Wise Wealth Partners
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 54,586
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 38 | 54,586 | 13F-HR | Wise Wealth Partners |
| Q2 2026 | 7/28/2026 | 43 | 58,837 | 13F-HR | Wise Wealth Partners |
| Q1 2026 | 4/21/2026 | 53 | 73,866 | 13F-HR | Wise Wealth Partners |
| Q4 2025 | 1/29/2026 | 50 | 69,671 | 13F-HR | Wise Wealth Partners |
| Q3 2025 | 10/24/2025 | 51 | 65,517 | 13F-HR | Wise Wealth Partners |
| Q2 2025 | 7/23/2025 | 51 | 59,875 | 13F-HR | Wise Wealth Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.817 K | 14.3% | 2.785 K | 0 | 2.785 K |
| ETFs | 46.77 K | 85.7% | 0 | 7.038 K | -7.038 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
54,586
Holdings
38
QoQ value change ($000)
-4,251
(-7.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.