Wise Wealth Partners
CIK
2056711
Location
PHOENIX, AZ
Portfolio Value
Micro
$16,541,741
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,850
/ 8,603
▲ 75
· as of Mar 2026
Top Industry
Semiconductors
25.3%
3Y Alpha vs SPY
+5.2%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+30.7%
SPY
+24.4%
Annualised alpha
+4.2%
Max drawdown
−15.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
37.2%
+4.3 pts
Top 5
60.6%
+3.3 pts
Top 10
80.7%
+2.5 pts
HHI
1,654
Moderately concentrated+270
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.2% | $7,481,247 |
| Technology | 17.1% | $2,834,477 |
| Financial Services | 15.6% | $2,584,347 |
| Industrials | 6.0% | $990,237 |
| Consumer Cyclical | 4.4% | $733,735 |
| Healthcare | 4.2% | $694,426 |
| Energy | 3.9% | $641,390 |
| Communication Services | 2.3% | $379,894 |
| Consumer Defensive | 1.2% | $201,988 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRWD | CrowdStrike Holdings, Inc. | −220 | 1,430 | $139,571 | |
| AAPL | Apple Inc. | −144 | 1,598 | $405,556 | |
| JPM | Jpmorgan Chase & Co | −126 | 2,415 | $710,396 | |
| V | Visa Inc. | −117 | 1,513 | $457,289 | |
| MA | Mastercard Inc | −71 | 789 | $394,231 | |
| AMZN | Amazon Com Inc | −29 | 3,523 | $733,735 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KO | Coca Cola Co | 2,656 | $201,988 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 943 | $456,053 | |
| No positions match the current search. | ||||
19 positions ·
$16,541,741 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 14,296 | $6,151,425 | 37.19% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,304 | $1,329,822 | 8.04% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,594 | $975,593 | 5.90% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 2,658 | $822,677 | 4.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,539 | $737,488 | 4.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,523 | $733,735 | 4.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,415 | $710,396 | 4.29% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 755 | $694,426 | 4.20% | |
| CVX |
Chevron Corp
Energy
|
Held | 3,100 | $641,390 | 3.88% | |
| MMM |
3M Co
Industrials
|
Held | 3,802 | $552,164 | 3.34% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 2,414 | $491,080 | 2.97% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,513 | $457,289 | 2.76% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 1,848 | $438,073 | 2.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,598 | $405,556 | 2.45% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 789 | $394,231 | 2.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 664 | $379,894 | 2.30% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 5,845 | $284,943 | 1.72% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,656 | $201,988 | 1.22% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 1,430 | $139,571 | 0.84% |