Wise Wealth Partners: 13F holdings
CIK 20567112026Q2
| Positions | 43 |
|---|
| Reported value | $58.8m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 43 (-10 vs prior quarter) |
|---|
| Reported value | $58.8m (-20.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 155,711 | $13.7m | 23.3% |
| AGG ISHARES TR | 41,211 | $4.1m | 6.9% |
| VGSH VANGUARD SCOTTSDALE FDS | 60,986 | $3.5m | 6.0% |
| VTV VANGUARD INDEX FDS | 13,533 | $2.9m | 5.0% |
| FBND FIDELITY MERRIMACK STR TR | 63,596 | $2.9m | 4.9% |
| SPDN DIREXION SHARES ETF TRUST | 298,975 | $2.6m | 4.4% |
| VXUS VANGUARD STAR FDS | 28,765 | $2.5m | 4.2% |
| DIREXION SHARES ETF TRUST | 173,666 | $2.3m | 3.9% |
| SCHD SCHWAB STRATEGIC TR | 65,175 | $2.1m | 3.5% |
| CGMM CAPITAL GROUP EQUITY ETF TR | 60,388 | $2.0m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056711")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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