Wise Wealth Partners

PHOENIX, AZ

$59m in 43 US stocks at the end of 30 June 2026. The top 10 are 65.5% of the money. It changed about 39.0% of the portfolio this quarter.

Value

$59m

Stocks

Top 10 share

65.5%

Turnover

39.0%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Scottsdale FDSVGSH
6.0% of the fund
Fidelity Merrimack STR TRFBND
4.9% of the fund
Direxion Shares ETF TrustSPDN
4.4% of the fund
Vanguard Star FDSVXUS
4.2% of the fund
Schwab Strategic TRSCHD
3.5% of the fund
Spdr Series TrustSPTI
3.1% of the fund
Schwab Strategic TRSCHY
2.2% of the fund
Honeywell InternationalHON
0.4% of the fund
Honeywell AerospaceHONA
0.3% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVLU
2.4% of the fund
+63%
VisaV
0.9% of the fund
+5%
Invesco Exchange Traded FD TRSP
0.9% of the fund
+24%
Vanguard Index FDSVO
0.5% of the fund
+11%
Vanguard Index FDSVB
0.5% of the fund
+12%

Cut

Sold some of their stake.

Spdr Series TrustSPYM
23.3% of the fund
-39%
Ishares TRAGG
6.9% of the fund
-18%
Direxion Shares ETF TrustQQQD
3.9% of the fund
-26%
Invesco QQQ TRQQQ
2.8% of the fund
-3%
Proshares TR IIGLL
2.7% of the fund
-7%
Spdr Gold TRGLD
1.5% of the fund
-84%
Vanguard Index FDSVTI
1.5% of the fund
-3%
Berkshire HathawayBRK-B
1.3% of the fund
-4%
Ishares TRGOVT
1.1% of the fund
-3%
Ishares TRQUAL
1.0% of the fund
-49%
Vanguard Whitehall FDSVYMI
0.5% of the fund
-92%
Ishares TRIWF
0.4% of the fund
-62%
Ishares TRIXUS
0.4% of the fund
-60%
AlphabetGOOG
0.3% of the fund
-86%

Sold out

Sold their entire stake.

Invesco Exch Traded FD TR IIIDMO
-100%
Fidelity Covington TrustFDHY
-100%
Capital GRP Fixed Incm ETF TCGCP
-100%
Ishares TRIWD
-100%
NvidiaNVDA
-100%
BroadcomAVGO
-100%
Ishares TRIWP
-100%
Amazon.comAMZN
-100%
Ishares TRIEFA
-100%
Eli LillyLLY
-100%
Vanguard BD Index FDSBND
-100%
Ishares TRIWM
-100%
CrowdStrike HoldingsCRWD
-100%
Advanced Micro DevicesAMD
-100%
Honeywell InternationalHON
-100%
AppleAAPL
-100%
Meta PlatformsMETA
-100%
Bank of AmericaBAC
-100%
Etfis SER TR IUTES
-100%

Holdings

Spdr Series TrustSPYM
Share
23.3%
Value
$14m
Shares
155,711
-39%
Ishares TRAGG
Share
6.9%
Value
$4m
Shares
41,211
-18%
Vanguard Scottsdale FDSVGSH
Share
6.0%
Value
$4m
Shares
60,986
New
Vanguard Index FDSVTV
Share
5.0%
Value
$3m
Shares
13,533
Held
Fidelity Merrimack STR TRFBND
Share
4.9%
Value
$3m
Shares
63,596
New
Direxion Shares ETF TrustSPDN
Share
4.4%
Value
$3m
Shares
298,975
New
Vanguard Star FDSVXUS
Share
4.2%
Value
$2m
Shares
28,765
New
Direxion Shares ETF TrustQQQD
Share
3.9%
Value
$2m
Shares
173,666
-26%
Schwab Strategic TRSCHD
Share
3.5%
Value
$2m
Shares
65,175
New
Capital Group Equity ETF TRCGMM
Share
3.4%
Value
$2m
Shares
60,388
Held
Spdr Series TrustSPTI
Share
3.1%
Value
$2m
Shares
64,638
New
Invesco QQQ TRQQQ
Share
2.8%
Value
$2m
Shares
2,225
-3%
Proshares TR IIGLL
Share
2.7%
Value
$2m
Shares
57,940
-7%
Ishares TRIVLU
Share
2.4%
Value
$1m
Shares
34,107
+63%
Schwab Strategic TRSCHY
Share
2.2%
Value
$1m
Shares
40,145
New
Spdr Gold TRGLD
Share
1.5%
Value
$865,176
Shares
2,349
-84%
Vanguard Index FDSVTI
Share
1.5%
Value
$862,339
Shares
2,330
-3%
JPMorgan ChaseJPM
Share
1.3%
Value
$790,534
Shares
2,415
Held
Berkshire HathawayBRK-B
Share
1.3%
Value
$737,726
Shares
1,474
-4%
Spdr Series TrustSPTM
Share
1.2%
Value
$690,222
Shares
7,602
Held
Ishares TRIWR
Share
1.2%
Value
$680,649
Shares
6,170
Held
Ishares TRGOVT
Share
1.1%
Value
$619,968
Shares
27,215
-3%
3MMMM
Share
1.0%
Value
$615,538
Shares
3,802
Held
Ishares TRQUAL
Share
1.0%
Value
$575,517
Shares
2,623
-49%
VisaV
Share
0.9%
Value
$546,745
Shares
1,594
+5%
Invesco Exchange Traded FD TRSP
Share
0.9%
Value
$524,918
Shares
2,467
+24%
ChevronCVX
Share
0.9%
Value
$513,805
Shares
3,100
Held
Ishares TRMUB
Share
0.7%
Value
$425,160
Shares
3,951
Held
MastercardMA
Share
0.7%
Value
$405,254
Shares
789
Held
Ishares TRCMF
Share
0.6%
Value
$343,449
Shares
5,959
Held
ExxonMobil HoldingsXOM
Share
0.6%
Value
$324,948
Shares
2,377
Held
Ishares TRSUB
Share
0.5%
Value
$320,754
Shares
3,013
Held
Vanguard Whitehall FDSVYMI
Share
0.5%
Value
$299,503
Shares
3,050
-92%
Vanguard Index FDSVO
Share
0.5%
Value
$294,645
Shares
3,657
+11%
Spdr Series TrustSPYV
Share
0.5%
Value
$287,876
Shares
4,736
Held
Vanguard Index FDSVB
Share
0.5%
Value
$275,506
Shares
909
+12%
First TR Exchange-Traded FDFDL
Share
0.4%
Value
$256,292
Shares
5,267
Held
Ishares TRIWF
Share
0.4%
Value
$236,023
Shares
1,901
-62%
Coca-ColaKO
Share
0.4%
Value
$215,843
Shares
2,656
Held
Honeywell InternationalHON
Share
0.4%
Value
$214,562
Shares
924
New
Ishares TRIXUS
Share
0.4%
Value
$212,434
Shares
2,226
-60%
AlphabetGOOG
Share
0.3%
Value
$204,635
Shares
579
-86%
Honeywell AerospaceHONA
Share
0.3%
Value
$204,278
Shares
924
New

