Wiser Wealth Management, Inc Portfolio Stock Holdings
Wiser Wealth Management, Inc disclosed 58 stock positions valued at approximately $463.7 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 March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 58
- Portfolio Value
- $463.7M
Holdings by Sector
Wiser Wealth Management, Inc Portfolio Holdings in Q1 2026
57 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 31.45% | 244,107 | +11,012 | +4.72% | $145,865,910 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 13.05% | 1,285,354 | +95,806 | +8.05% | $60,514,464 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 8.54% | 618,310 | +6,950 | +1.14% | $39,621,286 |
| VANGUARD WORLD FD | VGT | Other | 5.83% | 38,762 | +1,773 | +4.79% | $27,044,897 |
| ISHARES TR | SLQD | Other | 5.35% | 491,388 | +28,416 | +6.14% | $24,810,169 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 5.24% | 505,344 | +34,757 | +7.39% | $24,281,755 |
| PACER FDS TR | COWZ | Other | 5.23% | 388,027 | +11,958 | +3.18% | $24,274,972 |
| VANGUARD BD INDEX FDS | BSV | Other | 4.12% | 243,468 | +16,112 | +7.09% | $19,090,318 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 3.82% | 154,363 | +5,568 | +3.74% | $17,725,527 |
| ISHARES TR | IVV | Other | 3.80% | 27,009 | +224 | +0.84% | $17,642,816 |
| VANGUARD BD INDEX FDS | BND | Other | 2.36% | 148,367 | -664 | -0.45% | $10,925,769 |
| ISHARES TR | IAGG | Other | 1.02% | 94,866 | +3,429 | +3.75% | $4,747,078 |
| BITWISE BITCOIN ETF TR | BITB | Other | 0.77% | 97,538 | +37,883 | +63.50% | $3,590,385 |
| ISHARES TR | IJR | Other | 0.73% | 27,386 | -641 | -2.29% | $3,404,298 |
| APPLE INC | AAPL | Technology | 0.67% | 12,303 | +323 | +2.70% | $3,122,316 |
| VANGUARD INDEX FDS | VV | Other | 0.59% | 9,117 | +2 | +0.02% | $2,724,684 |
| ISHARES TR | IEFA | Other | 0.50% | 25,380 | +2,543 | +11.14% | $2,297,667 |
| NVIDIA CORPORATION | NVDA | Technology | 0.48% | 12,844 | +1,030 | +8.72% | $2,239,994 |
| ISHARES TR | SUB | Other | 0.46% | 19,973 | +163 | +0.82% | $2,127,097 |
| VANGUARD INDEX FDS | VTI | Other | 0.44% | 6,320 | +2,505 | +65.66% | $2,027,433 |
| MICROSOFT CORP | MSFT | Technology | 0.36% | 4,561 | +208 | +4.78% | $1,688,234 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.34% | 4,839 | +442 | +10.05% | $1,591,366 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.33% | 2,329 | +293 | +14.39% | $1,514,873 |
| ALPHABET INC | GOOGL | Communication Services | 0.31% | 5,062 | +267 | +5.57% | $1,455,660 |
| VANGUARD STAR FDS | VXUS | Other | 0.30% | 18,042 | -1,728 | -8.74% | $1,391,208 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.29% | 6,207 | +875 | +16.41% | $1,334,877 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.25% | 5,579 | +570 | +11.38% | $1,161,938 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.23% | 4,355 | +55 | +1.28% | $1,064,464 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.22% | 4,987 | - | - | $1,037,545 |
| BROADCOM INC | AVGO | Technology | 0.16% | 2,364 | +199 | +9.19% | $731,682 |
| META PLATFORMS INC | META | Communication Services | 0.14% | 1,155 | +38 | +3.40% | $660,810 |
| ISHARES TR | MUB | Other | 0.14% | 6,056 | +171 | +2.91% | $642,876 |
| ALPHABET INC | GOOG | Communication Services | 0.14% | 2,210 | +259 | +13.28% | $633,990 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 4,854 | +119 | +2.51% | $603,255 |
| SOUTHERN CO | SO | Utilities | 0.13% | 6,025 | +15 | +0.25% | $581,514 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.12% | 7,138 | +7,138 | +100.00% | $536,044 |
| TESLA INC | TSLA | Consumer Cyclical | 0.11% | 1,432 | +101 | +7.59% | $532,346 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.11% | 1,101 | +110 | +11.10% | $527,599 |
| SPDR SERIES TRUST | SPTM | Other | 0.10% | 6,099 | -108 | -1.74% | $482,187 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 1,635 | -108 | -6.20% | $480,952 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.10% | 5,862 | +2,237 | +61.71% | $464,681 |
| ELI LILLY & CO | LLY | Healthcare | 0.10% | 483 | +30 | +6.62% | $444,249 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 2,554 | +133 | +5.49% | $433,375 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.09% | 2,915 | +196 | +7.21% | $421,028 |
| COCA COLA CO | KO | Consumer Defensive | 0.09% | 5,329 | +849 | +18.95% | $405,282 |
| VISA INC | V | Financial Services | 0.08% | 1,263 | -4 | -0.32% | $381,729 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.07% | 5,661 | +5,661 | +100.00% | $334,197 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.07% | 1,106 | +8 | +0.73% | $317,422 |
| TECHNIPFMC PLC | G87110105 | Other | 0.07% | 4,541 | +12 | +0.26% | $313,919 |
| NETFLIX INC. | NFLX | Communication Services | 0.06% | 2,915 | +266 | +10.04% | $280,277 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.06% | 1,562 | -145 | -8.49% | $258,261 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.05% | 246 | +246 | +100.00% | $245,122 |
| AT&T INC | T | Communication Services | 0.05% | 8,139 | +8,139 | +100.00% | $235,950 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.05% | 452 | -17 | -3.62% | $225,846 |
| WEYERHAEUSER CO | WY | Real Estate | 0.05% | 8,640 | +48 | +0.56% | $211,075 |
| VANGUARD INDEX FDS | VUG | Other | 0.05% | 480 | +480 | +100.00% | $209,659 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.04% | 1,256 | +1,256 | +100.00% | $200,583 |