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Brian Rellihan

Wise Wealth Partners

Assets Managed
$73.866M
Holdings
53
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
6.03%(2Q avg: 6.19%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Wise Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Wise Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 73.866M in assets, with a quarterly growth rate of 6.03% and a 2-quarter average growth rate of 6.19%. The portfolio is managed by Brian Rellihan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.55%
26.39%
$19.493M
254,675 shares@ $76.54 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 0.33%
8.33%
$6.151M
14,296 shares@ $430.28 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 1.94%
6.78%
$5.004M
50,406 shares@ $99.28 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 13.69%
4.78%
$3.524M
37,396 shares@ $94.25 avg price
QQQD
Direxion Daily Magnificent 7
Recent Activity
New Position
4.68%
$3.456M
234,488 shares@ $14.74 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 8.16%
4.19%
$3.09M
56,347 shares@ $54.85 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 5.32%
3.63%
$2.68M
13,660 shares@ $196.2 avg price
FDHY
Fidelity Enhncd High Yld Etf
Recent Activity
Increased 0.14%
2.41%
$1.774M
36,557 shares@ $48.55 avg price
CGMM
Cg Us Small And Mid Cap Etf
Recent Activity
Increased 4%
2.38%
$1.752M
59,689 shares@ $29.37 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.7%
1.81%
$1.33M
2,304 shares@ $577.16 avg price

1-10 of 53