Wiser Wealth Management

Wiser Wealth Management as of March 31, 2026

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 244k 597.55
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 13.0 $61M 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 39k 697.72
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.4 $25M 491k 50.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.2 $24M 505k 48.05
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.2 $24M 388k 62.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.1 $19M 244k 78.41
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.8 $18M 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 95k 50.04
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.8 $3.6M 98k 36.81
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $3.4M 27k 124.31
Apple (AAPL) 0.7 $3.1M 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 25k 90.53
NVIDIA Corporation (NVDA) 0.5 $2.2M 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 6.3k 320.80
Microsoft Corporation (MSFT) 0.4 $1.7M 4.6k 370.15
Bitwise Ethereum Etf SHS (ETHW) 0.4 $1.6M 108k 15.00
Home Depot (HD) 0.3 $1.6M 4.8k 328.86
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.5M 2.3k 650.44
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.5M 5.1k 287.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.4M 18k 77.11
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.3M 6.2k 215.06
Amazon (AMZN) 0.3 $1.2M 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 2.4k 309.51
Meta Platforms Cl A (META) 0.1 $661k 1.2k 572.13
Ishares Tr National Mun Etf (MUB) 0.1 $643k 6.1k 106.16
Alphabet Cap Stk Cl C (GOOG) 0.1 $634k 2.2k 286.87
Wal-Mart Stores (WMT) 0.1 $603k 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 7.1k 75.10
Tesla Motors (TSLA) 0.1 $532k 1.4k 371.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $528k 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 1.6k 294.16
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $465k 5.9k 79.27
Eli Lilly & Co. (LLY) 0.1 $444k 483.00 919.77
Exxon Mobil Corporation (XOM) 0.1 $433k 2.6k 169.68
Procter & Gamble Company (PG) 0.1 $421k 2.9k 144.44
Coca-Cola Company (KO) 0.1 $405k 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 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 2.9k 96.15
Philip Morris International (PM) 0.1 $258k 1.6k 165.34
Costco Wholesale Corporation (COST) 0.1 $245k 246.00 996.43
At&t (T) 0.1 $236k 8.1k 28.99
Mastercard Incorporated Cl A (MA) 0.0 $226k 452.00 499.66
Weyerhaeuser Com New (WY) 0.0 $211k 8.6k 24.43
Vanguard Index Fds Growth Etf (VUG) 0.0 $210k 480.00 436.79
TJX Companies (TJX) 0.0 $201k 1.3k 159.70