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Wise Wealth Partners
RIA/Wealth
Wise Wealth Partners is a RIA/Wealth based in Phoenix, AZ led by Stephanie Elizabeth Meket, reporting $119.1M in AUM as of Q3 2025 with 72% ETF concentration, 64% concentrated in top 10 holdings, and 30% allocation to SPLG.
Managing PartnerStephanie Elizabeth Meket
- Portfolio Value
- $63.6M
- Positions
- 49
- Top Holding
- SPLG at 29.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wise Wealth Partners's portfolio (64.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.8M | 29.54% | +$1.5M Bought | — 239.7K shares | |
Unknown Unknown | $5.5M | 8.69% | +$1.7M Bought | — 15.5K shares | |
ETF ETF | $4.6M | 7.17% | +$483.9K Bought | — 45.5K shares | |
ETF ETF | $2.5M | 4.01% | +$10.8K Bought | — 30.1K shares | |
ETF ETF | $2.5M | 3.98% | +$129.2K Bought | — 46.9K shares | |
ETF ETF | $1.7M | 2.67% | -$458.4K Sold | — 30.6K shares | |
ETF ETF | $1.4M | 2.25% | -$127.5K Sold | — 61.9K shares | |
ETF ETF | $1.4M | 2.14% | +$1.4M Bought | — 59.8K shares | |
ETF ETF | $1.3M | 1.97% | +$22.2K Bought | — 2.1K shares | |
ETF ETF | $1.2M | 1.96% | -$78.2K Sold | — 45.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wise Wealth Partners's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+44.34% | |
+11.88% | |
+8.98% | |
+5.38% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-82.25% | |
-21.23% |
Analytics
Portfolio insights and performance metrics for Wise Wealth Partners
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