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CIK: 0001573263
Total reported value
$550.3M
$550.3M
75 檔
60.9%
In Q2 2026, Wiser Wealth Management, Inc's U.S. equity holdings reached a combined market value of $550.3M, distributed across 75 disclosed stock positions.
In Q2 2026, Wiser Wealth Management, Inc displayed an active expansion posture, initiating 19 new positions and adding to 42 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 | 31.79% | -0.66% | -0.88% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 11.81% | +0.55% | +2.31% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.59% | -0.19% | +1.93% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.97% | -0.25% | +686.05% | |
| 5 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 4.92% | +0.34% | +3.85% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.76% | +0.21% | +3.16% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.60% | +0.45% | -1.74% | |
| 8 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 4.03% | -0.56% | -0.81% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | -0.11% | -1.06% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.73% | +0.22% | +2.84% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.38% | -0.55% | +14.23% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.25% | -0.17% | +35.86% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.16% | +13.53% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.76% | -0.08% | -1.58% | |
| 15 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.60% | +0.30% | +0.58% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 0.60% | -0.02% | -0.37% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.11% | +9.23% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 0.47% | -0.04% | +16.54% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | -0.02% | +2.86% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | — | -10.37% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.04% | +15.59% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | +0.18% | +17.72% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | -0.02% | +5.59% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | -0.09% | -8.84% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | -0.07% | -4.31% | |
| 26 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.28% | -0.01% | +2.13% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | — | -2.80% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.02% | +7.30% | |
| 29 | ETHW | Bitwise Ethereum ETF | ETF-Other | 0.24% | +0.19% | +4.21% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.04% | +120.68% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | +0.02% | +1.45% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | -0.01% | +10.53% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | -0.01% | +8.69% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | +0.04% | +13.07% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.13% | — | — | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.13% | -0.04% | +48.04% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | -0.13% | EXIT | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | -0.02% | +8.94% | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.12% | +0.04% | +122.22% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | — | +8.70% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | — | +17.61% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | — | +34.92% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | +3.81% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.02% | +3.46% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.11% | -0.02% | -8.11% | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.10% | -0.01% | -5.16% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.10% | +0.01% | — | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.08% | -0.01% | +0.83% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | — | -5.97% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | +0.01% | +12.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +1.1% | +686.05% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | -0.88% | Trim |
| 3 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +35.86% | Add |
| 4 | VIOO | Vanguard S&p Small-cap 600 E | +0.2% | -0.81% | Trim |
| 5 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 6 | SO | Southern Co/the | +0.1% | +120.68% | Add |
| 7 | AAPL | Apple Inc | +0.1% | +13.53% | Add |
| 8 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 9 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 10 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 11 | NVDA | Nvidia CORP | +0.1% | +9.23% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.59% | Add |
| 13 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +2.13% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.93% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +15.59% | Add |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +122.22% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 22 | GE | General Electric | +0.1% | NEW | New buy |
| 23 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 24 | GVI | Ishares Intermediate Governm | +0.1% | NEW | New buy |
| 25 | QQQM | Invesco Nasdaq 100 ETF | 0% | NEW | New buy |
| 26 | KLAC | Kla CORP | 0% | NEW | New buy |
| 27 | ORCL | Oracle CORP | 0% | NEW | New buy |
| 28 | TXN | Texas Instruments Inc | 0% | NEW | New buy |
| 29 | FETH | Fidelity Ethereum Fund | 0% | NEW | New buy |
| 30 | ITOT | Ishares Core S&p Total U.s. | 0% | NEW | New buy |
| 31 | GS | Goldman Sachs Group Inc | 0% | NEW | New buy |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | -1.06% | Trim |
| 33 | IJR | Ishares Core S&p Small-cap E | 0% | -1.58% | Trim |
| 34 | AVGO | Broadcom Inc | 0% | +10.53% | Add |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +48.04% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | +34.92% | Add |
| 37 | BND | Vanguard Total Bond Market | 0% | +14.23% | Add |
| 38 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.86% | Add |
| 39 | MSFT | Microsoft CORP | 0% | +17.72% | Add |
| 40 | AMZN | Amazon.com Inc | 0% | +7.30% | Add |
| 41 | GOOG | Alphabet Inc-cl C | 0% | +8.69% | Add |
| 42 | LLY | Eli Lilly & Co | 0% | +8.70% | Add |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +17.61% | Add |
| 44 | TSLA | Tesla Inc | 0% | +8.94% | Add |
| 45 | VV | Vanguard Large-cap ETF | 0% | -0.37% | Trim |
| 46 | SUB | Ishares Short-term National | 0% | +16.54% | Add |
| 47 | META | Meta Platforms Inc-class A | — | +13.07% | Add |
| 48 | PM | Philip Morris International | — | +8.83% | Add |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | +3.81% | Add |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | -5.16% | Trim |
According to official SEC Form 13F filings, Wiser Wealth Management, Inc reported a total U.S. public equity portfolio value of $550.3M across 75 disclosed positions in Q2 2026.
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 60.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $693.7K
Top Position Liquidated / Trimmed
T
前期市值: $236.0K
During Q2 2026, Wiser Wealth Management, Inc's top holdings by market value included VOO (31.8%)、JCPB (11.8%)、VEA (8.6%). The largest single position, VOO, represented 31.8% of total portfolio value.
In Q2 2026, Wiser Wealth Management, Inc made 77 total portfolio adjustments, initiating 19 new buys, adding to 42 positions, trimming 14 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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