Wise Wealth Partners

Registered adviser

CIK

2056711

Location

PHOENIX, AZ

Portfolio Value

Micro $47,483,946

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,552 / 8,811 ▼ 160 · as of Jun 2026

Top Industry

Oil & Gas Integrated 22.0%

Period ended 21 days ago

Filed Oct 14, 2026 · 7d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 311639

Roster of Oct 1, 2026

Regulatory AUM

$153,452,564

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$153,452,564	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$126,628,205	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$100,885,017	Individuals and high net worth (100%)
Apr 2021 to May 2021	$1,369,346	Individuals and high net worth (100%)
Jan 2021 to Mar 2021	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 87.6% of the book (60%+)

Turnover

Medium turnover

45.1% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 4.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 91.3%; sector active share 81.8% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

38 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

37.0%

+6.4 pts

Top 5

67.7%

−0.3 pts

Top 10

88.4%

+0.8 pts

HHI

1,715

Moderately concentrated+265

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.2%	$42,836,295	29
Financial Services	5.4%	$2,550,874	4
Energy	2.2%	$1,020,928	2
Industrials	1.3%	$624,098	1
Consumer Defensive	0.5%	$228,628	1
Technology	0.5%	$223,123	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+9,582	165,293	$14,836,699
SCHD	Schwab U.S. Dividend Equity ETF	+2,710	67,885	$2,208,299
VXUS	Vanguard Total International Stock ETF	+2,144	30,909	$2,626,028
GLD	Spdr Gold Trust	+1,367	3,716	$1,415,201
RSP	Victory Portfolios II	+923	3,390	$0
SCHY	Schwab International Dividend Equity ETF	+880	41,025	$1,288,185
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+337	3,387	$342,527
VO	VANGUARD MID-CAP INDEX FUND	+313	3,970	$311,327
VB	Vanguard Index Funds	+74	983	$279,653
IWF	iShares Russell 1000 Growth ETF	+52	1,953	$0
V	Visa Inc.	+28	1,622	$582,833
SUB	iShares Short-Term National Muni Bond ETF	+19	3,032	$0
CVX	Chevron Corp	+5	3,105	$634,072
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	+3	7,605	$700,040
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−31,627	29,359	$1,689,904
FBND	Fidelity Total Bond ETF	−11,557	52,039	$2,253,288
AGG	iShares Core U.S. Aggregate Bond ETF	−8,998	32,213	$0
VTV	VANGUARD VALUE INDEX FUND	−3,489	10,044	$2,170,307
IVLU	iShares MSCI Intl Value Factor ETF	−2,912	31,195	$0
QQQ	Invesco Qqq Trust, Series 1	−1,847	378	$279,633
CGMM	Capital Group U.S. Small and Mid Cap ETF	−1,352	59,036	$1,827,754
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	−459	64,179	$1,750,803
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−159	2,171	$812,475
QUAL	iShares MSCI USA Quality Factor ETF	−7	2,616	$0
IXUS	iShares Core MSCI Total International Stock ETF	−1	2,225	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
JAAA	Janus Henderson AAA CLO ETF	57,652	$2,909,696
AAPL	Apple Inc.	670	$223,123
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
GLL		57,940	$1,563,221
GOVT	iShares U.S. Treasury Bond ETF	27,215	$619,957
MUB	iShares National Muni Bond ETF	3,951	$425,206
CMF	iShares California Muni Bond ETF	5,959	$343,476
HON	Honeywell International Inc	924	$206,883
GOOG	Alphabet Inc.	579	$204,578
HONA	Honeywell Aerospace Inc.	924	$204,277
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 tracked positions · $47,483,946 total · filing declares 38 positions · $54,585,764 · as of Sep 30, 2026

All sectors Consumer Defensive Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	165,293	+9,582	$14,836,699	+8.4%	31.25%
JAAA	Janus Henderson AAA CLO ETF	NEW	57,652	NEW	$2,909,696	NEW	6.13%
VXUS	Vanguard Total International Stock ETF	Added	30,909	+2,144	$2,626,028	+6.8%	5.53%
SPDN	Direxion Daily S&P 500 Bear 1X Shares	Held	298,975	0	$2,535,308	—	5.34%
FBND	Fidelity Total Bond ETF	Reduced	52,039	-11,557	$2,253,288	−22.1%	4.75%
SCHD	Schwab U.S. Dividend Equity ETF	Added	67,885	+2,710	$2,208,299	+6.9%	4.65%
VTV	VANGUARD VALUE INDEX FUND	Reduced	10,044	-3,489	$2,170,307	−26.4%	4.57%
QQQD	Direxion Daily Magnificent 7 Bear 1X Shares	Held	173,666	0	$2,050,995	—	4.32%
CGMM	Capital Group U.S. Small and Mid Cap ETF	Reduced	59,036	-1,352	$1,827,754	−8.2%	3.85%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Reduced	64,179	-459	$1,750,803	−4.6%	3.69%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	29,359	-31,627	$1,689,904	−52.4%	3.56%
GLD	Spdr Gold Trust	Added	3,716	+1,367	$1,415,201	+63.5%	2.98%
SCHY	Schwab International Dividend Equity ETF	Added	41,025	+880	$1,288,185	+1.1%	2.71%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	2,171	-159	$812,475	−5.8%	1.71%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,415	0	$798,954	+1.1%	1.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,474	0	$733,978	−0.5%	1.55%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Added	7,605	+3	$700,040	+1.4%	1.47%
CVX	Chevron Corp Energy	Added	3,105	+5	$634,072	+23.4%	1.34%
MMM	3M Co Industrials	Held	3,802	0	$624,098	+1.4%	1.31%
V	Visa Inc. Financial Services	Added	1,622	+28	$582,833	+6.6%	1.23%
MA	Mastercard Inc Financial Services	Held	789	0	$435,109	+7.4%	0.92%
XOM	ExxonMobil Holdings Corp Energy	Held	2,377	0	$386,856	+19.0%	0.81%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	3,387	+337	$342,527	+14.4%	0.72%
VO	VANGUARD MID-CAP INDEX FUND	Added	3,970	+313	$311,327	+5.7%	0.66%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Held	4,736	0	$289,511	+0.6%	0.61%
VB	Vanguard Index Funds	Added	983	+74	$279,653	+1.5%	0.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	378	-1,847	$279,633	−82.9%	0.59%
FDL	First Trust Morningstar Dividend Leaders Index Fund	Held	5,267	0	$258,662	+0.9%	0.54%
KO	Coca Cola Co Consumer Defensive	Held	2,656	0	$228,628	+5.9%	0.48%
AAPL	Apple Inc. Technology	NEW	670	NEW	$223,123	NEW	0.47%
RSP	Victory Portfolios II	Added	3,390	+923	$0	−100.0%	0.00%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	32,213	-8,998	$0	−100.0%	0.00%
IVLU	iShares MSCI Intl Value Factor ETF	Reduced	31,195	-2,912	$0	−100.0%	0.00%
IWF	iShares Russell 1000 Growth ETF	Added	1,953	+52	$0	−100.0%	0.00%
IWR	iShares Russell Mid-Cap ETF	Held	6,170	0	$0	−100.0%	0.00%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	2,225	-1	$0	−100.0%	0.00%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	2,616	-7	$0	−100.0%	0.00%
SUB	iShares Short-Term National Muni Bond ETF	Added	3,032	+19	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.