Wise-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "AVGO",
  null,
  null,
  "HD",
  "MUB",
  "META",
  null,
  null,
  null,
  "MA",
  "IWD",
  null,
  "IWF",
  "AAPL",
  "NVDA",
  "PLTR",
  "MSTR",
  "IEFA",
  "GLD",
  "SPLG",
  "TYL",
  null,
  "IWP",
  "IWR",
  "AMZN",
  null,
  "VYMI",
  "VGLT",
  "BND",
  "V",
  null,
  null,
  null,
  null,
  "IXUS",
  "SPYV",
  "BRK-B",
  "CRWD",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 48
Total Value: 41854797
Accession Number: 0002056711-25-000002
Form Type: 13F-HR
CIK: wise-wealth-partners
Manager Name: Wise-Wealth-Partners

Data Enrichment

75% identified

36 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $41.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A854

SPLG|78464A854

Shares:69.9K

Value:$4.6M

% of Portfolio:11.0% ($4.6M/$41.9M)

46429B267

Shares:195.2K

Value:$4.5M

% of Portfolio:10.7% ($4.5M/$41.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:15.4K

Value:$4.4M

% of Portfolio:10.6% ($4.4M/$41.9M)

46432F339

QUAL|46432F339

Shares:16.5K

Value:$2.8M

% of Portfolio:6.7% ($2.8M/$41.9M)

14020Y102

Shares:110.5K

Value:$2.5M

% of Portfolio:5.9% ($2.5M/$41.9M)

82889N764

Shares:75.4K

Value:$2.2M

% of Portfolio:5.1% ($2.2M/$41.9M)

316092840

Shares:42.8K

Value:$2.1M

% of Portfolio:5.1% ($2.1M/$41.9M)

921946794

VYMI|921946794

Shares:25.2K

Value:$1.9M

% of Portfolio:4.4% ($1.9M/$41.9M)

78470P705

Shares:48.4K

Value:$1.3M

% of Portfolio:3.2% ($1.3M/$41.9M)

46137V472

Shares:7.6K

Value:$692.7K

% of Portfolio:1.7% ($692.7K/$41.9M)

922908769

VTI|922908769

Shares:2.4K

Value:$666.5K

% of Portfolio:1.6% ($666.5K/$41.9M)

46435G409

Shares:21.2K

Value:$643.3K

% of Portfolio:1.5% ($643.3K/$41.9M)

46432F842

IEFA|46432F842

Shares:7.8K

Value:$587.4K

% of Portfolio:1.4% ($587.4K/$41.9M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.6K

Value:$581.8K

% of Portfolio:1.4% ($581.8K/$41.9M)

921937835

BND|921937835

Shares:7.9K

Value:$580.2K

% of Portfolio:1.4% ($580.2K/$41.9M)

92206C847

VGLT|92206C847

Shares:10.0K

Value:$577.8K

% of Portfolio:1.4% ($577.8K/$41.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$566.1K

% of Portfolio:1.4% ($566.1K/$41.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.1K

Value:$518.7K

% of Portfolio:1.2% ($518.7K/$41.9M)

78464A805

Shares:7.6K

Value:$516.2K

% of Portfolio:1.2% ($516.2K/$41.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.1K

Value:$512.0K

% of Portfolio:1.2% ($512.0K/$41.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	69.9K	QoQ -20.66% (-18.2K) YoY-	All Managers (Combined)	$4.6M	11.0% ($4.6M/$41.9M)	QoQ -24.32% (-$1.5M) YoY-
(cusip46429B267)✕	195.2K	QoQ -33.98% (-100.5K) YoY-	All Managers (Combined)	$4.5M	10.7% ($4.5M/$41.9M)	QoQ -33.97% (-$2.3M) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	15.4K	QoQ +34.24% (+3.9K) YoY-	All Managers (Combined)	$4.4M	10.6% ($4.4M/$41.9M)	QoQ +59.73% (+$1.7M) YoY-
(QUALcusip46432F339)	16.5K	QoQ +1.63% (-265) YoY-	All Managers (Combined)	$2.8M	6.7% ($2.8M/$41.9M)	QoQ -2.46% (-$71.1K) YoY-
(cusip14020Y102)✕	110.5K	QoQ +28.15% (+24.3K) YoY-	All Managers (Combined)	$2.5M	5.9% ($2.5M/$41.9M)	QoQ +29.59% (+$566.4K) YoY-
(cusip82889N764)✕	75.4K	QoQ NEW(+75.4K) YoY-	All Managers (Combined)	$2.2M	5.1% ($2.2M/$41.9M)	QoQ NEW(+$2.2M) YoY-
(cusip316092840)✕	42.8K	QoQ -8.35% (-3.9K) YoY-	All Managers (Combined)	$2.1M	5.1% ($2.1M/$41.9M)	QoQ -8.97% (-$209.5K) YoY-
(VYMIcusip921946794)	25.2K	QoQ NEW(+25.2K) YoY-	All Managers (Combined)	$1.9M	4.4% ($1.9M/$41.9M)	QoQ NEW(+$1.9M) YoY-
(cusip78470P705)✕	48.4K	QoQ -0.33% (-162) YoY-	All Managers (Combined)	$1.3M	3.2% ($1.3M/$41.9M)	QoQ -1.16% (-$15.6K) YoY-
(cusip46137V472)✕	7.6K	QoQ -31.06% (-3.4K) YoY-	All Managers (Combined)	$692.7K	1.7% ($692.7K/$41.9M)	QoQ -35.92% (-$388.3K) YoY-
(VTIcusip922908769)	2.4K	QoQ -2.02% (-50) YoY-	All Managers (Combined)	$666.5K	1.6% ($666.5K/$41.9M)	QoQ -7.06% (-$50.6K) YoY-
(cusip46435G409)✕	21.2K	QoQ -0.57% (-123) YoY-	All Managers (Combined)	$643.3K	1.5% ($643.3K/$41.9M)	QoQ +11.15% (-$64.6K) YoY-
(IEFAcusip46432F842)	7.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$587.4K	1.4% ($587.4K/$41.9M)	QoQ +7.64% (+$41.7K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.6K	QoQ +91.19% (+787) YoY-	All Managers (Combined)	$581.8K	1.4% ($581.8K/$41.9M)	QoQ +97.01% (+$286.5K) YoY-
(BNDcusip921937835)	7.9K	QoQ -0.31% (-25) YoY-	All Managers (Combined)	$580.2K	1.4% ($580.2K/$41.9M)	QoQ +1.81% (-$10.4K) YoY-
(VGLTcusip92206C847)	10.0K	QoQ +0.69% (+69) YoY-	All Managers (Combined)	$577.8K	1.4% ($577.8K/$41.9M)	QoQ +4.79% (+$26.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ +16.17% (+148) YoY-	All Managers (Combined)	$566.1K	1.4% ($566.1K/$41.9M)	QoQ +36.49% (+$151.4K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	6.1K	QoQ +103.37% (+3.1K) YoY-	All Managers (Combined)	$518.7K	1.2% ($518.7K/$41.9M)	QoQ +126.95% (+$290.2K) YoY-
(cusip78464A805)✕	7.6K	QoQ +0.01% (-1) YoY-	All Managers (Combined)	$516.2K	1.2% ($516.2K/$41.9M)	QoQ -4.78% (-$25.9K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.1K	QoQ +0.92% (-10) YoY-	All Managers (Combined)	$512.0K	1.2% ($512.0K/$41.9M)	QoQ -7.42% (-$41.1K) YoY-