Wise Wealth Partners
Net seller this quarter
$58.8M
14
-$14.7M
13.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $1.64M | 2.79% | Not reported | -3.4% | Q4 2024 |
 GLL | $1.56M | 2.66% | Not reported | -7.3% | Q1 2026 |
 GLD | $865K | 1.47% | 0.00% | -83.6% | Q4 2024 |
 JPM | $791K | 1.34% | 0.00% | Not reported | Q4 2024 |
 BRK.B | $738K | 1.25% | Not reported | -4.2% | Q4 2024 |
 MMM | $616K | 1.05% | 0.00% | Not reported | Q4 2024 |
 V | $547K | 0.93% | 0.00% | +5.4% | Q4 2024 |
 CVX | $514K | 0.87% | 0.00% | Not reported | Q2 2025 |
 MA | $405K | 0.69% | 0.00% | Not reported | Q2 2025 |
 XOM | $325K | 0.55% | 0.00% | Not reported | Q4 2024 |
 KO | $216K | 0.37% | 0.00% | Not reported | Q1 2026 |
 HON | $215K | 0.36% | 0.00% | Not reported | Q2 2025 |
 GOOG | $205K | 0.35% | Not reported | -86.4% | Q4 2024 |
 HONA | $204K | 0.35% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| GLD | $6.15M | 8.33% | 0.00% | +0.3% | Q4 2024 |
| QQQ | $1.33M | 1.80% | Not reported | +0.7% | Q4 2024 |
 CGCP | $1.3M | 1.76% | Not reported | -1.1% | Q4 2024 |
| GLL | $1.26M | 1.71% | Not reported | New | Q1 2026 |
| GOOG | $1.22M | 1.65% | Not reported | Not reported | Q4 2024 |
 NVDA | $976K | 1.32% | 0.00% | +1.2% | Q4 2024 |
 AVGO | $823K | 1.11% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $738K | 1.00% | Not reported | Not reported | Q4 2024 |
 AMZN | $734K | 0.99% | 0.00% | -0.8% | Q4 2024 |
| JPM | $710K | 0.96% | 0.00% | -5.0% | Q4 2024 |
 LLY | $694K | 0.94% | 0.00% | Not reported | Q4 2024 |
| CVX | $641K | 0.87% | 0.00% | Not reported | Q2 2025 |
 CRWD | $558K | 0.76% | 0.00% | -13.3% | Q4 2024 |
| MMM | $552K | 0.75% | 0.00% | Not reported | Q4 2024 |
 AMD | $491K | 0.66% | 0.00% | Not reported | Q2 2025 |
| V | $457K | 0.62% | 0.00% | -7.2% | Q4 2024 |
| HON | $418K | 0.57% | 0.00% | Not reported | Q2 2025 |
 AAPL | $406K | 0.55% | 0.00% | -8.3% | Q4 2024 |
| XOM | $403K | 0.55% | 0.00% | Not reported | Q4 2024 |
| MA | $394K | 0.53% | 0.00% | -8.3% | Q2 2025 |
 META | $380K | 0.51% | Not reported | Not reported | Q4 2024 |
 BAC | $285K | 0.39% | 0.00% | Not reported | Q2 2025 |
| KO | $202K | 0.27% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| GLD | $5.65M | 8.11% | 0.00% | -8.3% | Q4 2024 |
| QQQ | $1.41M | 2.02% | Not reported | +9.4% | Q4 2024 |
| CGCP | $1.33M | 1.91% | Not reported | -1.6% | Q4 2024 |
| GOOG | $1.33M | 1.91% | Not reported | +3.1% | Q4 2024 |
| NVDA | $1.03M | 1.48% | 0.00% | +2.0% | Q4 2024 |
| AVGO | $920K | 1.32% | 0.00% | Not reported | Q4 2024 |
| AMZN | $820K | 1.18% | 0.00% | +0.8% | Q4 2024 |
| JPM | $819K | 1.18% | 0.00% | +5.2% | Q4 2024 |
| LLY | $811K | 1.16% | 0.00% | +5.3% | Q4 2024 |
| BRK.B | $774K | 1.11% | Not reported | -17.4% | Q4 2024 |
| CRWD | $773K | 1.11% | 0.00% | Not reported | Q4 2024 |
| MMM | $609K | 0.87% | 0.00% | Not reported | Q4 2024 |
| V | $572K | 0.82% | 0.00% | +7.7% | Q4 2024 |
| AMD | $517K | 0.74% | 0.00% | Not reported | Q2 2025 |
| MA | $491K | 0.70% | 0.00% | +9.0% | Q2 2025 |
| AAPL | $474K | 0.68% | 0.00% | +9.0% | Q4 2024 |
| CVX | $472K | 0.68% | 0.00% | Not reported | Q2 2025 |
 MSFT | $456K | 0.65% | 0.00% | +9.3% | Q4 2024 |
| META | $439K | 0.63% | Not reported | +10.3% | Q4 2024 |
| HON | $361K | 0.52% | 0.00% | Not reported | Q2 2025 |
| BAC | $321K | 0.46% | 0.00% | Not reported | Q2 2025 |
| XOM | $286K | 0.41% | 0.00% | +16.6% | Q4 2024 |
| Q3 2025 | |||||
| GLD | $5.53M | 8.43% | 0.00% | +44.3% | Q4 2024 |
| CGCP | $1.36M | 2.07% | Not reported | Not reported | Q4 2024 |
| QQQ | $1.26M | 1.92% | Not reported | +1.8% | Q4 2024 |
| MBND | $1.25M | 1.90% | 0.21% | -5.9% | Q4 2024 |
| NVDA | $1.01M | 1.54% | 0.00% | Not reported | Q4 2024 |
| GOOG | $1M | 1.53% | Not reported | Not reported | Q4 2024 |
| BRK.B | $937K | 1.43% | Not reported | Not reported | Q4 2024 |
| AVGO | $877K | 1.34% | 0.00% | Not reported | Q4 2024 |
| CRWD | $809K | 1.24% | 0.00% | Not reported | Q4 2024 |
| AMZN | $774K | 1.18% | 0.00% | Not reported | Q4 2024 |
| JPM | $762K | 1.16% | 0.00% | Not reported | Q4 2024 |
| MMM | $590K | 0.90% | 0.00% | Not reported | Q4 2024 |
| LLY | $547K | 0.83% | 0.00% | Not reported | Q4 2024 |
| V | $516K | 0.79% | 0.00% | Not reported | Q4 2024 |
| CVX | $481K | 0.73% | 0.00% | +2.6% | Q2 2025 |
| MA | $449K | 0.69% | 0.00% | Not reported | Q2 2025 |
| MSFT | $447K | 0.68% | 0.00% | Not reported | Q4 2024 |
| META | $442K | 0.68% | Not reported | Not reported | Q4 2024 |
| AAPL | $407K | 0.62% | 0.00% | Not reported | Q4 2024 |
| AMD | $391K | 0.60% | 0.00% | Not reported | Q2 2025 |
| HON | $389K | 0.59% | 0.00% | Not reported | Q2 2025 |
 MSTR | $353K | 0.54% | Not reported | +2.5% | Q4 2024 |
| BAC | $302K | 0.46% | 0.00% | Not reported | Q2 2025 |
 HD | $299K | 0.46% | 0.00% | Not reported | Q4 2024 |
| XOM | $230K | 0.35% | 0.00% | -3.9% | Q4 2024 |