Data as of Q4 2025 (Dec 31, 2025)

Wise Wealth Partners

•CIK: 2056711•Filing: Q4 2025

**Wise Wealth Partners** is a $70M actively managed fund maintaining a concentrated portfolio of 50 positions. The strategy exhibits notable allocations to sector-specific and thematic ETFs, highlighted by the largest holding in SPYM at $20.5M. Further significant exposure includes GQ9 ($5.6M) and AGG ($4.9M), suggesting a blend of high-growth, fixed-income, and broad market risk management. The portfolio structure indicates tactical positioning across technology, dividend growth, and fixed income mandates.

Total AUM
$69.7M
QoQ Performance
+6.3%
Positions
33
Top 10 Concentration
65.5%
Latest Filing
Q4 2025

Top Holdings Allocation

SPYM
GQ9
AGG
SPYM29.5%
GQ98.1%
AGG7.1%
VYMI4.2%
IDMO4.2%
VTV3.6%
FDHY2.6%
CGMM2.4%

📈 Biggest Buys

VTV
VANGUARD INDEX FDS
NEW
3.6% of portfolio
FDHY
FIDELITY COVINGTON TRUST
NEW
2.6% of portfolio
SPYM
SPDR SERIES TRUST
+6.8%
29.5% of portfolio
IXUS
ISHARES TR
NEW
0.7% of portfolio
AGG
ISHARES TR
+8.8%
7.1% of portfolio

📉 Biggest Sells

GOVT
ISHARES TR
-55.5%
0.9% of portfolio
GQ9
SPDR GOLD TR
-8.3%
8.1% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-17.4%
1.1% of portfolio
VTI
VANGUARD INDEX FDS
-4.9%
1.1% of portfolio
UTES
ETFIS SER TR I
-11.8%
0.4% of portfolio

Sector Breakdown

Other84.2%
Technology7.4%
Financial4.3%
Industrial1.4%
Consumer1.2%
Healthcare1.2%
Energy0.4%

🚪 Exited Positionssold since Q3 2025

DFGP
DIMENSIONAL ETF TRUST
SOLD
$1.7M
MBND
SSGA ACTIVE TR
SOLD
$1.2M
GDXJ
VANECK ETF TRUST
SOLD
$633.5K
IDYN
BLACKROCK ETF TRUST
SOLD
$457.8K
MIGA
STRATEGY INC
SOLD
$353.3K
+1 more exited positions

Changes from Q3 2025

NEW5 new positions
↑25 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

SPYM29.5%
SPDR SERIES TRUST
$20.5M
GQ98.1%
SPDR GOLD TR
$5.6M
AGG7.1%
ISHARES TR
$4.9M
VYMI4.2%
VANGUARD WHITEHALL FDS
$3.0M
IDMO4.2%
INVESCO EXCH TRADED FD TR II
$2.9M

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