Wise Wealth Partners Portfolio Holdings

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.