Wiser Wealth Management, Inc Top Holdings and 13F Report (2025) About Wiser Wealth Management, IncInvestment ActivityWiser Wealth Management, Inc has $437.36 million in total holdings as of September 30, 2025.Wiser Wealth Management, Inc owns shares of 54 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.79% of the portfolio was purchased this quarter.About 1.45% of the portfolio was sold this quarter.This quarter, Wiser Wealth Management, Inc has purchased 50 new stocks and bought additional shares in 33 stocks.Wiser Wealth Management, Inc sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $141,971,207JPMorgan Core Plus Bond ETF $53,284,054Vanguard FTSE Developed Markets ETF $36,389,617Vanguard Information Technology ETF $27,911,135iShares 0-5 Year Investment Grade Corporate Bond ETF $22,828,504 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $782,472 Holding68389X105 - Oracle $359,143 Holding91324P102 - UnitedHealth Group $232,387 Holding31613E103 - FIDELITY ETHEREUM FD $207,089 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 135,398 shares (about $6.44M)Vanguard Total International Bond ETF 53,944 shares (about $2.67M)iShares 0-5 Year Investment Grade Corporate Bond ETF 47,088 shares (about $2.39M)Vanguard Short-Term Bond ETF 17,385 shares (about $1.37M)Vanguard FTSE Developed Markets ETF 22,296 shares (about $1.34M) Largest Sales this Quarter Vanguard Information Technology ETF 4,068 shares (about $3.04M)iShares Core S&P 500 ETF 1,731 shares (about $1.16M)Vanguard Total International Stock ETF 13,537 shares (about $994.45K)Vanguard S&P 500 ETF 562 shares (about $344.16K)iShares Core MSCI EAFE ETF 2,605 shares (about $227.44K) 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$141,971,207$344,158 ▼-0.2%231,83532.5%ETFJCPBJPMorgan Core Plus Bond ETF$53,284,054$6,438,175 ▲13.7%1,120,59012.2%ETFVEAVanguard FTSE Developed Markets ETF$36,389,617$1,335,977 ▲3.8%607,3038.3%ETFVGTVanguard Information Technology ETF$27,911,135$3,037,276 ▼-9.8%37,3836.4%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$22,828,504$2,393,482 ▲11.7%449,1155.2%ManufacturingBNDXVanguard Total International Bond ETF$22,384,940$2,668,069 ▲13.5%452,5875.1%ETFCOWZPacer US Cash Cows 100 ETF$21,253,956$768,776 ▲3.8%369,8274.9%ETFIVViShares Core S&P 500 ETF$19,378,026$1,158,545 ▼-5.6%28,9534.4%ETFBSVVanguard Short-Term Bond ETF$17,286,055$1,371,853 ▲8.6%219,0604.0%ETFVIOOVanguard S&P Small-Cap 600 ETF$16,281,586$640,614 ▲4.1%147,3853.7%ETFBNDVanguard Total Bond Market ETF$11,270,225$262,525 ▲2.4%151,5432.6%ETFIAGGiShares Core International Aggregate Bond ETF$4,262,920$286,941 ▲7.2%83,2111.0%ETFIJRiShares Core S&P Small-Cap ETF$3,247,812$52,997 ▼-1.6%27,3320.7%ETFAAPLApple$3,003,044$130,368 ▲4.5%11,7940.7%Computer and TechnologyBITWISE BITCOIN ETF TR$2,832,026$212,483 ▲8.1%45,5160.6%SHS BEN INTVVVanguard Large-Cap ETF$2,808,674$46,796 ▼-1.6%9,1230.6%ETFMSFTMicrosoft$2,163,989$320,092 ▲17.4%4,1780.5%Computer and TechnologyNVDANVIDIA$2,124,773$118,851 ▲5.9%11,3880.5%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$2,009,038$356,534 ▲21.6%18,8150.5%ETFIEFAiShares Core MSCI EAFE ETF$1,935,575$227,443 ▼-10.5%22,1690.4%ETFHDHome Depot$1,800,048$70,511 ▼-3.8%4,4420.4%Retail/WholesaleVXUSVanguard Total International Stock ETF$1,587,942$994,447 ▼-38.5%21,6160.4%ETFBITWISE ETHEREUM ETF$1,467,966$64,590 ▲4.6%49,2280.3%SHSSPYSPDR S&P 500 ETF Trust$1,362,274$3,331 ▼-0.2%2,0450.3%FinanceVTIVanguard Total Stock Market ETF$1,347,504$52,509 ▼-3.8%4,1060.3%ETFGOOGLAlphabet$1,139,139$270,564 ▲31.2%4,6860.3%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$1,131,956$650,958 ▲135.3%5,0950.3%ETFVIGVanguard Dividend Appreciation ETF$1,129,843$61,283 ▼-5.1%5,2360.3%ETFAMZNAmazon.com$1,051,521$157,871 ▲17.7%4,7890.2%Retail/WholesaleMETAMeta Platforms$796,068$114,563 ▲16.8%1,0840.2%Computer and TechnologyJNJJohnson & Johnson$782,472$782,472 ▲New Holding4,2200.2%MedicalAVGOBroadcom$727,122$88,086 ▲13.8%2,2040.2%Computer and TechnologyMUBiShares National Muni Bond ETF$633,939$58,144 ▲10.1%5,9530.1%ETFBRK.BBerkshire Hathaway$584,184$150,319 ▲34.6%1,1620.1%FinanceSOSouthern$558,874$1,990 ▲0.4%5,8970.1%UtilitiesTSLATesla$556,345$12,007 ▼-2.1%1,2510.1%Auto/Tires/TrucksSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$546,404$55,003 ▼-9.1%6,7750.1%ETFJPMJPMorgan Chase & Co.$537,933$61,208 ▲12.8%1,7050.1%FinanceWMTWalmart$474,488$129,856 ▼-21.5%4,6040.1%Retail/WholesaleGOOGAlphabet$461,986$49,925 ▲12.1%1,8970.1%Computer and TechnologyVVisa$423,653$115,387 ▲37.4%1,2410.1%Business ServicesPGProcter & Gamble$369,820$14,903 ▼-3.9%2,4070.1%Consumer StaplesLLYEli Lilly and Company$362,425$124,369 ▲52.2%4750.1%MedicalORCLOracle$359,143$359,143 ▲New Holding1,2770.1%Computer and TechnologyNFLXNetflix$334,499$15,586 ▲4.9%2790.1%Consumer DiscretionaryNSCNorfolk Southern$319,636$8,411 ▼-2.6%1,0640.1%TransportationMAMastercard$267,910$58,588 ▲28.0%4710.1%Business ServicesXOMExxon Mobil$262,236$46,788 ▲21.7%2,3260.1%EnergyPMPhilip Morris International$259,520$6,488 ▲2.6%1,6000.1%Consumer StaplesADPAutomatic Data Processing$238,266$51,937 ▼-17.9%8120.1%Computer and TechnologyUNHUnitedHealth Group$232,387$232,387 ▲New Holding6730.1%MedicalCOSTCostco Wholesale$209,192$15,736 ▲8.1%2260.0%Retail/WholesaleWYWeyerhaeuser$208,732$3,396 ▲1.7%8,4200.0%ConstructionFIDELITY ETHEREUM FD$207,089$207,089 ▲New Holding4,9840.0%SHSShowing 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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