Wiser Wealth Management
Latest statistics and disclosures from Wiser Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, JCPB, VEA, VGT, SLQD, and represent 64.57% of Wiser Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JCPB (+$6.4M), BNDX, SLQD, BSV, VEA, JNJ, COWZ, FTEC, VIOO, ORCL.
- Started 4 new stock positions in UNH, JNJ, ORCL, FETH.
- Reduced shares in these 10 stocks: VGT, IVV, VXUS, VOO, IEFA, WMT, HD, VIG, SPTM, IJR.
- Wiser Wealth Management was a net buyer of stock by $15M.
- Wiser Wealth Management has $437M in assets under management (AUM), dropping by 9.52%.
- Central Index Key (CIK): 0001573263
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Portfolio Holdings for Wiser Wealth Management
Wiser Wealth Management holds 54 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 32.5 | $142M | 232k | 612.38 |
|
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 12.2 | $53M | +13% | 1.1M | 47.55 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.3 | $36M | +3% | 607k | 59.92 |
|
| Vanguard World Inf Tech Etf (VGT) | 6.4 | $28M | -9% | 37k | 746.63 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 5.2 | $23M | +11% | 449k | 50.83 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.1 | $22M | +13% | 453k | 49.46 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.9 | $21M | +3% | 370k | 57.47 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $19M | -5% | 29k | 669.29 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.0 | $17M | +8% | 219k | 78.91 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 3.7 | $16M | +4% | 147k | 110.47 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.6 | $11M | +2% | 152k | 74.37 |
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| Ishares Tr Core Intl Aggr (IAGG) | 1.0 | $4.3M | +7% | 83k | 51.23 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $3.2M | 27k | 118.83 |
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| Apple (AAPL) | 0.7 | $3.0M | +4% | 12k | 254.62 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.6 | $2.8M | +8% | 46k | 62.22 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $2.8M | 9.1k | 307.87 |
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| Microsoft Corporation (MSFT) | 0.5 | $2.2M | +17% | 4.2k | 517.95 |
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| NVIDIA Corporation (NVDA) | 0.5 | $2.1M | +5% | 11k | 186.58 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $2.0M | +21% | 19k | 106.78 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.9M | -10% | 22k | 87.31 |
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| Home Depot (HD) | 0.4 | $1.8M | -3% | 4.4k | 405.23 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.6M | -38% | 22k | 73.46 |
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| Bitwise Ethereum Etf SHS (ETHW) | 0.3 | $1.5M | +4% | 49k | 29.82 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.4M | 2.0k | 666.15 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.3M | -3% | 4.1k | 328.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.1M | +31% | 4.7k | 243.09 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $1.1M | +135% | 5.1k | 222.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.1M | -5% | 5.2k | 215.78 |
|
| Amazon (AMZN) | 0.2 | $1.1M | +17% | 4.8k | 219.57 |
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| Meta Platforms Cl A (META) | 0.2 | $796k | +16% | 1.1k | 734.38 |
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| Johnson & Johnson (JNJ) | 0.2 | $783k | NEW | 4.2k | 185.42 |
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| Broadcom (AVGO) | 0.2 | $727k | +13% | 2.2k | 329.91 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $634k | +10% | 6.0k | 106.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $584k | +34% | 1.2k | 502.74 |
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| Southern Company (SO) | 0.1 | $559k | 5.9k | 94.77 |
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| Tesla Motors (TSLA) | 0.1 | $556k | -2% | 1.3k | 444.72 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.1 | $546k | -9% | 6.8k | 80.65 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $538k | +12% | 1.7k | 315.50 |
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| Wal-Mart Stores (WMT) | 0.1 | $475k | -21% | 4.6k | 103.06 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $462k | +12% | 1.9k | 243.54 |
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| Visa Com Cl A (V) | 0.1 | $424k | +37% | 1.2k | 341.38 |
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| Procter & Gamble Company (PG) | 0.1 | $370k | -3% | 2.4k | 153.64 |
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| Eli Lilly & Co. (LLY) | 0.1 | $362k | +52% | 475.00 | 763.00 |
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| Oracle Corporation (ORCL) | 0.1 | $359k | NEW | 1.3k | 281.24 |
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| Netflix (NFLX) | 0.1 | $335k | +4% | 279.00 | 1198.92 |
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| Norfolk Southern (NSC) | 0.1 | $320k | -2% | 1.1k | 300.41 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $268k | +27% | 471.00 | 568.81 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $262k | +21% | 2.3k | 112.74 |
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| Philip Morris International (PM) | 0.1 | $260k | +2% | 1.6k | 162.20 |
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| Automatic Data Processing (ADP) | 0.1 | $238k | -17% | 812.00 | 293.43 |
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| UnitedHealth (UNH) | 0.1 | $232k | NEW | 673.00 | 345.30 |
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| Costco Wholesale Corporation (COST) | 0.0 | $209k | +8% | 226.00 | 925.63 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $209k | 8.4k | 24.79 |
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| Fidelity Ethereum SHS (FETH) | 0.0 | $207k | NEW | 5.0k | 41.55 |
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Past Filings by Wiser Wealth Management
SEC 13F filings are viewable for Wiser Wealth Management going back to 2020
- Wiser Wealth Management 2025 Q3 filed Oct. 7, 2025
- Wiser Wealth Management 2025 Q2 filed July 18, 2025
- Wiser Wealth Management 2025 Q1 filed April 14, 2025
- Wiser Wealth Management 2024 Q4 filed Jan. 14, 2025
- Wiser Wealth Management 2024 Q3 filed Oct. 3, 2024
- Wiser Wealth Management 2024 Q2 filed July 22, 2024
- Wiser Wealth Management 2024 Q1 filed April 19, 2024
- Wiser Wealth Management 2023 Q4 filed Jan. 5, 2024
- Wiser Wealth Management 2023 Q3 filed Oct. 19, 2023
- Wiser Wealth Management 2023 Q2 filed Aug. 2, 2023
- Wiser Wealth Management 2023 Q1 filed May 5, 2023
- Wiser Wealth Management 2022 Q4 filed Feb. 6, 2023
- Wiser Wealth Management 2022 Q3 filed Oct. 11, 2022
- Wiser Wealth Management 2022 Q2 filed July 14, 2022
- Wiser Wealth Management 2022 Q1 filed May 11, 2022
- Wiser Wealth Management 2021 Q4 filed Jan. 27, 2022