0002056711-25-000003.txt : 20250723 0002056711-25-000003.hdr.sgml : 20250723 20250723104205 ACCESSION NUMBER: 0002056711-25-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250723 DATE AS OF CHANGE: 20250723 EFFECTIVENESS DATE: 20250723 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wise Wealth Partners CENTRAL INDEX KEY: 0002056711 ORGANIZATION NAME: EIN: 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: 251142074 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 false false 0002056711 XXXXXXXX 06-30-2025 06-30-2025 Wise Wealth Partners

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

13F HOLDINGS REPORT 028-25335 000311639 801-129659 N Brian Rellihan 4802396914 Brian Rellihan Phoenix AZ 07-23-2025 0 51 59874835 false INFORMATION TABLE 2 wwp13fauditreport07232025.xml CAPITAL GROUP EQUITY ETF TRUS SMALL AND MID14022A102161024659905SHSOLE5990500DIMENSIONAL ETF TRUSTGLOBAL CORE PLUS25434V583211706138852SHSOLE3885200INVESCO EXCH TRADED FD TR IIS&P INTL MOMNT46138E222228053944507SHSOLE4450700ISHARES TRCORE US AGGBD ET464287226403150840640SHSOLE4064000SPDR GOLD TRGOLD SHS78463V107328236110768SHSOLE1076800SPDR SERIES TRUSTPORTFOLIO S&P50078464A85415990930219988SHSOLE21998800VANGUARD WORLD FDCONSUM STP ETF92204A20715136926912SHSOLE691200VANGUARD WHITEHALL FDSINTL HIGH ETF921946794239908229947SHSOLE2994700ETFIS SER TR IVIRTUS REAVES UT26923G806157278220804SHSOLE2080400ISHARES TRUS TREAS BD ETF46429B267154899167406SHSOLE6740600ISHARES TRMSCI USA QLT FCT46432F3399747975332SHSOLE533200ISHARES TRNATIONAL MUN ETF4642884144305614121SHSOLE412100ISHARES TRRUS 1000 GRW ETF4642876145386011269SHSOLE126900ISHARES TRRUS MD CP GR ETF4642874818502676131SHSOLE613100ISHARES TRMSCI INTL VLU FT46435G40969836721233SHSOLE2123300VANGUARD BD INDEX FDSTOTAL BND MRKT9219378356487388811SHSOLE881100SPDR SERIES TRUSTPRTFLO S&P500 VL78464A5082707385173SHSOLE517300VANGUARD INDEX FDSTOTAL STK MKT9229087697036582315SHSOLE231500ISHARES TRRUS 1000 VAL ETF4642875988806304534SHSOLE453400ADVANCED MICRO DEVICES INCCOM0079031073425472414SHSOLE241400BANK AMERICA CORPCOM0605051042765675845SHSOLE584500BROADCOM INCCOM11135F1017327382658SHSOLE265800EXXON MOBIL CORPCOM30231G1022287002122SHSOLE212200HONEYWELL INTL INCCOM4385161064303631848SHSOLE184800ISHARES TRCORE MSCI TOTAL46432F8344285945544SHSOLE554400MASTERCARD INCORPORATEDCL A57636Q104443396789SHSOLE78900NVIDIA CORPORATIONCOM67066G1048560135418SHSOLE541800HOME DEPOT INCCOM437076102270951739SHSOLE73900TYLER TECHNOLOGIES INCCOM902252105217572367SHSOLE36700VISA INCCOM CL A92826C8395370451513SHSOLE151300MICROSTRATEGY INCCL A NEW5949724084323001069SHSOLE106900SSGA ACTIVE TRSPDR NUVEEN MUN78470P705131112248426SHSOLE4842600SPDR SERIES TRUSTPORTFOLI S&P150078464A8055686127593SHSOLE759300ISHARES TRCORE MSCI EAFE46432F8426646487962SHSOLE7962003M COCOM88579Y1015787753802SHSOLE380200ALPHABET INCCAP STK CL C02079K1077298114114SHSOLE411400AMAZON COM INCCOM0231351067729833523SHSOLE352300APPLE INCCOM0378331003278311598SHSOLE159800BERKSHIRE HATHAWAY INC DELCL B NEW0846707029051361863SHSOLE186300CHEVRON CORP NEWCOM1667641004326763022SHSOLE302200CROWDSTRIKE HLDGS INCCL A22788C1058403761650SHSOLE165000ELI LILLY & COCOM532457108558800717SHSOLE71700ISHARES TRRUSSELL 2000 ETF4642876555132162378SHSOLE237800ISHARES TRRUS MID CAP ETF4642874995674336170SHSOLE617000JPMORGAN CHASE & CO.COM46625H1007001612415SHSOLE241500META PLATFORMS INCCL A30303M102444627602SHSOLE60200MICROSOFT CORPCOM594918104429502863SHSOLE86300FIRST TR EXCHANGE-TRADED FDSHS3369171092205295267SHSOLE526700INVESCO QQQ TRUNIT SER 146090E10311328242054SHSOLE205400ISHARES TRCALIF MUN BD ETF4642883563230445796SHSOLE579600ISHARES TRSHRT NAT MUN ETF4642881583123942938SHSOLE293800