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WISE WEALTH PARTNERS
WISE WEALTH PARTNERS
Latest filing: 2026-06-30
WISE WEALTH PARTNERS runs WISE WEALTH PARTNERS and currently holds 43 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $58.84M. Their top holdings are AGG, VGSH, VTV, FBND, SPDN. The top five represent 27.3% of reported portfolio weight. WISE WEALTH PARTNERS ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WISE WEALTH PARTNERS initiated 7 new positions. They added to 12 existing positions. They trimmed 12 positions. Their current best-performing preview position is GLL with returns of +33.70%.
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43 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AGG ISHARES TR | 6.93% | $99.34 | $97.36 | -1.99% | Trimmed -18.24% |
 VGSH VANGUARD SCOTTSDALE FDS | 6.03% | $58.20 | $58.13 | -0.12% | New Buy |
 VTV VANGUARD INDEX FDS | 5.01% | $191.25 | $226.35 | +18.35% | Trimmed -0.93% |
 FBND FIDELITY MERRIMACK STR TR | 4.92% | $45.49 | $44.89 | -1.33% | New Buy |
 SPDN DIREXION SHARES ETF TRUST | 4.41% | $8.67 | $8.53 | -1.67% | New Buy |
 VXUS VANGUARD STAR FDS | 4.18% | $85.49 | $87.71 | +2.60% | New Buy |
 SCHD SCHWAB STRATEGIC TR | 3.51% | $31.71 | $35.11 | +10.72% | New Buy |
 CGMM CAPITAL GROUP EQUITY ETF TR | 3.38% | $27.22 | $33.08 | +21.51% | Added +1.17% |
 SPTI SPDR SERIES TRUST | 3.12% | $28.39 | $28.07 | -1.13% | New Buy |
 QQQ INVESCO QQQ TR | 2.79% | $538.62 | $713.44 | +32.46% | Trimmed -3.43% |
Showing 1-10 of 43