Wiser Wealth Management, Inc

Portfolio Overview

Wiser Wealth Management, Inc disclosed 75 positions worth $522.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 19 new positions and exited 2 — including a new stake in $MU and a full exit from $T. The portfolio is most concentrated in Other (89.5% of disclosed assets). All figures are sourced directly from Wiser Wealth Management, Inc’s Form 13F-HR filing with the SEC under CIK 1573263.

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $166.2M241,952 sh

• J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF

  —

  Quality

  $61.7M1,314,982 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  —

  Quality

  $44.9M630,260 sh

• VANGUARD WORLD FD - INF TECH ETF

  —

  Quality

  $36.4M304,688 sh

• ISHARES TR - 0-5YR INVT GR CP

  —

  Quality

  $25.7M510,292 sh

• PACER FDS TR - US CASH COWS 100

  —

  Quality

  $24.9M400,271 sh

• VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF

  —

  Quality

  $24.0M496,529 sh

• VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX

  —

  Quality

  $21.1M153,116 sh

• ISHARES TR - CORE S&P500 ETF

  —

  Quality

  $20.0M26,722 sh
• 

  Meta Platforms, Inc.

  $META

  80.9

  Quality

  $19.5M250,382 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$166.2M	241,952
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF	—	$61.7M	1,314,982
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$44.9M	630,260
VANGUARD WORLD FD - INF TECH ETF	—	$36.4M	304,688
ISHARES TR - 0-5YR INVT GR CP	—	$25.7M	510,292
PACER FDS TR - US CASH COWS 100	—	$24.9M	400,271
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$24.0M	496,529
VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX	—	$21.1M	153,116
ISHARES TR - CORE S&P500 ETF	—	$20.0M	26,722
Meta Platforms, Inc.$META	80.9	$19.5M	250,382

Showing top 10 of 75 holdings.

Full Holdings — Wiser Wealth Management, Inc (Q2 2026)

