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 64.07% of Wiser Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$32M), IAGG, BND, JCPB, SLQD, VEA, COWZ, SO, MU, BSV.
- Started 19 new stock positions in MU, ITOT, QQQM, ORCL, FETH, LRCX, AMD, CAT, GVI, AMAT. QQQ, UNH, CSCO, GS, INTC, KLAC, GE, ABBV, TXN.
- Reduced shares in these 10 stocks: VOO, BNDX, IEFA, , IVV, VUG, VIOO, HD, VXUS, IJR.
- Sold out of its positions in T, VUG.
- Wiser Wealth Management was a net buyer of stock by $46M.
- Wiser Wealth Management has $523M in assets under management (AUM), dropping by 12.72%.
- Central Index Key (CIK): 0001573263
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Portfolio Holdings for Wiser Wealth Management
Wiser Wealth Management holds 75 positions in its portfolio as reported in the June 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) | 31.8 | $166M | 242k | 686.81 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 11.8 | $62M | +2% | 1.3M | 46.94 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.6 | $45M | 630k | 71.25 |
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| Vanguard World Inf Tech Etf (VGT) | 7.0 | $36M | +686% | 305k | 119.52 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 4.9 | $26M | +3% | 510k | 50.37 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.8 | $25M | +3% | 400k | 62.20 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.6 | $24M | 497k | 48.43 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 4.0 | $21M | 153k | 137.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $20M | 27k | 748.88 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.7 | $20M | +2% | 250k | 77.91 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $12M | +14% | 170k | 73.41 |
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| Ishares Tr Core Intl Aggr (IAGG) | 1.2 | $6.5M | +35% | 129k | 50.60 |
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| Apple (AAPL) | 0.8 | $4.0M | +13% | 14k | 289.36 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $4.0M | 27k | 148.31 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.6 | $3.1M | 98k | 31.86 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $3.1M | 9.1k | 343.92 |
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| NVIDIA Corporation (NVDA) | 0.5 | $2.8M | +9% | 14k | 200.09 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $2.5M | +16% | 23k | 106.47 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.4M | +2% | 6.5k | 370.07 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $2.2M | -10% | 23k | 96.58 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.0M | +15% | 2.7k | 746.89 |
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| Microsoft Corporation (MSFT) | 0.4 | $2.0M | +17% | 5.4k | 373.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.9M | +5% | 5.3k | 357.38 |
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| Home Depot (HD) | 0.3 | $1.6M | -8% | 4.4k | 352.67 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.5M | -4% | 17k | 85.49 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $1.5M | +2% | 5.1k | 285.58 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.4M | -2% | 6.0k | 236.62 |
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| Amazon (AMZN) | 0.3 | $1.4M | +7% | 6.0k | 238.34 |
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| Bitwise Ethereum Etf SHS (ETHW) | 0.2 | $1.3M | +4% | 113k | 11.28 |
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| Southern Company (SO) | 0.2 | $1.3M | +120% | 13k | 95.71 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.1M | 4.4k | 253.97 |
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| Broadcom (AVGO) | 0.2 | $987k | +10% | 2.6k | 377.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $849k | +8% | 2.4k | 353.36 |
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| Meta Platforms Cl A (META) | 0.1 | $736k | +13% | 1.3k | 563.29 |
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| Micron Technology (MU) | 0.1 | $694k | NEW | 601.00 | 1154.29 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $686k | +48% | 8.7k | 79.03 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $657k | 6.1k | 107.62 |
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| Tesla Motors (TSLA) | 0.1 | $656k | +8% | 1.6k | 420.60 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $642k | +122% | 13k | 51.05 |
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| Eli Lilly & Co. (LLY) | 0.1 | $630k | +8% | 525.00 | 1199.43 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $630k | +17% | 1.9k | 327.33 |
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| Visa Com Cl A (V) | 0.1 | $585k | +34% | 1.7k | 343.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $572k | +3% | 1.1k | 500.39 |
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| Wal-Mart Stores (WMT) | 0.1 | $569k | +3% | 5.0k | 113.26 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $549k | -8% | 6.6k | 83.75 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $525k | -5% | 5.8k | 90.79 |
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| Advanced Micro Devices (AMD) | 0.1 | $515k | NEW | 887.00 | 580.91 |
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| Coca-Cola Company (KO) | 0.1 | $437k | 5.4k | 81.26 |
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| Procter & Gamble Company (PG) | 0.1 | $402k | -5% | 2.7k | 146.63 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $393k | +12% | 2.9k | 136.74 |
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| Applied Materials (AMAT) | 0.1 | $389k | NEW | 538.00 | 723.00 |
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| Norfolk Southern (NSC) | 0.1 | $342k | 1.1k | 314.59 |
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| Intel Corporation (INTC) | 0.1 | $342k | NEW | 2.5k | 139.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $330k | NEW | 448.00 | 736.40 |
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| Philip Morris International (PM) | 0.1 | $308k | +8% | 1.7k | 180.91 |
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| Technipfmc (FTI) | 0.1 | $303k | 4.6k | 66.30 |
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| UnitedHealth (UNH) | 0.1 | $298k | NEW | 718.00 | 415.63 |
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| Caterpillar (CAT) | 0.1 | $280k | NEW | 263.00 | 1064.90 |
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| Cisco Systems (CSCO) | 0.1 | $276k | NEW | 2.3k | 117.46 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $266k | NEW | 614.00 | 433.33 |
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| Ge Aerospace Com New (GE) | 0.0 | $260k | NEW | 696.00 | 373.73 |
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| Costco Wholesale Corporation (COST) | 0.0 | $252k | +9% | 269.00 | 935.47 |
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| Abbvie (ABBV) | 0.0 | $252k | NEW | 1.0k | 251.64 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $249k | NEW | 2.4k | 106.09 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $245k | +5% | 476.00 | 513.60 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $227k | NEW | 750.00 | 302.97 |
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| Kla Corp Com New (KLAC) | 0.0 | $222k | NEW | 737.00 | 301.71 |
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| Oracle Corporation (ORCL) | 0.0 | $215k | NEW | 1.5k | 146.55 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $211k | NEW | 707.00 | 298.07 |
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| Netflix (NFLX) | 0.0 | $210k | 2.9k | 71.40 |
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| Fidelity Ethereum SHS (FETH) | 0.0 | $209k | NEW | 13k | 15.74 |
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| Weyerhaeuser Com New (WY) | 0.0 | $207k | 8.6k | 23.94 |
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| TJX Companies (TJX) | 0.0 | $206k | +8% | 1.4k | 151.50 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $204k | NEW | 1.2k | 164.27 |
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| Goldman Sachs (GS) | 0.0 | $202k | NEW | 200.00 | 1011.37 |
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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 2026 Q2 filed July 14, 2026
- 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