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Wiser Wealth Management, Inc Top Holdings and 13F Report (2026)

About Wiser Wealth Management, Inc

Investment Activity

  • Wiser 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 New Holdings this Quarter

595112103 - Micron Technology
$693,728 Holding
007903107 - Advanced Micro Devices
$515,267 Holding
038222105 - Applied Materials
$388,974 Holding
458140100 - Intel
$342,094 Holding
46090E103 - Invesco QQQ
$329,907 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF
265,926 shares (about $31.78M)
Vanguard Total Bond Market ETF
21,115 shares (about $1.55M)
JPMorgan Core Plus Bond ETF
29,628 shares (about $1.39M)

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 Time

Map of 500 Largest Holdings ofWiser Wealth Management, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$166,175,204$1,480,077 â–¼-0.9%241,95231.8%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$61,725,264$1,390,739 â–²2.3%1,314,98211.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$44,906,045$851,438 â–²1.9%630,2608.6%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$36,416,288$31,783,457 â–²686.0%304,6887.0%ETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$25,703,397$952,194 â–²3.8%510,2924.9%Manufacturing
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$24,896,828$761,576 â–²3.2%400,2714.8%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$24,046,916$426,911 â–¼-1.7%496,5294.6%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$21,059,551$171,512 â–¼-0.8%153,1164.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$20,011,523$214,928 â–¼-1.1%26,7223.8%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$19,507,286$538,670 â–²2.8%250,3823.7%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$12,441,667$1,550,051 â–²14.2%169,4822.4%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$6,521,529$1,721,310 â–²35.9%128,8841.2%ETF
Apple Inc. stock logo
AAPL
Apple
$4,041,421$481,487 â–²13.5%13,9670.8%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,997,359$64,218 â–¼-1.6%26,9530.8%ETF
BITWISE BITCOIN ETF TR
$3,125,533$17,969 â–²0.6%98,1020.6%SHS BEN INT
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,123,810$11,693 â–¼-0.4%9,0830.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,807,063$237,107 â–²9.2%14,0290.5%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$2,478,169$351,667 â–²16.5%23,2760.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,405,798$66,982 â–²2.9%6,5010.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,196,884$254,293 â–¼-10.4%22,7470.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,010,625$271,121 â–²15.6%2,6920.4%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$2,002,617$301,381 â–²17.7%5,3690.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,910,216$101,140 â–²5.6%5,3450.4%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,555,649$150,945 â–¼-8.8%4,4110.3%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,475,957$66,424 â–¼-4.3%17,2650.3%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$1,454,459$30,271 â–²2.1%5,0930.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,427,528$41,172 â–¼-2.8%6,0330.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,426,703$97,004 â–²7.3%5,9860.3%Retail/Wholesale
BITWISE ETHEREUM ETF
$1,274,136$51,437 â–²4.2%112,9550.2%SHS
Southern Company (The) stock logo
SO
Southern
$1,272,580$695,918 â–²120.7%13,2960.2%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,122,039$16,000 â–²1.4%4,4180.2%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$987,061$94,060 â–²10.5%2,6130.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$848,769$67,845 â–²8.7%2,4020.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$735,657$85,057 â–²13.1%1,3060.1%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$693,728$693,728 â–²New Holding6010.1%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$685,822$222,548 â–²48.0%8,6780.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$657,115$5,381 â–²0.8%6,1060.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$656,136$53,837 â–²8.9%1,5600.1%Auto/Tires/Trucks
FIDELITY WISE ORIGIN BITCOIN
$642,201$353,211 â–²122.2%12,5800.1%SHS
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$629,701$50,376 â–²8.7%5250.1%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$629,456$94,271 â–²17.6%1,9230.1%Finance
Visa Inc. stock logo
V
Visa
$584,625$151,303 â–²34.9%1,7040.1%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$571,946$21,016 â–²3.8%1,1430.1%Finance
WALMART INC
$568,792$19,028 â–²3.5%5,0220.1%COM
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$549,334$48,493 â–¼-8.1%6,5590.1%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$525,129$28,599 â–¼-5.2%5,7840.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$515,267$515,267 â–²New Holding8870.1%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$436,632$3,576 â–²0.8%5,3730.1%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$401,925$25,514 â–¼-6.0%2,7410.1%Consumer Staples
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$393,258$44,030 â–²12.6%2,8760.1%Energy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$388,974$388,974 â–²New Holding5380.1%Computer and Technology
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$342,274$5,663 â–¼-1.6%1,0880.1%Transportation
Intel Corporation stock logo
INTC
Intel
$342,094$342,094 â–²New Holding2,4500.1%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$329,907$329,907 â–²New Holding4480.1%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$307,547$24,966 â–²8.8%1,7000.1%Consumer Staples
TechnipFMC plc stock logo
FTI
TechnipFMC
$303,124$2,055 â–²0.7%4,5720.1%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$298,422$298,422 â–²New Holding7180.1%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$280,069$280,069 â–²New Holding2630.1%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$275,796$275,796 â–²New Holding2,3480.1%Computer and Technology
LAM RESEARCH CORP
$266,065$266,065 â–²New Holding6140.1%COM NEW
GE Aerospace stock logo
GE
GE Aerospace
$260,116$260,116 â–²New Holding6960.0%Aerospace
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$251,641$21,516 â–²9.3%2690.0%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$251,640$251,640 â–²New Holding1,0000.0%Medical
iShares Intermediate Government/Credit Bond ETF stock logo
GVI
iShares Intermediate Government/Credit Bond ETF
$249,323$249,323 â–²New Holding2,3500.0%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$244,474$12,326 â–²5.3%4760.0%Business Services
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$227,228$227,228 â–²New Holding7500.0%ETF
KLA Corporation stock logo
KLAC
KLA
$222,360$222,360 â–²New Holding7370.0%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$214,549$214,549 â–²New Holding1,4640.0%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$210,735$210,735 â–²New Holding7070.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$209,630$1,499 â–²0.7%2,9360.0%Consumer Discretionary
FIDELITY ETHEREUM FD
$208,994$208,994 â–²New Holding13,2780.0%SHS
Weyerhaeuser Company stock logo
WY
Weyerhaeuser
$206,985$144 â–²0.1%8,6460.0%Construction
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$205,737$15,453 â–²8.1%1,3580.0%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$203,695$203,695 â–²New Holding1,2400.0%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$202,274$202,274 â–²New Holding2000.0%Finance
AT&T Inc. stock logo
T
AT&T
$0$235,950 â–¼-100.0%00.0%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$0$209,659 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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