Wise Wealth Partners

Q3 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$54,586
Net value change ($000)
-4,251 (-7.2%)
New positions
3
Sold out positions
8
Turnover %
13.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JAAA 2,910 NEW
SPYM 1,153 8.4%
GLD 550 63.6%
EXXONMOBIL HOLDINGS CORP 387 NEW
AAPL 223 NEW
RSP 180 34.3%
VXUS 167 6.8%
SCHD 141 6.8%
CVX 120 23.3%
VYMI 43 14.3%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -1,859 -52.4%
AGQ -1,563 -100.0%
QQQ -1,359 -82.9%
AGG -1,034 -25.3%
VTV -779 -26.4%
FBND -640 -22.1%
GOVT -620 -100.0%
MUB -425 -100.0%
CMF -343 -100.0%
XOM -325 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type