Institutional Manager · CIK 0001573263
Wiser Wealth Management, Inc
MARIETTA, GA · File #028-20622
Latest AUM
$449.7M
Positions
55
Top-10 Concentration
87.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202555 pos · $449.7M
- 13F HOLDINGS REPORTQ/E Sep 202554 pos · $437.4M
- 13F HOLDINGS REPORTQ/E Jun 202550 pos · $399.3M
- 13F HOLDINGS REPORTQ/E Mar 202549 pos · $356.4M
- 13F HOLDINGS REPORTQ/E Dec 202448 pos · $356.3M
- 13F HOLDINGS REPORTQ/E Sep 202449 pos · $348.9M
- 13F HOLDINGS REPORTQ/E Jun 202435 pos · $323.0M
- 13F HOLDINGS REPORTQ/E Mar 202431 pos · $304.8M
- 13F HOLDINGS REPORTQ/E Dec 202336 pos · $246.0M
- 13F HOLDINGS REPORTQ/E Sep 202335 pos · $249.1M
- 13F HOLDINGS REPORTQ/E Jun 202333 pos · $234.1M
- 13F HOLDINGS REPORTQ/E Mar 202336 pos · $216.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 233,095 | $146.2M | 32.58% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 1,189,548 | $56.3M | 12.55% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 611,360 | $38.2M | 8.51% |
| 4 | VANGUARD WORLD FD | 92204A702 | 36,989 | $27.9M | 6.21% |
| 5 | ISHARES TR | 46434V100 | 462,972 | $23.5M | 5.23% |
| 6 | VANGUARD CHARLOTTE FDS | 92203J407 | 470,587 | $22.7M | 5.07% |
| 7 | PACER FDS TR | 69374H881 | 376,069 | $22.6M | 5.04% |
| 8 | ISHARES TR | 464287200 | 26,785 | $18.3M | 4.09% |
| 9 | VANGUARD BD INDEX FDS | 921937827 | 227,356 | $17.9M | 3.99% |
| 10 | VANGUARD ADMIRAL FDS INC | 921932828 | 148,795 | $16.5M | 3.68% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 149,031 | $11.0M | 2.46% |
| 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 | 0.73% |
| 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 | 0.46% |