# Wiser Wealth Management, Inc: Form 13F holdings

An institutional investment manager in MARIETTA, GA. SEC CIK 1573263.

- Quarter ended: 2026-06-30
- Filed: 2026-07-14
- Reported value: $522.7m
- Positions: 75 (75 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1573263/000157326326000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $166.2m | 31.8% | 241,952 |  | Reduced −2,155 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $61.7m | 11.8% | 1,314,982 |  | Added +29,628 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $44.9m | 8.6% | 630,260 |  | Added +11,950 |
| VANGUARD WORLD FD | INF TECH ETF | $36.4m | 7.0% | 304,688 |  | Added +265,926 |
| ISHARES TR | 0-5YR INVT GR CP | $25.7m | 4.9% | 510,292 |  | Added +18,904 |
| PACER FDS TR | US CASH COWS 100 | $24.9m | 4.8% | 400,271 |  | Added +12,244 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $24.0m | 4.6% | 496,529 |  | Reduced −8,815 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $21.1m | 4.0% | 153,116 |  | Reduced −1,247 |
| ISHARES TR | CORE S&P500 ETF | $20.0m | 3.8% | 26,722 |  | Reduced −287 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $19.5m | 3.7% | 250,382 |  | Added +6,914 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $12.4m | 2.4% | 169,482 |  | Added +21,115 |
| ISHARES TR | CORE INTL AGGR | $6.5m | 1.2% | 128,884 |  | Added +34,018 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $4.0m | 0.8% | 13,967 |  | Added +1,664 |
| ISHARES TR | CORE S&P SCP ETF | $4.0m | 0.8% | 26,953 |  | Reduced −433 |
| [BITWISE BITCOIN ETF TR (BITB)](/companies/bitb.md) | SHS BEN INT | $3.1m | 0.6% | 98,102 |  | Added +564 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.1m | 0.6% | 9,083 |  | Reduced −34 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $2.8m | 0.5% | 14,029 |  | Added +1,185 |
| ISHARES TR | SHRT NAT MUN ETF | $2.5m | 0.5% | 23,276 |  | Added +3,303 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.4m | 0.5% | 6,501 |  | Added +181 |
| ISHARES TR | CORE MSCI EAFE | $2.2m | 0.4% | 22,747 |  | Reduced −2,633 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $2.0m | 0.4% | 2,692 |  | Added +363 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $2.0m | 0.4% | 5,369 |  | Added +808 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $1.9m | 0.4% | 5,345 |  | Added +283 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $1.6m | 0.3% | 4,411 |  | Reduced −428 |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.5m | 0.3% | 17,265 |  | Reduced −777 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $1.5m | 0.3% | 5,093 |  | Added +106 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.4m | 0.3% | 6,033 |  | Reduced −174 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $1.4m | 0.3% | 5,986 |  | Added +407 |
| [BITWISE ETHEREUM ETF (ETHW)](/companies/ethw.md) | SHS | $1.3m | 0.2% | 112,955 |  | Added +4,560 |
| [SOUTHERN CO (SO)](/companies/so.md) | COM | $1.3m | 0.2% | 13,296 |  | Added +7,271 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $1.1m | 0.2% | 4,418 |  | Added +63 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $987.1k | 0.2% | 2,613 |  | Added +249 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $848.8k | 0.2% | 2,402 |  | Added +192 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $735.7k | 0.1% | 1,306 |  | Added +151 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $693.7k | 0.1% | 601 |  | New +601 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $685.8k | 0.1% | 8,678 |  | Added +2,816 |
| ISHARES TR | NATIONAL MUN ETF | $657.1k | 0.1% | 6,106 |  | Added +50 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $656.1k | 0.1% | 1,560 |  | Added +128 |
| [FIDELITY WISE ORIGIN BITCOIN (FBTC)](/companies/fbtc.md) | SHS | $642.2k | 0.1% | 12,580 |  | Added +6,919 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $629.7k | 0.1% | 525 |  | Added +42 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $629.5k | 0.1% | 1,923 |  | Added +288 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $584.6k | 0.1% | 1,704 |  | Added +441 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $571.9k | 0.1% | 1,143 |  | Added +42 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $568.8k | 0.1% | 5,022 |  | Added +168 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $549.3k | 0.1% | 6,559 |  | Reduced −579 |
| SPDR SERIES TRUST | STATE STREET SPD | $525.1k | 0.1% | 5,784 |  | Reduced −315 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $515.3k | <0.1% | 887 |  | New +887 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $436.6k | <0.1% | 5,373 |  | Added +44 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $401.9k | <0.1% | 2,741 |  | Reduced −174 |
| EXXON MOBIL CORP | COM | $393.3k | <0.1% | 2,876 |  | Added +322 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $389.0k | <0.1% | 538 |  | New +538 |
| [NORFOLK SOUTHN CORP (NSC)](/companies/nsc.md) | COM | $342.3k | <0.1% | 1,088 |  | Reduced −18 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $342.1k | <0.1% | 2,450 |  | New +2,450 |
| INVESCO QQQ TR | UNIT SER 1 | $329.9k | <0.1% | 448 |  | New +448 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $307.5k | <0.1% | 1,700 |  | Added +138 |
| TECHNIPFMC PLC | COM | $303.1k | <0.1% | 4,572 |  | Added +31 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $298.4k | <0.1% | 718 |  | New +718 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $280.1k | <0.1% | 263 |  | New +263 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $275.8k | <0.1% | 2,348 |  | New +2,348 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $266.1k | <0.1% | 614 |  | New +614 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $260.1k | <0.1% | 696 |  | New +696 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $251.6k | <0.1% | 269 |  | Added +23 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $251.6k | <0.1% | 1,000 |  | New +1,000 |
| ISHARES TR | INTRM GOV CR ETF | $249.3k | <0.1% | 2,350 |  | New +2,350 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $244.5k | <0.1% | 476 |  | Added +24 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $227.2k | <0.1% | 750 |  | New +750 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $222.4k | <0.1% | 737 |  | New +737 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $214.5k | <0.1% | 1,464 |  | New +1,464 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $210.7k | <0.1% | 707 |  | New +707 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $209.6k | <0.1% | 2,936 |  | Added +21 |
| [FIDELITY ETHEREUM FD (FETH)](/companies/feth.md) | SHS | $209.0k | <0.1% | 13,278 |  | New +13,278 |
| [WEYERHAEUSER CO (WY)](/companies/wy.md) | COM NEW | $207.0k | <0.1% | 8,646 |  | Added +6 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $205.7k | <0.1% | 1,358 |  | Added +102 |
| ISHARES TR | CORE S&P TTL STK | $203.7k | <0.1% | 1,240 |  | New +1,240 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $202.3k | <0.1% | 200 |  | New +200 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AT&T INC (T)](/companies/t.md) | COM | $0 | 0.0% | 0 |  | Sold out −8,139 |
| VANGUARD INDEX FDS | GROWTH ETF | $0 | 0.0% | 0 |  | Sold out −480 |

Source: SEC EDGAR, Form 13F-HR, accession 0001573263-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.