Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- Latest filing
- Jul 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 12, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 55
- +1 vs. Q3 2025
- Portfolio value
- $449.7M
- +$12.4M (+2.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 233,095 | $146.2M | 32.5% | +1,260+0.5% | Added | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 1,189,548 | $56.3M | 12.5% | +68,958+6.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 611,360 | $38.2M | 8.5% | +4,057+0.7% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 36,989 | $27.9M | 6.2% | −394−1.1% | Reduced | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 462,972 | $23.5M | 5.2% | +13,857+3.1% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 470,587 | $22.7M | 5.1% | +18,000+4.0% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 376,069 | $22.6M | 5.0% | +6,242+1.7% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 26,785 | $18.3M | 4.1% | −2,168−7.5% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 227,356 | $17.9M | 4.0% | +8,296+3.8% | Added | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 148,795 | $16.5M | 3.7% | +1,410+1.0% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 149,031 | $11.0M | 2.5% | −2,512−1.7% | Reduced | – |
| iShares Tr46435G672 | CORE INTL AGGR | 91,437 | $4.57M | 1.0% | +8,226+9.9% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,027 | $3.37M | 0.7% | +695+2.5% | Added | – |
| AAPLApple Inc. | Stock | 11,980 | $3.26M | 0.7% | +186+1.6% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,115 | $2.87M | 0.6% | −8−0.1% | Reduced | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 59,655 | $2.84M | 0.6% | +14,139+31.1% | Added | History |
| NVDANVIDIA Corp | Stock | 11,814 | $2.20M | 0.5% | +426+3.7% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 19,810 | $2.11M | 0.5% | +995+5.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 4,353 | $2.11M | 0.5% | +175+4.2% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,837 | $2.04M | 0.5% | +668+3.0% | Added | – |
| HDHome Depot, Inc. | Stock | 4,397 | $1.51M | 0.3% | −45−1.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 4,795 | $1.50M | 0.3% | +109+2.3% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 19,770 | $1.49M | 0.3% | −1,846−8.5% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,036 | $1.39M | 0.3% | −9−0.4% | Reduced | History |
| ETHWBitwise Ethereum ETF | SHS | 60,413 | $1.28M | 0.3% | +11,185+22.7% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,815 | $1.28M | 0.3% | −291−7.1% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,332 | $1.17M | 0.3% | +96+1.8% | Added | – |
| AMZNAmazon Com Inc | Stock | 5,009 | $1.16M | 0.3% | +220+4.6% | Added | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,987 | $1.12M | 0.2% | −108−2.1% | Reduced | – |
| JNJJohnson & Johnson | Stock | 4,300 | $890.0K | 0.2% | +80+1.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,165 | $749.3K | 0.2% | −39−1.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,117 | $737.3K | 0.2% | +33+3.0% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,885 | $630.3K | 0.1% | −68−1.1% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,951 | $612.2K | 0.1% | +54+2.8% | Added | History |
| TSLATesla, Inc. | Stock | 1,331 | $598.6K | 0.1% | +80+6.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 1,743 | $561.8K | 0.1% | +38+2.2% | Added | History |
| WMTWalmart Inc. | Stock | 4,735 | $527.5K | 0.1% | +131+2.8% | Added | History |
| SOSouthern Co | Stock | 6,010 | $524.0K | 0.1% | +113+1.9% | Added | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 6,207 | $512.1K | 0.1% | −568−8.4% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 991 | $498.1K | 0.1% | −171−14.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 453 | $486.8K | 0.1% | −22−4.6% | Reduced | History |
| VVisa Inc. | Stock | 1,267 | $444.4K | 0.1% | +26+2.1% | Added | History |
| PGProcter & Gamble Co | Stock | 2,719 | $389.6K | 0.1% | +312+13.0% | Added | History |
| NSCNorfolk Southern Corp | Stock | 1,098 | $317.0K | 0.1% | +34+3.2% | Added | History |
| KOCoca Cola Co | Stock | 4,480 | $313.2K | 0.1% | +4,480 | New | History |
| XOMExxonMobil Holdings Corp | COM | 2,421 | $291.3K | 0.1% | +95+4.1% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,625 | $289.0K | 0.1% | +3,625 | New | – |
| PMPhilip Morris International Inc. | Stock | 1,707 | $273.8K | 0.1% | +107+6.7% | Added | History |
| MAMastercard Inc | Stock | 469 | $267.7K | 0.1% | −2−0.4% | Reduced | History |
| ORCLOracle Corp | Stock | 1,277 | $248.9K | 0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 2,649 | $248.4K | 0.1% | −141−5.1% | ReducedConverted for a 10-for-1 split | History |
| FETHFidelity Ethereum Fund | SHS | 7,411 | $219.4K | <0.1% | +2,427+48.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 621 | $205.0K | <0.1% | −52−7.7% | Reduced | History |
| WYWeyerhaeuser Co | COM NEW | 8,592 | $203.5K | <0.1% | +172+2.0% | Added | History |
| FTITechnipFMC plc | COM | 4,529 | $201.8K | <0.1% | +4,529 | New | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.