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

Page 3 of 3

Sort by:

Tesla, Inc.

TSLA|88160R101

Shares:999

Value:$259.0K

% of Portfolio:0.6% ($259.0K/$41.9M)

AMAZON COM INC

AMZN|023135106

Shares:1.4K

Value:$258.1K

% of Portfolio:0.6% ($258.1K/$41.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.1K

Value:$252.2K

% of Portfolio:0.6% ($252.2K/$41.9M)

464287226

Shares:2.4K

Value:$236.0K

% of Portfolio:0.6% ($236.0K/$41.9M)

Alphabet Inc.

GOOG|02079K107

Shares:1.5K

Value:$229.0K

% of Portfolio:0.5% ($229.0K/$41.9M)

336917109

Shares:5.3K

Value:$228.8K

% of Portfolio:0.5% ($228.8K/$41.9M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:367

Value:$213.4K

% of Portfolio:0.5% ($213.4K/$41.9M)

Mastercard Inc

MA|57636Q104

Shares:369

Value:$202.0K

% of Portfolio:0.5% ($202.0K/$41.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	999	QoQ NEW(+999) YoY-	All Managers (Combined)	$259.0K	0.6% ($259.0K/$41.9M)	QoQ NEW(+$259.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$258.1K	0.6% ($258.1K/$41.9M)	QoQ -13.27% (-$39.5K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.1K	QoQ +0.90% (+19) YoY-	All Managers (Combined)	$252.2K	0.6% ($252.2K/$41.9M)	QoQ +11.55% (+$26.1K) YoY-
(cusip464287226)✕	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$236.0K	0.6% ($236.0K/$41.9M)	QoQ NEW(+$236.0K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	1.5K	QoQ +0.13% (-2) YoY-	All Managers (Combined)	$229.0K	0.5% ($229.0K/$41.9M)	QoQ -17.86% (-$49.8K) YoY-
(cusip336917109)✕	5.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$228.8K	0.5% ($228.8K/$41.9M)	QoQ +7.89% (+$16.7K) YoY-
TYLER TECHNOLOGIES INC(TYLcusip902252105)	367	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$213.4K	0.5% ($213.4K/$41.9M)	QoQ +0.82% (+$1.7K) YoY-
Mastercard Inc(MAcusip57636Q104)	369	QoQ NEW(+369) YoY-	All Managers (Combined)	$202.0K	0.5% ($202.0K/$41.9M)	QoQ NEW(+$202.0K) YoY-