Wise Wealth Partners 13F Filing for Q2 2026

Top Buys

Q2 2026

1. VGSH Vanguard Short-Term Treasury Etf

+$3.55 M

2. FBND Fidelity Total Bond Etf

+$2.89 M

3. SPDN Direxion Daily S&P 500 Bear 1X Shares

+$2.59 M

4. VXUS Vanguard Total International Stock Etf

+$2.46 M

5. SCHD Schwab Us Dividend Equity Etf

+$2.07 M

Top Sells

Q2 2026

1. SPLG Spdr Portfolio S&P 500 Etf

−$8.7 M

2. GLD Spdr Gold Shares

−$4.4 M

3. VYMI Vanguard International High Dividend Yield Etf

−$3.37 M

4. IDMO Invesco S&P International Developed Momentum Etf

−$3.09 M

5. FDHY Fidelity Enhanced High Yield Etf

−$1.77 M

Stocks/ETFs

-20.35%

$58.84 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Wise Wealth Partners filed its 13F report for Q2 2026 on July 28, 2026. The portfolio totaled 58.84 M reflecting a -20.35% change from the prior quarter, spanning 43 assets. The top 10 holdings comprised 65.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 18 complete exits.

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Issuer Name	Class	Value	Shares	Option Type

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FAQs for Wise Wealth Partners’s Q2 2026 Filing

Wise Wealth Partners submitted their Form 13F-HR for the Q2 2026 period on 07/28/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Wise Wealth Partners reported a managed portfolio value of 58.84 M, consisting of 43 individual positions.

This page displays the raw filing documents. To see which stocks Wise Wealth Partners bought or sold during Q2 2026, please visit Wise Wealth Partners's Portfolio Analysis page.

Wise Wealth Partners - Q2 2026 13F Filings