13F Filings History of Wise Wealth Partners
- Latest 13F filing
- Q2 2026 - 28 Jul 2026
- Latest reported 13F value
- $58,837,407
- Largest 13F holdings
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SPYM AGG VGSH VTV FBND SPDN VXUS QQQD SCHD CGMM SPTI QQQ
+8 more
GLL IVLU SCHY GLD VTI JPM BRKB SPTM - Form 13F summary
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- Wise Wealth Partners Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Wise Wealth Partners reported 43 equity holdings with a total reported market value of $58,837,407 for Q2 2026. Top reported holdings included SPYM, AGG, VGSH, VTV, and FBND.
- Manager signature
- Brian Rellihan - Chief Compliance Officer (CCO)
- Manager location
- Phoenix, AZ
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$58,837,407
Quarter delta
-$15,028,623
Accepted
28 Jul 2026, 10:41
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 43 | $58,837,407 | +$18,138,373 | -$36,653,971 | -$18,515,598 | SPYM, AGG, VGSH, VTV, FBND | 13F-HR | 28 Jul 2026, 10:41 |
| Q1 2026 | 53 | $73,866,030 | +$6,296,388 | -$853,835 | +$5,442,553 | SPYM, GLD, AGG, VYMI, QQQD | 13F-HR | 21 Apr 2026, 13:39 |
| 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 |