• 13F History

Wise Wealth Partners

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$40.5M
Signature - Title
Brian Joseph Rellihan - Chief Compliance Officer (CCO)
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Wise Wealth Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wise Wealth Partners reported 46 stock holdings with total value $40.5M as of Q4 2024. Top holdings included GOVT, SPLG, QUAL, GLD, and FDVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 46 $40.5M $0 $0 GOVT, SPLG, QUAL, GLD, FDVV 13F-HR 2/14/2025, 04:55 PM