0002056711-25-000001.txt : 20250214 0002056711-25-000001.hdr.sgml : 20250214 20250214165510 ACCESSION NUMBER: 0002056711-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250214 DATE AS OF CHANGE: 20250214 EFFECTIVENESS DATE: 20250214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wise Wealth Partners CENTRAL INDEX KEY: 0002056711 ORGANIZATION NAME: IRS NUMBER: 853972218 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25335 FILM NUMBER: 25630381 BUSINESS ADDRESS: STREET 1: 10004 N 1ST DR STREET 2: PHOENIX, AZ 85021 CITY: PHOENIX STATE: AZ ZIP: 85021 BUSINESS PHONE: 4802396914 MAIL ADDRESS: STREET 1: 10004 N 1ST DR STREET 2: PHOENIX, AZ 85021 CITY: PHOENIX STATE: AZ ZIP: 85021 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002056711 XXXXXXXX 12-31-2024 12-31-2024 Wise Wealth Partners

10004 N 1ST DR PHOENIX, AZ 85021 PHOENIX AZ 85021

13F HOLDINGS REPORT 028-25335 000311639 801-129659 N Brian Joseph Rellihan 4802396914 Brian Rellihan Phoenix AZ 02-14-2025 0 46 40537510 false INFORMATION TABLE 2 wwp13fq42024.xml 13F 3M CO COM 88579Y101 292933 2269 SH SOLE 2269 0 0 ALPHABET INC CAP STK CL C 02079K107 278806 1464 SH SOLE 1464 0 0 AMAZON COM INC COM 023135106 297603 1357 SH SOLE 1357 0 0 APPLE INC COM 037833100 399531 1595 SH SOLE 1595 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 414751 915 SH SOLE 915 0 0 BROADCOM INC COM 11135F101 614138 2649 SH SOLE 2649 0 0 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 1913465 86192 SH SOLE 86192 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 295284 863 SH SOLE 863 0 0 ELI LILLY & CO COM 532457108 346847 449 SH SOLE 449 0 0 EXXON MOBIL CORP COM 30231G102 226087 2102 SH SOLE 2102 0 0 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 2334761 46751 SH SOLE 46751 0 0 FIRST TR MORNINGSTAR DIVID L SHS 336917109 212049 5267 SH SOLE 5267 0 0 HOME DEPOT INC COM 437076102 285901 735 SH SOLE 735 0 0 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 1081028 10978 SH SOLE 10978 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 553096 1082 SH SOLE 1082 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 2884102 16196 SH SOLE 16196 0 0 ISHARES TR US TREAS BD ETF 46429B267 6793534 295628 SH SOLE 295628 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 517385 1288 SH SOLE 1288 0 0 ISHARES TR NATIONAL MUN ETF 464288414 427356 4011 SH SOLE 4011 0 0 ISHARES TR RUS MD CP GR ETF 464287481 452981 3574 SH SOLE 3574 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 578721 21347 SH SOLE 21347 0 0 ISHARES TR CORE MSCI EAFE 46432F842 545711 7765 SH SOLE 7765 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 341519 1845 SH SOLE 1845 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 363561 5497 SH SOLE 5497 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 306997 2910 SH SOLE 2910 0 0 ISHARES TR RUS MID CAP ETF 464287499 310393 3511 SH SOLE 3511 0 0 ISHARES TR CALIF MUN BD ETF 464288356 305990 5342 SH SOLE 5342 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 304756 1379 SH SOLE 1379 0 0 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 1134856 24876 SH SOLE 24876 0 0 JPMORGAN CHASE & CO. COM 46625H100 349438 1458 SH SOLE 1458 0 0 META PLATFORMS INC CL A 30303M102 352420 602 SH SOLE 602 0 0 MICROSOFT CORP COM 594918104 278134 660 SH SOLE 660 0 0 MICROSTRATEGY INC CL A NEW 594972408 359565 1242 SH SOLE 1242 0 0 NVIDIA CORPORATION COM 67066G104 582113 4335 SH SOLE 4335 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 228554 3022 SH SOLE 3022 0 0 SPDR GOLD TR GOLD SHS 78463V107 2774197 11457 SH SOLE 11457 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 6069951 88047 SH SOLE 88047 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 280823 5491 SH SOLE 5491 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 542107 7589 SH SOLE 7589 0 0 SSGA ACTIVE TR SPDR NUVEEN MUN 78470P705 1335149 48524 SH SOLE 48524 0 0 THE TRADE DESK INC COM CL A 88339J105 247636 2107 SH SOLE 2107 0 0 TYLER TECHNOLOGIES INC COM 902252105 211627 367 SH SOLE 367 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 569811 7924 SH SOLE 7924 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 717182 2475 SH SOLE 2475 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 551303 9960 SH SOLE 9960 0 0 VISA INC COM CL A 92826C839 273358 865 SH SOLE 865 0 0