Wiser Wealth Management, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$463.7M
Q ending 2026-03-31
Prior quarter
$449.7M
Q ending 2025-12-31
Change
+3.1% QoQ · +30.1% YoY
Positions
58
reported holdings
Largest positions
All 58 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $145.9M | 244K |
| J P Morgan Exchange Traded F | JCPB | Shares | $60.5M | 1.3M |
| Vanguard Tax-Managed Fds | VEA | Shares | $39.6M | 618K |
| Vanguard World Fd | VGT | Shares | $27.0M | 39K |
| Ishares Tr | SLQD | Shares | $24.8M | 491K |
| Vanguard Charlotte Fds | BNDX | Shares | $24.3M | 505K |
| Pacer Fds Tr | COWZ | Shares | $24.3M | 388K |
| Vanguard Bd Index Fds | BSV | Shares | $19.1M | 243K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $17.7M | 154K |
| Ishares Tr | IVV | Shares | $17.6M | 27K |
| Vanguard Bd Index Fds | BND | Shares | $10.9M | 148K |
| Ishares Tr | IAGG | Shares | $4.7M | 95K |
| Bitwise Bitcoin Etf Tr | BITB | Shares | $3.6M | 98K |
| Ishares Tr | IJR | Shares | $3.4M | 27K |
| Apple Inc | AAPL | Shares | $3.1M | 12K |
| Vanguard Index Fds | VV | Shares | $2.7M | 9K |
| Ishares Tr | IEFA | Shares | $2.3M | 25K |
| Nvidia Corporation | NVDA | Shares | $2.2M | 13K |
| Ishares Tr | SUB | Shares | $2.1M | 20K |
| Vanguard Index Fds | VTI | Shares | $2.0M | 6K |
| Microsoft Corp | MSFT | Shares | $1.7M | 5K |
| Bitwise Ethereum Etf | ETHW | Shares | $1.6M | 108K |
| Home Depot Inc | HD | Shares | $1.6M | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.5M | 2K |
| Alphabet Inc | GOOGL | Shares | $1.5M | 5K |
| Vanguard Star Fds | VXUS | Shares | $1.4M | 18K |
| Vanguard Specialized Funds | VIG | Shares | $1.3M | 6K |
| Amazon Com Inc | AMZN | Shares | $1.2M | 6K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 4K |
| Fidelity Covington Trust | FTEC | Shares | $1.0M | 5K |
| Broadcom Inc | AVGO | Shares | $732K | 2K |
| Meta Platforms Inc | META | Shares | $661K | 1K |
| Ishares Tr | MUB | Shares | $643K | 6K |
| Alphabet Inc | GOOG | Shares | $634K | 2K |
| Walmart Inc | WMT | Shares | $603K | 5K |
| Southern Co | SO | Shares | $582K | 6K |
| Vanguard Intl Equity Index F | VEU | Shares | $536K | 7K |
| Tesla Inc | TSLA | Shares | $532K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $528K | 1K |
| Spdr Series Trust | SPTM | Shares | $482K | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $481K | 2K |
| Vanguard Scottsdale Fds | VCSH | Shares | $465K | 6K |
| Eli Lilly & Co | LLY | Shares | $444K | 483 |
| Exxon Mobil Corp | XOM | Shares | $433K | 3K |
| Procter & Gamble Co | PG | Shares | $421K | 3K |
| Coca Cola Co | KO | Shares | $405K | 5K |
| Visa Inc | V | Shares | $382K | 1K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $334K | 6K |
| Norfolk Southn Corp | NSC | Shares | $317K | 1K |
| Technipfmc Plc | Shares | $314K | 5K | |
| Netflix Inc. | NFLX | Shares | $280K | 3K |
| Philip Morris Intl Inc | PM | Shares | $258K | 2K |
| Costco Wholesale Corporation | COST | Shares | $245K | 246 |
| At&T Inc | T | Shares | $236K | 8K |
| Mastercard Incorporated | MA | Shares | $226K | 452 |
| Weyerhaeuser Co | WY | Shares | $211K | 9K |
| Vanguard Index Fds | VUG | Shares | $210K | 480 |
| Tjx Cos Inc New | TJX | Shares | $201K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.