account_balance
Investment manager · 13F filer · SEC CIK 2056711
Wise Wealth Partners
Reported value$54.6Mas of Sep 30, 2026
Positions38 2 new, 7 sold out
Top 10 weight66.8%SPYM alone is 27%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
27.2%Added +6%
AGGiShares Tr
5.6%Trimmed −22%
JAAAJanus Detroit STR Tr
5.3%New
VXUSVanguard Star FDS
4.8%Added +7%
SPDNDirexion Shares ETF Trust
4.6%
FBNDFidelity Merrimack STR Tr
4.1%Trimmed −18%
SCHDSchwab Strategic Tr
4.0%Added +4%
VTVVanguard Index FDS
4.0%Trimmed −26%
QQQDDirexion Shares ETF Trust
3.8%
CGMMCapital Group Equity ETF Tr
3.3%−2%
SPTISPDR Series Trust
3.2%
VGSHVanguard Scottsdale FDS
3.1%−52%
SPYMSPDR Series Trust
27.2%Added +6%
AGGiShares Tr
5.6%−22%
JAAAJanus Detroit STR Tr
5.3%New
VXUSVanguard Star FDS
4.8%+7%
SPDNDirexion Shares ETF Trust
4.6%
FBNDFidelity Merrimack STR Tr
4.1%
SCHDSchwab Strategic Tr
4.0%
VTVVanguard Index FDS
4.0%
QQQD3.8%
CGMM
SPTI
VGSH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 27.2% Added +6%
AGG iShares Tr 5.6% Trimmed −22%
JAAA Janus Detroit STR Tr 5.3% New
VXUS Vanguard Star FDS 4.8% Added +7%
SPDN Direxion Shares ETF Trust 4.6% Held
FBND Fidelity Merrimack STR Tr 4.1% Trimmed −18%
SCHD Schwab Strategic Tr 4.0% Added +4%
VTV Vanguard Index FDS 4.0% Trimmed −26%
QQQD Direxion Shares ETF Trust 3.8% Held
CGMM Capital Group Equity ETF Tr 3.3% Trimmed −2%
SPTI SPDR Series Trust 3.2% Held
VGSH Vanguard Scottsdale FDS 3.1% Trimmed −52%
What changed
Biggest moves since Jun 30, 2026
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