Wise Wealth Partners Portfolio Holdings

Wise Wealth Partners has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $59.9 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 $16B, Ishares Core U.S. Aggregate Bo with a value of $4.03B, Spdr Gold Trust with a value of $3.28B, Vanguard Whitehall Fds Intl Hi with a value of $2.4B, and Invesco ETF Tr Ii S&P Intl Dev with a value of $2.28B.

Examining the 13F form we can see an increase of $18B in the current position value, from $41.9B to 59.9B.

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.