Wise Wealth Partners reported 43 holdings worth US$58.8M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Wise Wealth Partners reported 43 holdings worth US$58.8M as of Jun 30, 2026. Largest: Jp Morgan Chase & Co., Berkshire Hathaway Inc. and 3m Company. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$58.8M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Jp Morgan Chase & Co. | 2,415 | US$791K | 1.3% |
| Berkshire Hathaway Inc. | 1,474 | US$738K | 1.3% |
| 3m Company | 3,802 | US$616K | 1.0% |
| Visa Inc. | 1,594 | US$547K | 0.93% |
| Chevron Corporation | 3,100 | US$514K | 0.87% |
| Mastercard Incorporated | 789 | US$405K | 0.69% |
| Exxon Mobil Corporation | 2,377 | US$325K | 0.55% |
| Coca-cola Company (the) | 2,656 | US$216K | 0.37% |
| Alphabet Inc (google) Class C | 572 | US$205K | 0.35% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| Apple Inc | 0 | US$0 | 0.00% |
| Crowdstrike Holdings, Inc. | 0 | US$0 | 0.00% |