Wise Wealth Partners Portfolio Holdings

Wise Wealth Partners

  • $65.5 Billion
  • Q3 2025

Wise Wealth Partners has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $65.5 Billion distributed in 51 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 $18.8B, Spdr Gold Trust with a value of $5.53B, Ishares Core U.S. Aggregate Bo with a value of $4.56B, Vanguard Whitehall Fds Intl Hi with a value of $2.55B, and Invesco ETF Tr Ii S&P Intl Dev with a value of $2.53B.

Examining the 13F form we can see an increase of $5.64B in the current position value, from $59.9B to 65.5B.

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 $65.5 Billion
ETFs: $49.6 Billion
Technology: $4.29 Billion
Financial Services: $2.97 Billion
Communication Services: $1.44 Billion
Consumer Cyclical: $1.07 Billion
Industrials: $979 Million
Energy: $711 Million
Healthcare: $547 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.38B
$353 Million 0.54% of portfolio
1,096
Q3 2025 Added 2.53%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $65.5 Billion
  • Prior Value $59.9 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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