13F HOLDINGS REPORT
Wiser Wealth Management, Inc
Quarter ended Q3 2025 · Filed October 7, 2025 · Accession 0001573263-25-000007
Total Value
$437.4M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 231,835 | $142.0M | 32.46% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 1,120,590 | $53.3M | 12.18% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 607,303 | $36.4M | 8.32% |
| 4 | VANGUARD WORLD FD | 92204A702 | 37,383 | $27.9M | 6.38% |
| 5 | ISHARES TR | 46434V100 | 449,115 | $22.8M | 5.22% |
| 6 | VANGUARD CHARLOTTE FDS | 92203J407 | 452,587 | $22.4M | 5.12% |
| 7 | PACER FDS TR | 69374H881 | 369,827 | $21.3M | 4.86% |
| 8 | ISHARES TR | 464287200 | 28,953 | $19.4M | 4.43% |
| 9 | VANGUARD BD INDEX FDS | 921937827 | 219,060 | $17.3M | 3.95% |
| 10 | VANGUARD ADMIRAL FDS INC | 921932828 | 147,385 | $16.3M | 3.72% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 151,543 | $11.3M | 2.58% |
| 12 | ISHARES TR | 46435G672 | 83,211 | $4.3M | 0.97% |
| 13 | ISHARES TR | 464287804 | 27,332 | $3.2M | 0.74% |
| 14 | APPLE INC | AAPL | 11,794 | $3.0M | 0.69% |
| 15 | BITWISE BITCOIN ETF TR | BITB | 45,516 | $2.8M | 0.65% |
| 16 | VANGUARD INDEX FDS | 922908637 | 9,123 | $2.8M | 0.64% |
| 17 | MICROSOFT CORP | MSFT | 4,178 | $2.2M | 0.49% |
| 18 | NVIDIA CORPORATION | NVDA | 11,388 | $2.1M | 0.49% |
| 19 | ISHARES TR | 464288158 | 18,815 | $2.0M | 0.46% |
| 20 | ISHARES TR | 46432F842 | 22,169 | $1.9M | 0.44% |
| 21 | HOME DEPOT INC | HD | 4,442 | $1.8M | 0.41% |
| 22 | VANGUARD STAR FDS | 921909768 | 21,616 | $1.6M | 0.36% |
| 23 | BITWISE ETHEREUM ETF | ETHW | 49,228 | $1.5M | 0.34% |
| 24 | SPDR S&P 500 ETF TR | SPY | 2,045 | $1.4M | 0.31% |
| 25 | VANGUARD INDEX FDS | 922908769 | 4,106 | $1.3M | 0.31% |
| 26 | ALPHABET INC | GOOG | 4,686 | $1.1M | 0.26% |
| 27 | FIDELITY COVINGTON TRUST | 316092808 | 5,095 | $1.1M | 0.26% |
| 28 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,236 | $1.1M | 0.26% |
| 29 | AMAZON COM INC | AMZN | 4,789 | $1.1M | 0.24% |
| 30 | META PLATFORMS INC | META | 1,084 | $796,068 | 0.18% |
| 31 | JOHNSON & JOHNSON | JNJ | 4,220 | $782,472 | 0.18% |
| 32 | BROADCOM INC | AVGO | 2,204 | $727,122 | 0.17% |
| 33 | ISHARES TR | 464288414 | 5,953 | $633,939 | 0.14% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,162 | $584,184 | 0.13% |
| 35 | SOUTHERN CO | SOMN | 5,897 | $558,874 | 0.13% |
| 36 | TESLA INC | TSLA | 1,251 | $556,345 | 0.13% |
| 37 | SPDR SERIES TRUST | 78464A805 | 6,775 | $546,404 | 0.12% |
| 38 | JPMORGAN CHASE & CO. | VYLD | 1,705 | $537,933 | 0.12% |
| 39 | WALMART INC | WMT | 4,604 | $474,488 | 0.11% |
| 40 | ALPHABET INC | GOOG | 1,897 | $461,986 | 0.11% |
| 41 | VISA INC | V | 1,241 | $423,653 | 0.10% |
| 42 | PROCTER AND GAMBLE CO | 742718109 | 2,407 | $369,820 | 0.08% |
| 43 | ELI LILLY & CO | LLY | 475 | $362,425 | 0.08% |
| 44 | ORACLE CORP | ORCL-PD | 1,277 | $359,143 | 0.08% |
| 45 | NETFLIX INC | NFLX | 279 | $334,499 | 0.08% |
| 46 | NORFOLK SOUTHN CORP | 655844108 | 1,064 | $319,636 | 0.07% |
| 47 | MASTERCARD INCORPORATED | MA | 471 | $267,910 | 0.06% |
| 48 | EXXON MOBIL CORP | XOM | 2,326 | $262,236 | 0.06% |
| 49 | PHILIP MORRIS INTL INC | 718172109 | 1,600 | $259,520 | 0.06% |
| 50 | AUTOMATIC DATA PROCESSING IN | ADP | 812 | $238,266 | 0.05% |
| 51 | UNITEDHEALTH GROUP INC | UNH | 673 | $232,387 | 0.05% |
| 52 | COSTCO WHSL CORP NEW | 22160K105 | 226 | $209,192 | 0.05% |
| 53 | WEYERHAEUSER CO MTN BE | WY | 8,420 | $208,732 | 0.05% |
| 54 | FIDELITY ETHEREUM FD | 31613E103 | 4,984 | $207,089 | 0.05% |