🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 759.97 -0.5% NASDAQ 100: 704.40 0.0% Dow Jones: 534.08 -0.5%

Wise Wealth Partners - Q1 2026 13F Filings

WI

Wise Wealth Partners

CIK: 0002056711
Address: Arizona Phoenix 10004 N 1St Dr Phoenix, Az 85021
$73.87 M
Portfolio Value
53
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. QQQD Direxion Daily Magnificent 7 Bear 1X Shares
+$3.46 M
2. GLL Proshares Ultrashort Gold
+$1.26 M
3. VYMI Vanguard International High Dividend Yield Etf
+$424,176.76
4. IDMO Invesco S&P International Developed Momentum Etf
+$232,961.34
5. VB Vanguard Small-Cap Etf
+$212,620

Top Sells

Q1 2026
1. MSFT Microsoft Corporation
−$456,284
2. SPLG Spdr Portfolio S&P 500 Etf
−$109,528.53
3. CRWD Crowdstrike Holdings
−$85,891.85
4. JPM Jpmorgan Chase & Co
−$37,065.65
5. AAPL Apple
−$36,542.39

Asset Allocation

Stocks/ETFs
+6.02%
$73.87 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wise Wealth Partners Q1 2026 Filing Summary

Wise Wealth Partners filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 73.87 M reflecting a +6.02% change from the prior quarter, spanning 53 assets. The top 10 holdings comprised 65.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 1 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Wise Wealth Partners’s Q1 2026 Filing

Wise Wealth Partners submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Wise Wealth Partners reported a managed portfolio value of 73.87 M, consisting of 53 individual positions.

This page displays the raw filing documents. To see which stocks Wise Wealth Partners bought or sold during Q1 2026, please visit Wise Wealth Partners's Portfolio Analysis page.