Wiser Wealth Management, Inc

Est. AUM

$522.7M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$166.2M	241952	31.79%	SOLE
2	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$61.7M	1314982	11.81%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$44.9M	630260	8.59%	SOLE
4	VANGUARD WORLD FD	INF TECH ETF	$36.4M	304688	6.97%	SOLE
5	ISHARES TR	0-5YR INVT GR CP	$25.7M	510292	4.92%	SOLE
6	PACER FDS TR	US CASH COWS 100	$24.9M	400271	4.76%	SOLE
7	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$24.0M	496529	4.60%	SOLE
8	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$21.1M	153116	4.03%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$20.0M	26722	3.83%	SOLE
10	VANGUARD BD INDEX FDS	SHORT TRM BOND	$19.5M	250382	3.73%	SOLE
11	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$12.4M	169482	2.38%	SOLE
12	ISHARES TR	CORE INTL AGGR	$6.5M	128884	1.25%	SOLE
13	APPLE INC	COM	$4.0M	13967	0.77%	SOLE
14	ISHARES TR	CORE S&P SCP ETF	$4.0M	26953	0.76%	SOLE
15	BITWISE BITCOIN ETF TR	SHS BEN INT	$3.1M	98102	0.60%	SOLE
16	VANGUARD INDEX FDS	LARGE CAP ETF	$3.1M	9083	0.60%	SOLE
17	NVIDIA CORPORATION	COM	$2.8M	14029	0.54%	SOLE
18	ISHARES TR	SHRT NAT MUN ETF	$2.5M	23276	0.47%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$2.4M	6501	0.46%	SOLE
20	ISHARES TR	CORE MSCI EAFE	$2.2M	22747	0.42%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	2692	0.38%	SOLE
22	MICROSOFT CORP	COM	$2.0M	5369	0.38%	SOLE
23	ALPHABET INC	CAP STK CL A	$1.9M	5345	0.37%	SOLE
24	HOME DEPOT INC	COM	$1.6M	4411	0.30%	SOLE
25	VANGUARD STAR FDS	VG TL INTL STK F	$1.5M	17265	0.28%	SOLE
26	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.5M	5093	0.28%	SOLE
27	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	6033	0.27%	SOLE
28	AMAZON COM INC	COM	$1.4M	5986	0.27%	SOLE
29	BITWISE ETHEREUM ETF	SHS	$1.3M	112955	0.24%	SOLE
30	SOUTHERN CO	COM	$1.3M	13296	0.24%	SOLE
31	JOHNSON & JOHNSON	COM	$1.1M	4418	0.21%	SOLE
32	BROADCOM INC	COM	$987K	2613	0.19%	SOLE
33	ALPHABET INC	CAP STK CL C	$849K	2402	0.16%	SOLE
34	META PLATFORMS INC	CL A	$736K	1306	0.14%	SOLE
35	MICRON TECHNOLOGY INC	COM	$694K	601	0.13%	SOLE
36	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$686K	8678	0.13%	SOLE
37	ISHARES TR	NATIONAL MUN ETF	$657K	6106	0.13%	SOLE
38	TESLA INC	COM	$656K	1560	0.13%	SOLE
39	FIDELITY WISE ORIGIN BITCOIN	SHS	$642K	12580	0.12%	SOLE
40	ELI LILLY & CO	COM	$630K	525	0.12%	SOLE
41	JPMORGAN CHASE & CO	COM	$629K	1923	0.12%	SOLE
42	VISA INC	COM CL A	$585K	1704	0.11%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$572K	1143	0.11%	SOLE
44	WALMART INC	COM	$569K	5022	0.11%	SOLE
45	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$549K	6559	0.11%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$525K	5784	0.10%	SOLE
47	ADVANCED MICRO DEVICES INC	COM	$515K	887	0.10%	SOLE
48	COCA COLA CO	COM	$437K	5373	0.08%	SOLE
49	PROCTER & GAMBLE CO	COM	$402K	2741	0.08%	SOLE
50	EXXON MOBIL CORP	COM	$393K	2876	0.08%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.