13F Filings History of Wise Wealth Partners

Latest 13F report
Q3 2025 - 24 Oct 2025
Value $
$65.5M
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 51 stock holdings with total value $65.5M as of Q3 2025. Top holdings included SPLG, GLD, AGG, VYMI, and IDMO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 51 $65.5M +$6.41M -$4.52M +$1.89M SPLG, GLD, AGG, VYMI, IDMO 13F-HR 23 Oct 2025, 19:26
Q2 2025 51 $59.9M +$30.6M -$15.3M +$15.3M SPLG, AGG, GLD, VYMI, IDMO 13F-HR 23 Jul 2025, 10:42
Q1 2025 48 $41.9M +$7.25M -$5.72M +$1.53M SPLG, GOVT, GLD, QUAL, CGCP 13F-HR 25 Apr 2025, 11:23
Q4 2024 46 $40.5M $0 $0 GOVT, SPLG, QUAL, GLD, FDVV 13F-HR 14 Feb 2025, 16:55