3.0M | 3.70% | +689 | 2026-03-31 |
| 8 | FDHY | FIDELITY COVINGTON TRUST | 36.6K | $1.8M | $1.8M | 2.19% | +50 | 2026-03-31 |
| 9 | CGMM | CAPITAL GROUP EQUITY ETF TR | 59.7K | $1.8M | $1.9M | 2.35% | +2.3K | 2026-03-31 |
| 10 | QQQ | INVESCO QQQ TR | 2.3K | $1.3M | $1.6M | 1.95% | +16 | 2026-03-31 |
| 11 | CGCP | CAPITAL GRP FIXED INCM ETF T | 58.2K | $1.3M | $1.3M | 1.57% | -640 | 2026-03-31 |
| 12 | GLL | PROSHARES TR II | 62.5K | $1.3M | $1.7M | 2.04% | -- | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 4.2K | $1.2M | $1.5M | 1.86% | -- | 2026-03-31 |
| 14 | IWD | ISHARES TR | 4.8K | $1.0M | $1.2M | 1.50% | +20 | 2026-03-31 |
| 15 | QUAL | ISHARES TR | 5.2K | $994K | $1.1M | 1.40% | -- | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 5.6K | $975K | $1.1M | 1.38% | +67 | 2026-03-31 |
| 17 | IVLU | ISHARES TR | 21.0K | $831K | $912K | 1.12% | -- | 2026-03-31 |
| 18 | AVGO | BROADCOM INC | 2.7K | $822K | $1.0M | 1.27% | -- | 2026-03-31 |
| 19 | IWP | ISHARES TR | 6.2K | $795K | $850K | 1.05% | -80 | 2026-03-31 |
| 20 | VTI | VANGUARD INDEX FDS | 2.4K | $766K | $879K | 1.08% | +189 | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.5K | $737K | $737K | 0.91% | -- | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 3.5K | $733K | $956K | 1.18% | -29 | 2026-03-31 |
| 23 | IEFA | ISHARES TR | 8.0K | $722K | $784K | 0.97% | -- | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO | 2.4K | $710K | $849K | 1.05% | -126 | 2026-03-31 |
| 25 | LLY | ELI LILLY & CO | 755 | $694K | $867K | 1.07% | -- | 2026-03-31 |
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