Wise Wealth Partners

Q2 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$58,837
Net value change ($000)
-15,029 (-20.3%)
New positions
9
Sold out positions
19
Turnover %
56.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VGSH 3,549 NEW
FBND 2,893 NEW
SPDN 2,592 NEW
VXUS 2,459 NEW
SCHD 2,067 NEW
SPTI 1,835 NEW
SCHY 1,274 NEW
IVLU 594 71.4%
QQQ 309 23.2%
AGQ 302 23.9%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -5,809 -29.8%
GLD -5,286 -85.9%
VYMI -3,224 -91.5%
IDMO -3,090 -100.0%
FDHY -1,774 -100.0%
CGCP -1,299 -100.0%
QQQD -1,164 -33.7%
IWD -1,034 -100.0%
GOOGL -1,012 -83.2%
NVDA -976 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type