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CIK: 0001573263
Total reported value
$522.7M
$522.7M
55 檔
55.9%
At the close of Q4 2025, Wiser Wealth Management, Inc disclosed equity holdings valued at approximately $522.7M, spread across 55 reported holdings.
In Q4 2025, Wiser Wealth Management, Inc displayed an active expansion posture, initiating 3 new positions and adding to 31 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 | 32.50% | +0.34% | +0.54% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 12.52% | -1.24% | +6.15% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.49% | +0.05% | +0.67% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.20% | +1.14% | -1.05% | |
| 5 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.22% | -0.43% | +3.09% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.06% | -0.64% | +3.98% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.03% | -0.47% | +1.69% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.08% | +0.03% | -7.49% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.98% | -0.39% | +3.79% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.67% | +0.21% | +0.96% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.45% | +0.02% | -1.66% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.02% | +0.23% | +9.89% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | +0.03% | +2.54% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.10% | +1.58% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 0.64% | +0.01% | -0.09% | |
| 16 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.63% | -0.17% | +31.06% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.06% | +3.74% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 0.47% | +0.01% | +5.29% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | +0.02% | +4.19% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.45% | -0.08% | +3.01% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.04% | -1.01% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.06% | +2.33% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.33% | -0.02% | -8.54% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.05% | -0.44% | |
| 25 | ETHW | Bitwise Ethereum ETF | ETF-Other | 0.29% | -0.11% | +22.72% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | +0.02% | -7.09% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | -0.02% | +1.83% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.02% | +4.59% | |
| 29 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.25% | +0.06% | -2.12% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.02% | +1.90% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.03% | -1.77% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | — | +3.04% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.01% | -1.14% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.02% | +2.85% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | +0.02% | +6.39% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.02% | +2.23% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.02% | +2.85% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.12% | +0.11% | +1.92% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.11% | — | -8.38% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | -14.72% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.02% | -4.63% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | +0.03% | +2.10% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | -0.01% | +12.96% | |
| 44 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.07% | — | +3.20% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.07% | -0.01% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -0.01% | +4.08% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.06% | +0.03% | — | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.06% | — | +6.69% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.06% | — | -0.42% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.06% | +0.04% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | +0.3% | +6.15% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.2% | +0.67% | Add |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +1.69% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.33% | Add |
| 5 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +9.89% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | 0% | +0.54% | Add |
| 7 | BSV | Vanguard Short-term Bond ETF | 0% | +3.79% | Add |
| 8 | AAPL | Apple Inc | 0% | +1.58% | Add |
| 9 | GOOG | Alphabet Inc-cl C | 0% | +2.85% | Add |
| 10 | LLY | Eli Lilly & Co | 0% | -4.63% | Trim |
| 11 | JNJ | Johnson & Johnson | 0% | +1.90% | Add |
| 12 | AMZN | Amazon.com Inc | 0% | +4.59% | Add |
| 13 | IJR | Ishares Core S&p Small-cap E | 0% | +2.54% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.01% | Add |
| 15 | SUB | Ishares Short-term National | 0% | +5.29% | Add |
| 16 | WMT | Walmart Inc | 0% | +2.85% | Add |
| 17 | PG | Procter & Gamble Co/the | 0% | +12.96% | Add |
| 18 | SLQD | Ishares 0-5 Yr Inv Grd CORP | — | +3.09% | Add |
| 19 | NVDA | Nvidia CORP | — | +3.74% | Add |
| 20 | VV | Vanguard Large-cap ETF | — | -0.09% | Trim |
| 21 | TSLA | Tesla Inc | — | +6.39% | Add |
| 22 | VIG | Vanguard Dividend Apprec ETF | — | +1.83% | Add |
| 23 | XOM | Exxon Mobil CORP | — | +4.08% | Add |
| 24 | UNH | Unitedhealth Group Inc | — | -7.73% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.44% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | — | +2.23% | Add |
| 27 | AVGO | Broadcom Inc | — | -1.77% | Trim |
| 28 | V | Visa Inc-class A Shares | — | +2.10% | Add |
| 29 | PM | Philip Morris International | — | +6.69% | Add |
| 30 | SO | Southern Co/the | 0% | +1.92% | Add |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -8.38% | Trim |
| 32 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 33 | NFLX | Netflix Inc | 0% | +849.46% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -14.72% | Trim |
| 35 | MSFT | Microsoft CORP | 0% | +4.19% | Add |
| 36 | META | Meta Platforms Inc-class A | 0% | +3.04% | Add |
| 37 | VXUS | Vanguard Total Intl Stock | 0% | -8.54% | Trim |
| 38 | VTI | Vanguard Total Stock Mkt ETF | 0% | -7.09% | Trim |
| 39 | VIOO | Vanguard S&p Small-cap 600 E | -0.1% | +0.96% | Add |
| 40 | ETHW | Bitwise Ethereum ETF | -0.1% | +22.72% | Add |
| 41 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +3.98% | Add |
| 42 | HD | Home Depot Inc | -0.1% | -1.01% | Trim |
| 43 | BND | Vanguard Total Bond Market | -0.1% | -1.66% | Trim |
| 44 | VGT | Vanguard Info Tech ETF | -0.2% | -1.05% | Trim |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.4% | -7.49% | Trim |
| 46 | KO | Coca-cola Co/the | — | NEW | New buy |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 48 | ADP | Automatic Data Processing | — | EXIT | Sold out |
| 49 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 50 | FTI | TechnipFMC plc | — | NEW | New buy |
According to official SEC Form 13F filings, Wiser Wealth Management, Inc reported a total U.S. public equity portfolio value of $522.7M across 55 disclosed positions in Q4 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 55.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
KO
市值: $313.2K
Top Position Liquidated / Trimmed
ADP
前期市值: $238.3K
During Q4 2025, Wiser Wealth Management, Inc's top holdings by market value included VOO (32.5%)、JCPB (12.5%)、VEA (8.5%). The largest single position, VOO, represented 32.5% of total portfolio value.
In Q4 2025, Wiser Wealth Management, Inc made 49 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 13 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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