All 75 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$166.2M	31.8%	-1%	—
2	—	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF	$61.7M	11.8%	+2%	—
3	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$44.9M	8.6%	+2%	—
4	—	VANGUARD WORLD FD - INF TECH ETF	$36.4M	7.0%	+686%	—
5	—	ISHARES TR - 0-5YR INVT GR CP	$25.7M	4.9%	+4%	—
6	—	PACER FDS TR - US CASH COWS 100	$24.9M	4.8%	+3%	—
7	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$24.0M	4.6%	-2%	—
8	—	VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX	$21.1M	4.0%	-1%	—
9	—	ISHARES TR - CORE S&P500 ETF	$20.0M	3.8%	-1%	—
10	$META	Meta Platforms, Inc.	$19.5M	3.7%	+3%	80.9
11	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$12.4M	2.4%	+14%	—
12	—	ISHARES TR - CORE INTL AGGR	$6.5M	1.3%	+36%	—
13	$AAPL	Apple Inc.	$4.0M	0.8%	+14%	76.1
14	—	ISHARES TR - CORE S&P SCP ETF	$4.0M	0.8%	-2%	—
15	$BITB	Bitwise Bitcoin ETF	$3.1M	0.6%	+1%	—
16	—	VANGUARD INDEX FDS - LARGE CAP ETF	$3.1M	0.6%	-0%	—
17	$NVDA	NVIDIA CORP	$2.8M	0.5%	+9%	90.2
18	—	ISHARES TR - SHRT NAT MUN ETF	$2.5M	0.5%	+17%	—
19	—	VANGUARD INDEX FDS - TOTAL STK MKT	$2.4M	0.5%	+3%	—
20	—	ISHARES TR - CORE MSCI EAFE	$2.2M	0.4%	-10%	—
21	$SPY	SPDR S&P 500 ETF TRUST	$2.0M	0.4%	+16%	—
22	$MSFT	MICROSOFT CORP	$2.0M	0.4%	+18%	83.7
23	$GOOG	Alphabet Inc.	$1.9M	0.4%	+6%	80.2
24	$HD	HOME DEPOT, INC.	$1.6M	0.3%	-9%	69.2
25	—	VANGUARD STAR FDS - VG TL INTL STK F	$1.5M	0.3%	-4%	—
26	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	$1.5M	0.3%	+2%	—
27	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$1.4M	0.3%	-3%	—
28	$AMZN	AMAZON COM INC	$1.4M	0.3%	+7%	74.6
29	$ETHW	Bitwise Ethereum ETF	$1.3M	0.2%	+4%	—
30	$SO	SOUTHERN CO	$1.3M	0.2%	+121%	65.1
31	$JNJ	JOHNSON & JOHNSON	$1.1M	0.2%	+1%	72.8
32	$AVGO	Broadcom Inc.	$987,061	0.2%	+11%	86.4
33	$GOOGL	Alphabet Inc.	$848,769	0.2%	+9%	80.2
34	$META	Meta Platforms, Inc.	$735,657	0.1%	+13%	80.9
35	$MU	MICRON TECHNOLOGY INC	$693,728	0.1%	NEW	88.4
36	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$685,822	0.1%	+48%	—
37	—	ISHARES TR - NATIONAL MUN ETF	$657,115	0.1%	+1%	—
38	$TSLA	Tesla, Inc.	$656,136	0.1%	+9%	50.1
39	$FBTC	Fidelity Wise Origin Bitcoin Fund	$642,201	0.1%	+122%	—
40	$LLY	ELI LILLY & Co	$629,701	0.1%	+9%	89.3
41	$JPM	JPMORGAN CHASE & CO	$629,456	0.1%	+18%	35.6
42	$V	VISA INC.	$584,625	0.1%	+35%	83.5
43	$BRK.B	BERKSHIRE HATHAWAY INC	$571,946	0.1%	+4%	64.5
44	$WMT	Walmart Inc.	$568,792	0.1%	+3%	63.2
45	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$549,334	0.1%	-8%	—
46	—	SPDR SERIES TRUST - STATE STREET SPD	$525,129	0.1%	-5%	—
47	$AMD	ADVANCED MICRO DEVICES INC	$515,267	0.1%	NEW	78.8
48	$KO	COCA COLA CO	$436,632	0.1%	+1%	74
49	$PG	PROCTER & GAMBLE Co	$401,925	0.1%	-6%	72.9
50	$XOM	EXXON MOBIL CORP	$393,258	0.1%	+13%	61.8
51	$AMAT	APPLIED MATERIALS INC /DE	$388,974	0.1%	NEW	74.8
52	$NSC	NORFOLK SOUTHERN CORP	$342,274	0.1%	-2%	70.8
53	$INTC	INTEL CORP	$342,094	0.1%	NEW	41.5
54	$QQQ	INVESCO QQQ TRUST, SERIES 1	$329,907	0.1%	NEW	—
55	$PM	Philip Morris International Inc.	$307,547	0.1%	+9%	80.5
56	$FTI	TechnipFMC plc	$303,124	0.1%	+1%	—
57	$UNH	UNITEDHEALTH GROUP INC	$298,422	0.1%	NEW	66.8
58	$CAT	CATERPILLAR INC	$280,069	0.1%	NEW	67.8
59	$CSCO	CISCO SYSTEMS, INC.	$275,796	0.1%	NEW	72.3
60	$LRCX	LAM RESEARCH CORP	$266,065	0.1%	NEW	82.4
61	$GE	GENERAL ELECTRIC CO	$260,116	0.1%	NEW	74.8
62	$COST	COSTCO WHOLESALE CORP /NEW	$251,641	0.1%	+9%	67
63	$ABBV	AbbVie Inc.	$251,640	0.1%	NEW	59.3
64	—	ISHARES TR - INTRM GOV CR ETF	$249,323	0.1%	NEW	—
65	$MA	Mastercard Inc	$244,474	0.1%	+5%	81.7
66	$IVZ	Invesco Ltd.	$227,228	0.0%	NEW	—
67	$KLAC	KLA CORP	$222,360	0.0%	NEW	84.4
68	$ORCL	ORACLE CORP	$214,549	0.0%	NEW	67.2
69	$TXN	TEXAS INSTRUMENTS INC	$210,735	0.0%	NEW	70.4
70	$NFLX	NETFLIX INC	$209,630	0.0%	+1%	86.7
71	$FETH	Fidelity Ethereum Fund	$208,994	0.0%	NEW	—
72	$WY	WEYERHAEUSER CO	$206,985	0.0%	+0%	52.9
73	$TJX	TJX COMPANIES INC /DE/	$205,737	0.0%	+8%	70.7
74	—	ISHARES TR - CORE S&P TTL STK	$203,695	0.0%	NEW	—
75	$GS	GOLDMAN SACHS GROUP INC	$202,274	0.0%	NEW	—