Wiser Wealth Management, Inc Top Holdings and 13F Report (2026) About Wiser Wealth Management, IncInvestment ActivityWiser Wealth Management, Inc has $522.74 million in total holdings as of June 30, 2026.Wiser Wealth Management, Inc owns shares of 75 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.42% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Wiser Wealth Management, Inc has purchased 58 new stocks and bought additional shares in 42 stocks.Wiser Wealth Management, Inc sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $166,175,204J P MORGAN EXCHANGE TRADED F $61,725,264Vanguard FTSE Developed Markets ETF $44,906,045Vanguard Information Technology ETF $36,416,288iShares 0-5 Year Investment Grade Corporate Bond ETF $25,703,397 Largest New Holdings this Quarter 595112103 - Micron Technology $693,728 Holding007903107 - Advanced Micro Devices $515,267 Holding038222105 - Applied Materials $388,974 Holding458140100 - Intel $342,094 Holding46090E103 - Invesco QQQ $329,907 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 265,926 shares (about $31.78M)iShares Core International Aggregate Bond ETF 34,018 shares (about $1.72M)Vanguard Total Bond Market ETF 21,115 shares (about $1.55M)J P MORGAN EXCHANGE TRADED F 29,628 shares (about $1.39M)iShares 0-5 Year Investment Grade Corporate Bond ETF 18,904 shares (about $952.19K) Largest Sales this Quarter Vanguard S&P 500 ETF 2,155 shares (about $1.48M)Vanguard Total International Bond ETF 8,815 shares (about $426.91K)iShares Core MSCI EAFE ETF 2,633 shares (about $254.29K)iShares Core S&P 500 ETF 287 shares (about $214.93K)Vanguard S&P Small-Cap 600 ETF 1,247 shares (about $171.51K) 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$166,175,204$1,480,077 ▼-0.9%241,95231.8%ETFJ P MORGAN EXCHANGE TRADED F$61,725,264$1,390,739 ▲2.3%1,314,98211.8%CORE PLUS BD ETFVEAVanguard FTSE Developed Markets ETF$44,906,045$851,438 ▲1.9%630,2608.6%ETFVGTVanguard Information Technology ETF$36,416,288$31,783,457 ▲686.0%304,6887.0%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$25,703,397$952,194 ▲3.8%510,2924.9%ETFCOWZPacer US Cash Cows 100 ETF$24,896,828$761,576 ▲3.2%400,2714.8%ETFBNDXVanguard Total International Bond ETF$24,046,916$426,911 ▼-1.7%496,5294.6%ETFVIOOVanguard S&P Small-Cap 600 ETF$21,059,551$171,512 ▼-0.8%153,1164.0%ETFIVViShares Core S&P 500 ETF$20,011,523$214,928 ▼-1.1%26,7223.8%ETFBSVVanguard Short-Term Bond ETF$19,507,286$538,670 ▲2.8%250,3823.7%ETFBNDVanguard Total Bond Market ETF$12,441,667$1,550,051 ▲14.2%169,4822.4%ETFIAGGiShares Core International Aggregate Bond ETF$6,521,529$1,721,310 ▲35.9%128,8841.2%ETFAAPLApple$4,041,421$481,487 ▲13.5%13,9670.8%TechnologyIJRiShares Core S&P Small-Cap ETF$3,997,359$64,218 ▼-1.6%26,9530.8%ETFBITWISE BITCOIN ETF TR$3,125,533$17,969 ▲0.6%98,1020.6%SHS BEN INTVVVanguard Large-Cap ETF$3,123,810$11,693 ▼-0.4%9,0830.6%ETFNVDANVIDIA$2,807,063$237,107 ▲9.2%14,0290.5%TechnologySUBiShares Short-Term National Muni Bond ETF$2,478,169$351,667 ▲16.5%23,2760.5%ETFVTIVanguard Total Stock Market ETF$2,405,798$66,982 ▲2.9%6,5010.5%ETFIEFAiShares Core MSCI EAFE ETF$2,196,884$254,293 ▼-10.4%22,7470.4%ETFSPYSPDR S&P 500 ETF Trust$2,010,625$271,121 ▲15.6%2,6920.4%ETFMSFTMicrosoft$2,002,617$301,381 ▲17.7%5,3690.4%TechnologyGOOGLAlphabet$1,910,216$101,140 ▲5.6%5,3450.4%Communication ServicesHDHome Depot$1,555,649$150,945 ▼-8.8%4,4110.3%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$1,475,957$66,424 ▼-4.3%17,2650.3%ETFFTECFidelity MSCI Information Technology Index ETF$1,454,459$30,271 ▲2.1%5,0930.3%ETFVIGVanguard Dividend Appreciation ETF$1,427,528$41,172 ▼-2.8%6,0330.3%ETFAMZNAmazon.com$1,426,703$97,004 ▲7.3%5,9860.3%Consumer DiscretionaryBITWISE ETHEREUM ETF$1,274,136$51,437 ▲4.2%112,9550.2%SHSSOSouthern$1,272,580$695,918 ▲120.7%13,2960.2%UtilitiesJNJJohnson & Johnson$1,122,039$16,000 ▲1.4%4,4180.2%HealthcareAVGOBroadcom$987,061$94,060 ▲10.5%2,6130.2%TechnologyGOOGAlphabet$848,769$67,845 ▲8.7%2,4020.2%Communication ServicesMETAMeta Platforms$735,657$85,057 ▲13.1%1,3060.1%Communication ServicesMUMicron Technology$693,728$693,728 ▲New Holding6010.1%TechnologyVCSHVanguard Short-Term Corporate Bond ETF$685,822$222,548 ▲48.0%8,6780.1%ETFMUBiShares National Muni Bond ETF$657,115$5,381 ▲0.8%6,1060.1%ETFTSLATesla$656,136$53,837 ▲8.9%1,5600.1%Consumer DiscretionaryFIDELITY WISE ORIGIN BITCOIN$642,201$353,211 ▲122.2%12,5800.1%SHSLLYEli Lilly and Company$629,701$50,376 ▲8.7%5250.1%HealthcareJPMJPMorgan Chase & Co.$629,456$94,271 ▲17.6%1,9230.1%FinanceVVisa$584,625$151,303 ▲34.9%1,7040.1%FinanceBRK.BBerkshire Hathaway$571,946$21,016 ▲3.8%1,1430.1%FinanceWALMART INC$568,792$19,028 ▲3.5%5,0220.1%COMVEUVanguard FTSE All-World ex-US ETF$549,334$48,493 ▼-8.1%6,5590.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$525,129$28,599 ▼-5.2%5,7840.1%ETFAMDAdvanced Micro Devices$515,267$515,267 ▲New Holding8870.1%TechnologyKOCocaCola$436,632$3,576 ▲0.8%5,3730.1%Consumer StaplesPGProcter & Gamble$401,925$25,514 ▼-6.0%2,7410.1%Consumer StaplesXOMExxonMobil$393,258$44,030 ▲12.6%2,8760.1%EnergyAMATApplied Materials$388,974$388,974 ▲New Holding5380.1%TechnologyNSCNorfolk Southern$342,274$5,663 ▼-1.6%1,0880.1%IndustrialsINTCIntel$342,094$342,094 ▲New Holding2,4500.1%TechnologyQQQInvesco QQQ$329,907$329,907 ▲New Holding4480.1%ETFPMPhilip Morris International$307,547$24,966 ▲8.8%1,7000.1%Consumer StaplesFTITechnipFMC$303,124$2,055 ▲0.7%4,5720.1%EnergyUNHUnitedHealth Group$298,422$298,422 ▲New Holding7180.1%HealthcareCATCaterpillar$280,069$280,069 ▲New Holding2630.1%IndustrialsCSCOCisco Systems$275,796$275,796 ▲New Holding2,3480.1%TechnologyLAM RESEARCH CORP$266,065$266,065 ▲New Holding6140.1%COM NEWGEGE Aerospace$260,116$260,116 ▲New Holding6960.0%IndustrialsCOSTCostco Wholesale$251,641$21,516 ▲9.3%2690.0%Consumer StaplesABBVAbbVie$251,640$251,640 ▲New Holding1,0000.0%HealthcareGVIiShares Intermediate Government/Credit Bond ETF$249,323$249,323 ▲New Holding2,3500.0%ETFMAMastercard$244,474$12,326 ▲5.3%4760.0%FinanceQQQMInvesco NASDAQ 100 ETF$227,228$227,228 ▲New Holding7500.0%ETFKLACKLA$222,360$222,360 ▲New Holding7370.0%TechnologyORCLOracle$214,549$214,549 ▲New Holding1,4640.0%TechnologyTXNTexas Instruments$210,735$210,735 ▲New Holding7070.0%TechnologyNFLXNetflix$209,630$1,499 ▲0.7%2,9360.0%Communication ServicesFIDELITY ETHEREUM FD$208,994$208,994 ▲New Holding13,2780.0%SHSWYWeyerhaeuser$206,985$144 ▲0.1%8,6460.0%Real EstateTJXTJX Companies$205,737$15,453 ▲8.1%1,3580.0%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$203,695$203,695 ▲New Holding1,2400.0%ETFGSThe Goldman Sachs Group$202,274$202,274 ▲New Holding2000.0%FinanceTAT&T$0$235,950 ▼-100.0%00.0%Communication ServicesVUGVanguard Growth ETF$0$209,659 ▼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.