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Livermore
Livermore
ZHEN

Wiser Wealth Management, Inc

SEC CIK
0001573263
Latest filing
Jul 14, 2026

The latest 13F from Wiser Wealth Management, Inc covers Q2 2026 (filed Jul 14, 2026): 75 long positions worth $522.7M. The top 10 holdings make up 85.0% of the portfolio, and the largest is Vanguard S&P 500 ETF at 31.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
19
Est. +$5.64M
Added
41
Est. +$11.8M
Reduced
15
Est. −$3.64M
Sold out
2
Est. −$445.6K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    31.8%$166.2M
  2. J P Morgan Exchange Traded F46641Q670
    11.8%$61.7M
  3. Vanguard Ftse Developed Markets ETF921943858
    8.6%$44.9M
  4. Vanguard Information Technology ETF92204A702
    7.0%$36.4M
  5. iShares Tr46434V100
    4.9%$25.7M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr46435G672
    +$1.72MAdded
  2. Vanguard Total Bond Market ETF921937835
    +$1.55MAdded
  3. J P Morgan Exchange Traded F46641Q670
    +$1.39MAdded
  4. iShares Tr46434V100
    +$952.2KAdded
  5. Vanguard Ftse Developed Markets ETF921943858
    +$851.4KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr46435G672
    +0.22 pp1.0% → 1.2%
  2. MUMicron Technology Inc
    +0.13 pp0.0% → 0.1%History
  3. SOSouthern Co
    +0.12 pp0.1% → 0.2%History
  4. AAPLApple Inc.
    +0.10 pp0.7% → 0.8%History
  5. AMDAdvanced Micro Devices Inc
    +0.10 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard S&P 500 ETF922908363
    −$1.48MReduced
  2. Vanguard Information Technology ETF92204A702
    −$646.4KReducedConverted for a 8-for-1 split
  3. Vanguard Total International Bond ETF92203J407
    −$426.9KReduced
  4. iShares Core MSCI Eafe ETF46432F842
    −$254.3KReduced
  5. TAT&T Inc.
    −$235.9KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Total International Bond ETF92203J407
    −0.64 pp5.2% → 4.6%
  2. iShares Core MSCI Eafe ETF46432F842
    −0.08 pp0.5% → 0.4%
  3. TAT&T Inc.
    −0.05 pp0.1% → 0.0%History
  4. HDHome Depot, Inc.
    −0.05 pp0.3% → 0.3%History
  5. Vanguard Morningstar Growth ETF922908736
    −0.05 pp<0.1% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$522.7M
+$59.0M (+12.7%) vs. prior quarter
Positions
75
+17 vs. prior quarter
Top 10 concentration
85.0%
Top 10 as share of value
Turnover
0.8%
Q2 2026, one quarter
Average holding period
16.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $522.7M (Q2 2026)

Q1 2021: $145.6MQ2 2021: $164.2MQ3 2021: $187.6MQ4 2021: $204.7MQ1 2022: $211.0MQ2 2022: $193.0MQ3 2022: $191.3MQ4 2022: $216.4MQ1 2023: $234.1MQ2 2023: $249.1MQ3 2023: $246.0MQ4 2023: $274.4MQ1 2024: $304.8MQ2 2024: $323.0MQ3 2024: $348.9MQ4 2024: $356.3MQ1 2025: $356.4MQ2 2025: $399.3MQ3 2025: $437.4MQ4 2025: $449.7MQ1 2026: $463.7MQ2 2026: $522.7M
Q1 2021Q2 2026
13F filings of Wiser Wealth Management, Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 14, 202675$522.7MVanguard S&P 500 ETFJ P Morgan Exchange Traded FVanguard Ftse Developed Markets ETFvs. Q1 2026SEC
Q1 2026Apr 13, 202658$463.7MVanguard S&P 500 ETFJ P Morgan Exchange Traded FVanguard Ftse Developed Markets ETFvs. Q4 2025SEC
Q4 2025Jan 12, 202655$449.7MVanguard S&P 500 ETFJ P Morgan Exchange Traded FVanguard Ftse Developed Markets ETFvs. Q3 2025SEC
Q3 2025Oct 7, 202554$437.4MVanguard S&P 500 ETFJ P Morgan Exchange Traded FVanguard Ftse Developed Markets ETFvs. Q2 2025SEC
Q2 2025Jul 18, 202550$399.3MVanguard S&P 500 ETFJ P Morgan Exchange Traded FVanguard Ftse Developed Markets ETFvs. Q1 2025SEC
Q1 2025Apr 14, 202549$356.4MVanguard S&P 500 ETFJ P Morgan Exchange Traded FVanguard Ftse Developed Markets ETFvs. Q4 2024SEC
Q4 2024Jan 14, 202548$356.3MVanguard S&P 500 ETFJ P Morgan Exchange Traded FVanguard Ftse Developed Markets ETFvs. Q3 2024SEC
Q3 2024Oct 3, 202449$348.9MVanguard S&P 500 ETFJ P Morgan Exchange Traded FVanguard Ftse Developed Markets ETFvs. Q2 2024SEC
Q2 2024Jul 22, 202435$323.0MVanguard S&P 500 ETFJ P Morgan Exchange Traded FVanguard Ftse Developed Markets ETFvs. Q1 2024SEC
Q1 2024Apr 19, 202431$304.8MVanguard S&P 500 ETFJ P Morgan Exchange Traded FPacer US Cash Cows 100 ETFvs. Q4 2023SEC
Q4 2023Jan 5, 202433$274.4MVanguard S&P 500 ETFVanguard Short-Term Bond ETFPacer US Cash Cows 100 ETFvs. Q3 2023SEC
Q3 2023Oct 19, 202336$246.0MVanguard S&P 500 ETFVanguard Short-Term Bond ETFPacer US Cash Cows 100 ETFvs. Q2 2023SEC
Q2 2023Aug 2, 202335$249.1MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Ftse Developed Markets ETFvs. Q1 2023SEC
Q1 2023May 5, 202333$234.1MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Ftse Developed Markets ETFvs. Q4 2022SEC
Q4 2022Feb 6, 202336$216.4MVanguard S&P 500 ETFVanguard Short-Term Bond ETFPacer US Cash Cows 100 ETFvs. Q3 2022SEC
Q3 2022Oct 11, 202234$191.3MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Total International Bond ETFvs. Q2 2022SEC
Q2 2022Jul 14, 202236$193.0MVanguard S&P 500 ETFVanguard Short-Term Bond ETFPacer US Cash Cows 100 ETFvs. Q1 2022SEC
Q1 2022May 11, 202228$211.0MiShares Core S&P 500 ETFVanguard Short-Term Bond ETFVanguard Ftse Developed Markets ETFvs. Q4 2021SEC
Q4 2021Jan 27, 202230$204.7MiShares Core S&P 500 ETFVanguard Short-Term Bond ETFVanguard Ftse Developed Markets ETFvs. Q3 2021SEC
Q3 2021Oct 13, 202129$187.6MiShares Core S&P 500 ETFVanguard Short-Term Bond ETFVanguard Ftse Developed Markets ETFvs. Q2 2021SEC
Q2 2021Aug 4, 202128$164.2MiShares Core S&P 500 ETFVanguard Short-Term Bond ETFVanguard Ftse Developed Markets ETFvs. Q1 2021SEC
Q1 2021Apr 14, 202129$145.6MiShares Core S&P 500 ETFVanguard Short-Term Bond ETFVanguard Ftse Developed Markets ETF–SEC