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CIK: 0001573263
Total reported value
$522.7M
$522.7M
50 檔
49.7%
The Q2 2025 SEC filing reveals that Wiser Wealth Management, Inc held a total portfolio value of $522.7M, covering 50 public equity positions.
During Q2 2025, Wiser Wealth Management, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 33.06% | +0.34% | +5.28% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 11.61% | -1.24% | +3.78% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.35% | +0.05% | +4.62% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.88% | +1.14% | +14.81% | |
| 5 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.09% | -0.43% | +3.14% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.94% | -0.64% | +6.16% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.92% | -0.47% | -5.92% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.77% | +0.03% | -1.88% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.97% | -0.39% | +1.69% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.59% | +0.21% | +12.10% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.73% | +0.02% | -0.89% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.99% | +0.23% | -0.96% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.76% | +0.03% | +13.79% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | +0.01% | -0.37% | |
| 15 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.62% | -0.17% | +20.40% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | -0.02% | +7.73% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.10% | +4.14% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | -0.08% | -0.20% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | +0.02% | +11.60% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.06% | +13.19% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.04% | +1.94% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 0.41% | +0.01% | -0.91% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | +0.02% | -19.52% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.05% | +4.22% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | -0.02% | -21.79% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.02% | +4.65% | |
| 27 | ETHW | Bitwise Ethereum ETF | ETF-Other | 0.21% | -0.11% | +42.87% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | +11.14% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.06% | -2.03% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.02% | +76.04% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.01% | — | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.14% | — | -7.22% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.14% | +0.11% | -55.59% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.03% | +12.68% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | +0.02% | +13.27% | |
| 36 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.11% | +0.06% | +16.59% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | — | +5.24% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | +0.02% | +12.80% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.10% | -0.01% | -6.04% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.09% | -0.02% | +8.57% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | +0.03% | +15.03% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.08% | — | +4.99% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | +0.02% | +20.94% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.07% | — | — | |
| 45 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.07% | — | +3.31% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.02% | -1.27% | |
| 47 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.05% | -0.01% | -2.18% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.05% | — | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.05% | — | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.01% | -1.75% |
According to official SEC Form 13F filings, Wiser Wealth Management, Inc reported a total U.S. public equity portfolio value of $522.7M across 50 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, JCPB, VEA) accounted for 49.7% of total reported equity market value during Q2 2025.
During Q2 2025, Wiser Wealth Management, Inc's top holdings by market value included VOO (33.1%)、JCPB (11.6%)、VEA (8.3%). The largest single position, VOO, represented 33.1% of total portfolio value.
In Q2 2025, Wiser Wealth Management, Inc made 0 total portfolio adjustments, initiating 0 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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