Holders — by stockHoldings — by fund
Wiser Wealth Management, Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001573263
$522.7M
disclosed book value
75
positions
31.8%
largest position share
Positions, as of 2026-06-30
top 75 of 75 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 241,952 | $166.2M | 31.8% |
| 2 | JCPBJ P MORGAN EXCHANGE TRADED F | 1.3M | $61.7M | 11.8% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 630,260 | $44.9M | 8.6% |
| 4 | VGTVANGUARD WORLD FD | 304,688 | $36.4M | 7% |
| 5 | SLQDISHARES TR | 510,292 | $25.7M | 4.9% |
| 6 | COWZPACER FDS TR | 400,271 | $24.9M | 4.8% |
| 7 | BNDXVANGUARD CHARLOTTE FDS | 496,529 | $24.0M | 4.6% |
| 8 | VIOOVANGUARD ADMIRAL FDS INC | 153,116 | $21.1M | 4% |
| 9 | IVVISHARES TR | 26,722 | $20.0M | 3.8% |
| 10 | BSVVANGUARD BD INDEX FDS | 250,382 | $19.5M | 3.7% |
| 11 | BNDVANGUARD BD INDEX FDS | 169,482 | $12.4M | 2.4% |
| 12 | IAGGISHARES TR | 128,884 | $6.5M | 1.2% |
| 13 | AAPLAPPLE INC | 13,967 | $4.0M | 0.8% |
| 14 | IJRISHARES TR | 26,953 | $4.0M | 0.8% |
| 15 | BITBBITWISE BITCOIN ETF TR | 98,102 | $3.1M | 0.6% |
| 16 | VVVANGUARD INDEX FDS | 9,083 | $3.1M | 0.6% |
| 17 | NVDANVIDIA CORPORATION | 14,029 | $2.8M | 0.5% |
| 18 | SUBISHARES TR | 23,276 | $2.5M | 0.5% |
| 19 | VTIVANGUARD INDEX FDS | 6,501 | $2.4M | 0.5% |
| 20 | IEFAISHARES TR | 22,747 | $2.2M | 0.4% |
| 21 | SPYSTATE STR SPDR S&P 500 ETF T | 2,692 | $2.0M | 0.4% |
| 22 | MSFTMICROSOFT CORP | 5,369 | $2.0M | 0.4% |
| 23 | GOOGLALPHABET INC | 5,345 | $1.9M | 0.4% |
| 24 | HDHOME DEPOT INC | 4,411 | $1.6M | 0.3% |
| 25 | VXUSVANGUARD STAR FDS | 17,265 | $1.5M | 0.3% |
| 26 | FTECFIDELITY COVINGTON TRUST | 5,093 | $1.5M | 0.3% |
| 27 | VIGVANGUARD SPECIALIZED FUNDS | 6,033 | $1.4M | 0.3% |
| 28 | AMZNAMAZON COM INC | 5,986 | $1.4M | 0.3% |
| 29 | ETHWBITWISE ETHEREUM ETF | 112,955 | $1.3M | 0.2% |
| 30 | SOSOUTHERN CO | 13,296 | $1.3M | 0.2% |
| 31 | JNJJOHNSON & JOHNSON | 4,418 | $1.1M | 0.2% |
| 32 | AVGOBROADCOM INC | 2,613 | $987,061 | 0.2% |
| 33 | GOOGALPHABET INC | 2,402 | $848,769 | 0.2% |
| 34 | METAMETA PLATFORMS INC | 1,306 | $735,657 | 0.1% |
| 35 | MUMICRON TECHNOLOGY INC | 601 | $693,728 | 0.1% |
| 36 | VCSHVANGUARD SCOTTSDALE FDS | 8,678 | $685,822 | 0.1% |
| 37 | MUBISHARES TR | 6,106 | $657,115 | 0.1% |
| 38 | TSLATESLA INC | 1,560 | $656,136 | 0.1% |
| 39 | FBTCFIDELITY WISE ORIGIN BITCOIN | 12,580 | $642,201 | 0.1% |
| 40 | LLYELI LILLY & CO | 525 | $629,701 | 0.1% |
| 41 | JPMJPMORGAN CHASE & CO | 1,923 | $629,456 | 0.1% |
| 42 | VVISA INC | 1,704 | $584,625 | 0.1% |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,143 | $571,946 | 0.1% |
| 44 | WMTWALMART INC | 5,022 | $568,792 | 0.1% |
| 45 | VEUVANGUARD INTL EQUITY INDEX F | 6,559 | $549,334 | 0.1% |
| 46 | SPTMSPDR SERIES TRUST | 5,784 | $525,129 | 0.1% |
| 47 | AMDADVANCED MICRO DEVICES INC | 887 | $515,267 | 0.1% |
| 48 | KOCOCA COLA CO | 5,373 | $436,632 | 0.1% |
| 49 | PGPROCTER & GAMBLE CO | 2,741 | $401,925 | 0.1% |
| 50 | XOMEXXON MOBIL CORP | 2,876 | $393,258 | 0.1% |
| 51 | AMATAPPLIED MATLS INC | 538 | $388,974 | 0.1% |
| 52 | NSCNORFOLK SOUTHN CORP | 1,088 | $342,274 | 0.1% |
| 53 | INTCINTEL CORP | 2,450 | $342,094 | 0.1% |
| 54 | QQQINVESCO QQQ TR | 448 | $329,907 | 0.1% |
| 55 | PMPHILIP MORRIS INTL INC | 1,700 | $307,547 | 0.1% |
| 56 | FTITECHNIPFMC PLC | 4,572 | $303,124 | 0.1% |
| 57 | UNHUNITEDHEALTH GROUP INC | 718 | $298,422 | 0.1% |
| 58 | CATCATERPILLAR INC | 263 | $280,069 | 0.1% |
| 59 | CSCOCISCO SYS INC | 2,348 | $275,796 | 0.1% |
| 60 | LRCXLAM RESEARCH CORP | 614 | $266,065 | 0.1% |
| 61 | GEGE AEROSPACE | 696 | $260,116 | 0% |
| 62 | COSTCOSTCO WHOLESALE CORPORATION | 269 | $251,641 | 0% |
| 63 | ABBVABBVIE INC | 1,000 | $251,640 | 0% |
| 64 | GVIISHARES TR | 2,350 | $249,323 | 0% |
| 65 | MAMASTERCARD INCORPORATED | 476 | $244,474 | 0% |
| 66 | QQQMINVESCO EXCH TRADED FD TR II | 750 | $227,228 | 0% |
| 67 | KLACKLA CORP | 737 | $222,360 | 0% |
| 68 | ORCLORACLE CORP | 1,464 | $214,549 | 0% |
| 69 | TXNTEXAS INSTRS INC | 707 | $210,735 | 0% |
| 70 | NFLXNETFLIX INC. | 2,936 | $209,630 | 0% |
| 71 | FETHFIDELITY ETHEREUM FD | 13,278 | $208,994 | 0% |
| 72 | WYWEYERHAEUSER CO | 8,646 | $206,985 | 0% |
| 73 | TJXTJX COS INC NEW | 1,358 | $205,737 | 0% |
| 74 | ITOTISHARES TR | 1,240 | $203,695 | 0% |
| 75 | GSGOLDMAN SACHS GROUP INC | 200 | $202,274 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.