Wiser Wealth Management, Inc
Sector Allocation
- Other88.4%$486.6M
- Technology7.6%$41.6M
- Financials2.0%$11.0M
- Consumer Discretionary0.6%$3.4M
- Healthcare0.5%$2.7M
- Consumer Staples0.3%$1.9M
- Utilities0.2%$1.1M
- Industrials0.1%$821,354
- Energy0.1%$788,752
- Communication Services0.1%$410,980
AUM History
13fpro.ai/research/fund/wiser-wealth-management-inc-1573263
Conviction and streaks
Stable · top 10 = 85.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$171.3M
- J$68.0M
- VANGUARD$46.2M
- VANGUARD$37.0M
- ISHARES$29.0M
- VANGUARD$27.8M
- PACER$27.3M
META
$21.7M- ISHARES$20.5M
- VANGUARD$19.1M
- VANGUARD$10.1M
- ISHARES$5.9M
AAPL
$5.1MBITB
$5.0M- ISHARES$3.8M
NVDA
$3.6M- VANGUARD$3.2M
MSFT
$3.1M- VANGUARD$2.4M
- ISHARES$2.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wiser-wealth-management-inc-1573263
Wiser Wealth Management, Inc 13F holdings — Q3 2026
$550.3M portfolio (+5.3% QoQ) · 73 holdings · Q3 2026 13F · top 10 are 85% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$171.3M
31.1% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
$68.0M
12.4% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$46.2M
8.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD WORLD FD - INF TECH ETF
$37.0M
6.7% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - 0-5YR INVT GR CP
$29.0M
5.3% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$27.8M
5.0% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
PACER FDS TR - US CASH COWS 100
$27.3M
5.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $21.7M
4.0% of stocks
+14%This quarter-14.5%Since filed11+ qtrsHeld- 9
ISHARES TR - CORE S&P500 ETF
$20.5M
3.7% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX
$19.1M
3.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $171.3M | 31.1% | +1% | — | — | — | — | |
| 2 | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $68.0M | 12.4% | +16% | — | — | — | — | |
| 3 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $46.2M | 8.4% | +4% | — | — | — | — | |
| 4 | VANGUARD WORLD FD - INF TECH ETF | $37.0M | 6.7% | -3% | — | — | — | — | |
| 5 | ISHARES TR - 0-5YR INVT GR CP | $29.0M | 5.3% | +15% | — | — | — | — | |
| 6 | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $27.8M | 5.0% | +20% | — | — | — | — | |
| 7 | PACER FDS TR - US CASH COWS 100 | $27.3M | 5.0% | +2% | — | — | — | — | |
| 8 | $21.7M | 4.0% | +14% | -14.5% | 11+ qtrsAdded 8 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - CORE S&P500 ETF | $20.5M | 3.7% | +0.2% | — | — | — | — | |
| 10 | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $19.1M | 3.5% | -1% | — | — | — | — |
All holdings — Wiser Wealth Management, Inc (Q3 2026)
73 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $10.1M | 1.8% | 143K | -15% | — | — | 13F |
| 12 | — | ISHARES TR - CORE INTL AGGRetf/fund | — | $5.9M | 1.1% | 121K | -6% | — | — | 13F |
| 13 | Apple Inc. | Technology | $5.1M | 0.9% | 15K | +10% | 11+ qtrsAdded 9 qtrs in a row | 75.7 | 13F | |
| 14 | Bitwise Bitcoin ETFetf/fund | Financials | $5.0M | 0.9% | 109K | +12% | 10 qtrs | — | 13F | |
| 15 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $3.8M | 0.7% | 28K | +3% | — | — | 13F |
| 16 | NVIDIA CORP | Technology | $3.6M | 0.7% | 16K | +12% | 10 qtrsAdded 10 qtrs in a row | 86.0 | 13F | |
| 17 | — | VANGUARD INDEX FDS - LARGE CAP ETFetf/fund | — | $3.2M | 0.6% | 9,095 | +0.1% | — | — | 13F |
| 18 | MICROSOFT CORP | Technology | $3.1M | 0.6% | 6,009 | +12% | 11+ qtrsAdded 10 qtrs in a row | 79.8 | 13F | |
| 19 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $2.4M | 0.4% | 6,478 | -0.4% | — | — | 13F |
| 20 | — | ISHARES TR - SHRT NAT MUN ETFetf/fund | — | $2.4M | 0.4% | 23K | -2% | — | — | 13F |
| 21 | Bitwise Ethereum ETFetf/fund | Financials | $2.4M | 0.4% | 125K | +10% | 9 qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $2.3M | 0.4% | 24K | +4% | — | — | 13F |
| 23 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFetf/fund | — | $2.2M | 0.4% | 45K | New | — | — | 13F |
| 24 | Alphabet Inc. | Technology | $1.9M | 0.3% | 5,573 | +4% | 11+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.9M | 0.3% | 2,457 | -9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.6M | 0.3% | 6,431 | +7% | |||
| 27 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.5M | 0.3% | 6,392 | +6% | |||
| 28 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $1.5M | 0.3% | 4,920 | -3% | |||
| 29 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.3M | 0.2% | 4,860 | +10% | |||
| 30 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.2M | 0.2% | 14K | -20% | |||
| 31 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.2% | 4,055 | -8% | |||
| 32 | $SO | SOUTHERN CO | Utilities | $1.1M | 0.2% | 13K | +0.9% | |||
| 33 | $META | Meta Platforms, Inc. | Technology | $1.0M | 0.2% | 1,403 | +7% | |||
| 34 | $AVGO | Broadcom Inc. | Technology | $986K | 0.2% | 2,808 | +7% | |||
| 35 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $894K | 0.2% | 12K | -2% | |||
| 36 | $GOOG | Alphabet Inc. | Technology | $851K | 0.1% | 2,496 | +4% | |||
| 37 | $MU | MICRON TECHNOLOGY INC | Technology | $696K | 0.1% | 653 | +9% | |||
