13F Filings History of Wise Wealth Partners

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$69,671,494
Signature - Title
Brian Rellihan - Chief Compliance Officer (CCO)
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Wise Wealth Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wise Wealth Partners reported 50 stock holdings with total value $69,671,494 as of Q4 2025. Top holdings included SPYM, GLD, AGG, VYMI, and IDMO.

Notify me when Wise Wealth Partners files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $69,671,494 +$8,291,000 -$6,300,601 +$1,990,399 SPYM, GLD, AGG, VYMI, IDMO 13F-HR 28 Jan 2026, 20:47
Q3 2025 51 $65,516,635 +$6,411,419 -$4,516,774 +$1,894,645 SPLG, GLD, AGG, VYMI, IDMO 13F-HR 23 Oct 2025, 19:26
Q2 2025 51 $59,874,835 +$30,611,195 -$15,317,537 +$15,293,658 SPLG, AGG, GLD, VYMI, IDMO 13F-HR 23 Jul 2025, 10:42
Q1 2025 48 $41,854,797 +$7,249,261 -$5,719,058 +$1,530,203 SPLG, GOVT, GLD, QUAL, CGCP 13F-HR 25 Apr 2025, 11:23
Q4 2024 46 $40,537,510 $0 $0 $0 GOVT, SPLG, QUAL, GLD, FDVV 13F-HR 14 Feb 2025, 16:55