Wiser Wealth Management, Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Wiser Wealth Management, Inc reported 75 stock positions worth $522.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 31.8% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 11.8%) and Vanguard Ftse Developed ETF (VEA, 8.6%). Compared with Q1 2026, it opened 19 new positions, sold out of 2, added to 41 and reduced 15. The biggest buy was iShares Intl Aggregate Bond (IAGG, shares +36%) and the biggest sale Vanguard Total Intl Bond ETF (BNDX, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, GA
- CIK
- 0001573263
- Portfolio Value
- $522.7M (Q2 2026)
- SEC Filing
- 0001573263-26-000004 ↗ filed Jul 14, 2026
Holdings Value
Holdings 75 stocks · $522.7M
| VOO Vanguard S&P 500 ETF | 31.79% | 241,952 | $166.2M | Reduce -0.9% |
| JCPB JPMorgan Core Plus Bond ETF | 11.81% | 1,314,982 | $61.7M | Add +2.3% |
| VEA Vanguard Ftse Developed ETF | 8.59% | 630,260 | $44.9M | Add +1.9% |
| VGT Vanguard Info Tech ETF | 6.97% | 304,688 | $36.4M | Reduce -1.7% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 4.92% | 510,292 | $25.7M | Add +3.9% |
| COWZ Pacer US Cash Cows 100 ETF | 4.76% | 400,271 | $24.9M | Add +3.2% |
| BNDX Vanguard Total Intl Bond ETF | 4.60% | 496,529 | $24.0M | Reduce -1.7% |
| VIOO Vanguard S&P Small-Cap 600 E | 4.03% | 153,116 | $21.1M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 3.83% | 26,722 | $20.0M | Reduce -1.1% |
| BSV Vanguard Short-Term Bond ETF | 3.73% | 250,382 | $19.5M | Add +2.8% |
| BND Vanguard Total Bond Market | 2.38% | 169,482 | $12.4M | Add +14.2% |
| IAGG iShares Intl Aggregate Bond | 1.25% | 128,884 | $6.5M | Add +35.9% |
| AAPL Apple Inc. | 0.77% | 13,967 | $4.0M | Add +13.5% |
| IJR iShares Core S&P Small-Cap E | 0.76% | 26,953 | $4.0M | Reduce -1.6% |
| BITB Bitwise Bitcoin ETF | 0.60% | 98,102 | $3.1M | Add +0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.60% | 9,083 | $3.1M | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.54% | 14,029 | $2.8M | Add +9.2% |
| SUB iShares Short-Term National | 0.47% | 23,276 | $2.5M | Add +16.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 6,501 | $2.4M | Add +2.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.42% | 22,747 | $2.2M | Reduce -10.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 2,692 | $2.0M | Add +15.6% |
| MSFT Microsoft Corp. | 0.38% | 5,369 | $2.0M | Add +17.7% |
| GOOGL Alphabet Inc. Class A | 0.37% | 5,345 | $1.9M | Add +5.6% |
| HD Home Depot Inc. | 0.30% | 4,411 | $1.6M | Reduce -8.8% |
| VXUS Vanguard Total Intl Stock | 0.28% | 17,265 | $1.5M | Reduce -4.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.28% | 5,093 | $1.5M | Add +2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 6,033 | $1.4M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 0.27% | 5,986 | $1.4M | Add +7.3% |
| ETHW Bitwise Ethereum ETF | 0.24% | 112,955 | $1.3M | Add +4.2% |
| SO The Southern Co. | 0.24% | 13,296 | $1.3M | Add +120.7% |
| JNJ Johnson & Johnson | 0.21% | 4,418 | $1.1M | Add +1.4% |
| AVGO Broadcom Inc. | 0.19% | 2,613 | $987K | Add +10.5% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,402 | $849K | Add +8.7% |
| META Meta Platforms Inc. Class A | 0.14% | 1,306 | $736K | Add +13.1% |
| MU Micron Technology Inc. | 0.13% | 601 | $694K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 8,678 | $686K | Add +48.0% |
| MUB iShares National Muni Bond E | 0.13% | 6,106 | $657K | Add +0.8% |
