Wiser Wealth Management, Inc — 13F Holdings & Portfolio
CIK 1573263 · latest 13F-HR filed 2026-04-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$463.7M
Long-equity book
Holdings
58
Distinct positions
Period
2026-03-31
Filed 2026-04-13
Q/Q Activity
+6 / −3 / ↑23 / ↓12
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- J P MORGAN EXCHANGE TRADED F$4.2M +7.4%
- PACER FDS TR$1.6M +7.3%
- VANGUARD CHARLOTTE FDS$1.5M +6.8%
- ISHARES TR$1.3M +5.7%
- VANGUARD ADMIRAL FDS INC$1.2M +7.4%
Top Trims
- MICROSOFT CORP-$416.9K -19.8%
- VANGUARD INDEX FDS-$144.8K -5.0%
- VANGUARD STAR FDS-$100.2K -6.7%
- FIDELITY COVINGTON TRUST-$82.9K -7.4%
- JPMORGAN CHASE & CO-$80.8K -14.4%
New Positions
- VANGUARD INTL EQUITY INDEX F$536.0K
- FIDELITY WISE ORIGIN BITCOIN$334.2K
- COSTCO WHOLESALE CORPORATION$245.1K
- AT&T INC$235.9K
- VANGUARD INDEX FDS$209.7K
Exited Positions
- ORACLE CORP$248.9K
- FIDELITY ETHEREUM FD$219.4K
- UNITEDHEALTH GROUP INC$205.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $145.9M | 31.45% | 244,107 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JCPB | 46641Q670 | $60.5M | 13.05% | 1,285,354 | SH |
| 3 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $39.6M | 8.54% | 618,310 | SH |
| 4 | VANGUARD WORLD FD | VGT | 92204A702 | $27.0M | 5.83% | 38,762 | SH |
| 5 | ISHARES TR | SLQD | 46434V100 | $24.8M | 5.35% | 491,388 | SH |
| 6 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $24.3M | 5.24% | 505,344 | SH |
| 7 | PACER FDS TR | COWZ | 69374H881 | $24.3M | 5.23% | 388,027 | SH |
| 8 | VANGUARD BD INDEX FDS | BSV | 921937827 | $19.1M | 4.12% | 243,468 | SH |
| 9 | VANGUARD ADMIRAL FDS INC | VIOO | 921932828 | $17.7M | 3.82% | 154,363 | SH |
| 10 | ISHARES TR | IVV | 464287200 | $17.6M | 3.80% | 27,009 | SH |
| 11 | VANGUARD BD INDEX FDS | BND | 921937835 | $10.9M | 2.36% | 148,367 | SH |
| 12 | ISHARES TR | IAGG | 46435G672 | $4.7M | 1.02% | 94,866 | SH |
| 13 | BITWISE BITCOIN ETF TR | BITB | 09174C104 | $3.6M | 0.77% | 97,538 | SH |
| 14 | ISHARES TR | IJR | 464287804 | $3.4M | 0.73% | 27,386 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $3.1M | 0.67% | 12,303 | SH |
| 16 | VANGUARD INDEX FDS | VV | 922908637 | $2.7M | 0.59% | 9,117 | SH |
| 17 | ISHARES TR | IEFA | 46432F842 | $2.3M | 0.50% | 25,380 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.2M | 0.48% | 12,844 | SH |
| 19 | ISHARES TR | SUB | 464288158 | $2.1M | 0.46% | 19,973 | SH |
| 20 | VANGUARD INDEX FDS | VTI | 922908769 | $2.0M | 0.44% | 6,320 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $1.7M | 0.36% | 4,561 | SH |
| 22 | BITWISE ETHEREUM ETF | ETHW | 091955104 | $1.6M | 0.35% | 108,395 | SH |
| 23 | HOME DEPOT INC | HD | 437076102 | $1.6M | 0.34% | 4,839 | SH |
| 24 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.5M | 0.33% | 2,329 | SH |
| 25 | ALPHABET INC | GOOGL | 02079K305 | $1.5M | 0.31% | 5,062 | SH |
| 26 | VANGUARD STAR FDS | VXUS | 921909768 | $1.4M | 0.30% | 18,042 | SH |
| 27 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $1.3M | 0.29% | 6,207 | SH |
| 28 | AMAZON COM INC | AMZN | 023135106 | $1.2M | 0.25% | 5,579 | SH |
| 29 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.1M | 0.23% | 4,355 | SH |
| 30 | FIDELITY COVINGTON TRUST | FTEC | 316092808 | $1.0M | 0.22% | 4,987 | SH |
| 31 | BROADCOM INC | AVGO | 11135F101 | $731.7K | 0.16% | 2,364 | SH |
| 32 | META PLATFORMS INC | META | 30303M102 | $660.8K | 0.14% | 1,155 | SH |
| 33 | ISHARES TR | MUB | 464288414 | $642.9K | 0.14% | 6,056 | SH |
| 34 | ALPHABET INC | GOOG | 02079K107 | $634.0K | 0.14% | 2,210 | SH |
| 35 | WALMART INC | WMT | 931142103 | $603.3K | 0.13% | 4,854 | SH |
| 36 | SOUTHERN CO | SO | 842587107 | $581.5K | 0.13% | 6,025 | SH |
| 37 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $536.0K | 0.12% | 7,138 | SH |
| 38 | TESLA INC | TSLA | 88160R101 | $532.3K | 0.11% | 1,432 | SH |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $527.6K | 0.11% | 1,101 | SH |
| 40 | SPDR SERIES TRUST | SPTM | 78464A805 | $482.2K | 0.10% | 6,099 | SH |
| 41 | JPMORGAN CHASE & CO | JPM | 46625H100 | $481.0K | 0.10% | 1,635 | SH |
| 42 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $464.7K | 0.10% | 5,862 | SH |
| 43 | ELI LILLY & CO | LLY | 532457108 | $444.2K | 0.10% | 483 | SH |
| 44 | EXXON MOBIL CORP | XOM | 30231G102 | $433.4K | 0.09% | 2,554 | SH |
| 45 | PROCTER & GAMBLE CO | PG | 742718109 | $421.0K | 0.09% | 2,915 | SH |
| 46 | COCA COLA CO | KO | 191216100 | $405.3K | 0.09% | 5,329 | SH |
| 47 | VISA INC | V | 92826C839 | $381.7K | 0.08% | 1,263 | SH |
| 48 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $334.2K | 0.07% | 5,661 | SH |
| 49 | NORFOLK SOUTHN CORP | NSC | 655844108 | $317.4K | 0.07% | 1,106 | SH |
| 50 | TECHNIPFMC PLC | FTI | G87110105 | $313.9K | 0.07% | 4,541 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $463.7M | 58 | 0001573263-26-000003 |
| 2025-12-31 | 2026-01-12 | $449.7M | 55 | 0001573263-26-000001 |