Wise Wealth Partners Portfolio Holdings

Wise Wealth Partners

  • $41.9 Billion
  • Q1 2025

Wise Wealth Partners has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $41.9 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $4.59B, Ishares U.S. Treasury Bond ETF with a value of $4.49B, Spdr Gold Trust with a value of $4.43B, Ishares Msci Usa Quality Facto with a value of $2.81B, and Capital Group Core Plus Income with a value of $2.48B.

Examining the 13F form we can see an increase of $1.32B in the current position value, from $40.5B to 41.9B.

Wise Wealth Partners is based out at Phoenix, AZ

Below you can find more details about Wise Wealth Partners portfolio as well as his latest detailed transactions.

Portfolio value $41.9 Billion
ETFs: $33 Billion
Technology: $2.92 Billion
Financial Services: $1.43 Billion
Consumer Cyclical: $788 Million
Communication Services: $576 Million
Healthcare: $372 Million
Industrials: $335 Million
Energy: $252 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.59 Billion 10.97% of portfolio
69,853
Q1 2025 Reduced 20.66%
$0
$4.49 Billion 10.72% of portfolio
195,150
Q1 2025 Reduced 33.99%
$105B
$4.43 Billion 10.59% of portfolio
15,380
Q1 2025 Added 34.24%
$0
$2.81 Billion 6.72% of portfolio
16,461
Q1 2025 Added 1.64%
$0
$2.48 Billion 5.92% of portfolio
110,461
Q1 2025 Added 28.16%
$0
$2.15 Billion 5.15% of portfolio
75,376
Q1 2025 New
$0
$2.13 Billion 5.08% of portfolio
42,847
Q1 2025 Reduced 8.35%
$0
$1.86 Billion 4.44% of portfolio
25,212
Q1 2025 New
$0
$1.32 Billion 3.15% of portfolio
48,362
Q1 2025 Reduced 0.33%
$0
$693 Million 1.66% of portfolio
7,568
Q1 2025 Reduced 31.06%
$0
$667 Million 1.59% of portfolio
2,425
Q1 2025 Reduced 2.02%
$0
$643 Million 1.54% of portfolio
21,224
Q1 2025 Reduced 0.58%
$0
$587 Million 1.4% of portfolio
7,765
Q4 2024 New
$0
$580 Million 1.39% of portfolio
7,899
Q1 2025 Reduced 0.32%
$0
$578 Million 1.38% of portfolio
10,029
Q1 2025 Added 0.69%
$0
$516 Million 1.23% of portfolio
7,590
Q1 2025 Added 0.01%
$0
$497 Million 1.19% of portfolio
4,234
Q1 2025 Added 18.47%
$0
$491 Million 1.17% of portfolio
1,359
Q1 2025 Added 5.51%
$0
$421 Million 1.01% of portfolio
3,994
Q1 2025 Reduced 0.42%
$0
$418 Million 1.0% of portfolio
2,223
Q1 2025 Added 20.49%
$0
$387 Million 0.92% of portfolio
5,544
Q1 2025 Added 0.86%
$0
$309 Million 0.74% of portfolio
2,922
Q1 2025 Added 0.41%
$0
$302 Million 0.72% of portfolio
5,368
Q1 2025 Added 0.49%
$0
$296 Million 0.71% of portfolio
3,484
Q1 2025 Reduced 0.77%
$0
$280 Million 0.67% of portfolio
5,476
Q1 2025 Reduced 0.27%
$0
$276 Million 0.66% of portfolio
1,382
Q1 2025 Added 0.22%
$0
$236 Million 0.56% of portfolio
2,385
Q1 2025 New
$0
$229 Million 0.55% of portfolio
5,267
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $41.9 Billion
  • Prior Value $40.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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