Wiser Wealth Management, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Wiser Wealth Management, Inc reported 48 stock positions worth $356.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 33.4% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 11.5%) and Vanguard Ftse Developed ETF (VEA, 7.2%). Compared with Q3 2024, it opened 4 new positions, sold out of 5, added to 32 and reduced 11. The biggest buy was Vanguard Total Bond Market (BND, shares +141%) and the biggest sale JPMorgan Core Plus Bond ETF (JCPB, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, GA
- CIK
- 0001573263
- Portfolio Value
- $356.3M (Q4 2024)
- SEC Filing
- 0001573263-25-000002 ↗ filed Jan 14, 2025
Holdings Value
Holdings 48 stocks · $356.3M
| VOO Vanguard S&P 500 ETF | 33.35% | 220,533 | $118.8M | Add +0.3% |
| JCPB JPMorgan Core Plus Bond ETF | 11.53% | 891,562 | $41.1M | Reduce -4.2% |
| VEA Vanguard Ftse Developed ETF | 7.22% | 538,150 | $25.7M | Add +7.4% |
| COWZ Pacer US Cash Cows 100 ETF | 6.25% | 394,432 | $22.3M | Reduce -4.3% |
| VGT Vanguard Info Tech ETF | 6.10% | 34,932 | $21.7M | Add +3.7% |
| BNDX Vanguard Total Intl Bond ETF | 5.26% | 382,185 | $18.7M | Add +9.3% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 5.19% | 371,727 | $18.5M | Add +4.2% |
| IVV iShares Core S&P 500 ETF | 4.74% | 28,710 | $16.9M | Add +0.0% |
| BSV Vanguard Short-Term Bond ETF | 4.12% | 190,009 | $14.7M | Add +4.2% |
| VIOO Vanguard S&P Small-Cap 600 E | 3.65% | 122,650 | $13.0M | Add +1.0% |
| BND Vanguard Total Bond Market | 2.93% | 145,252 | $10.4M | Add +140.5% |
| AAPL Apple Inc. | 0.73% | 10,448 | $2.6M | Add +11.9% |
| IJR iShares Core S&P Small-Cap E | 0.73% | 22,594 | $2.6M | Add +3.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.71% | 9,398 | $2.5M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.71% | 8,701 | $2.5M | Reduce -0.1% |
| IAGG iShares Intl Aggregate Bond | 0.63% | 45,307 | $2.3M | Reduce -24.3% |
| VXUS Vanguard Total Intl Stock | 0.52% | 31,700 | $1.9M | Add +7.0% |
| SUB iShares Short-Term National | 0.49% | 16,490 | $1.7M | Reduce -2.9% |
| HD Home Depot Inc. | 0.48% | 4,415 | $1.7M | Add +2.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 24,021 | $1.7M | Reduce -23.1% |
| BITB Bitwise Bitcoin ETF | 0.39% | 27,662 | $1.4M | Add +9.9% |
| MSFT Microsoft Corp. | 0.37% | 3,086 | $1.3M | Add +20.8% |
| NVDA Nvidia Corp. | 0.34% | 9,052 | $1.2M | Add +26.8% |
| SO The Southern Co. | 0.31% | 13,275 | $1.1M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 1,448 | $849K | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.23% | 3,724 | $817K | Add +20.1% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 3,848 | $754K | Add +35.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.19% | 9,679 | $691K | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 0.19% | 3,543 | $671K | Add +21.9% |
| ETHW Bitwise Ethereum ETF | 0.16% | 23,595 | $566K | Add +10.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.13% | 2,459 | $455K | No change |
| TSLA Tesla Inc. | 0.13% | 1,114 | $450K | Add +18.9% |
| PG The Procter & Gamble Co. | 0.13% | 2,675 | $448K | Reduce -12.2% |
| META Meta Platforms Inc. Class A | 0.13% | 765 | $448K | Add +24.6% |
| AVGO Broadcom Inc. | 0.10% | 1,598 | $370K | Add +24.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 741 | $336K | Add +20.5% |
| JPM JPMorgan Chase & Co. | 0.09% | 1,277 | $306K | Add +14.0% |
| WMT Walmart Inc. | 0.08% | 3,310 | $299K | Add +8.1% |
| ADP Automatic Data Processing | 0.08% | 938 | $275K | Add +2.5% |
| GOOG Alphabet Inc. Class C | 0.07% | 1,310 | $250K | New |
