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 64.94% of Wiser Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JCPB, BNDX, VOO, SLQD, BITB, BSV, IAGG, COWZ, KO, VCSH.
- Started 3 new stock positions in VCSH, FTI, KO.
- Reduced shares in these 10 stocks: IVV, VGT, ADP, , BND, VXUS, VTI, BRK.B, SPTM, FTEC.
- Sold out of its positions in ADP, COST.
- Wiser Wealth Management was a net buyer of stock by $7.4M.
- Wiser Wealth Management has $450M in assets under management (AUM), dropping by 2.83%.
- Central Index Key (CIK): 0001573263
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Portfolio Holdings for Wiser Wealth Management
Wiser Wealth Management holds 55 positions in its portfolio as reported in the December 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 | $146M | 233k | 627.13 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 12.5 | $56M | +6% | 1.2M | 47.35 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.5 | $38M | 611k | 62.47 |
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| Vanguard World Inf Tech Etf (VGT) | 6.2 | $28M | 37k | 753.78 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 5.2 | $24M | +3% | 463k | 50.70 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.1 | $23M | +3% | 471k | 48.32 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 5.0 | $23M | 376k | 60.17 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.1 | $18M | -7% | 27k | 684.93 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.0 | $18M | +3% | 227k | 78.81 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 3.7 | $17M | 149k | 110.96 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.5 | $11M | 149k | 74.07 |
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| Ishares Tr Core Intl Aggr (IAGG) | 1.0 | $4.6M | +9% | 91k | 50.01 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $3.4M | +2% | 28k | 120.18 |
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| Apple (AAPL) | 0.7 | $3.3M | 12k | 271.85 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $2.9M | 9.1k | 314.81 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.6 | $2.8M | +31% | 60k | 47.56 |
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| NVIDIA Corporation (NVDA) | 0.5 | $2.2M | +3% | 12k | 186.50 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $2.1M | +5% | 20k | 106.70 |
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| Microsoft Corporation (MSFT) | 0.5 | $2.1M | +4% | 4.4k | 483.59 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.0M | +3% | 23k | 89.46 |
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| Home Depot (HD) | 0.3 | $1.5M | 4.4k | 344.11 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.5M | +2% | 4.8k | 313.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.5M | -8% | 20k | 75.44 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.4M | 2.0k | 681.76 |
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| Bitwise Ethereum Etf SHS (ETHW) | 0.3 | $1.3M | +22% | 60k | 21.27 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.3M | -7% | 3.8k | 335.27 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.2M | 5.3k | 219.78 |
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| Amazon (AMZN) | 0.3 | $1.2M | +4% | 5.0k | 230.82 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $1.1M | -2% | 5.0k | 224.67 |
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| Johnson & Johnson (JNJ) | 0.2 | $890k | 4.3k | 206.97 |
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| Broadcom (AVGO) | 0.2 | $749k | 2.2k | 346.10 |
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| Meta Platforms Cl A (META) | 0.2 | $737k | +3% | 1.1k | 660.09 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $630k | 5.9k | 107.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $612k | +2% | 2.0k | 313.80 |
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| Tesla Motors (TSLA) | 0.1 | $599k | +6% | 1.3k | 449.72 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $562k | +2% | 1.7k | 322.29 |
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| Wal-Mart Stores (WMT) | 0.1 | $528k | +2% | 4.7k | 111.41 |
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| Southern Company (SO) | 0.1 | $524k | 6.0k | 87.20 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $512k | -8% | 6.2k | 82.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $498k | -14% | 991.00 | 502.65 |
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| Eli Lilly & Co. (LLY) | 0.1 | $487k | -4% | 453.00 | 1074.68 |
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| Visa Com Cl A (V) | 0.1 | $444k | +2% | 1.3k | 350.71 |
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| Procter & Gamble Company (PG) | 0.1 | $390k | +12% | 2.7k | 143.30 |
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| Norfolk Southern (NSC) | 0.1 | $317k | +3% | 1.1k | 288.72 |
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| Coca-Cola Company (KO) | 0.1 | $313k | NEW | 4.5k | 69.91 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $291k | +4% | 2.4k | 120.33 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $289k | NEW | 3.6k | 79.73 |
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| Philip Morris International (PM) | 0.1 | $274k | +6% | 1.7k | 160.40 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $268k | 469.00 | 570.88 |
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| Oracle Corporation (ORCL) | 0.1 | $249k | 1.3k | 194.91 |
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| Netflix (NFLX) | 0.1 | $248k | +849% | 2.6k | 93.76 |
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| Fidelity Ethereum SHS (FETH) | 0.0 | $219k | +48% | 7.4k | 29.61 |
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| UnitedHealth (UNH) | 0.0 | $205k | -7% | 621.00 | 330.11 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $204k | +2% | 8.6k | 23.69 |
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| Technipfmc (FTI) | 0.0 | $202k | NEW | 4.5k | 44.56 |
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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 Q4 filed Jan. 12, 2026
- 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