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CIK: 0001573263
Total reported value
$522.7M
$522.7M
58 檔
57.0%
During the Q1 2026 filing period, Wiser Wealth Management, Inc (CIK: 0001573263) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $522.7M across 58 reported positions.
In Q1 2026, Wiser Wealth Management, Inc displayed an active expansion posture, initiating 6 new positions and adding to 43 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, JCPB, VEA) accounted for 57.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
VEU
市值: $536.0K
Top Position Liquidated / Trimmed
ORCL
前期市值: $248.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 31.45% | +0.34% | +4.72% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 13.05% | -1.24% | +8.05% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.54% | +0.05% | +1.14% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.83% | +1.14% | +4.79% | |
| 5 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.35% | -0.43% | +6.14% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.24% | -0.64% | +7.39% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.23% | -0.47% | +3.18% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.12% | -0.39% | +7.09% | |
| 9 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.82% | +0.21% | +3.74% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.80% | +0.03% | +0.84% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.36% | +0.02% | -0.45% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.02% | +0.23% | +3.75% | |
| 13 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.77% | -0.17% | +63.50% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.03% | -2.29% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.10% | +2.70% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | +0.01% | +0.02% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.50% | -0.08% | +11.14% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.06% | +8.72% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.46% | +0.01% | +0.82% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.02% | +65.66% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | +0.02% | +4.78% | |
| 22 | ETHW | Bitwise Ethereum ETF | ETF-Other | 0.35% | -0.11% | +79.42% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.04% | +10.05% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.05% | +14.39% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.06% | +5.57% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.30% | -0.02% | -8.74% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.29% | -0.02% | +16.41% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.02% | +11.38% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.02% | +1.28% | |
| 30 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.22% | +0.06% | — | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | +0.03% | +9.19% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | — | +3.40% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.01% | +2.91% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.02% | +13.28% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.02% | +2.51% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.13% | +0.11% | +0.25% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.12% | -0.01% | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | +0.02% | +7.59% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | +11.10% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.10% | — | -1.74% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | +0.02% | -6.20% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.10% | +0.03% | +61.71% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.02% | +6.62% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.01% | +5.49% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | -0.01% | +7.21% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | -0.01% | +18.95% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | +0.03% | -0.32% | |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.07% | +0.05% | — | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.07% | — | +0.73% | |
| 50 | FTI | TechnipFMC plc | Stock-Energy | 0.07% | -0.01% | +0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | +0.5% | +8.05% | Add |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +3.18% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +7.39% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +65.66% | Add |
| 5 | VIOO | Vanguard S&p Small-cap 600 E | +0.2% | +3.74% | Add |
| 6 | BSV | Vanguard Short-term Bond ETF | +0.1% | +7.09% | Add |
| 7 | BITB | Bitwise Bitcoin ETF | +0.1% | +63.50% | Add |
| 8 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.1% | +6.14% | Add |
| 9 | ETHW | Bitwise Ethereum ETF | +0.1% | +79.42% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.14% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +11.14% | Add |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +61.71% | Add |
| 13 | JNJ | Johnson & Johnson | 0% | +1.28% | Add |
| 14 | VIG | Vanguard Dividend Apprec ETF | 0% | +16.41% | Add |
| 15 | XOM | Exxon Mobil CORP | 0% | +5.49% | Add |
| 16 | FTI | TechnipFMC plc | 0% | +0.27% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +14.39% | Add |
| 18 | KO | Coca-cola Co/the | 0% | +18.95% | Add |
| 19 | WMT | Walmart Inc | 0% | +2.51% | Add |
| 20 | SO | Southern Co/the | 0% | +0.25% | Add |
| 21 | IAGG | Ishares Intl Aggregate Bond | — | +3.75% | Add |
| 22 | HD | Home Depot Inc | — | +10.05% | Add |
| 23 | NFLX | Netflix Inc | — | +10.04% | Add |
| 24 | PG | Procter & Gamble Co/the | — | +7.21% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | +11.10% | Add |
| 26 | GOOG | Alphabet Inc-cl C | — | +13.28% | Add |
| 27 | PM | Philip Morris International | — | -8.49% | Trim |
| 28 | MUB | Ishares National Muni Bond E | — | +2.91% | Add |
| 29 | WY | Weyerhaeuser Co | — | +0.56% | Add |
| 30 | NSC | Norfolk Southern CORP | — | +0.73% | Add |
| 31 | LLY | Eli Lilly & Co | 0% | +6.62% | Add |
| 32 | MA | Mastercard Inc - A | 0% | -3.62% | Trim |
| 33 | NVDA | Nvidia CORP | 0% | +8.72% | Add |
| 34 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -1.74% | Trim |
| 35 | AVGO | Broadcom Inc | 0% | +9.19% | Add |
| 36 | SUB | Ishares Short-term National | 0% | +0.82% | Add |
| 37 | AMZN | Amazon.com Inc | 0% | +11.38% | Add |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -6.20% | Trim |
| 39 | META | Meta Platforms Inc-class A | 0% | +3.40% | Add |
| 40 | TSLA | Tesla Inc | 0% | +7.59% | Add |
| 41 | V | Visa Inc-class A Shares | 0% | -0.32% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | +5.57% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | 0% | -2.29% | Trim |
| 44 | VXUS | Vanguard Total Intl Stock | 0% | -8.74% | Trim |
| 45 | FTEC | Fidelity Msci Info Tech Indx | 0% | — | Unchanged |
| 46 | VV | Vanguard Large-cap ETF | -0.1% | +0.02% | Add |
| 47 | AAPL | Apple Inc | -0.1% | +2.70% | Add |
| 48 | BND | Vanguard Total Bond Market | -0.1% | -0.45% | Trim |
| 49 | MSFT | Microsoft CORP | -0.1% | +4.78% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.3% | +0.84% | Add |
According to official SEC Form 13F filings, Wiser Wealth Management, Inc reported a total U.S. public equity portfolio value of $522.7M across 58 disclosed positions in Q1 2026.
During Q1 2026, Wiser Wealth Management, Inc's top holdings by market value included VOO (31.4%)、JCPB (13.1%)、VEA (8.5%). The largest single position, VOO, represented 31.4% of total portfolio value.
In Q1 2026, Wiser Wealth Management, Inc made 60 total portfolio adjustments, initiating 6 new buys, adding to 43 positions, trimming 8 holdings, and fully liquidating 3 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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