Wiser Wealth Management, Inc Top Holdings and 13F Report (2025) About Wiser Wealth Management, IncInvestment ActivityWiser Wealth Management, Inc has $399.35 million in total holdings as of June 30, 2025.Wiser Wealth Management, Inc owns shares of 50 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.18% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Wiser Wealth Management, Inc has purchased 49 new stocks and bought additional shares in 30 stocks.Wiser Wealth Management, Inc sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $132,008,410JPMorgan Core Plus Bond ETF $46,363,128Vanguard FTSE Developed Markets ETF $33,351,261Vanguard Information Technology ETF $27,493,500iShares 0-5 Year Investment Grade Corporate Bond ETF $20,338,534 Largest New Holdings this Quarter 464288414 - iShares National Muni Bond ETF $564,885 Holding718172109 - Philip Morris International $284,123 Holding22160K105 - Costco Wholesale $206,897 Holding57636Q104 - Mastercard $206,794 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 11,645 shares (about $6.61M)Vanguard Information Technology ETF 5,348 shares (about $3.55M)JPMorgan Core Plus Bond ETF 35,897 shares (about $1.69M)Vanguard S&P Small-Cap 600 ETF 15,283 shares (about $1.55M)Vanguard FTSE Developed Markets ETF 25,814 shares (about $1.47M) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 22,428 shares (about $1.24M)Southern 7,356 shares (about $675.49K)iShares Core S&P 500 ETF 589 shares (about $365.71K)Vanguard Dividend Appreciation ETF 1,538 shares (about $314.77K)Vanguard Total Stock Market ETF 1,035 shares (about $314.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWiser Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$132,008,410$6,614,706 ▲5.3%232,39733.1%ETFJCPBJPMorgan Core Plus Bond ETF$46,363,128$1,689,313 ▲3.8%985,19211.6%ETFVEAVanguard FTSE Developed Markets ETF$33,351,261$1,471,657 ▲4.6%585,0078.4%ETFVGTVanguard Information Technology ETF$27,493,500$3,547,206 ▲14.8%41,4516.9%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$20,338,534$619,171 ▲3.1%402,0275.1%ManufacturingBNDXVanguard Total International Bond ETF$19,736,815$1,144,869 ▲6.2%398,6434.9%ETFCOWZPacer US Cash Cows 100 ETF$19,640,393$1,235,783 ▼-5.9%356,4504.9%ETFIVViShares Core S&P 500 ETF$19,051,635$365,709 ▼-1.9%30,6844.8%ETFBSVVanguard Short-Term Bond ETF$15,871,800$264,510 ▲1.7%201,6754.0%ETFVIOOVanguard S&P Small-Cap 600 ETF$14,332,700$1,547,093 ▲12.1%141,5863.6%ETFBNDVanguard Total Bond Market ETF$10,898,195$97,412 ▼-0.9%148,0132.7%ETFIAGGiShares Core International Aggregate Bond ETF$3,965,080$38,317 ▼-1.0%77,6101.0%ETFIJRiShares Core S&P Small-Cap ETF$3,035,859$367,870 ▲13.8%27,7780.8%ETFVVVanguard Large-Cap ETF$2,646,220$9,700 ▼-0.4%9,2750.7%ETFBITWISE BITCOIN ETF TR$2,466,711$417,925 ▲20.4%42,1010.6%SHS BEN INTVXUSVanguard Total International Stock ETF$2,428,702$174,313 ▲7.7%35,1530.6%ETFAAPLApple$2,314,678$92,119 ▲4.1%11,2820.6%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$2,068,134$4,174 ▼-0.2%24,7740.5%ETFMSFTMicrosoft$1,770,933$184,058 ▲11.6%3,5600.4%Computer and TechnologyNVDANVIDIA$1,698,550$197,961 ▲13.2%10,7510.4%Computer and TechnologyHDHome Depot$1,692,273$32,262 ▲1.9%4,6160.4%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$1,645,691$15,100 ▼-0.9%15,4760.4%ETFVTIVanguard Total Stock Market ETF$1,296,610$314,578 ▼-19.5%4,2660.3%ETFSPYSPDR S&P 500 ETF Trust$1,266,319$51,270 ▲4.2%2,0500.3%FinanceVIGVanguard Dividend Appreciation ETF$1,129,747$314,774 ▼-21.8%5,5200.3%ETFAMZNAmazon.com$892,917$39,710 ▲4.7%4,0700.2%Retail/WholesaleBITWISE ETHEREUM ETF$849,939$255,025 ▲42.9%47,0620.2%SHSMETAMeta Platforms$684,948$68,642 ▲11.1%9280.2%Computer and TechnologyGOOGLAlphabet$629,626$13,040 ▼-2.0%3,5730.2%Computer and TechnologyWMTWalmart$573,382$247,677 ▲76.0%5,8640.1%Retail/WholesaleMUBiShares National Muni Bond ETF$564,885$564,885 ▲New Holding5,4070.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$558,455$43,436 ▼-7.2%7,4570.1%ETFSOSouthern$539,583$675,489 ▼-55.6%5,8760.1%UtilitiesAVGOBroadcom$533,934$60,092 ▲12.7%1,9370.1%Computer and TechnologyJPMJPMorgan Chase & Co.$438,169$51,328 ▲13.3%1,5110.1%FinanceFTECFidelity MSCI Information Technology Index ETF$426,981$60,744 ▲16.6%2,1650.1%ETFBRK.BBerkshire Hathaway$419,220$20,888 ▲5.2%8630.1%FinanceTSLATesla$405,969$46,061 ▲12.8%1,2780.1%Auto/Tires/TrucksPGProcter & Gamble$398,921$25,649 ▼-6.0%2,5040.1%Consumer StaplesNFLXNetflix$356,209$28,122 ▲8.6%2660.1%Consumer DiscretionaryVVisa$320,610$41,896 ▲15.0%9030.1%Business ServicesADPAutomatic Data Processing$304,949$14,492 ▲5.0%9890.1%Computer and TechnologyGOOGAlphabet$300,099$51,967 ▲20.9%1,6920.1%Computer and TechnologyPMPhilip Morris International$284,123$284,123 ▲New Holding1,5600.1%Consumer StaplesNSCNorfolk Southern$279,519$8,959 ▲3.3%1,0920.1%TransportationLLYEli Lilly and Company$243,213$3,118 ▼-1.3%3120.1%MedicalWYWeyerhaeuser$212,790$4,753 ▼-2.2%8,2830.1%ConstructionCOSTCostco Wholesale$206,897$206,897 ▲New Holding2090.1%Retail/WholesaleMAMastercard$206,794$206,794 ▲New Holding3680.1%Business ServicesXOMExxon Mobil$205,987$3,665 ▼-1.7%1,9110.1%EnergyAGGiShares Core U.S. Aggregate Bond ETF$0$365,718 ▼-100.0%00.0%FinanceUNHUnitedHealth Group$0$245,639 ▼-100.0%00.0%MedicalLOWLowe's Companies$0$203,244 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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