13F HOLDINGS REPORT
Wiser Wealth Management, Inc
Quarter ended Q4 2025 · Filed January 12, 2026 · Accession 0001573263-26-000001
Total Value
$449.7M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 233,095 | $146.2M | 32.50% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 1,189,548 | $56.3M | 12.52% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 611,360 | $38.2M | 8.49% |
| 4 | VANGUARD WORLD FD | 92204A702 | 36,989 | $27.9M | 6.20% |
| 5 | ISHARES TR | 46434V100 | 462,972 | $23.5M | 5.22% |
| 6 | VANGUARD CHARLOTTE FDS | 92203J407 | 470,587 | $22.7M | 5.06% |
| 7 | PACER FDS TR | 69374H881 | 376,069 | $22.6M | 5.03% |
| 8 | ISHARES TR | 464287200 | 26,785 | $18.3M | 4.08% |
| 9 | VANGUARD BD INDEX FDS | 921937827 | 227,356 | $17.9M | 3.98% |
| 10 | VANGUARD ADMIRAL FDS INC | 921932828 | 148,795 | $16.5M | 3.67% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 149,031 | $11.0M | 2.45% |
| 12 | ISHARES TR | 46435G672 | 91,437 | $4.6M | 1.02% |
| 13 | ISHARES TR | 464287804 | 28,027 | $3.4M | 0.75% |
| 14 | APPLE INC | AAPL | 11,980 | $3.3M | 0.72% |
| 15 | VANGUARD INDEX FDS | 922908637 | 9,115 | $2.9M | 0.64% |
| 16 | BITWISE BITCOIN ETF TR | BITB | 59,655 | $2.8M | 0.63% |
| 17 | NVIDIA CORPORATION | NVDA | 11,814 | $2.2M | 0.49% |
| 18 | ISHARES TR | 464288158 | 19,810 | $2.1M | 0.47% |
| 19 | MICROSOFT CORP | MSFT | 4,353 | $2.1M | 0.47% |
| 20 | ISHARES TR | 46432F842 | 22,837 | $2.0M | 0.45% |
| 21 | HOME DEPOT INC | HD | 4,397 | $1.5M | 0.34% |
| 22 | ALPHABET INC | GOOG | 4,795 | $1.5M | 0.33% |
| 23 | VANGUARD STAR FDS | 921909768 | 19,770 | $1.5M | 0.33% |
| 24 | SPDR S&P 500 ETF TR | SPY | 2,036 | $1.4M | 0.31% |
| 25 | BITWISE ETHEREUM ETF | ETHW | 60,413 | $1.3M | 0.29% |
| 26 | VANGUARD INDEX FDS | 922908769 | 3,815 | $1.3M | 0.28% |
| 27 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,332 | $1.2M | 0.26% |
| 28 | AMAZON COM INC | AMZN | 5,009 | $1.2M | 0.26% |
| 29 | FIDELITY COVINGTON TRUST | 316092808 | 4,987 | $1.1M | 0.25% |
| 30 | JOHNSON & JOHNSON | JNJ | 4,300 | $889,964 | 0.20% |
| 31 | BROADCOM INC | AVGO | 2,165 | $749,307 | 0.17% |
| 32 | META PLATFORMS INC | META | 1,117 | $737,321 | 0.16% |
| 33 | ISHARES TR | 464288414 | 5,885 | $630,312 | 0.14% |
| 34 | ALPHABET INC | GOOG | 1,951 | $612,221 | 0.14% |
| 35 | TESLA INC | TSLA | 1,331 | $598,577 | 0.13% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 1,743 | $561,757 | 0.12% |
| 37 | WALMART INC | WMT | 4,735 | $527,526 | 0.12% |
| 38 | SOUTHERN CO | SOMN | 6,010 | $524,043 | 0.12% |
| 39 | SPDR SERIES TRUST | 78464A805 | 6,207 | $512,078 | 0.11% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 991 | $498,126 | 0.11% |
| 41 | ELI LILLY & CO | LLY | 453 | $486,830 | 0.11% |
| 42 | VISA INC | V | 1,267 | $444,350 | 0.10% |
| 43 | PROCTER AND GAMBLE CO | 742718109 | 2,719 | $389,645 | 0.09% |
| 44 | NORFOLK SOUTHN CORP | 655844108 | 1,098 | $317,015 | 0.07% |
| 45 | COCA COLA CO | KO | 4,480 | $313,208 | 0.07% |
| 46 | EXXON MOBIL CORP | XOM | 2,421 | $291,322 | 0.06% |
| 47 | VANGUARD SCOTTSDALE FDS | 92206C409 | 3,625 | $289,021 | 0.06% |
| 48 | PHILIP MORRIS INTL INC | 718172109 | 1,707 | $273,803 | 0.06% |
| 49 | MASTERCARD INCORPORATED | MA | 469 | $267,743 | 0.06% |
| 50 | ORACLE CORP | ORCL-PD | 1,277 | $248,900 | 0.06% |
| 51 | NETFLIX INC | NFLX | 2,649 | $248,370 | 0.06% |
| 52 | FIDELITY ETHEREUM FD | 31613E103 | 7,411 | $219,439 | 0.05% |
| 53 | UNITEDHEALTH GROUP INC | UNH | 621 | $204,998 | 0.05% |
| 54 | WEYERHAEUSER CO MTN BE | WY | 8,592 | $203,544 | 0.05% |
| 55 | TECHNIPFMC PLC | FTI | 4,529 | $201,812 | 0.04% |