Wise Wealth Partners
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 69,671
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 58.62 K | 84.1% | 3.478 K | 0 | 3.478 K |
| ETFs | 11.05 K | 15.9% | 681 | 0 | 681 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
69,671
Holdings
50
QoQ value change ($000)
4,154
(6.3%)
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.