Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $166M | 31.8% |
| J P Morgan Exchange Traded FCORE PLUS BD ETF | CORE PLUS BD ETF | $61.7M | 11.8% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $44.9M | 8.6% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $36.4M | 7.0% |
| iShares TR0-5YR INVT GR CP | 0-5YR INVT GR CP | $25.7M | 4.9% |
| Pacer Fds TRUS CASH COWS 100 | US CASH COWS 100 | $24.9M | 4.8% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $24M | 4.6% |
| Vanguard Admiral Fds Inc.SMLLCP 600 IDX | SMLLCP 600 IDX | $21.1M | 4.0% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $20M | 3.8% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $19.5M | 3.7% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $12.4M | 2.4% |
| iShares TRCORE INTL AGGR | CORE INTL AGGR | $6.52M | 1.2% |
| Apple Inc.COM | COM | $4.04M | 0.8% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $4M | 0.8% |
| Bitwise Bitcoin ETF TRSHS BEN INT | SHS BEN INT | $3.13M | 0.6% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $3.12M | 0.6% |
| Nvidia CorporationCOM | COM | $2.81M | 0.5% |
| iShares TRSHRT NAT MUN ETF | SHRT NAT MUN ETF | $2.48M | 0.5% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $2.41M | 0.5% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $2.2M | 0.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $2.01M | 0.4% |
| Microsoft Corp.COM | COM | $2M | 0.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.91M | 0.4% |
| Home Depot Inc.COM | COM | $1.56M | 0.3% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $1.48M | 0.3% |
| Fidelity Covington TrustMSCI INFO TECH I | MSCI INFO TECH I | $1.45M | 0.3% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $1.43M | 0.3% |
| Amazon Com Inc.COM | COM | $1.43M | 0.3% |
| Bitwise Ethereum ETFSHS | SHS | $1.27M | 0.2% |
| Southern COCOM | COM | $1.27M | 0.2% |
| Johnson & JohnsonCOM | COM | $1.12M | 0.2% |
| Broadcom Inc.COM | COM | $987K | 0.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $849K | 0.2% |
| Meta Platforms Inc.CL A | CL A | $736K | 0.1% |
| Micron Technology Inc.COM | COM | $694K | 0.1% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $686K | 0.1% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $657K | 0.1% |
| Tesla Inc.COM | COM | $656K | 0.1% |
| Fidelity Wise Origin BitcoinSHS | SHS | $642K | 0.1% |
| Eli Lilly & COCOM | COM | $630K | 0.1% |
| JPMORGAN Chase & COCOM | COM | $629K | 0.1% |
| Visa Inc.COM CL A | COM CL A | $585K | 0.1% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $572K | 0.1% |
| Walmart Inc.COM | COM | $569K | 0.1% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $549K | 0.1% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $525K | 0.1% |
| Advanced Micro Devices Inc.COM | COM | $515K | 0.1% |
| Coca Cola COCOM | COM | $437K | 0.1% |
| Procter & Gamble COCOM | COM | $402K | 0.1% |
| Exxon Mobil Corp.COM | COM | $393K | 0.1% |
Vanguard Index FdsS&P 500 ETF SHS$166M
- Class
- S&P 500 ETF SHS
- Share
- 31.8%
J P Morgan Exchange Traded FCORE PLUS BD ETF$61.7M
- Class
- CORE PLUS BD ETF
- Share
- 11.8%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$44.9M
- Class
- VAN FTSE DEV MKT
- Share
- 8.6%
Vanguard World FDINF TECH ETF$36.4M
- Class
- INF TECH ETF
- Share
- 7.0%
iShares TR0-5YR INVT GR CP$25.7M
- Class
- 0-5YR INVT GR CP
- Share
- 4.9%
Pacer Fds TRUS CASH COWS 100$24.9M
- Class
- US CASH COWS 100
- Share
- 4.8%
Vanguard Charlotte FdsTOTAL INT BD ETF$24M
- Class
- TOTAL INT BD ETF
- Share
- 4.6%
Vanguard Admiral Fds Inc.SMLLCP 600 IDX$21.1M
- Class
- SMLLCP 600 IDX
- Share
- 4.0%
iShares TRCORE S&P500 ETF$20M
- Class
- CORE S&P500 ETF
- Share
- 3.8%
