Wiser Wealth Management, Inc Top Holdings and 13F Report (2026) About Wiser Wealth Management, IncInvestment ActivityWiser Wealth Management, Inc has $463.74 million in total holdings as of March 31, 2026.Wiser Wealth Management, Inc owns shares of 58 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.49% of the portfolio was purchased this quarter.About 0.22% of the portfolio was sold this quarter.This quarter, Wiser Wealth Management, Inc has purchased 55 new stocks and bought additional shares in 43 stocks.Wiser Wealth Management, Inc sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $145,865,910JPMorgan Core Plus Bond ETF $60,514,464Vanguard FTSE Developed Markets ETF $39,621,286Vanguard Information Technology ETF $27,044,897iShares 0-5 Year Investment Grade Corporate Bond ETF $24,810,169 Largest New Holdings this Quarter 922042775 - Vanguard FTSE All-World ex-US ETF $536,044 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $334,197 Holding22160K105 - Costco Wholesale $245,122 Holding00206R102 - AT&T $235,950 Holding922908736 - Vanguard Growth ETF $209,659 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 11,012 shares (about $6.58M)JPMorgan Core Plus Bond ETF 95,806 shares (about $4.51M)Vanguard Total International Bond ETF 34,757 shares (about $1.67M)iShares 0-5 Year Investment Grade Corporate Bond ETF 28,416 shares (about $1.43M)BITWISE BITCOIN ETF TR 37,883 shares (about $1.39M) Largest Sales this Quarter Vanguard Total International Stock ETF 1,728 shares (about $133.25K)iShares Core S&P Small-Cap ETF 641 shares (about $79.68K)Vanguard Total Bond Market ETF 664 shares (about $48.90K)JPMorgan Chase & Co. 108 shares (about $31.77K)Philip Morris International 145 shares (about $23.97K) 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$145,865,910$6,580,210 ▲4.7%244,10731.5%ETFJCPBJPMorgan Core Plus Bond ETF$60,514,464$4,510,546 ▲8.1%1,285,35413.0%ETFVEAVanguard FTSE Developed Markets ETF$39,621,286$445,356 ▲1.1%618,3108.5%ETFVGTVanguard Information Technology ETF$27,044,897$1,237,052 ▲4.8%38,7625.8%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$24,810,169$1,434,723 ▲6.1%491,3885.4%ManufacturingBNDXVanguard Total International Bond ETF$24,281,755$1,670,072 ▲7.4%505,3445.2%ETFCOWZPacer US Cash Cows 100 ETF$24,274,972$748,093 ▲3.2%388,0275.2%ETFBSVVanguard Short-Term Bond ETF$19,090,318$1,263,341 ▲7.1%243,4684.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$17,725,527$639,374 ▲3.7%154,3633.8%ETFIVViShares Core S&P 500 ETF$17,642,816$146,321 ▲0.8%27,0093.8%ETFBNDVanguard Total Bond Market ETF$10,925,769$48,897 ▼-0.4%148,3672.4%ETFIAGGiShares Core International Aggregate Bond ETF$4,747,078$171,587 ▲3.8%94,8661.0%ETFBITWISE BITCOIN ETF TR$3,590,385$1,394,478 ▲63.5%97,5380.8%SHS BEN INTIJRiShares Core S&P Small-Cap ETF$3,404,298$79,681 ▼-2.3%27,3860.7%ETFAAPLApple$3,122,316$81,973 ▲2.7%12,3030.7%Computer and TechnologyVVVanguard Large-Cap ETF$2,724,684$598 ▲0.0%9,1170.6%ETFIEFAiShares Core MSCI EAFE ETF$2,297,667$230,219 ▲11.1%25,3800.5%ETFNVDANVIDIA$2,239,994$179,632 ▲8.7%12,8440.5%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$2,127,097$17,359 ▲0.8%19,9730.5%ETFVTIVanguard Total Stock Market ETF$2,027,433$803,595 ▲65.7%6,3200.4%ETFMSFTMicrosoft$1,688,234$76,990 ▲4.8%4,5610.4%Computer and TechnologyBITWISE ETHEREUM ETF$1,625,928$719,731 ▲79.4%108,3950.4%SHSHDHome Depot$1,591,366$145,357 ▲10.1%4,8390.