Wiser Wealth Management, Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Wiser Wealth Management, Inc disclosed 75 stock positions valued at approximately $522.74M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and VANGUARD TAX-MANAGED FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $522.74M
Holdings by Sector
Wiser Wealth Management, Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 31.79% | 241,952 | -2,155 | -0.88% | $166,175,204 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 11.81% | 1,314,982 | +29,628 | +2.31% | $61,725,264 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 8.59% | 630,260 | +11,950 | +1.93% | $44,906,045 |
| VANGUARD WORLD FD | VGT | Other | 6.97% | 304,688 | +265,926 | +686.05% | $36,416,288 |
| ISHARES TR | SLQD | Other | 4.92% | 510,292 | +18,904 | +3.85% | $25,703,397 |
| PACER FDS TR | COWZ | Other | 4.76% | 400,271 | +12,244 | +3.16% | $24,896,828 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.60% | 496,529 | -8,815 | -1.74% | $24,046,916 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 4.03% | 153,116 | -1,247 | -0.81% | $21,059,551 |
| ISHARES TR | IVV | Other | 3.83% | 26,722 | -287 | -1.06% | $20,011,523 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.73% | 250,382 | +6,914 | +2.84% | $19,507,286 |
| VANGUARD BD INDEX FDS | BND | Other | 2.38% | 169,482 | +21,115 | +14.23% | $12,441,667 |
| ISHARES TR | IAGG | Other | 1.25% | 128,884 | +34,018 | +35.86% | $6,521,529 |
| APPLE INC | AAPL | Technology | 0.77% | 13,967 | +1,664 | +13.53% | $4,041,421 |
| ISHARES TR | IJR | Other | 0.76% | 26,953 | -433 | -1.58% | $3,997,359 |
| BITWISE BITCOIN ETF TR | BITB | Other | 0.60% | 98,102 | +564 | +0.58% | $3,125,533 |
| VANGUARD INDEX FDS | VV | Other | 0.60% | 9,083 | -34 | -0.37% | $3,123,810 |
| NVIDIA CORPORATION | NVDA | Technology | 0.54% | 14,029 | +1,185 | +9.23% | $2,807,063 |
| ISHARES TR | SUB | Other | 0.47% | 23,276 | +3,303 | +16.54% | $2,478,169 |
| VANGUARD INDEX FDS | VTI | Other | 0.46% | 6,501 | +181 | +2.86% | $2,405,798 |
| ISHARES TR | IEFA | Other | 0.42% | 22,747 | -2,633 | -10.37% | $2,196,884 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.38% | 2,692 | +363 | +15.59% | $2,010,625 |
| MICROSOFT CORP | MSFT | Technology | 0.38% | 5,369 | +808 | +17.72% | $2,002,617 |
| ALPHABET INC | GOOGL | Communication Services | 0.37% | 5,345 | +283 | +5.59% | $1,910,216 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.30% | 4,411 | -428 | -8.84% | $1,555,649 |
| VANGUARD STAR FDS | VXUS | Other | 0.28% | 17,265 | -777 | -4.31% | $1,475,957 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.28% | 5,093 | +106 | +2.13% | $1,454,459 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.27% | 6,033 | -174 | -2.80% | $1,427,528 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.27% | 5,986 | +407 | +7.30% | $1,426,703 |
| BITWISE ETHEREUM ETF | ETHW | Other | 0.24% | 112,955 | +4,560 | +4.21% | $1,274,136 |
| SOUTHERN CO | SO | Utilities | 0.24% | 13,296 | +7,271 | +120.68% | $1,272,580 |
Showing 30 of 75 holdings in the latest reporting period.