Wiser Wealth Management, Inc Portfolio Stock Holdings
Wiser Wealth Management, Inc disclosed 75 stock positions valued at approximately $522.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $522.7M
Holdings by Sector
Wiser Wealth Management, Inc Portfolio Holdings in Q2 2026
73 holdings in the latest reporting period.
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| 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 |
| SOUTHERN CO | SO | Utilities | 0.24% | 13,296 | +7,271 | +120.68% | $1,272,580 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.21% | 4,418 | +63 | +1.45% | $1,122,039 |
| BROADCOM INC | AVGO | Technology | 0.19% | 2,613 | +249 | +10.53% | $987,061 |
| ALPHABET INC | GOOG | Communication Services | 0.16% | 2,402 | +192 | +8.69% | $848,769 |
| META PLATFORMS INC | META | Communication Services | 0.14% | 1,306 | +151 | +13.07% | $735,657 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.13% | 601 | +601 | +100.00% | $693,728 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.13% | 8,678 | +2,816 | +48.04% | $685,822 |
| ISHARES TR | MUB | Other | 0.13% | 6,106 | +50 | +0.83% | $657,115 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 1,560 | +128 | +8.94% | $656,136 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.12% | 12,580 | +6,919 | +122.22% | $642,201 |
| ELI LILLY & CO | LLY | Healthcare | 0.12% | 525 | +42 | +8.70% | $629,701 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.12% | 1,923 | +288 | +17.61% | $629,456 |
| VISA INC | V | Financial Services | 0.11% | 1,704 | +441 | +34.92% | $584,625 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.11% | 1,143 | +42 | +3.81% | $571,946 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 5,022 | +168 | +3.46% | $568,792 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.11% | 6,559 | -579 | -8.11% | $549,334 |
| SPDR SERIES TRUST | SPTM | Other | 0.10% | 5,784 | -315 | -5.16% | $525,129 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.10% | 887 | +887 | +100.00% | $515,267 |
| COCA COLA CO | KO | Consumer Defensive | 0.08% | 5,373 | +44 | +0.83% | $436,632 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.08% | 2,741 | -174 | -5.97% | $401,925 |
| EXXON MOBIL CORP | XOM | Energy | 0.08% | 2,876 | +322 | +12.61% | $393,258 |
| APPLIED MATLS INC | AMAT | Technology | 0.07% | 538 | +538 | +100.00% | $388,974 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.07% | 1,088 | -18 | -1.63% | $342,274 |
| INTEL CORP | INTC | Technology | 0.07% | 2,450 | +2,450 | +100.00% | $342,094 |
| INVESCO QQQ TR | QQQ | Other | 0.06% | 448 | +448 | +100.00% | $329,907 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.06% | 1,700 | +138 | +8.83% | $307,547 |
| TECHNIPFMC PLC | G87110105 | Other | 0.06% | 4,572 | +31 | +0.68% | $303,124 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.06% | 718 | +97 | +15.62% | $298,422 |
| CATERPILLAR INC | CAT | Industrials | 0.05% | 263 | +263 | +100.00% | $280,069 |
| CISCO SYS INC | CSCO | Technology | 0.05% | 2,348 | +2,348 | +100.00% | $275,796 |
| LAM RESEARCH CORP | LRCX | Other | 0.05% | 614 | +614 | +100.00% | $266,065 |
| GE AEROSPACE | GE | Industrials | 0.05% | 696 | +696 | +100.00% | $260,116 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.05% | 269 | +23 | +9.35% | $251,641 |
| ABBVIE INC | ABBV | Healthcare | 0.05% | 1,000 | +1,000 | +100.00% | $251,640 |
| ISHARES TR | GVI | Other | 0.05% | 2,350 | +2,350 | +100.00% | $249,323 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.05% | 476 | +24 | +5.31% | $244,474 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.04% | 750 | +750 | +100.00% | $227,228 |
| KLA CORP | KLAC | Technology | 0.04% | 737 | +737 | +100.00% | $222,360 |
| ORACLE CORP | ORCL | Technology | 0.04% | 1,464 | +187 | +14.64% | $214,549 |
| TEXAS INSTRS INC | TXN | Technology | 0.04% | 707 | +707 | +100.00% | $210,735 |
| NETFLIX INC. | NFLX | Communication Services | 0.04% | 2,936 | +21 | +0.72% | $209,630 |
| WEYERHAEUSER CO | WY | Real Estate | 0.04% | 8,646 | +6 | +0.07% | $206,985 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.04% | 1,358 | +102 | +8.12% | $205,737 |
| ISHARES TR | ITOT | Other | 0.04% | 1,240 | +1,240 | +100.00% | $203,695 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.04% | 200 | +200 | +100.00% | $202,274 |