WISE WEALTH PARTNERS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 6K | $284.93K |
 | NVDA | 6K | $975.63K |
 | GOOG | 4K | $1.22M |
 | MMM | 4K | $552.13K |
 | AMZN | 4K | $733.80K |
 | CVX | 3K | $641.33K |
 | AVGO | 3K | $822.75K |
 | KO | 3K | $201.98K |
 | JPM | 2K | $710.42K |
 | AMD | 2K | $491.08K |
 | XOM | 2K | $403.24K |
 | HON | 2K | $417.70K |
 | AAPL | 2K | $405.52K |
 | BRK-B | 2K | $737.63K |
 | V | 2K | $457.17K |
 | CRWD | 1K | $558.30K |
 | MA | 789 | $394.25K |
 | LLY | 755 | $694.28K |
 | META | 664 | $380.12K |
Bank of America Corporation
BAC
Shares Held
6K
Value
$284.93K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$975.63K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.22M
3M Company
MMM
Shares Held
4K
Value
$552.13K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$733.80K
Chevron Corporation
CVX
Shares Held
3K
Value
$641.33K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$822.75K
The Coca-Cola Company
KO
Shares Held
3K
Value
$201.98K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$710.42K
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$491.08K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$403.24K
Honeywell International Inc.
HON
Shares Held
2K
Value
$417.70K
Apple Inc.
AAPL
Shares Held
2K
Value
$405.52K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$737.63K
Visa Inc.
V
Shares Held
2K
Value
$457.17K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
1K
Value
$558.30K
Mastercard Incorporated
MA
Shares Held
789
Value
$394.25K
Eli Lilly and Company
LLY
Shares Held
755
Value
$694.28K
Meta Platforms, Inc.
META
Shares Held
664
Value
$380.12K