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYM	23.3%	$14m	155,711	-39%
Ishares TRAGG	6.9%	$4m	41,211	-18%
Vanguard Scottsdale FDSVGSH	6.0%	$4m	60,986	New
Vanguard Index FDSVTV	5.0%	$3m	13,533	Held
Fidelity Merrimack STR TRFBND	4.9%	$3m	63,596	New
Direxion Shares ETF TrustSPDN	4.4%	$3m	298,975	New
Vanguard Star FDSVXUS	4.2%	$2m	28,765	New
Direxion Shares ETF TrustQQQD	3.9%	$2m	173,666	-26%
Schwab Strategic TRSCHD	3.5%	$2m	65,175	New
Capital Group Equity ETF TRCGMM	3.4%	$2m	60,388	Held
Spdr Series TrustSPTI	3.1%	$2m	64,638	New
Invesco QQQ TRQQQ	2.8%	$2m	2,225	-3%
Proshares TR IIGLL	2.7%	$2m	57,940	-7%
Ishares TRIVLU	2.4%	$1m	34,107	+63%
Schwab Strategic TRSCHY	2.2%	$1m	40,145	New
Spdr Gold TRGLD	1.5%	$865,176	2,349	-84%
Vanguard Index FDSVTI	1.5%	$862,339	2,330	-3%
JPMorgan ChaseJPM	1.3%	$790,534	2,415	Held
Berkshire HathawayBRK-B	1.3%	$737,726	1,474	-4%
Spdr Series TrustSPTM	1.2%	$690,222	7,602	Held
Ishares TRIWR	1.2%	$680,649	6,170	Held
Ishares TRGOVT	1.1%	$619,968	27,215	-3%
3MMMM	1.0%	$615,538	3,802	Held
Ishares TRQUAL	1.0%	$575,517	2,623	-49%
VisaV	0.9%	$546,745	1,594	+5%
Invesco Exchange Traded FD TRSP	0.9%	$524,918	2,467	+24%
ChevronCVX	0.9%	$513,805	3,100	Held
Ishares TRMUB	0.7%	$425,160	3,951	Held
MastercardMA	0.7%	$405,254	789	Held
Ishares TRCMF	0.6%	$343,449	5,959	Held
ExxonMobil HoldingsXOM	0.6%	$324,948	2,377	Held
Ishares TRSUB	0.5%	$320,754	3,013	Held
Vanguard Whitehall FDSVYMI	0.5%	$299,503	3,050	-92%
Vanguard Index FDSVO	0.5%	$294,645	3,657	+11%
Spdr Series TrustSPYV	0.5%	$287,876	4,736	Held
Vanguard Index FDSVB	0.5%	$275,506	909	+12%
First TR Exchange-Traded FDFDL	0.4%	$256,292	5,267	Held
Ishares TRIWF	0.4%	$236,023	1,901	-62%
Coca-ColaKO	0.4%	$215,843	2,656	Held
Honeywell InternationalHON	0.4%	$214,562	924	New
Ishares TRIXUS	0.4%	$212,434	2,226	-60%
AlphabetGOOG	0.3%	$204,635	579	-86%
Honeywell AerospaceHONA	0.3%	$204,278	924	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is down 1.7% since 30 June 2025.

Where the money is

Financial services4.2%

Industrials1.8%

Energy1.4%

Everyday goods0.4%

Media & telecom0.3%

Other91.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.