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Home > Institutional Investor > Wise Wealth Partners > Profile

Instuitional Investor - Wise Wealth Partners

Fund Profile
Filing Period:
Fund Name: Wise Wealth Partners
Portfolio Value $69,671,494
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 256,106 $20,544,838 29.49%
2.
Spdr Gold Trust
 GLD 14,250 $5,647,338 8.11%
3.
Ishares Trust
 IEF 49,448 $4,938,884 7.09%
4.
Vanguard Whitehall Funds
 32,895 $2,960,522 4.25%
5.
Invesco Exch Traded Fd Tr Ii - S&P INTL MOMNT
 52,099 $2,895,136 4.16%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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