| 38 | $LLY | ELI LILLY & Co | Healthcare | $663K | 0.1% | 573 | +9% | |||
| 39 | $JPM | JPMORGAN CHASE & CO | Financials | $660K | 0.1% | 1,995 | +4% | |||
| 40 | $V | VISA INC. | Financials | $609K | 0.1% | 1,694 | -0.6% | |||
| 41 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $607K | 0.1% | 1,218 | +7% | |||
| 42 | $TSLA | Tesla, Inc. | Consumer Discretionary | $602K | 0.1% | 1,696 | +9% | |||
| 43 | — | PIMCO ETF TR - SHTRM MUN BD ACT | — | $594K | 0.1% | 12K | New | |||
| 44 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $590K | 0.1% | 965 | +9% | |||
| 45 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $518K | 0.1% | 6,704 | -23% | |||
| 46 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $515K | 0.1% | 5,599 | -3% | |||
| 47 | $WMT | Walmart Inc. | Consumer Staples | $515K | 0.1% | 4,952 | -1% | |||
| 48 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $479K | 0.1% | 5,772 | -12% | |||
| 49 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $477K | 0.1% | 2,933 | +2% | |||
| 50 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $421K | 0.1% | 2,897 | +6% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $395K | 0.1% | 4,589 | -15% | |||
| 52 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $365K | 0.1% | 1,182 | +9% | |||
| 53 | $FETH | Fidelity Ethereum Fund | Financials | $353K | 0.1% | 13K | +0.0% | |||
| 54 | $PM | Philip Morris International Inc. | Consumer Staples | $348K | 0.1% | 1,822 | +7% | |||
| 55 | $INTC | INTEL CORP | Technology | $325K | 0.1% | 2,700 | +10% | |||
| 56 | $FTI | TechnipFMC plc | Energy | $311K | 0.1% | 4,584 | +0.3% | |||
| 57 | $MA | Mastercard Inc | Financials | $304K | 0.1% | 552 | +16% | |||
| 58 | $ABBV | AbbVie Inc. | Healthcare | $282K | 0.1% | 1,078 | +8% | |||
| 59 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $278K | 0.1% | 1,051 | New | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $276K | 0.1% | 1,896 | New | |||
| 61 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $272K | 0.1% | 532 | -1% | |||
| 62 | $CSCO | CISCO SYSTEMS, INC. | Technology | $267K | 0.1% | 2,478 | +6% | |||
| 63 | $PLTR | Palantir Technologies Inc. | Technology | $263K | 0.1% | 1,408 | New | |||
| 64 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $244K | 0.0% | 268 | -0.4% | |||
| 65 | $IVZ | Invesco Ltd. | Financials | $228K | 0.0% | 750 | — | |||
| 66 | $GE | GENERAL ELECTRIC CO | Industrials | $228K | 0.0% | 731 | +5% | |||
| 67 | $CAT | CATERPILLAR INC | Industrials | $228K | 0.0% | 281 | +7% | |||
| 68 | $LRCX | LAM RESEARCH CORP | Technology | $227K | 0.0% | 690 | +12% | |||
| 69 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $220K | 0.0% | 598 | -17% | |||
| 70 | $ORCL | ORACLE CORP | Technology | $207K | 0.0% | 1,511 | +3% | |||
| 71 | $NFLX | NETFLIX INC | Communication Services | $206K | 0.0% | 2,963 | +0.9% | |||
| 72 | $T | AT&T INC. | Communication Services | $205K | 0.0% | 8,394 | New | |||
| 73 | $PANW | Palo Alto Networks Inc | Technology | $201K | 0.0% | 507 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 45 added to, 20 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF$2.2M
first bought this quarter
- PIMCO ETF TR - SHTRM MUN BD ACT$594K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$278K
first bought this quarter
$MRKMerck & Co., Inc.$276K
first bought this quarter
$PLTRPalantir Technologies Inc.$263K
first bought this quarter
$TAT&T INC.$205K
first bought this quarter
+1 more in the Excel export
Added to (45)
- J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF+16%
now $68.0M
- VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF+20%
now $27.8M
- ISHARES TR - 0-5YR INVT GR CP+15%
now $29.0M
now $21.7M · held 11+ qtrs, 8 adds in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS+1%
now $171.3M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+4%
now $46.2M
+39 more in the Excel export
Trimmed (20)
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-15%
now $10.1M
- VANGUARD WORLD FD - INF TECH ETF-3%
now $37.0M
- ISHARES TR - CORE INTL AGGR-6%
now $5.9M
- VANGUARD STAR FDS - VG TL INTL STK F-20%
now $1.2M
- VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX-1%
now $19.1M
$SPYSPDR S&P 500 ETF TRUST-9%
now $1.9M · held 11+ qtrs
+14 more in the Excel export
Holdings by quarter
Every 13F Wiser Wealth Management, Inc has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Wiser Wealth Management?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Wiser Wealth Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-7.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 3% over the last 4
Top 10 weight
85%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Wiser Wealth Management, Inc disclosed 73 positions worth $550.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 7 new positions and exited 9. The portfolio is most concentrated in Other (88.4% of disclosed assets). All figures are sourced directly from Wiser Wealth Management, Inc’s Form 13F-HR filing with the SEC under CIK 1573263.
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