| NSC Norfolk Southern Corp. | 0.07% | 1,059 | $249K | Add +1.4% |
| UNH Unitedhealth Group Inc. | 0.07% | 482 | $244K | Add +14.5% |
| WY Weyerhaeuser Co. | 0.07% | 8,425 | $237K | Add +0.0% |
| LLY Eli Lilly & Co. | 0.06% | 294 | $227K | Reduce -47.8% |
| V Visa Inc. Class A | 0.06% | 716 | $226K | New |
| LOW Lowe's Cos Inc. | 0.06% | 858 | $212K | Add +3.3% |
| NFLX Netflix Inc. | 0.06% | 235 | $209K | New |
| XOM Exxon Mobil Corp. | 0.06% | 1,900 | $204K | New |
Portfolio Sells Q3 2024 → Q4 2024
| JCPB JPMorgan Core Plus Bond ETF | Reduce -4.2% | 11.53% | −1.34 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -4.3% | 6.25% | −0.57 |
| IAGG iShares Intl Aggregate Bond | Reduce -24.3% | 0.63% | −0.25 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -23.1% | 0.47% | −0.22 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -47.8% | 0.06% | −0.08 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.07 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.06 |
| XMUIX BlackRock Municipal Income | Sold out | 0.00% | −0.04 |
| SUB iShares Short-Term National | Reduce -2.9% | 0.49% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -12.2% | 0.13% | −0.03 |
| SYRS Syros Pharmaceuticals Inc. | Sold out | 0.00% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -2.7% | 0.19% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.24% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.71% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.0% | 0.71% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| BND Vanguard Total Bond Market | Add +140.5% | 2.93% | +1.63 |
| VGT Vanguard Info Tech ETF | Add +3.7% | 6.10% | +0.43 |
| BNDX Vanguard Total Intl Bond ETF | Add +9.3% | 5.26% | +0.22 |
| BITB Bitwise Bitcoin ETF | Add +9.9% | 0.39% | +0.15 |
| AAPL Apple Inc. | Add +11.9% | 0.73% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 33.35% | +0.10 |
| NVDA Nvidia Corp. | Add +26.8% | 0.34% | +0.09 |
| GOOG Alphabet Inc. Class C | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +20.1% | 0.23% | +0.06 |
| V Visa Inc. Class A | New | 0.06% | +0.06 |
| NFLX Netflix Inc. | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +18.9% | 0.13% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +35.9% | 0.21% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +21.9% | 0.19% | +0.05 |
| MSFT Microsoft Corp. | Add +20.8% | 0.37% | +0.05 |
| ETHW Bitwise Ethereum ETF | Add +10.8% | 0.16% | +0.05 |
| AVGO Broadcom Inc. | Add +24.9% | 0.10% | +0.04 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +4.2% | 5.19% | +0.03 |
| META Meta Platforms Inc. Class A | Add +24.6% | 0.13% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +14.0% | 0.09% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +20.5% | 0.09% | +0.01 |
| WMT Walmart Inc. | Add +8.1% | 0.08% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +4.2% | 4.12% | +0.01 |
| ADP Automatic Data Processing | Add +2.5% | 0.08% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +14.5% | 0.07% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.0% | 4.74% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +3.3% | 0.73% | −0.00 |
| NSC Norfolk Southern Corp. | Add +1.4% | 0.07% | −0.00 |
| LOW Lowe's Cos Inc. | Add +3.3% | 0.06% | −0.01 |
| WY Weyerhaeuser Co. | Add +0.0% | 0.07% | −0.02 |
| HD Home Depot Inc. | Add +2.1% | 0.48% | −0.02 |
| VXUS Vanguard Total Intl Stock | Add +7.0% | 0.52% | −0.03 |
| SO The Southern Co. | Add +1.2% | 0.31% | −0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +1.0% | 3.65% | −0.12 |
| VEA Vanguard Ftse Developed ETF | Add +7.4% | 7.22% | −0.36 |
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 |