Wise Wealth Partners
Wise Wealth Partners reported 38 stocks worth $54.6M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPYM (27.2%), AGG (5.6%) and JAAA (5.3%). Compared with Q2 2026, the fund opened new positions in JAAA, XOM and AAPL, added to SPYM, VXUS and SCHD, trimmed AGG, FBND and VTV and sold out of GLL, GOVT and MUB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $14.8M | 27.2% | 165K | +9,582 (+6%) | 8 of 8 | |
| 2 |  AGG Ishares TR | $3M | 5.6% | 32K | −8,998 (−22%) | 7 of 8 | |
| 3 |  JAAA Janus Detroit Str TR | $2.9M | 5.3% | 58K | New position | 1 of 8 | |
| 4 |  VXUS Vanguard Star Fds | $2.6M | 4.8% | 31K | +2,144 (+7%) | 2 of 8 | |
| 5 |  SPDN Direxion Shs ETF TR D | $2.5M | 4.6% | 299K | No change | 2 of 8 | |
| 6 |  FBND Fidelity Total Bond ETF | $2.3M | 4.1% | 52K | −12K (−18%) | 2 of 8 | |
| 7 |  SCHD Schwab US Dividend Equity ETF | $2.2M | 4.0% | 68K | +2,710 (+4%) | 2 of 8 | |
| 8 |  VTV Vanguard Index Fds | $2.2M | 4.0% | 10K | −3,489 (−26%) | 4 of 8 | |
| 9 |  QQQD Direxion Shs ETF TR D | $2.1M | 3.8% | 174K | No change | 3 of 8 | |
| 10 |  CGMM Capital Group U.s. Small and Mid Cap ETF | $1.8M | 3.4% | 59K | −1,352 (−2%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GLL Proshares Ultrashort | $1.6M | 58K |
 GOVT Ishares US Treasury Bond | $620K | 27K |
 MUB Ishares TR | $425K | 3,951 |
 CMF Ishares TR | $343K | 5,959 |
 XOM Exxon Mobil Corp | $325K | 2,377 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wise Wealth Partners 13F FAQ
What does Wise Wealth Partners own?
Wise Wealth Partners reported 38 stocks worth $54.6M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPYM (27.2%), AGG (5.6%) and JAAA (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did Wise Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 13 added to, 10 trimmed and 8 sold out. New positions include JAAA, XOM and AAPL. It sold all of GLL, GOVT and MUB.
When will Wise Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wise Wealth Partners's portfolio worth?
The Q3 2026 filing reports $54.6M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.