Long-term investor
Wise Wealth Partners @wisewealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056711).
Record
- Tracked since 2025-06-30 (472 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days +0.2% · 6 months -3.1% · 1 year +6.3% · all +6.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 27.2% · long · since 2025-09-30
- 464287226 · 5.6% · long · since 2025-09-30
- 47103U845 · 5.3% · long · since 2026-09-30
- 921909768 · 4.8% · long · since 2026-06-30
- 25460E869 · 4.6% · long · since 2026-06-30
- 316188309 · 4.1% · long · since 2026-06-30
- 808524797 · 4.0% · long · since 2026-06-30
- 922908744 · 4.0% · long · since 2025-12-31
- 25461A668 · 3.8% · long · since 2026-03-31
- 14022A102 · 3.3% · long · since 2025-09-30
- 78464A672 · 3.2% · long · since 2026-06-30
- 92206C102 · 3.1% · long · since 2026-06-30