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Wiser Wealth Management, Inc Portfolio
$550.3M across 73 positions as of 2026-09-30, with 85% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.3%
-5.2% a year vs the S&P 500
3 years
+13.4%
-7.8% a year vs the S&P 500
5 years
+6.3%
-5.9% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.7% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $171.3M | 31.1% | 244,429 |
| JCPBJPMorgan Core Plus Bond ETF | $68M | 12.4% | 1,519,365 |
| VEAVanguard FTSE Developed Markets ETF | $46.2M | 8.4% | 654,321 |
| VGTVanguard Information Tech ETF | $37M | 6.7% | 294,326 |
| SLQDISHARES TR | $29M | 5.3% | 585,596 |
| BNDXVanguard Total International Bond ETF | $27.8M | 5.1% | 593,429 |
| COWZPacer US Cash Cows 100 ETF | $27.3M | 5.0% | 409,386 |
| BSVVanguard Short-Term Bond ETF | $21.7M | 4.0% | 284,610 |
| IVViShares Core S&P 500 ETF | $20.5M | 3.7% | 26,765 |
| VIOOVanguard S&P Small-Cap 600 ETF | $19.1M | 3.5% | 150,903 |
| BNDVanguard Total Bond Market ETF | $10.1M | 1.8% | 143,337 |
| IAGGiShares International Aggregate Bond Fund | $5.9M | 1.1% | 120,629 |
| AAPLApple Inc | $5.1M | 0.9% | 15,316 |
| BITBBITWISE BITCOIN ETF TR | $5M | 0.9% | 109,473 |
| IJRiShares Core S&P Small-Cap ETF | $3.8M | 0.7% | 27,699 |
| NVDANVIDIA Corp | $3.6M | 0.7% | 15,696 |
| VVVanguard Large-Cap ETF | $3.2M | 0.6% | 9,095 |
| MSFTMicrosoft Corp | $3.1M | 0.6% | 6,009 |
| VTIVanguard Total Stock Market ETF | $2.4M | 0.4% | 6,478 |
| SUBiShares Short-Term National Muni Bond ETF | $2.4M | 0.4% | 22,829 |
| BITWISE ETHEREUM ETF | $2.4M | 0.4% | 124,813 |
| IEFAiShares Core MSCI EAFE ETF | $2.3M | 0.4% | 23,665 |
| JMUBJPMorgan Municipal ETF | $2.2M | 0.4% | 45,399 |
| GOOGLAlphabet Inc | $1.9M | 0.3% | 5,573 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.9M | 0.3% | 2,457 |
| AMZNAmazon.com Inc | $1.6M | 0.3% | 6,431 |
| VIGVanguard Div Appreciation ETF | $1.5M | 0.3% | 6,392 |
| FTECFIDELITY COVINGTON TRUST | $1.5M | 0.3% | 4,920 |
| JNJJohnson & Johnson | $1.3M | 0.2% | 4,860 |
| VXUSVanguard Total International Stock ETF | $1.2M | 0.2% | 13,792 |
| HDHome Depot Inc | $1.2M | 0.2% | 4,055 |
| SOSouthern Co | $1.1M | 0.2% | 13,417 |
| METAMeta Platforms Inc | $1M | 0.2% | 1,403 |
| AVGOBroadcom Inc | $986.1K | 0.2% | 2,808 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $894.3K | 0.2% | 12,312 |
| GOOGAlphabet Inc | $850.6K | 0.2% | 2,496 |
| MUMicron Technology Inc | $695.5K | 0.1% | 653 |
| LLYEli Lilly and Co | $663K | 0.1% | 573 |
| JPMJPMorgan Chase & Co | $660K | 0.1% | 1,995 |
| VVisa Inc | $608.7K | 0.1% | 1,694 |
| BRK.BBerkshire Hathaway Inc | $606.5K | 0.1% | 1,218 |
| TSLATesla Inc | $601.8K | 0.1% | 1,696 |
| PIMCO ETF TR | $593.6K | 0.1% | 12,013 |
| AMDAdvanced Micro Devices Inc | $590.3K | 0.1% | 965 |
| VCSHVanguard Short-Term Corporate Bond ETF | $517.9K | 0.1% | 6,704 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $515.4K | 0.1% | 5,599 |
| WMTWalmart Inc | $514.6K | 0.1% | 4,952 |
| VEUVanguard FTSE All World Ex US ETF | $478.9K | 0.1% | 5,772 |
| EXXON MOBIL CORP | $477.4K | 0.1% | 2,933 |
| PGProcter & Gamble Co | $420.9K | 0.1% | 2,897 |
| KOCoca-Cola Co | $395K | 0.1% | 4,589 |
| NSCNorfolk Southern Corp | $365.2K | 0.1% | 1,182 |
| FIDELITY ETHEREUM FD | $352.8K | 0.1% | 13,279 |
| PMPhilip Morris International Inc | $347.7K | 0.1% | 1,822 |
| INTCIntel Corp | $324.6K | 0.1% | 2,700 |
| TECHNIPFMC PLC | $311.3K | 0.1% | 4,584 |
| MAMastercard Inc | $304.4K | 0.1% | 552 |
| ABBVAbbVie Inc | $282K | 0.1% | 1,078 |
| CRWDCrowdStrike Holdings Inc | $278.3K | 0.1% | 1,051 |
| MRKMerck & Co Inc | $275.5K | 0.1% | 1,896 |
| AMATApplied Materials Inc | $272.1K | 0.0% | 532 |
| CSCOCisco Systems Inc | $266.7K | 0.0% | 2,478 |
| PLTRPalantir Technologies Inc | $263.4K | 0.0% | 1,408 |
| COSTCostco Wholesale Corp | $244K | 0.0% | 268 |
| QQQMInvesco NASDAQ 100 ETF | $228.5K | 0.0% | 750 |
| GEGeneral Electric Co | $228.3K | 0.0% | 731 |
| CATCaterpillar Inc | $227.8K | 0.0% | 281 |
| LRCXLam Research Corp | $226.7K | 0.0% | 690 |
| UNHUnitedHealth Group Inc | $219.5K | 0.0% | 598 |
| ORCLOracle Corp | $207.5K | 0.0% | 1,511 |
| NFLXNetflix Inc | $206.2K | 0.0% | 2,963 |
| TAT&T Inc | $204.8K | 0.0% | 8,394 |
| PANWPalo Alto Networks Inc | $201.4K | 0.0% | 507 |
Quarter ending 2026-09-30.
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