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CIK: 0001573263
Total reported value
$522.7M
$522.7M
49 檔
43.4%
According to the latest 13F quarterly dataset, Wiser Wealth Management, Inc managed an equity portfolio of $522.7M at the end of Q1 2025, spanning 49 distinct U.S. exchange-listed positions.
In Q1 2025, Wiser Wealth Management, Inc displayed an active expansion posture, initiating 49 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 31.83% | +0.34% | +0.10% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 12.53% | -1.24% | +6.48% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.97% | +0.05% | +3.91% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.82% | -0.47% | -3.94% | |
| 5 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.50% | -0.43% | +4.86% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.49% | +1.14% | +3.35% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.14% | -0.64% | -1.74% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.93% | +0.03% | +8.93% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.36% | -0.39% | +4.37% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.42% | +0.21% | +2.98% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 3.08% | +0.02% | +2.81% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.10% | +0.23% | +72.95% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | +0.03% | +8.05% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.10% | +3.68% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 0.67% | +0.01% | -0.95% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.57% | -0.02% | +2.93% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | -0.08% | +3.34% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.04% | +2.56% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.46% | +0.01% | -5.29% | |
| 20 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.44% | -0.17% | +26.41% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.02% | -39.08% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.38% | -0.02% | +83.42% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 0.34% | +0.11% | -0.32% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | +0.02% | +3.37% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.05% | +35.84% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.06% | +4.93% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.02% | +4.43% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.06% | +2.94% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.15% | — | -16.96% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | — | +9.15% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | -0.01% | -0.37% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | +10.66% | |
| 33 | ETHW | Bitwise Ethereum ETF | ETF-Other | 0.12% | -0.11% | +39.61% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.10% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | +0.02% | +4.46% | |
| 36 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.08% | +0.06% | -24.48% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | +0.02% | +1.71% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.02% | +0.63% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.08% | +0.03% | +7.57% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.08% | — | +0.43% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | +0.03% | +9.64% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.02% | +7.48% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.07% | — | -0.19% | |
| 44 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.07% | -0.01% | +0.51% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.07% | +0.06% | NEW | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -0.01% | +2.37% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.06% | -0.02% | +4.26% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | +0.02% | +6.79% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.06% | — | +1.52% |
According to official SEC Form 13F filings, Wiser Wealth Management, Inc reported a total U.S. public equity portfolio value of $522.7M across 49 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, JCPB, VEA) accounted for 43.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $113.4M
During Q1 2025, Wiser Wealth Management, Inc's top holdings by market value included VOO (31.8%)、JCPB (12.5%)、VEA (8.0%). The largest single position, VOO, represented 31.8% of total portfolio value.
In Q1 2025, Wiser Wealth Management, Inc made 49 total portfolio adjustments, initiating 49 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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