Vanguard BD Index FdsSHORT TRM BOND$19.5M
- Class
- SHORT TRM BOND
- Share
- 3.7%
Vanguard BD Index FdsTOTAL BND MRKT$12.4M
- Class
- TOTAL BND MRKT
- Share
- 2.4%
iShares TRCORE INTL AGGR$6.52M
- Class
- CORE INTL AGGR
- Share
- 1.2%
Apple Inc.COM$4.04M
- Class
- COM
- Share
- 0.8%
iShares TRCORE S&P SCP ETF$4M
- Class
- CORE S&P SCP ETF
- Share
- 0.8%
Bitwise Bitcoin ETF TRSHS BEN INT$3.13M
- Class
- SHS BEN INT
- Share
- 0.6%
Vanguard Index FdsLARGE CAP ETF$3.12M
- Class
- LARGE CAP ETF
- Share
- 0.6%
Nvidia CorporationCOM$2.81M
- Class
- COM
- Share
- 0.5%
iShares TRSHRT NAT MUN ETF$2.48M
- Class
- SHRT NAT MUN ETF
- Share
- 0.5%
Vanguard Index FdsTOTAL STK MKT$2.41M
- Class
- TOTAL STK MKT
- Share
- 0.5%
iShares TRCORE MSCI EAFE$2.2M
- Class
- CORE MSCI EAFE
- Share
- 0.4%
State Str SPDR S&P 500 ETF TTR UNIT$2.01M
- Class
- TR UNIT
- Share
- 0.4%
Microsoft Corp.COM$2M
- Class
- COM
- Share
- 0.4%
Alphabet Inc.CAP STK CL A$1.91M
- Class
- CAP STK CL A
- Share
- 0.4%
Home Depot Inc.COM$1.56M
- Class
- COM
- Share
- 0.3%
Vanguard Star FdsVG TL INTL STK F$1.48M
- Class
- VG TL INTL STK F
- Share
- 0.3%
Fidelity Covington TrustMSCI INFO TECH I$1.45M
- Class
- MSCI INFO TECH I
- Share
- 0.3%
Vanguard Specialized FundsDIV APP ETF$1.43M
- Class
- DIV APP ETF
- Share
- 0.3%
Amazon Com Inc.COM$1.43M
- Class
- COM
- Share
- 0.3%
Bitwise Ethereum ETFSHS$1.27M
- Class
- SHS
- Share
- 0.2%
Southern COCOM$1.27M
- Class
- COM
- Share
- 0.2%
Johnson & JohnsonCOM$1.12M
- Class
- COM
- Share
- 0.2%
Broadcom Inc.COM$987K
- Class
- COM
- Share
- 0.2%
Alphabet Inc.CAP STK CL C$849K
- Class
- CAP STK CL C
- Share
- 0.2%
Meta Platforms Inc.CL A$736K
- Class
- CL A
- Share
- 0.1%
Micron Technology Inc.COM$694K
- Class
- COM
- Share
- 0.1%
Vanguard Scottsdale FdsSHRT TRM CORP BD$686K
- Class
- SHRT TRM CORP BD
- Share
- 0.1%
iShares TRNATIONAL MUN ETF$657K
- Class
- NATIONAL MUN ETF
- Share
- 0.1%
Tesla Inc.COM$656K
- Class
- COM
- Share
- 0.1%
Fidelity Wise Origin BitcoinSHS$642K
- Class
- SHS
- Share
- 0.1%
Eli Lilly & COCOM$630K
- Class
- COM
- Share
- 0.1%
JPMORGAN Chase & COCOM$629K
- Class
- COM
- Share
- 0.1%
Visa Inc.COM CL A$585K
- Class
- COM CL A
- Share
- 0.1%
Berkshire Hathaway Inc. DelCL B NEW$572K
- Class
- CL B NEW
- Share
- 0.1%
Walmart Inc.COM$569K
- Class
- COM
- Share
- 0.1%
Vanguard Intl Equity Index FALLWRLD EX US$549K
- Class
- ALLWRLD EX US
- Share
- 0.1%
SPDR Series TrustSTATE STREET SPD$525K
- Class
- STATE STREET SPD
- Share
- 0.1%
Advanced Micro Devices Inc.COM$515K
- Class
- COM
- Share
- 0.1%
Coca Cola COCOM$437K
- Class
- COM
- Share
- 0.1%
Procter & Gamble COCOM$402K
- Class
- COM
- Share
- 0.1%
Exxon Mobil Corp.COM$393K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 75 positions by value, with holdings of the same security combined. The 75 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1573263
- File number
- 028-20622
- Options
- 0 call, 0 put
- In the 25 largest
- 95.0%
- Prior quarter
- $464M at 31 March 2026
- Positions opened
- 19
- Positions closed
- 2
Common questions
What are Wiser Wealth Management’s 13F holdings worth?
$523 million across 75 positions for the quarter ended 30 June 2026.
What is Wiser Wealth Management’s largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $166 million, or 31.8% of reported 13F value, as of 30 June 2026.
How concentrated is Wiser Wealth Management’s 13F portfolio?
The ten largest positions accounted for 85.0% of reported value and the twenty-five largest for 95.0%, across 75 positions as of 30 June 2026.
Does Form 13F show everything Wiser Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Wiser Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.