| TSLA Tesla Inc. | 0.13% | 1,560 | $656K | Add +8.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.12% | 12,580 | $642K | Add +122.2% |
| LLY Eli Lilly & Co. | 0.12% | 525 | $630K | Add +8.7% |
| JPM JPMorgan Chase & Co. | 0.12% | 1,923 | $629K | Add +17.6% |
| V Visa Inc. Class A | 0.11% | 1,704 | $585K | Add +34.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,143 | $572K | Add +3.8% |
| WMT Walmart Inc. | 0.11% | 5,022 | $569K | Add +3.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 6,559 | $549K | Reduce -8.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.10% | 5,784 | $525K | Reduce -5.2% |
| AMD Advanced Micro Devices | 0.10% | 887 | $515K | New |
| KO The Coca-Cola Co. | 0.08% | 5,373 | $437K | Add +0.8% |
| PG The Procter & Gamble Co. | 0.08% | 2,741 | $402K | Reduce -6.0% |
| XOM Exxon Mobil Corp. | 0.08% | 2,876 | $393K | Add +12.6% |
| AMAT Applied Materials Inc. | 0.07% | 538 | $389K | New |
| NSC Norfolk Southern Corp. | 0.07% | 1,088 | $342K | Reduce -1.6% |
| INTC Intel Corp. | 0.07% | 2,450 | $342K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 448 | $330K | New |
| PM Philip Morris International | 0.06% | 1,700 | $308K | Add +8.8% |
| FTI Technipfmc PLC | 0.06% | 4,572 | $303K | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.06% | 718 | $298K | New |
| CAT Caterpillar Inc. | 0.05% | 263 | $280K | New |
| CSCO Cisco Systems Inc. | 0.05% | 2,348 | $276K | New |
| LRCX Lam Research Corp. | 0.05% | 614 | $266K | New |
| GE General Electric filed as GE AEROSPACE | 0.05% | 696 | $260K | New |
| COST Costco Wholesale Corp. | 0.05% | 269 | $252K | Add +9.3% |
| ABBV Abbvie Inc. | 0.05% | 1,000 | $252K | New |
| GVI iShares Intermediate Governm | 0.05% | 2,350 | $249K | New |
| MA Mastercard Inc. Class A | 0.05% | 476 | $244K | Add +5.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.04% | 750 | $227K | New |
| KLAC KLA Corp. | 0.04% | 737 | $222K | New |
| ORCL Oracle Corp. | 0.04% | 1,464 | $215K | New |
| TXN Texas Instruments Inc. | 0.04% | 707 | $211K | New |
| NFLX Netflix Inc. | 0.04% | 2,936 | $210K | Add +0.7% |
| FETH Fidelity Ethereum Fund | 0.04% | 13,278 | $209K | New |
| WY Weyerhaeuser Co. | 0.04% | 8,646 | $207K | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 1,358 | $206K | Add +8.1% |
| ITOT iShares Core S&P Total U.S. | 0.04% | 1,240 | $204K | New |
| GS Goldman Sachs Group Inc. | 0.04% | 200 | $202K | New |
Portfolio Sells Q1 2026 → Q2 2026
| BNDX Vanguard Total Intl Bond ETF | Reduce -1.7% | 4.60% | −0.64 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.4% | 0.42% | −0.08 |
| T AT&T Inc. | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Reduce -8.8% | 0.30% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.05 |
| VXUS Vanguard Total Intl Stock | Reduce -4.3% | 0.28% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.8% | 0.27% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -6.0% | 0.08% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -8.1% | 0.11% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -5.2% | 0.10% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -1.6% | 0.07% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.4% | 0.60% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.1% | 3.83% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.6% | 0.76% | +0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -0.8% | 4.03% | +0.21 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 31.79% | +0.34 |
| VGT Vanguard Info Tech ETF | Reduce -1.7% | 6.97% | +1.13 |
Portfolio Buys Q1 2026 → Q2 2026
| IAGG iShares Intl Aggregate Bond | Add +35.9% | 1.25% | +0.22 |
| MU Micron Technology Inc. | New | 0.13% | +0.13 |
| SO The Southern Co. | Add +120.7% | 0.24% | +0.12 |
| AAPL Apple Inc. | Add +13.5% | 0.77% | +0.10 |
| AMD Advanced Micro Devices | New | 0.10% | +0.10 |
| AMAT Applied Materials Inc. | New | 0.07% | +0.07 |
| INTC Intel Corp. | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.06% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.6% | 0.38% | +0.06 |
| UNH Unitedhealth Group Inc. | New | 0.06% | +0.06 |
| FTEC Fidelity MSCI Info Tech Indx | Add +2.1% | 0.28% | +0.05 |
| NVDA Nvidia Corp. | Add +9.2% | 0.54% | +0.05 |
| CAT Caterpillar Inc. | New | 0.05% | +0.05 |
| CSCO Cisco Systems Inc. | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +5.6% | 0.37% | +0.05 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| FBTC Fidelity Wise Origin Bitcoin | Add +122.2% | 0.12% | +0.05 |
| GE General Electric | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | New | 0.05% | +0.05 |
| GVI iShares Intermediate Governm | New | 0.05% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 8.59% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.04% | +0.04 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| ORCL Oracle Corp. | New | 0.04% | +0.04 |
| TXN Texas Instruments Inc. | New | 0.04% | +0.04 |
| FETH Fidelity Ethereum Fund | New | 0.04% | +0.04 |
| ITOT iShares Core S&P Total U.S. | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +10.5% | 0.19% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +48.0% | 0.13% | +0.03 |
| V Visa Inc. Class A | Add +34.9% | 0.11% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +8.7% | 0.16% | +0.03 |
| LLY Eli Lilly & Co. | Add +8.7% | 0.12% | +0.02 |
| BND Vanguard Total Bond Market | Add +14.2% | 2.38% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.9% | 0.46% | +0.02 |
| AMZN Amazon.com Inc. | Add +7.3% | 0.27% | +0.02 |
| MSFT Microsoft Corp. | Add +17.7% | 0.38% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +17.6% | 0.12% | +0.02 |
| SUB iShares Short-Term National | Add +16.5% | 0.47% | +0.02 |
| TSLA Tesla Inc. | Add +8.9% | 0.13% | +0.01 |
| PM Philip Morris International | Add +8.8% | 0.06% | +0.00 |
| META Meta Platforms Inc. Class A | Add +13.1% | 0.14% | −0.00 |
| MA Mastercard Inc. Class A | Add +5.3% | 0.05% | −0.00 |
| KO The Coca-Cola Co. | Add +0.8% | 0.08% | −0.00 |
| TJX TJX Companies Inc. | Add +8.1% | 0.04% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.8% | 0.11% | −0.00 |
| COST Costco Wholesale Corp. | Add +9.3% | 0.05% | −0.00 |
| WY Weyerhaeuser Co. | Add +0.1% | 0.04% | −0.01 |
| FTI Technipfmc PLC | Add +0.7% | 0.06% | −0.01 |
| MUB iShares National Muni Bond E | Add +0.8% | 0.13% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $522.7M | VOO, JCPB, VEA, VGT, SLQD |
| Q1 2026 | 58 | $463.7M | VOO, JCPB, VEA, VGT, SLQD |
| Q4 2025 | 55 | $449.7M | VOO, JCPB, VEA, VGT, SLQD |
| Q3 2025 | 54 | $437.4M | VOO, JCPB, VEA, VGT, SLQD |
| Q2 2025 | 50 | $399.3M | VOO, JCPB, VEA, VGT, SLQD |
| Q1 2025 | 49 | $356.4M | VOO, JCPB, VEA, COWZ, SLQD |
| Q4 2024 | 48 | $356.3M | VOO, JCPB, VEA, COWZ, VGT |
| Q3 2024 | 49 | $348.9M | VOO, JCPB, VEA, COWZ, VGT |
| Q2 2024 | 35 | $323.0M | VOO, JCPB, VEA, COWZ, VGT |
| Q1 2024 | 31 | $304.8M | VOO, JCPB, COWZ, VEA, BNDX |