Wise Wealth Partners ETF holdings
Phoenix, AZ
Reported $54.1M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$54.1M
ETFs held
32
Change from prior quarter
-13.9%
With price moves
ETFs as a share of its 13F
91.9%
of $58.8M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $13.7M | 155,711 | −98,964 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $4.1M | 41,211 | −9,195 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $3.5M | 60,986 | New position |
| VTV | Vanguard Morningstar Value ETF | $2.9M | 13,533 | −127 shares |
| FBND | Fidelity Total Bond ETF | $2.9M | 63,596 | New position |
| SPDN | Direxion Daily S&P 500 Bear 1X Shares | $2.6M | 298,975 | New position |
| VXUS | Vanguard Total International Stock ETF | $2.5M | 28,765 | New position |
| QQQD | Direxion Daily Magnificent 7 Bear 1X Shares | $2.3M | 173,666 | −60,822 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $2.1M | 65,175 | New position |
| CGMM | Capital Group U.S. Small and Mid Cap ETF | $2.0M | 60,388 | +699 shares |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056711. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wise Wealth Partners own?
Wise Wealth Partners reported 32 ETF positions worth $54.1M in its Form 13F for June 30, 2026. The largest was SPYM, at $13.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.