Institutional Manager · CIK 0001573263

Wiser Wealth Management, Inc

MARIETTA, GA · File #028-20622

Latest AUM

$449.7M

Positions

Top-10 Concentration

87.0%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	J P MORGAN EXCHANGE TRADED F	46641Q670	+68,958	+$3.3M	-$224,122
REDUCE	ISHARES TR	464287200	-2,168	-$1.5M	+$452,783
ADD	VANGUARD CHARLOTTE FDS	92203J407	+18,000	+$869,759	-$515,954
ADD	VANGUARD INDEX FDS	922908363	+1,260	+$790,182	+$3.4M
ADD	ISHARES TR	46434V100	+13,857	+$702,550	-$58,385
ADD	BITWISE BITCOIN ETF TR	BITB	+14,139	+$672,450	-$667,288
ADD	VANGUARD BD INDEX FDS	921937827	+8,296	+$653,807	-$21,968
ADD	ISHARES TR	46435G672	+8,226	+$411,380	-$101,558
ADD	PACER FDS TR	69374H881	+6,242	+$375,581	+$998,533
NEW	COCA COLA CO	KO	+4,480	+$313,208	$0

Sector Allocation

Technology

1.8%$8.3M

Consumer Discretionary

0.7%$3.3M

Healthcare

0.3%$1.6M

Communication Services

0.2%$985,691

0.2%$840,734

0.1%$712,093

0.1%$524,043

0.1%$493,134

0.0%$203,544

Filing History

Jan 12, 202613F HOLDINGS REPORTQ/E Dec 202555 pos · $449.7M
Oct 7, 202513F HOLDINGS REPORTQ/E Sep 202554 pos · $437.4M
Jul 18, 202513F HOLDINGS REPORTQ/E Jun 202550 pos · $399.3M
Apr 14, 202513F HOLDINGS REPORTQ/E Mar 202549 pos · $356.4M
Jan 14, 202513F HOLDINGS REPORTQ/E Dec 202448 pos · $356.3M
Oct 3, 202413F HOLDINGS REPORTQ/E Sep 202449 pos · $348.9M
Jul 22, 202413F HOLDINGS REPORTQ/E Jun 202435 pos · $323.0M
Apr 19, 202413F HOLDINGS REPORTQ/E Mar 202431 pos · $304.8M
Oct 19, 202313F HOLDINGS REPORTQ/E Dec 202336 pos · $246.0M

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%