Wise Wealth Partners

Q1 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$73,866
Net value change ($000)
+4,195 (6.0%)
New positions
4
Sold out positions
1
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQD 3,456 NEW
AGQ 1,261 NEW
VYMI 563 19.0%
GLD 504 8.9%
VB 213 NEW
VTV 203 8.2%
KO 202 NEW
IDMO 195 6.7%
CVX 169 35.8%
XOM 117 40.9%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -1,052 -5.1%
MSFT -456 -100.0%
CRWD -215 -27.8%
LLY -117 -14.4%
V -115 -20.1%
GOOGL -114 -8.6%
JPM -109 -13.3%
MA -97 -19.8%
AVGO -97 -10.5%
AMZN -86 -10.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type