Holdings
Wise Wealth Partners
As of Sep 30, 2026, Wise Wealth Partners reported 8 positions worth US$4.26M. Largest: Jp Morgan Chase & Co., Berkshire Hathaway Inc. and Chevron Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | 2,415 | US$799K | no change | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 1,474 | US$734K | no change | Sep 30, 2026 |
| Chevron Corporation | 3,105 | US$634K | +5 | Sep 30, 2026 |
| 3m Company | 3,802 | US$624K | no change | Sep 30, 2026 |
| Visa Inc. | 1,622 | US$583K | +28 | Sep 30, 2026 |
| Mastercard Incorporated | 789 | US$435K | no change | Sep 30, 2026 |
| Coca-cola Company (the) | 2,656 | US$229K | no change | Sep 30, 2026 |
| Apple Inc | 670 | US$223K | new | Sep 30, 2026 |