The Analysis of Wise Wealth Partners's Holdings

Currently, Wise Wealth Partners holds 51 types of securities in its portfolio with a total value $65.5M. In the most recent quarter, they have increased their positions in GLD (+4.8K shares, valued at $1.7M), SPYM (+19.8K shares, valued at $1.5M), CGCP (+59.8K shares, valued at $1.4M); decreased their positions in UTES (-17.1K shares, valued at $1.4M), DFGP (-8.2K shares, valued at $458.4K), CGMM (-8.0K shares, valued at $228.4K); initiated new positions in CGCP (+59.8K shares, valued at $1.4M), GDXJ (+6.4K shares, valued at $633.5K), IDYN (+5.5K shares, valued at $457.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST239.7K shares8.98%2025-09-302025-10-24

GLD SPDR GOLD TR15.5K shares44.34%2025-09-302025-10-24

AGG ISHARES TR45.5K shares11.88%2025-09-302025-10-24

VYMI VANGUARD WHITEHALL FDS30.1K shares0.43%2025-09-302025-10-24

IDMO INVESCO EXCH TRADED FD TR II46.9K shares5.38%2025-09-302025-10-24

DFGP DIMENSIONAL ETF TRUST30.6K shares-21.23%2025-09-302025-10-24

CGMM CAPITAL GROUP EQUITY ETF TR51.9K shares-13.43%2025-09-302025-10-24

GOVT ISHARES TR61.9K shares-8.18%2025-09-302025-10-24

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T59.8K sharesnew addition2025-09-302025-10-24

QQQ INVESCO QQQ TR2.1K shares1.80%2025-09-302025-10-24

MBND SSGA ACTIVE TR45.6K shares-5.91%2025-09-302025-10-24

QUAL ISHARES TR5.3K shares-1.39%2025-09-302025-10-24

NVDA NVIDIA CORPORATION5.4K shares0.00%2025-09-302025-10-24

GOOG ALPHABET INC4.1K shares0.00%2025-09-302025-10-24

IWD ISHARES TR4.6K shares1.65%2025-09-302025-10-24

BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares0.00%2025-09-302025-10-24

Sponsored

IWP ISHARES TR6.3K shares2.59%2025-09-302025-10-24

AVGO BROADCOM INC2.7K shares0.00%2025-09-302025-10-24

CRWD CROWDSTRIKE HLDGS INC1.6K shares0.00%2025-09-302025-10-24

AMZN AMAZON COM INC3.5K shares0.00%2025-09-302025-10-24

JPM JPMORGAN CHASE & CO.2.4K shares0.00%2025-09-302025-10-24

VTI VANGUARD INDEX FDS2.3K shares0.00%2025-09-302025-10-24

IVLU ISHARES TR20.9K shares-1.72%2025-09-302025-10-24

IEFA ISHARES TR8.0K shares0.00%2025-09-302025-10-24

Sponsored

BND VANGUARD BD INDEX FDS8.9K shares0.75%2025-09-302025-10-24

GDXJ VANECK ETF TRUST6.4K sharesnew addition2025-09-302025-10-24

SPTM SPDR SERIES TRUST7.6K shares0.03%2025-09-302025-10-24

IWR ISHARES TR6.2K shares0.00%2025-09-302025-10-24

IWF ISHARES TR1.3K shares0.00%2025-09-302025-10-24

MMM 3M CO3.8K shares0.00%2025-09-302025-10-24

IWM ISHARES TR2.4K shares0.00%2025-09-302025-10-24

LLY ELI LILLY & CO717 shares0.00%2025-09-302025-10-24

Sponsored

V VISA INC1.5K shares0.00%2025-09-302025-10-24

CVX CHEVRON CORP NEW3.1K shares2.58%2025-09-302025-10-24

IDYN BLACKROCK ETF TRUST5.5K sharesnew addition2025-09-302025-10-24

MA MASTERCARD INCORPORATED789 shares0.00%2025-09-302025-10-24

MSFT MICROSOFT CORP863 shares0.00%2025-09-302025-10-24

META META PLATFORMS INC602 shares0.00%2025-09-302025-10-24

MUB ISHARES TR4.1K shares0.61%2025-09-302025-10-24

AAPL APPLE INC1.6K shares0.00%2025-09-302025-10-24

Sponsored

AMD ADVANCED MICRO DEVICES INC2.4K shares0.00%2025-09-302025-10-24

HON HONEYWELL INTL INC1.8K shares0.00%2025-09-302025-10-24

MSTR STRATEGY INC1.1K shares2.53%2025-09-302025-10-24

CMF ISHARES TR5.8K shares0.71%2025-09-302025-10-24

SUB ISHARES TR3.0K shares0.61%2025-09-302025-10-24

UTES ETFIS SER TR I3.7K shares-82.25%2025-09-302025-10-24

BAC BANK AMERICA CORP5.8K shares0.00%2025-09-302025-10-24

HD HOME DEPOT INC739 shares0.00%2025-09-302025-10-24

Sponsored

SPYV SPDR SERIES TRUST5.2K shares0.00%2025-09-302025-10-24

XOM EXXON MOBIL CORP2.0K shares-3.91%2025-09-302025-10-24

FDL FIRST TR EXCHANGE-TRADED FD5.3K shares0.00%2025-09-302025-10-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available