Wiser Wealth Management, Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Wiser Wealth Management, Inc disclosed 73 stock positions valued at approximately $550.33M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and VANGUARD TAX-MANAGED FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 73
- Portfolio Value
- $550.33M
Holdings by Sector
Wiser Wealth Management, Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 31.13% | 244,429 | +2,477 | +1.02% | $171,310,628 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 12.36% | 1,519,365 | +204,383 | +15.54% | $68,037,143 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 8.40% | 654,321 | +24,061 | +3.82% | $46,201,614 |
| VANGUARD WORLD FD | VGT | Other | 6.72% | 294,326 | -10,362 | -3.40% | $36,987,926 |
| ISHARES TR | SLQD | Other | 5.26% | 585,596 | +75,304 | +14.76% | $28,972,527 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 5.05% | 593,429 | +96,900 | +19.52% | $27,814,034 |
| PACER FDS TR | COWZ | Other | 4.97% | 409,386 | +9,115 | +2.28% | $27,330,600 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.95% | 284,610 | +34,228 | +13.67% | $21,744,202 |
| ISHARES TR | IVV | Other | 3.72% | 26,765 | +43 | +0.16% | $20,497,811 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 3.47% | 150,903 | -2,213 | -1.45% | $19,092,293 |
| VANGUARD BD INDEX FDS | BND | Other | 1.83% | 143,337 | -26,145 | -15.43% | $10,055,114 |
| ISHARES TR | IAGG | Other | 1.08% | 120,629 | -8,255 | -6.40% | $5,934,968 |
| APPLE INC | AAPL | Technology | 0.93% | 15,316 | +1,349 | +9.66% | $5,100,644 |
| BITWISE BITCOIN ETF TR | BITB | Other | 0.90% | 109,473 | +11,371 | +11.59% | $4,965,686 |
| ISHARES TR | IJR | Other | 0.68% | 27,699 | +746 | +2.77% | $3,768,124 |
| NVIDIA CORPORATION | NVDA | Technology | 0.65% | 15,696 | +1,667 | +11.88% | $3,584,652 |
| VANGUARD INDEX FDS | VV | Other | 0.58% | 9,095 | +12 | +0.13% | $3,200,153 |
| MICROSOFT CORP | MSFT | Technology | 0.56% | 6,009 | +640 | +11.92% | $3,082,235 |
| VANGUARD INDEX FDS | VTI | Other | 0.44% | 6,478 | -23 | -0.35% | $2,424,428 |
| ISHARES TR | SUB | Other | 0.43% | 22,829 | -447 | -1.92% | $2,386,517 |
| BITWISE ETHEREUM ETF | ETHW | Other | 0.43% | 124,813 | +11,858 | +10.50% | $2,378,926 |
| ISHARES TR | IEFA | Other | 0.42% | 23,665 | +918 | +4.04% | $2,292,704 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.39% | 45,399 | +45,399 | +100.00% | $2,160,084 |
| ALPHABET INC | GOOGL | Communication Services | 0.35% | 5,573 | +228 | +4.27% | $1,917,664 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.34% | 2,457 | -235 | -8.73% | $1,873,448 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.29% | 6,431 | +445 | +7.43% | $1,602,284 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.27% | 6,392 | +359 | +5.95% | $1,491,318 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.27% | 4,920 | -173 | -3.40% | $1,476,295 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.23% | 4,860 | +442 | +10.00% | $1,286,636 |
| VANGUARD STAR FDS | VXUS | Other | 0.21% | 13,792 | -3,473 | -20.12% | $1,171,810 |
Showing 30 of 73 holdings in the latest reporting period.