Wiser Wealth Management

Wiser Wealth Management as of June 30, 2026

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
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 11.8 $62M 1.3M 46.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.6 $45M 630k 71.25
Vanguard World Inf Tech Etf (VGT) 7.0 $36M 305k 119.52
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 4.9 $26M 510k 50.37
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.8 $25M 400k 62.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.6 $24M 497k 48.43
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 4.0 $21M 153k 137.54
Ishares Tr Core S&p500 Etf (IVV) 3.8 $20M 27k 748.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.7 $20M 250k 77.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.4 $12M 170k 73.41
Ishares Tr Core Intl Aggr (IAGG) 1.2 $6.5M 129k 50.60
Apple (AAPL) 0.8 $4.0M 14k 289.36
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $4.0M 27k 148.31
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.6 $3.1M 98k 31.86
Vanguard Index Fds Large Cap Etf (VV) 0.6 $3.1M 9.1k 343.92
NVIDIA Corporation (NVDA) 0.5 $2.8M 14k 200.09
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $2.5M 23k 106.47
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.4M 6.5k 370.07
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.2M 23k 96.58
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $2.0M 2.7k 746.89
Microsoft Corporation (MSFT) 0.4 $2.0M 5.4k 373.00
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.9M 5.3k 357.38
Home Depot (HD) 0.3 $1.6M 4.4k 352.67
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.5M 17k 85.49
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $1.5M 5.1k 285.58
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.4M 6.0k 236.62
Amazon (AMZN) 0.3 $1.4M 6.0k 238.34
Bitwise Ethereum Etf SHS (ETHW) 0.2 $1.3M 113k 11.28
Southern Company (SO) 0.2 $1.3M 13k 95.71
Johnson & Johnson (JNJ) 0.2 $1.1M 4.4k 253.97
Broadcom (AVGO) 0.2 $987k 2.6k 377.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $849k 2.4k 353.36
Meta Platforms Cl A (META) 0.1 $736k 1.3k 563.29
Micron Technology (MU) 0.1 $694k 601.00 1154.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $686k 8.7k 79.03
Ishares Tr National Mun Etf (MUB) 0.1 $657k 6.1k 107.62
Tesla Motors (TSLA) 0.1 $656k 1.6k 420.60
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $642k 13k 51.05
Eli Lilly & Co. (LLY) 0.1 $630k 525.00 1199.43
JPMorgan Chase & Co. (JPM) 0.1 $630k 1.9k 327.33
Visa Com Cl A (V) 0.1 $585k 1.7k 343.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $572k 1.1k 500.39
Wal-Mart Stores (WMT) 0.1 $569k 5.0k 113.26
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $549k 6.6k 83.75
Spdr Series Trust State Street Spd (SPTM) 0.1 $525k 5.8k 90.79
Advanced Micro Devices (AMD) 0.1 $515k 887.00 580.91
Coca-Cola Company (KO) 0.1 $437k 5.4k 81.26
Procter & Gamble Company (PG) 0.1 $402k 2.7k 146.63
Exxon Mobil Corporation (XOM) 0.1 $393k 2.9k 136.74
Applied Materials (AMAT) 0.1 $389k 538.00 723.00
Norfolk Southern (NSC) 0.1 $342k 1.1k 314.59
Intel Corporation (INTC) 0.1 $342k 2.5k 139.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $330k 448.00 736.40
Philip Morris International (PM) 0.1 $308k 1.7k 180.91
Technipfmc (FTI) 0.1 $303k 4.6k 66.30
UnitedHealth (UNH) 0.1 $298k 718.00 415.63
Caterpillar (CAT) 0.1 $280k 263.00 1064.90
Cisco Systems (CSCO) 0.1 $276k 2.3k 117.46
Lam Research Corp Com New (LRCX) 0.1 $266k 614.00 433.33
Ge Aerospace Com New (GE) 0.0 $260k 696.00 373.73
Costco Wholesale Corporation (COST) 0.0 $252k 269.00 935.47
Abbvie (ABBV) 0.0 $252k 1.0k 251.64
Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $249k 2.4k 106.09
Mastercard Incorporated Cl A (MA) 0.0 $245k 476.00 513.60
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $227k 750.00 302.97
Kla Corp Com New (KLAC) 0.0 $222k 737.00 301.71
Oracle Corporation (ORCL) 0.0 $215k 1.5k 146.55
Texas Instruments Incorporated (TXN) 0.0 $211k 707.00 298.07
Netflix (NFLX) 0.0 $210k 2.9k 71.40
Fidelity Ethereum SHS (FETH) 0.0 $209k 13k 15.74
Weyerhaeuser Com New (WY) 0.0 $207k 8.6k 23.94
TJX Companies (TJX) 0.0 $206k 1.4k 151.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $204k 1.2k 164.27
Goldman Sachs (GS) 0.0 $202k 200.00 1011.37