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Disclosed positions
Wise Wealth Partners: source evidence dated 2026-07-29T03:59:59.999Z.
- Issuer
- SPDR SERIES TRUST
- Ticker
- SPYM
- Class
- ST STR P500ETF
- Reported value
- $13,683,884
- Reported amount
- 155,711
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002056711-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $13,683,884 | 155,711 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $4,079,082 | 41,211 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $3,549,385 | 60,986 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $2,949,241 | 13,533 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $2,892,982 | 63,596 | SH | None |
| DIREXION SHARES ETF TRUST | SPDN | DAILY 500 1X ETF | $2,592,113 | 298,975 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $2,459,120 | 28,765 | SH | None |
| DIREXION SHARES ETF TRUST | QQQD | DAIL MA 7 1X ETF | $2,292,397 | 173,666 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $2,066,699 | 65,175 | SH | None |
| CAPITAL GROUP EQUITY ETF TR | CGMM | US SM MI CA ETF | $1,990,994 | 60,388 | SH | None |
| SPDR SERIES TRUST | SPTI | ST INTER ETF | $1,835,087 | 64,638 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,638,760 | 2,225 | SH | None |
| PROSHARES TR II | GLL | ULTRASHORT GOLD | $1,563,229 | 57,940 | SH | None |
| ISHARES TR | IVLU | MSCI INTL VLU FT | $1,426,334 | 34,107 | SH | None |
| SCHWAB STRATEGIC TR | SCHY | INTERNL DIVID | $1,273,801 | 40,145 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $865,176 | 2,349 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $862,339 | 2,330 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $790,534 | 2,415 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $737,726 | 1,474 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $690,222 | 7,602 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $680,649 | 6,170 | SH | None |
| ISHARES TR | GOVT | US TREAS BD ETF | $619,968 | 27,215 | SH | None |
| 3M CO | MMM | COM | $615,538 | 3,802 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $575,517 | 2,623 | SH | None |
| VISA INC | V | COM CL A | $546,745 | 1,594 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $524,918 | 2,467 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $513,805 | 3,100 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $425,160 | 3,951 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $405,254 | 789 | SH | None |
| ISHARES TR | CMF | CALIF MUN BD ETF | $343,449 | 5,959 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $324,948 | 2,377 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $320,754 | 3,013 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $299,503 | 3,050 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $294,645 | 3,657 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $287,876 | 4,736 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $275,506 | 909 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FDL | SHS | $256,292 | 5,267 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $236,023 | 1,901 | SH | None |
| COCA COLA CO | KO | COM | $215,843 | 2,656 | SH | None |
| HONEYWELL INTL INC | HON | COM | $214,562 | 924 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $212,434 | 2,226 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $204,635 | 579 | SH | None |
| HONEYWELL AEROSPACE INC | HONA | COM | $204,278 | 924 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.