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WISE WEALTH PARTNERS 13F portfolio summary

WISE WEALTH PARTNERS of WISE WEALTH PARTNERS has 53 current stock holdings with a reported portfolio value of $73.9M. The portfolio 1 year return is +14.82%. Top holdings include QQQ (0.00%), SPLG (26.87%), GLD (8.48%), AGG (6.90%), VYMI (4.86%).

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WISE WEALTH PARTNERS

WISE WEALTH PARTNERS
Latest filing: 2026-03-31

WISE WEALTH PARTNERS runs WISE WEALTH PARTNERS and currently holds 53 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $73.87M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WISE WEALTH PARTNERS ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WISE WEALTH PARTNERS's portfolio at WISE WEALTH PARTNERS has delivered returns of +14.82%. Their 3-year annualized return is +14.22%. Looking at the 5-year horizon, WISE WEALTH PARTNERS has achieved +14.22% annualized returns at WISE WEALTH PARTNERS.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.82%
#0/1000
3 Year
+14.22%
#0/1000
5 Year
+14.22%
#0/1000

Portfolio Value

$73.87M

Alpha Score

12.7

#0 of 1000

Holdings

53

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change