Wiser Wealth Management, Inc

Name: Wiser Wealth Management, Inc: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in MARIETTA, GA. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 14, 2026. SEC CIK 1573263.

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Reported value$522.7m
Positions75

Holdings: 75 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Wiser Wealth Management, Inc, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Vanguard Index FDS	S&P 500 ETF SHS	922908363	166	31.8%	241,952	Reduced−2,155
J P Morgan Exchange Traded F	CORE PLUS BD ETF	46641Q670	61.7	11.8%	1,314,982	Added+29,628
Vanguard Tax-Managed FDS	VAN FTSE DEV MKT	921943858	44.9	8.6%	630,260	Added+11,950
Vanguard World FD	INF TECH ETF	92204A702	36.4	7.0%	304,688	Added+265,926
Ishares TR	0-5YR INVT GR CP	46434V100	25.7	4.9%	510,292	Added+18,904
Pacer FDS TR	US CASH COWS 100	69374H881	24.9	4.8%	400,271	Added+12,244
Vanguard Charlotte FDS	TOTAL INT BD ETF	92203J407	24.0	4.6%	496,529	Reduced−8,815
Vanguard Admiral FDS Inc	SMLLCP 600 IDX	921932828	21.1	4.0%	153,116	Reduced−1,247
Ishares TR	CORE S&P500 ETF	464287200	20.0	3.8%	26,722	Reduced−287
Vanguard BD Index FDS	SHORT TRM BOND	921937827	19.5	3.7%	250,382	Added+6,914
Vanguard BD Index FDS	TOTAL BND MRKT	921937835	12.4	2.4%	169,482	Added+21,115
Ishares TR	CORE INTL AGGR	46435G672	6.5	1.2%	128,884	Added+34,018
Apple IncAAPL	COM	037833100	4.0	0.8%	13,967	Added+1,664
Ishares TR	CORE S&P SCP ETF	464287804	4.0	0.8%	26,953	Reduced−433
Bitwise Bitcoin ETF TRBITB	SHS BEN INT	09174C104	3.1	0.6%	98,102	Added+564
Vanguard Index FDS	LARGE CAP ETF	922908637	3.1	0.6%	9,083	Reduced−34
Nvidia CorporationNVDA	COM	67066G104	2.8	0.5%	14,029	Added+1,185
Ishares TR	SHRT NAT MUN ETF	464288158	2.5	0.5%	23,276	Added+3,303
Vanguard Index FDS	TOTAL STK MKT	922908769	2.4	0.5%	6,501	Added+181
Ishares TR	CORE MSCI EAFE	46432F842	2.2	0.4%	22,747	Reduced−2,633
State STR SPDR S&P 500 ETF TSPY	TR UNIT	78462F103	2.0	0.4%	2,692	Added+363
Microsoft CorpMSFT	COM	594918104	2.0	0.4%	5,369	Added+808
Alphabet IncGOOGL	CAP STK CL A	02079K305	1.9	0.4%	5,345	Added+283
Home Depot IncHD	COM	437076102	1.6	0.3%	4,411	Reduced−428
Vanguard Star FDS	VG TL INTL STK F	921909768	1.5	0.3%	17,265	Reduced−777
Fidelity Covington Trust	MSCI INFO TECH I	316092808	1.5	0.3%	5,093	Added+106
Vanguard Specialized Funds	DIV APP ETF	921908844	1.4	0.3%	6,033	Reduced−174
Amazon Com IncAMZN	COM	023135106	1.4	0.3%	5,986	Added+407
Bitwise Ethereum ETFETHW	SHS	091955104	1.3	0.2%	112,955	Added+4,560
Southern CoSO	COM	842587107	1.3	0.2%	13,296	Added+7,271
Johnson & JohnsonJNJ	COM	478160104	1.1	0.2%	4,418	Added+63
Broadcom IncAVGO	COM	11135F101	1.0	0.2%	2,613	Added+249
Alphabet IncGOOGL	CAP STK CL C	02079K107	0.8	0.2%	2,402	Added+192
Meta Platforms IncMETA	CL A	30303M102	0.7	0.1%	1,306	Added+151
Micron Technology IncMU	COM	595112103	0.7	0.1%	601	New+601
Vanguard Scottsdale FDS	SHRT TRM CORP BD	92206C409	0.7	0.1%	8,678	Added+2,816
