Wiser Wealth Management, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Wiser Wealth Management, Inc held in its portfolio 55 assets valued at $449,747,846 (i.e. $449.75M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($146.18M), J P MORGAN EXCHANGE TRADED F ($56.33M), and VANGUARD TAX-MANAGED FDS ($38.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 55 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wiser Wealth Management, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 233095 | 146180602 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 1189548 | 56325093 | CORE PLUS BD ETF |
| VANGUARD TAX-MANAGED FDS | 611360 | 38191633 | VAN FTSE DEV MKT |
| VANGUARD WORLD FD | 36989 | 27881433 | INF TECH ETF |
| ISHARES TR | 462972 | 23472669 | 0-5YR INVT GR CP |
| VANGUARD CHARLOTTE FDS | 470587 | 22738745 | TOTAL INT BD ETF |
| PACER FDS TR | 376069 | 22628070 | US CASH COWS 100 |
| ISHARES TR | 26785 | 18345878 | CORE S&P500 ETF |
| VANGUARD BD INDEX FDS | 227356 | 17917894 | SHORT TRM BOND |
| VANGUARD ADMIRAL FDS INC | 148795 | 16510318 | SMLLCP 600 IDX |
| VANGUARD BD INDEX FDS | 149031 | 11038762 | TOTAL BND MRKT |
| ISHARES TR | 91437 | 4572742 | CORE INTL AGGR |
| ISHARES TR | 28027 | 3368316 | CORE S&P SCP ETF |
| APPLE INC | 11980 | 3256816 | COM |
| VANGUARD INDEX FDS | 9115 | 2869471 | LARGE CAP ETF |
| BITWISE BITCOIN ETF TR | 59655 | 2837188 | SHS BEN INT |
| NVIDIA CORPORATION | 11814 | 2203311 | COM |
| ISHARES TR | 19810 | 2113700 | SHRT NAT MUN ETF |
| MICROSOFT CORP | 4353 | 2105086 | COM |
| ISHARES TR | 22837 | 2043028 | CORE MSCI EAFE |
| HOME DEPOT INC | 4397 | 1513046 | COM |
| ALPHABET INC | 4795 | 1500834 | CAP STK CL A |
| VANGUARD STAR FDS | 19770 | 1491419 | VG TL INTL STK F |
| SPDR S&P 500 ETF TR | 2036 | 1388055 | TR UNIT |
| BITWISE ETHEREUM ETF | 60413 | 1284993 | SHS |
| VANGUARD INDEX FDS | 3815 | 1279039 | TOTAL STK MKT |
| VANGUARD SPECIALIZED FUNDS | 5332 | 1171867 | DIV APP ETF |
| AMAZON COM INC | 5009 | 1156177 | COM |
| FIDELITY COVINGTON TRUST | 4987 | 1120429 | MSCI INFO TECH I |
| JOHNSON & JOHNSON | 4300 | 889964 | COM |
| BROADCOM INC | 2165 | 749307 | COM |
| META PLATFORMS INC | 1117 | 737321 | CL A |
| ISHARES TR | 5885 | 630312 | NATIONAL MUN ETF |
| ALPHABET INC | 1951 | 612221 | CAP STK CL C |
| TESLA INC | 1331 | 598577 | COM |
| JPMORGAN CHASE & CO. | 1743 | 561757 | COM |
| WALMART INC | 4735 | 527526 | COM |
| SOUTHERN CO | 6010 | 524043 | COM |
| SPDR SERIES TRUST | 6207 | 512078 | STATE STREET SPD |
| BERKSHIRE HATHAWAY INC DEL | 991 | 498126 | CL B NEW |
| ELI LILLY & CO | 453 | 486830 | COM |
| VISA INC | 1267 | 444350 | COM CL A |
| PROCTER AND GAMBLE CO | 2719 | 389645 | COM |
| NORFOLK SOUTHN CORP | 1098 | 317015 | COM |
| COCA COLA CO | 4480 | 313208 | COM |
| EXXON MOBIL CORP | 2421 | 291322 | COM |
| VANGUARD SCOTTSDALE FDS | 3625 | 289021 | SHRT TRM CORP BD |
| PHILIP MORRIS INTL INC | 1707 | 273803 | COM |
| MASTERCARD INCORPORATED | 469 | 267743 | CL A |
| ORACLE CORP | 1277 | 248900 | COM |
| NETFLIX INC | 2649 | 248370 | COM |
| FIDELITY ETHEREUM FD | 7411 | 219439 | SHS |
| UNITEDHEALTH GROUP INC | 621 | 204998 | COM |
| WEYERHAEUSER CO MTN BE | 8592 | 203544 | COM NEW |
| TECHNIPFMC PLC | 4529 | 201812 | COM |
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