Wise Wealth Partners reported 10 positions worth $6.06M for the quarter ended Sep 30, 2026, up 7.5% on the prior quarter. It opened 1 new position, added to 3, trimmed 0 and exited 3. Its largest holding is Spdr Gold Trust at 23.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AAPL Apple Inc. | +670 | $223.24K | 3.68% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD Spdr Gold Trust | Financial Services | 3,716 | $1.42M | 23.34% | +1,367 | +58.2% | Added | 0% |
| 2 | JPM Jpmorgan Chase & Co | Financial Services | 2,415 | $798.99K | 13.18% | 0 | 0.0% | Unchanged | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,474 | $734.13K | 12.11% | 0 | 0.0% | Unchanged | 0% |
| 4 | CVX Chevron Corp | Energy | 3,105 | $633.98K | 10.46% | +5 | +0.2% | Added | 0% |
| 5 | MMM 3M Co | Industrials | 3,802 | $624.05K | 10.29% | 0 | 0.0% | Unchanged | 0% |
| 6 | V Visa Inc. | Financial Services | 1,622 | $582.69K | 9.61% | +28 | +1.8% | Added | 0% |
| 7 | MA Mastercard Inc | Financial Services | 789 | $435.14K | 7.18% | 0 | 0.0% | Unchanged | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 2,377 | $386.82K | 6.38% | 0 | 0.0% | Unchanged | 0% |
| 9 | KO Coca Cola Co | Consumer Staples | 2,656 | $228.62K | 3.77% | 0 | 0.0% | Unchanged | 0% |
| 10 | AAPL Apple Inc. | Technology | 670 | $223.24K | 3.68% | +670 | – | New | 0% |
Tip. Select a row to see that position’s full history at Wise Wealth Partners.
As of its Q3 2026 13F filing, Wise Wealth Partners’s five largest positions were Spdr Gold Trust (GLD) at 23.3%, Jpmorgan Chase & Co (JPM) at 13.2%, Berkshire Hathaway Inc (BRK-B) at 12.1%, Chevron Corp (CVX) at 10.5%, 3M Co (MMM) at 10.3% of the reported portfolio.
Wise Wealth Partners reported a 13F portfolio worth $6.06M across 10 positions for Q3 2026. That is up 7.5% from the previous quarter.
Its largest purchases by value were Spdr Gold Trust ($520.65K), Apple Inc. ($223.24K), Visa Inc. ($10.06K). It opened 1 new positions.
Its largest sales by value were Honeywell International Inc ($214.56K), Alphabet Inc. ($204.64K), Honeywell Aerospace Inc. ($204.28K). It exited 3 positions entirely.
From the Form 13F-HR reports Wise Wealth Partners files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.