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 64.23% of Wiser Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$6.6M), JCPB, BNDX, SLQD, BITB, BSV, VGT, VTI, COWZ, ETHW.
- Started 6 new stock positions in T, VUG, VEU, FBTC, COST, TJX.
- Reduced shares in these 10 stocks: , FETH, , VXUS, IJR, BND, JPM, PM, SPTM, MA.
- Sold out of its positions in FETH, ORCL, UNH.
- Wiser Wealth Management was a net buyer of stock by $25M.
- Wiser Wealth Management has $464M in assets under management (AUM), dropping by 3.11%.
- Central Index Key (CIK): 0001573263
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Portfolio Holdings for Wiser Wealth Management
Wiser Wealth Management holds 58 positions in its portfolio as reported in the March 2026 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) | 31.5 | $146M | +4% | 244k | 597.55 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 13.0 | $61M | +8% | 1.3M | 47.08 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.5 | $40M | 618k | 64.08 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 5.8 | $27M | +4% | 39k | 697.72 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 5.4 | $25M | +6% | 491k | 50.49 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.2 | $24M | +7% | 505k | 48.05 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 5.2 | $24M | +3% | 388k | 62.56 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.1 | $19M | +7% | 244k | 78.41 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 3.8 | $18M | +3% | 154k | 114.83 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $18M | 27k | 653.22 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $11M | 148k | 73.64 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 1.0 | $4.7M | +3% | 95k | 50.04 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.8 | $3.6M | +63% | 98k | 36.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $3.4M | -2% | 27k | 124.31 |
|
| Apple (AAPL) | 0.7 | $3.1M | +2% | 12k | 253.78 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $2.7M | 9.1k | 298.86 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.3M | +11% | 25k | 90.53 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $2.2M | +8% | 13k | 174.40 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $2.1M | 20k | 106.50 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.0M | +65% | 6.3k | 320.80 |
|
| Microsoft Corporation (MSFT) | 0.4 | $1.7M | +4% | 4.6k | 370.15 |
|
| Bitwise Ethereum Etf SHS (ETHW) | 0.4 | $1.6M | +79% | 108k | 15.00 |
|
| Home Depot (HD) | 0.3 | $1.6M | +10% | 4.8k | 328.86 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.5M | +14% | 2.3k | 650.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.5M | +5% | 5.1k | 287.57 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.4M | -8% | 18k | 77.11 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.3M | +16% | 6.2k | 215.06 |
|
| Amazon (AMZN) | 0.3 | $1.2M | +11% | 5.6k | 208.27 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.1M | 4.4k | 244.42 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $1.0M | 5.0k | 208.05 |
|
|
| Broadcom (AVGO) | 0.2 | $732k | +9% | 2.4k | 309.51 |
|
| Meta Platforms Cl A (META) | 0.1 | $661k | +3% | 1.2k | 572.13 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $643k | +2% | 6.1k | 106.16 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $634k | +13% | 2.2k | 286.87 |
|
| Wal-Mart Stores (WMT) | 0.1 | $603k | +2% | 4.9k | 124.28 |
|
| Southern Company (SO) | 0.1 | $582k | 6.0k | 96.52 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $536k | NEW | 7.1k | 75.10 |
|
| Tesla Motors (TSLA) | 0.1 | $532k | +7% | 1.4k | 371.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $528k | +11% | 1.1k | 479.20 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $482k | 6.1k | 79.06 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $481k | -6% | 1.6k | 294.16 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $465k | +61% | 5.9k | 79.27 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $444k | +6% | 483.00 | 919.77 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $433k | +5% | 2.6k | 169.68 |
|
| Procter & Gamble Company (PG) | 0.1 | $421k | +7% | 2.9k | 144.44 |
|
| Coca-Cola Company (KO) | 0.1 | $405k | +18% | 5.3k | 76.05 |
|
| Visa Com Cl A (V) | 0.1 | $382k | 1.3k | 302.24 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $334k | NEW | 5.7k | 59.03 |
|
| Norfolk Southern (NSC) | 0.1 | $317k | 1.1k | 287.00 |
|
|
| Technipfmc (FTI) | 0.1 | $314k | 4.5k | 69.13 |
|
|
| Netflix (NFLX) | 0.1 | $280k | +10% | 2.9k | 96.15 |
|
| Philip Morris International (PM) | 0.1 | $258k | -8% | 1.6k | 165.34 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $245k | NEW | 246.00 | 996.43 |
|
| At&t (T) | 0.1 | $236k | NEW | 8.1k | 28.99 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $226k | -3% | 452.00 | 499.66 |
|
| Weyerhaeuser Com New (WY) | 0.0 | $211k | 8.6k | 24.43 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $210k | NEW | 480.00 | 436.79 |
|
| TJX Companies (TJX) | 0.0 | $201k | NEW | 1.3k | 159.70 |
|
Past Filings by Wiser Wealth Management
SEC 13F filings are viewable for Wiser Wealth Management going back to 2020
- Wiser Wealth Management 2026 Q1 filed April 13, 2026
- 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