Wise Wealth Partners Portfolio Holdings

Wise Wealth Partners has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $69.7 Billion distributed in 50 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 $20.5B, Spdr Gold Trust with a value of $5.65B, Ishares Core U.S. Aggregate Bo with a value of $4.94B, Vanguard Whitehall Fds Intl Hi with a value of $2.96B, and Invesco ETF Tr Ii S&P Intl Dev with a value of $2.9B.

Examining the 13F form we can see an increase of $4.15B in the current position value, from $65.5B to 69.7B.

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.