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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464287481

IWP|464287481

Shares:4.2K

Value:$497.4K

% of Portfolio:1.2% ($497.4K/$41.9M)

464287614

IWF|464287614

Shares:1.4K

Value:$490.9K

% of Portfolio:1.2% ($490.9K/$41.9M)

NVIDIA CORP

NVDA|67066G104

Shares:4.3K

Value:$468.1K

% of Portfolio:1.1% ($468.1K/$41.9M)

Broadcom Inc.

AVGO|11135F101

Shares:2.7K

Value:$445.1K

% of Portfolio:1.1% ($445.1K/$41.9M)

464288414

MUB|464288414

Shares:4.0K

Value:$421.1K

% of Portfolio:1.0% ($421.1K/$41.9M)

464287598

IWD|464287598

Shares:2.2K

Value:$418.3K

% of Portfolio:1.0% ($418.3K/$41.9M)

46432F834

IXUS|46432F834

Shares:5.5K

Value:$387.0K

% of Portfolio:0.9% ($387.0K/$41.9M)

ELI LILLY & Co

LLY|532457108

Shares:450

Value:$371.7K

% of Portfolio:0.9% ($371.7K/$41.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$359.3K

% of Portfolio:0.9% ($359.3K/$41.9M)

Apple Inc.

AAPL|037833100

Shares:1.6K

Value:$354.6K

% of Portfolio:0.8% ($354.6K/$41.9M)

Meta Platforms, Inc.

META|30303M102

Shares:602

Value:$347.2K

% of Portfolio:0.8% ($347.2K/$41.9M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:1.2K

Value:$341.5K

% of Portfolio:0.8% ($341.5K/$41.9M)

3M CO

MMM|88579Y101

Shares:2.3K

Value:$334.9K

% of Portfolio:0.8% ($334.9K/$41.9M)

464288158

Shares:2.9K

Value:$308.5K

% of Portfolio:0.7% ($308.5K/$41.9M)

VISA INC.

V|92826C839

Shares:866

Value:$303.6K

% of Portfolio:0.7% ($303.6K/$41.9M)

464288356

Shares:5.4K

Value:$302.1K

% of Portfolio:0.7% ($302.1K/$41.9M)

464287499

IWR|464287499

Shares:3.5K

Value:$296.4K

% of Portfolio:0.7% ($296.4K/$41.9M)

78464A508

SPYV|78464A508

Shares:5.5K

Value:$279.7K

% of Portfolio:0.7% ($279.7K/$41.9M)

464287655

IWM|464287655

Shares:1.4K

Value:$275.8K

% of Portfolio:0.7% ($275.8K/$41.9M)

HOME DEPOT, INC.

HD|437076102

Shares:739

Value:$270.8K

% of Portfolio:0.6% ($270.8K/$41.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWPcusip464287481)	4.2K	QoQ +18.46% (+660) YoY-	All Managers (Combined)	$497.4K	1.2% ($497.4K/$41.9M)	QoQ +9.80% (+$44.4K) YoY-
(IWFcusip464287614)	1.4K	QoQ +5.51% (-71) YoY-	All Managers (Combined)	$490.9K	1.2% ($490.9K/$41.9M)	QoQ -5.12% (-$26.5K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	4.3K	QoQ -0.36% (-16) YoY-	All Managers (Combined)	$468.1K	1.1% ($468.1K/$41.9M)	QoQ -19.59% (-$114.0K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	2.7K	QoQ +0.33% (-9) YoY-	All Managers (Combined)	$445.1K	1.1% ($445.1K/$41.9M)	QoQ -27.53% (-$169.1K) YoY-
(MUBcusip464288414)	4.0K	QoQ -0.42% (-17) YoY-	All Managers (Combined)	$421.1K	1.0% ($421.1K/$41.9M)	QoQ -1.46% (-$6.3K) YoY-
(IWDcusip464287598)	2.2K	QoQ +20.48% (+378) YoY-	All Managers (Combined)	$418.3K	1.0% ($418.3K/$41.9M)	QoQ +22.48% (+$76.8K) YoY-
(IXUScusip46432F834)	5.5K	QoQ +0.85% (+47) YoY-	All Managers (Combined)	$387.0K	0.9% ($387.0K/$41.9M)	QoQ +6.45% (+$23.5K) YoY-
ELI LILLY & Co(LLYcusip532457108)	450	QoQ +0.22% (+1) YoY-	All Managers (Combined)	$371.7K	0.9% ($371.7K/$41.9M)	QoQ +7.16% (+$24.9K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ +0.48% (+7) YoY-	All Managers (Combined)	$359.3K	0.9% ($359.3K/$41.9M)	QoQ +2.80% (+$9.8K) YoY-
Apple Inc.(AAPLcusip037833100)	1.6K	QoQ +0.12% (-2) YoY-	All Managers (Combined)	$354.6K	0.8% ($354.6K/$41.9M)	QoQ -11.23% (-$44.9K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	602	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$347.2K	0.8% ($347.2K/$41.9M)	QoQ -1.48% (-$5.2K) YoY-
MICROSTRATEGY Inc(MSTRcusip594972408)	1.2K	QoQ -4.58% (-57) YoY-	All Managers (Combined)	$341.5K	0.8% ($341.5K/$41.9M)	QoQ -5.03% (-$18.1K) YoY-
3M CO(MMMcusip88579Y101)	2.3K	QoQ +0.48% (+11) YoY-	All Managers (Combined)	$334.9K	0.8% ($334.9K/$41.9M)	QoQ +14.32% (+$42.0K) YoY-
(cusip464288158)✕	2.9K	QoQ +0.41% (+12) YoY-	All Managers (Combined)	$308.5K	0.7% ($308.5K/$41.9M)	QoQ +0.49% (+$1.5K) YoY-
VISA INC.(Vcusip92826C839)	866	QoQ +0.11% (+1) YoY-	All Managers (Combined)	$303.6K	0.7% ($303.6K/$41.9M)	QoQ +11.05% (+$30.2K) YoY-
(cusip464288356)✕	5.4K	QoQ +0.48% (-26) YoY-	All Managers (Combined)	$302.1K	0.7% ($302.1K/$41.9M)	QoQ -1.27% (-$3.9K) YoY-
(IWRcusip464287499)	3.5K	QoQ -0.76% (-27) YoY-	All Managers (Combined)	$296.4K	0.7% ($296.4K/$41.9M)	QoQ -4.51% (-$14.0K) YoY-
(SPYVcusip78464A508)	5.5K	QoQ -0.27% (-15) YoY-	All Managers (Combined)	$279.7K	0.7% ($279.7K/$41.9M)	QoQ -0.41% (-$1.2K) YoY-
(IWMcusip464287655)	1.4K	QoQ +0.21% (-3) YoY-	All Managers (Combined)	$275.8K	0.7% ($275.8K/$41.9M)	QoQ -9.51% (-$29.0K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	739	QoQ +0.54% (-4) YoY-	All Managers (Combined)	$270.8K	0.6% ($270.8K/$41.9M)	QoQ -5.26% (-$15.1K) YoY-