Wise Wealth Partners reported 38 holdings worth US$54.6M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Wise Wealth Partners reported 38 holdings worth US$54.6M as of Sep 30, 2026. Largest: Jp Morgan Chase & Co., Berkshire Hathaway Inc. and Chevron Corporation. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$54.6M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Jp Morgan Chase & Co. | 2,415 | US$799K | 1.5% |
| Berkshire Hathaway Inc. | 1,474 | US$734K | 1.3% |
| Chevron Corporation | 3,105 | US$634K | 1.2% |
| 3m Company | 3,802 | US$624K | 1.1% |
| Visa Inc. | 1,622 | US$583K | 1.1% |
| Mastercard Incorporated | 789 | US$435K | 0.80% |
| Coca-cola Company (the) | 2,656 | US$229K | 0.42% |
| Apple Inc | 670 | US$223K | 0.41% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |