Wiser Wealth Management, Inc
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Wiser Wealth Management, Inc reported 35 stock positions worth $323.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 34.4% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 13.1%) and Vanguard Ftse Developed ETF (VEA, 7.8%). Compared with Q1 2024, it opened 6 new positions, sold out of 2, added to 21 and reduced 7. The biggest buy was Vanguard Total Bond Market (BND, shares +955%) and the biggest sale Pacer US Cash Cows 100 ETF (COWZ, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, GA
- CIK
- 0001573263
- Portfolio Value
- $323.0M (Q2 2024)
- SEC Filing
- 0001573263-24-000004 ↗ filed Jul 22, 2024
Holdings Value
Holdings 35 stocks · $323.0M
| VOO Vanguard S&P 500 ETF | 34.37% | 221,938 | $111.0M | Add +2.2% |
| JCPB JPMorgan Core Plus Bond ETF | 13.07% | 911,455 | $42.2M | Add +5.1% |
| VEA Vanguard Ftse Developed ETF | 7.81% | 510,200 | $25.2M | Add +7.0% |
| COWZ Pacer US Cash Cows 100 ETF | 7.24% | 429,170 | $23.4M | Reduce -7.4% |
| VGT Vanguard Info Tech ETF | 5.90% | 33,053 | $19.1M | Add +11.4% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 5.38% | 352,800 | $17.4M | Add +6.9% |
| BNDX Vanguard Total Intl Bond ETF | 5.27% | 349,744 | $17.0M | Add +0.9% |
| BSV Vanguard Short-Term Bond ETF | 4.34% | 182,649 | $14.0M | Reduce -2.5% |
| IVV iShares Core S&P 500 ETF | 4.26% | 25,131 | $13.8M | Reduce -9.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 3.65% | 120,160 | $11.8M | Add +3.4% |
| BND Vanguard Total Bond Market | 1.10% | 49,443 | $3.6M | Add +955.1% |
| IAGG iShares Intl Aggregate Bond | 0.75% | 48,540 | $2.4M | Add +92.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.73% | 9,423 | $2.4M | No change |
| IJR iShares Core S&P Small-Cap E | 0.71% | 21,464 | $2.3M | Add +2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 7,743 | $2.1M | Add +43.5% |
| SUB iShares Short-Term National | 0.61% | 18,867 | $2.0M | Reduce -15.8% |
| AAPL Apple Inc. | 0.57% | 8,687 | $1.8M | Reduce -9.0% |
| VXUS Vanguard Total Intl Stock | 0.53% | 28,527 | $1.7M | Add +6.0% |
| HD Home Depot Inc. | 0.46% | 4,348 | $1.5M | Add +1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.35% | 15,381 | $1.1M | Add +77.8% |
| MSFT Microsoft Corp. | 0.32% | 2,296 | $1.0M | Add +35.1% |
| NVDA Nvidia Corp. | 0.24% | 6,246 | $772K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,330 | $724K | Reduce -1.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.21% | 10,122 | $672K | Reduce -1.9% |
| BITB Bitwise Bitcoin ETF | 0.20% | 19,588 | $640K | New |
| AMZN Amazon.com Inc. | 0.17% | 2,870 | $555K | Add +116.0% |
| MUB iShares National Muni Bond E | 0.17% | 5,194 | $553K | New |
| GOOGL Alphabet Inc. Class A | 0.16% | 2,782 | $507K | Add +78.6% |
| PG The Procter & Gamble Co. | 0.12% | 2,434 | $401K | Add +29.0% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,721 | $314K | Add +29.3% |
| META Meta Platforms Inc. Class A | 0.08% | 518 | $261K | New |
| WY Weyerhaeuser Co. | 0.07% | 8,329 | $236K | Add +1.4% |
| NSC Norfolk Southern Corp. | 0.07% | 1,054 | $226K | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 544 | $221K | New |
| JPM JPMorgan Chase & Co. | 0.06% | 1,033 | $209K | New |
Portfolio Sells Q1 2024 → Q2 2024
| COWZ Pacer US Cash Cows 100 ETF | Reduce -7.4% | 7.24% | −1.60 |
| IVV iShares Core S&P 500 ETF | Reduce -9.1% | 4.26% | −0.51 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.5% | 4.34% | −0.37 |
| SUB iShares Short-Term National | Reduce -15.8% | 0.61% | −0.16 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.07 |
| GSST Goldman Sachs Ultra Short Bo | Sold out | 0.00% | −0.07 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.9% | 0.21% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 0.22% | −0.01 |
| AAPL Apple Inc. | Reduce -9.0% | 0.57% | +0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| BND Vanguard Total Bond Market | Add +955.1% | 1.10% | +0.99 |
| VGT Vanguard Info Tech ETF | Add +11.4% | 5.90% | +0.80 |
| IAGG iShares Intl Aggregate Bond | Add +92.0% | 0.75% | +0.34 |
| NVDA Nvidia Corp. | New | 0.24% | +0.24 |
| BITB Bitwise Bitcoin ETF | New | 0.20% | +0.20 |
| VTI VG Morningstar TS MKT ETF-US | Add +43.5% | 0.64% | +0.18 |
| MUB iShares National Muni Bond E | New | 0.17% | +0.17 |
| IEFA iShares Core MSCI Eafe ETF | Add +77.8% | 0.35% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +2.2% | 34.37% | +0.11 |
| AMZN Amazon.com Inc. | Add +116.0% | 0.17% | +0.09 |
| MSFT Microsoft Corp. | Add +35.1% | 0.32% | +0.08 |
| META Meta Platforms Inc. Class A | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +78.6% | 0.16% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | New | 0.06% | +0.06 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +6.9% | 5.38% | +0.05 |
| PG The Procter & Gamble Co. | Add +29.0% | 0.12% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +29.3% | 0.10% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +6.0% | 0.53% | +0.00 |
| NSC Norfolk Southern Corp. | Add +5.8% | 0.07% | −0.01 |
| WY Weyerhaeuser Co. | Add +1.4% | 0.07% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Add +7.0% | 7.81% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Add +2.8% | 0.71% | −0.05 |
| HD Home Depot Inc. | Add +1.4% | 0.46% | −0.08 |
| JCPB JPMorgan Core Plus Bond ETF | Add +5.1% | 13.07% | −0.20 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +3.4% | 3.65% | −0.21 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.9% | 5.27% | −0.32 |
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 |