Ishares TR	NATIONAL MUN ETF	464288414	0.7	0.1%	6,106	Added+50
Tesla IncTSLA	COM	88160R101	0.7	0.1%	1,560	Added+128
Fidelity Wise Origin BitcoinFBTC	SHS	315948109	0.6	0.1%	12,580	Added+6,919
ELI Lilly & CoLLY	COM	532457108	0.6	0.1%	525	Added+42
Jpmorgan Chase & CoJPM	COM	46625H100	0.6	0.1%	1,923	Added+288
Visa IncV	COM CL A	92826C839	0.6	0.1%	1,704	Added+441
Berkshire Hathaway Inc DelBRK-B	CL B NEW	084670702	0.6	0.1%	1,143	Added+42
Walmart IncWMT	COM	931142103	0.6	0.1%	5,022	Added+168
Vanguard International Equity Index F	ALLWRLD EX US	922042775	0.5	0.1%	6,559	Reduced−579
SPDR Series Trust	STATE STREET SPD	78464A805	0.5	0.1%	5,784	Reduced−315
Advanced Micro Devices IncAMD	COM	007903107	0.5	<0.1%	887	New+887
Coca Cola CoKO	COM	191216100	0.4	<0.1%	5,373	Added+44
Procter & Gamble CoPG	COM	742718109	0.4	<0.1%	2,741	Reduced−174
Exxon Mobil Corp	COM	30231G102	0.4	<0.1%	2,876	Added+322
Applied Matls IncAMAT	COM	038222105	0.4	<0.1%	538	New+538
Norfolk Southn CorpNSC	COM	655844108	0.3	<0.1%	1,088	Reduced−18
Intel CorpINTC	COM	458140100	0.3	<0.1%	2,450	New+2,450
Invesco QQQ TR	UNIT SER 1	46090E103	0.3	<0.1%	448	New+448
Philip Morris International IncPM	COM	718172109	0.3	<0.1%	1,700	Added+138
Technipfmc plc	COM	G87110105	0.3	<0.1%	4,572	Added+31
Unitedhealth Group IncUNH	COM	91324P102	0.3	<0.1%	718	New+718
Caterpillar IncCAT	COM	149123101	0.3	<0.1%	263	New+263
Cisco Sys IncCSCO	COM	17275R102	0.3	<0.1%	2,348	New+2,348
LAM Research CorpLRCX	COM NEW	512807306	0.3	<0.1%	614	New+614
GE AerospaceGE	COM NEW	369604301	0.3	<0.1%	696	New+696
Costco Wholesale CorporationCOST	COM	22160K105	0.3	<0.1%	269	Added+23
Abbvie IncABBV	COM	00287Y109	0.3	<0.1%	1,000	New+1,000
Ishares TR	INTRM GOV CR ETF	464288612	0.2	<0.1%	2,350	New+2,350
Mastercard IncorporatedMA	CL A	57636Q104	0.2	<0.1%	476	Added+24
Invesco Exch Traded FD TR II	NASDAQ 100 ETF	46138G649	0.2	<0.1%	750	New+750
KLA CorpKLAC	COM NEW	482480100	0.2	<0.1%	737	New+737
Oracle CorpORCL	COM	68389X105	0.2	<0.1%	1,464	New+1,464
Texas Instrs IncTXN	COM	882508104	0.2	<0.1%	707	New+707
Netflix Inc.NFLX	COM	64110L106	0.2	<0.1%	2,936	Added+21
Fidelity Ethereum FDFETH	SHS	31613E103	0.2	<0.1%	13,278	New+13,278
Weyerhaeuser CoWY	COM NEW	962166104	0.2	<0.1%	8,646	Added+6
TJX Cos Inc NewTJX	COM	872540109	0.2	<0.1%	1,358	Added+102
Ishares TR	CORE S&P TTL STK	464287150	0.2	<0.1%	1,240	New+1,240
Goldman Sachs Group IncGS	COM	38141G104	0.2	<0.1%	200	New+200

Sold out: 2 positions

Held at the end of the quarter before and not reported this quarter.

Wiser Wealth Management, Inc, positions sold out
Issuer	Class	CUSIP	Reported value$	Weight	Shares	Put or call	Change on the quarter before
AT&T IncT	COM	00206R102	0.0	0.0%	0		Sold out−8,139
Vanguard Index FDS	GROWTH ETF	922908736	0.0	0.0%	0		Sold out−480

Source: SEC EDGAR, Form 13F-HR, accession 0001573263-26-000004 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.