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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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