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CIK: 0001573263
Total reported value
$522.7M
$522.7M
54 檔
54.0%
In Q3 2025, Wiser Wealth Management, Inc's U.S. equity holdings reached a combined market value of $522.7M, distributed across 54 disclosed stock positions.
In Q3 2025, Wiser Wealth Management, Inc displayed an active expansion posture, initiating 7 new positions and adding to 32 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 | 32.46% | +0.34% | -0.24% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 12.18% | -1.24% | +13.74% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.32% | +0.05% | +3.81% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.38% | +1.14% | -9.81% | |
| 5 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.22% | -0.43% | +11.71% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.12% | -0.64% | +13.53% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.86% | -0.47% | +3.75% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.43% | +0.03% | -5.64% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.95% | -0.39% | +8.62% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.72% | +0.21% | +4.10% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.58% | +0.02% | +2.38% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.97% | +0.23% | +7.22% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.03% | -1.61% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.10% | +4.54% | |
| 15 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.65% | -0.17% | +8.11% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 0.64% | +0.01% | -1.64% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | +0.02% | +17.36% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.06% | +5.92% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.46% | +0.01% | +21.58% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.44% | -0.08% | -10.52% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.04% | -3.77% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.36% | -0.02% | -38.51% | |
| 23 | ETHW | Bitwise Ethereum ETF | ETF-Other | 0.34% | -0.11% | +4.60% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.05% | -0.24% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.02% | -3.75% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.06% | +31.15% | |
| 27 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.26% | +0.06% | +135.33% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | -0.02% | -5.14% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.02% | +17.67% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | — | +16.81% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.02% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.03% | +13.78% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.01% | +10.10% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | — | +34.65% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.13% | +0.11% | +0.36% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | +0.02% | -2.11% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.12% | — | -9.15% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.02% | +12.84% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.02% | -21.49% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | +0.02% | +12.12% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | +0.03% | +37.43% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | -0.01% | -3.87% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | +0.02% | +52.24% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.08% | +0.04% | NEW | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.08% | -0.02% | +4.89% | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.07% | — | -2.56% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.06% | — | +27.99% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -0.01% | +21.72% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.06% | — | +2.56% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.05% | — | -17.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +0.9% | -9.81% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | -0.24% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.4% | +3.81% | Add |
| 4 | VIOO | Vanguard S&p Small-cap 600 E | +0.3% | +4.10% | Add |
| 5 | ETHW | Bitwise Ethereum ETF | +0.2% | +4.60% | Add |
| 6 | BITB | Bitwise Bitcoin ETF | +0.2% | +8.11% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +5.92% | Add |
| 8 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +135.33% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +17.36% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +31.15% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +13.78% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | -2.11% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +12.12% | Add |
| 14 | META | Meta Platforms Inc-class A | 0% | +16.81% | Add |
| 15 | AMZN | Amazon.com Inc | 0% | +17.67% | Add |
| 16 | JPM | Jpmorgan Chase & Co | 0% | +12.84% | Add |
| 17 | WMT | Walmart Inc | 0% | -21.49% | Add |
| 18 | IJR | Ishares Core S&p Small-cap E | 0% | -1.61% | Add |
| 19 | V | Visa Inc-class A Shares | 0% | +37.43% | Add |
| 20 | NFLX | Netflix Inc | 0% | +4.89% | Add |
| 21 | AAPL | Apple Inc | 0% | +4.54% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +34.65% | Add |
| 23 | LLY | Eli Lilly & Co | 0% | +52.24% | Add |
| 24 | SUB | Ishares Short-term National | — | +21.58% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.24% | Add |
| 26 | NSC | Norfolk Southern CORP | — | -2.56% | Add |
| 27 | BNDX | Vanguard Total Intl Bond ETF | 0% | +13.53% | Add |
| 28 | VV | Vanguard Large-cap ETF | 0% | -1.64% | Trim |
| 29 | PG | Procter & Gamble Co/the | -0.1% | -3.87% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | -3.77% | Trim |
| 31 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -3.75% | Trim |
| 32 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -5.14% | Trim |
| 33 | IAGG | Ishares Intl Aggregate Bond | -0.1% | +7.22% | Add |
| 34 | SO | Southern Co/the | -0.2% | +0.36% | Trim |
| 35 | VXUS | Vanguard Total Intl Stock | -0.2% | -38.51% | Trim |
| 36 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.3% | +11.71% | Add |
| 37 | JCPB | Jpmorgan Core Plus Bond ETF | -0.4% | +13.74% | Add |
| 38 | BSV | Vanguard Short-term Bond ETF | -0.4% | +8.62% | Add |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.5% | -5.64% | Trim |
| 40 | BND | Vanguard Total Bond Market | -0.5% | +2.38% | Add |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | -1% | +3.75% | Trim |
| 42 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 43 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 44 | AGG | Ishares Core U.s. Aggregate | — | EXIT | Sold out |
| 45 | ORCL | Oracle CORP | — | NEW | New buy |
| 46 | MA | Mastercard Inc - A | — | NEW | New buy |
| 47 | PM | Philip Morris International | — | NEW | New buy |
| 48 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 49 | FETH | Fidelity Ethereum Fund | — | NEW | New buy |
| 50 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wiser Wealth Management, Inc reported a total U.S. public equity portfolio value of $522.7M across 54 disclosed positions in Q3 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 54.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
JNJ
市值: $782.5K
Top Position Liquidated / Trimmed
AGG
前期市值: $365.7K
During Q3 2025, Wiser Wealth Management, Inc's top holdings by market value included VOO (32.5%)、JCPB (12.2%)、VEA (8.3%). The largest single position, VOO, represented 32.5% of total portfolio value.
In Q3 2025, Wiser Wealth Management, Inc made 50 total portfolio adjustments, initiating 7 new buys, adding to 32 positions, trimming 9 holdings, and fully liquidating 2 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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