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The Analysis of Wise Wealth Partners's Holdings & P&L

Currently, Wise Wealth Partners holds 53 types of securities in its portfolio with a total value $73.9M. In the most recent quarter, they have increased their positions in QQQD (+234.5K shares, valued at $3.5M), N/A (+62.5K shares, valued at $1.3M), VYMI (+4.5K shares, valued at $424.2K); decreased their positions in SPYM (-1.4K shares, valued at $109.5K), CRWD (-220 shares, valued at $85.9K), JPM (-126 shares, valued at $37.1K); initiated new positions in QQQD (+234.5K shares, valued at $3.5M), N/A (+62.5K shares, valued at $1.3M), VB (+812 shares, valued at $212.6K).

1M P&L

+762.6K+1.14%

3M P&L

+497.2K+0.74%

HY P&L

+3.5M+5.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A59.8M

87.8%

2Semiconductors1.5M

2.2%

3Oil & Gas Integrated1.0M

1.5%

Top Industries by Stock Count

1N/A31 stocks

66.0%

2Semiconductors2 stocks

4.3%

3Banks - Diversified2 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST254.7K shares-0.56%2026-03-312026-04-21

GLD SPDR GOLD TR14.3K shares0.32%2026-03-312026-04-21

AGG ISHARES TR50.4K shares1.94%2026-03-312026-04-21

VYMI VANGUARD WHITEHALL FDS37.4K shares13.68%2026-03-312026-04-21

QQQD DIREXION SHARES ETF TRUST234.5K sharesnew addition2026-03-312026-04-21

IDMO INVESCO EXCH TRADED FD TR II56.3K shares8.15%2026-03-312026-04-21

VTV VANGUARD INDEX FDS13.7K shares5.31%2026-03-312026-04-21

FDHY FIDELITY COVINGTON TRUST36.6K shares0.14%2026-03-312026-04-21

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CGMM CAPITAL GROUP EQUITY ETF TR59.7K shares4.00%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR2.3K shares0.70%2026-03-312026-04-21

CGCP CAPITAL GRP FIXED INCM ETF T58.2K shares-1.09%2026-03-312026-04-21

PROSHARES TR II PROSHARES TR II62.5K sharesnew addition2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.2K shares0.00%2026-03-312026-04-21

IWD ISHARES TR4.8K shares0.42%2026-03-312026-04-21

QUAL ISHARES TR5.2K shares0.00%2026-03-312026-04-21

NVDA NVIDIA CORPORATION5.6K shares1.21%2026-03-312026-04-21

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IVLU ISHARES TR21.0K shares0.00%2026-03-312026-04-21

BROADCOM INC BROADCOM INC2.7K shares0.00%2026-03-312026-04-21

IWP ISHARES TR6.2K shares-1.27%2026-03-312026-04-21

VTI VANGUARD INDEX FDS2.4K shares8.59%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares0.00%2026-03-312026-04-21

AMZN AMAZON COM INC3.5K shares-0.82%2026-03-312026-04-21

IEFA ISHARES TR8.0K shares0.00%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO2.4K shares-4.96%2026-03-312026-04-21

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LLY ELI LILLY & CO755 shares0.00%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS9.3K shares1.25%2026-03-312026-04-21

CVX CHEVRON CORPORATION3.1K shares0.00%2026-03-312026-04-21

GOVT ISHARES TR28.0K shares1.59%2026-03-312026-04-21

SPTM SPDR SERIES TRUST7.6K shares0.03%2026-03-312026-04-21

IWR ISHARES TR6.2K shares0.00%2026-03-312026-04-21

IWM ISHARES TR2.4K shares0.00%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC1.4K shares-13.33%2026-03-312026-04-21

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MMM 3M CO3.8K shares0.00%2026-03-312026-04-21

IWF ISHARES TR1.2K shares-1.51%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC2.4K shares0.00%2026-03-312026-04-21

IXUS ISHARES TR5.5K shares0.00%2026-03-312026-04-21

V VISA INC1.5K shares-7.18%2026-03-312026-04-21

HON HONEYWELL INTL INC1.8K shares0.00%2026-03-312026-04-21

MUB ISHARES TR3.9K shares-4.36%2026-03-312026-04-21

AAPL APPLE INC1.6K shares-8.27%2026-03-312026-04-21

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XOM EXXON MOBIL CORP2.4K shares0.00%2026-03-312026-04-21

MA MASTERCARD INCORPORATED789 shares-8.26%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K shares23.15%2026-03-312026-04-21

META META PLATFORMS INC664 shares0.00%2026-03-312026-04-21

CMF ISHARES TR5.9K shares0.46%2026-03-312026-04-21

SUB ISHARES TR3.0K shares0.44%2026-03-312026-04-21

BAC BANK AMERICA CORP5.8K shares0.00%2026-03-312026-04-21

SPYV SPDR SERIES TRUST4.7K shares0.02%2026-03-312026-04-21

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD5.3K shares0.00%2026-03-312026-04-21

UTES ETFIS SER TR I3.3K shares0.31%2026-03-312026-04-21

VO VANGUARD INDEX FDS825 shares3.38%2026-03-312026-04-21

VB VANGUARD INDEX FDS812 sharesnew addition2026-03-312026-04-21

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-04-21

SPYM

SPDR SERIES TRUST

-0.56%

Shares254.7K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

0.32%

Shares14.3K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

1.94%

Shares50.4K

Event2026-03-31

Filed2026-04-21

VYMI

VANGUARD WHITEHALL FDS

13.68%

Shares37.4K

Event2026-03-31

Filed2026-04-21

QQQD

DIREXION SHARES ETF TRUST

New

Shares234.5K

Event2026-03-31

Filed2026-04-21

IDMO

INVESCO EXCH TRADED FD TR II

8.15%

Shares56.3K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

5.31%

Shares13.7K

Event2026-03-31

Filed2026-04-21

FDHY

FIDELITY COVINGTON TRUST

0.14%

Shares36.6K

Event2026-03-31

Filed2026-04-21

CGMM

CAPITAL GROUP EQUITY ETF TR

4.00%

Shares59.7K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.70%

Shares2.3K

Event2026-03-31

Filed2026-04-21

CGCP

CAPITAL GRP FIXED INCM ETF T

-1.09%

Shares58.2K

Event2026-03-31

Filed2026-04-21

PROSHARES TR II

New

Shares62.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

0.42%

Shares4.8K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

1.21%

Shares5.6K

Event2026-03-31

Filed2026-04-21

IVLU

ISHARES TR

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

IWP

ISHARES TR

-1.27%

Shares6.2K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

8.59%

Shares2.4K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-0.82%

Shares3.5K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-4.96%

Shares2.4K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

0.00%

Shares755

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

1.25%

Shares9.3K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-21

GOVT

ISHARES TR

1.59%

Shares28.0K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

0.03%

Shares7.6K

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

CRWD

CROWDSTRIKE HLDGS INC

-13.33%

Shares1.4K

Event2026-03-31

Filed2026-04-21

MMM

3M CO

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

-1.51%

Shares1.2K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

IXUS

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-21

VISA INC

-7.18%

Shares1.5K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

-4.36%

Shares3.9K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-8.27%

Shares1.6K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

-8.26%

Shares789

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

23.15%

Shares2.0K

Event2026-03-31

Filed2026-04-21