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,514,873$190,579 ▲14.4%2,3290.3%FinanceGOOGLAlphabet$1,455,660$76,780 ▲5.6%5,0620.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,391,208$133,245 ▼-8.7%18,0420.3%ETFVIGVanguard Dividend Appreciation ETF$1,334,877$188,177 ▲16.4%6,2070.3%ETFAMZNAmazon.com$1,161,938$118,714 ▲11.4%5,5790.3%Retail/WholesaleJNJJohnson & Johnson$1,064,464$13,443 ▲1.3%4,3550.2%MedicalFTECFidelity MSCI Information Technology Index ETF$1,037,5450.0%4,9870.2%ETFAVGOBroadcom$731,682$61,593 ▲9.2%2,3640.2%Computer and TechnologyMETAMeta Platforms$660,810$21,741 ▲3.4%1,1550.1%Computer and TechnologyMUBiShares National Muni Bond ETF$642,876$18,153 ▲2.9%6,0560.1%ETFGOOGAlphabet$633,990$74,300 ▲13.3%2,2100.1%Computer and TechnologyWALMART INC$603,255$14,789 ▲2.5%4,8540.1%COMSOSouthern$581,514$1,448 ▲0.2%6,0250.1%UtilitiesVEUVanguard FTSE All-World ex-US ETF$536,044$536,044 ▲New Holding7,1380.1%ETFTSLATesla$532,346$37,547 ▲7.6%1,4320.1%Auto/Tires/TrucksBRK.BBerkshire Hathaway$527,599$52,712 ▲11.1%1,1010.1%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$482,187$8,538 ▼-1.7%6,0990.1%ETFJPMJPMorgan Chase & Co.$480,952$31,769 ▼-6.2%1,6350.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$464,681$177,327 ▲61.7%5,8620.1%ETFLLYEli Lilly and Company$444,249$27,593 ▲6.6%4830.1%MedicalXOMExxonMobil$433,375$22,568 ▲5.5%2,5540.1%EnergyPGProcter & Gamble$421,028$28,309 ▲7.2%2,9150.1%Consumer StaplesKOCocaCola$405,282$64,568 ▲19.0%5,3290.1%Consumer StaplesVVisa$381,729$1,209 ▼-0.3%1,2630.1%Business ServicesFIDELITY WISE ORIGIN BITCOIN$334,197$334,197 ▲New Holding5,6610.1%SHSNSCNorfolk Southern$317,422$2,296 ▲0.7%1,1060.1%TransportationFTITechnipFMC$313,919$830 ▲0.3%4,5410.1%EnergyNFLXNetflix$280,277$25,576 ▲10.0%2,9150.1%Consumer DiscretionaryPMPhilip Morris International$258,261$23,974 ▼-8.5%1,5620.1%Consumer StaplesCOSTCostco Wholesale$245,122$245,122 ▲New Holding2460.1%Retail/WholesaleTAT&T$235,950$235,950 ▲New Holding8,1390.1%Computer and TechnologyMAMastercard$225,846$8,494 ▼-3.6%4520.0%Business ServicesWYWeyerhaeuser$211,075$1,173 ▲0.6%8,6400.0%ConstructionVUGVanguard Growth ETF$209,659$209,659 ▲New Holding4800.0%ETFTJXTJX Companies$200,583$200,583 ▲New Holding1,2560.0%Retail/WholesaleORCLOracle$0$248,900 ▼-100.0%00.0%Computer and TechnologyFIDELITY ETHEREUM FD$0$219,439 ▼-100.0%00.0%SHSUNHUnitedHealth Group$0$204,998 ▼-100.0%00.0%MedicalShowing 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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