Wiser Wealth Management, Inc
CIK: 0001573263Latest portfolio: $449.7M · Q4 2025
Holdings
55
Total Value
$449.7M
New Positions
3
Closed Positions
2
Top Holdings
View All 55 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 233,095 | $146.2M | 32.50% | +1K | |
| 2 | JCPBJ P MORGAN EXCHANGE TRADED F | 1,189,548 | $56.3M | 12.52% | +69K | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 611,360 | $38.2M | 8.49% | +4K | |
| 4 | VGTVANGUARD WORLD FD | 36,989 | $27.9M | 6.20% | -394 | |
| 5 | SLQDISHARES TR | 462,972 | $23.5M | 5.22% | +14K | |
| 6 | BNDXVANGUARD CHARLOTTE FDS | 470,587 | $22.7M | 5.06% | +18K | |
| 7 | COWZPACER FDS TR | 376,069 | $22.6M | 5.03% | +6K | |
| 8 | IVVISHARES TR | 26,785 | $18.3M | 4.08% | -2,168 | |
| 9 | BSVVANGUARD BD INDEX FDS | 227,356 | $17.9M | 3.98% | +8K | |
| 10 | VIOOVANGUARD ADMIRAL FDS INC | 148,795 | $16.5M | 3.67% | +1K | |
| 11 | BNDVANGUARD BD INDEX FDS | 149,031 | $11.0M | 2.45% | -2,512 | |
| 12 | IAGGISHARES TR | 91,437 | $4.6M | 1.02% | +8K | |
| 13 | IJRISHARES TR | 28,027 | $3.4M | 0.75% | +695 | |
| 14 | AAPLAPPLE INC | 11,980 | $3.3M | 0.72% | +186 | |
| 15 | VVVANGUARD INDEX FDS | 9,115 | $2.9M | 0.64% | -8 | |
| 16 | BITBBITWISE BITCOIN ETF TR | 59,655 | $2.8M | 0.63% | +14K | |
| 17 | NVDANVIDIA CORPORATION | 11,814 | $2.2M | 0.49% | +426 | |
| 18 | SUBISHARES TR | 19,810 | $2.1M | 0.47% | +995 | |
| 19 | MSFTMICROSOFT CORP | 4,353 | $2.1M | 0.47% | +175 | |
| 20 | AQLTISHARES TR | 22,837 | $2.0M | 0.45% | +668 | |
| 21 | HDHOME DEPOT INC | 4,397 | $1.5M | 0.34% | -45 | |
| 22 | GOOGLALPHABET INC | 4,795 | $1.5M | 0.33% | +109 | |
| 23 | VXUSVANGUARD STAR FDS | 19,770 | $1.5M | 0.33% | -1,846 | |
| 24 | SPYSPDR S&P 500 ETF TR | 2,036 | $1.4M | 0.31% | -9 | |
| 25 | ETHWBITWISE ETHEREUM ETF | 60,413 | $1.3M | 0.29% | +11K |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.4618056325381915e+103T)
Technology0.0% ($32562837220321048.0T)
Communication Services0.0% ($1500.7T)
Consumer Cyclical0.0% ($15.1T)
Unknown0.0% ($2.0T)
Healthcare0.0% ($889.5B)
Consumer Defensive0.0% ($527.4B)
Energy0.0% ($291.2M)
Utilities0.0% ($524K)
Industrials0.0% ($317K)
Real Estate0.0% ($203K)
Filing History
Fund Information
Wiser Wealth Management, Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $449.7M across 55 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 32.5% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.