Wiser Wealth Management, Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Wiser Wealth Management, Inc reported 49 stock positions worth $356.4 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, 12.5%) and Vanguard Ftse Developed ETF (VEA, 8.0%). Compared with Q4 2024, it opened 1 new position, added to 37 and reduced 11. The biggest buy was JPMorgan Core Plus Bond ETF (JCPB, shares +6%) and the biggest sale Pacer US Cash Cows 100 ETF (COWZ, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, GA
- CIK
- 0001573263
- Portfolio Value
- $356.4M (Q1 2025)
- SEC Filing
- 0001573263-25-000004 ↗ filed Apr 14, 2025
Holdings Value
Holdings 49 stocks · $356.4M
| VOO Vanguard S&P 500 ETF | 31.83% | 220,752 | $113.4M | Add +0.1% |
| JCPB JPMorgan Core Plus Bond ETF | 12.53% | 949,295 | $44.7M | Add +6.5% |
| VEA Vanguard Ftse Developed ETF | 7.97% | 559,193 | $28.4M | Add +3.9% |
| COWZ Pacer US Cash Cows 100 ETF | 5.82% | 378,878 | $20.7M | Reduce -3.9% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 5.50% | 389,788 | $19.6M | Add +4.9% |
| VGT Vanguard Info Tech ETF | 5.49% | 36,103 | $19.6M | Add +3.4% |
| BNDX Vanguard Total Intl Bond ETF | 5.14% | 375,519 | $18.3M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 4.93% | 31,273 | $17.6M | Add +8.9% |
| BSV Vanguard Short-Term Bond ETF | 4.36% | 198,314 | $15.5M | Add +4.4% |
| VIOO Vanguard S&P Small-Cap 600 E | 3.42% | 126,303 | $12.2M | Add +3.0% |
| BND Vanguard Total Bond Market | 3.08% | 149,336 | $11.0M | Add +2.8% |
| IAGG iShares Intl Aggregate Bond | 1.10% | 78,360 | $3.9M | Add +73.0% |
| IJR iShares Core S&P Small-Cap E | 0.72% | 24,412 | $2.6M | Add +8.1% |
| AAPL Apple Inc. | 0.68% | 10,833 | $2.4M | Add +3.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.67% | 9,309 | $2.4M | Reduce -0.9% |
| VXUS Vanguard Total Intl Stock | 0.57% | 32,630 | $2.0M | Add +2.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.53% | 24,824 | $1.9M | Add +3.3% |
| HD Home Depot Inc. | 0.47% | 4,528 | $1.7M | Add +2.6% |
| SUB iShares Short-Term National | 0.46% | 15,618 | $1.6M | Reduce -5.3% |
| BITB Bitwise Bitcoin ETF | 0.44% | 34,968 | $1.6M | Add +26.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 5,301 | $1.5M | Reduce -39.1% |
| VIG Vanguard Dividend Apprec ETF | 0.38% | 7,058 | $1.4M | Add +83.4% |
| SO The Southern Co. | 0.34% | 13,232 | $1.2M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.34% | 3,190 | $1.2M | Add +3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 1,967 | $1.1M | Add +35.8% |
| NVDA Nvidia Corp. | 0.29% | 9,498 | $1.0M | Add +4.9% |
| AMZN Amazon.com Inc. | 0.21% | 3,889 | $740K | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 0.16% | 3,647 | $564K | Add +2.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.15% | 8,037 | $547K | Reduce -17.0% |
| META Meta Platforms Inc. Class A | 0.14% | 835 | $481K | Add +9.2% |
| PG The Procter & Gamble Co. | 0.13% | 2,665 | $454K | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 820 | $437K | Add +10.7% |
| ETHW Bitwise Ethereum ETF | 0.12% | 32,941 | $432K | Add +39.6% |
| AGG iShares Core U.S. Aggregate | 0.10% | 3,697 | $366K | New |
| JPM JPMorgan Chase & Co. | 0.09% | 1,334 | $327K | Add +4.5% |
| FTEC Fidelity MSCI Info Tech Indx | 0.08% | 1,857 | $299K | Reduce -24.5% |
| TSLA Tesla Inc. | 0.08% | 1,133 | $294K | Add +1.7% |
| WMT Walmart Inc. | 0.08% | 3,331 | $292K | Add +0.6% |
| AVGO Broadcom Inc. | 0.08% | 1,719 | $288K | Add +7.6% |
| ADP Automatic Data Processing | 0.08% | 942 | $288K | Add +0.4% |
| V Visa Inc. Class A | 0.08% | 785 | $275K | Add +9.6% |
| LLY Eli Lilly & Co. | 0.07% | 316 | $261K | Add +7.5% |
| NSC Norfolk Southern Corp. | 0.07% | 1,057 | $250K | Reduce -0.2% |
| WY Weyerhaeuser Co. | 0.07% | 8,468 | $248K | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.07% | 469 | $246K | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 0.06% | 1,945 | $231K | Add +2.4% |
| NFLX Netflix Inc. | 0.06% | 245 | $228K | Add +4.3% |
| GOOG Alphabet Inc. Class C | 0.06% | 1,399 | $218K | Add +6.8% |
| LOW Lowe's Cos Inc. | 0.06% | 871 | $203K | Add +1.5% |
Portfolio Sells Q4 2024 → Q1 2025
| COWZ Pacer US Cash Cows 100 ETF | Reduce -3.9% | 5.82% | −0.43 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -39.1% | 0.41% | −0.30 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -1.7% | 5.14% | −0.12 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -24.5% | 0.08% | −0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -17.0% | 0.15% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.9% | 0.67% | −0.04 |
| SUB iShares Short-Term National | Reduce -5.3% | 0.46% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -0.2% | 0.07% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -2.7% | 0.07% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.13% | +0.00 |
| SO The Southern Co. | Reduce -0.3% | 0.34% | +0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| JCPB JPMorgan Core Plus Bond ETF | Add +6.5% | 12.53% | +1.00 |
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 7.97% | +0.75 |
| IAGG iShares Intl Aggregate Bond | Add +73.0% | 1.10% | +0.46 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +4.9% | 5.50% | +0.31 |
| BSV Vanguard Short-Term Bond ETF | Add +4.4% | 4.36% | +0.23 |
| IVV iShares Core S&P 500 ETF | Add +8.9% | 4.93% | +0.19 |
| VIG Vanguard Dividend Apprec ETF | Add +83.4% | 0.38% | +0.17 |
| BND Vanguard Total Bond Market | Add +2.8% | 3.08% | +0.15 |
| AGG iShares Core U.S. Aggregate | New | 0.10% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +35.8% | 0.31% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.3% | 0.53% | +0.05 |
| BITB Bitwise Bitcoin ETF | Add +26.4% | 0.44% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +2.9% | 0.57% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.7% | 0.12% | +0.03 |
| V Visa Inc. Class A | Add +9.6% | 0.08% | +0.01 |
| LLY Eli Lilly & Co. | Add +7.5% | 0.07% | +0.01 |
| META Meta Platforms Inc. Class A | Add +9.2% | 0.14% | +0.01 |
| XOM Exxon Mobil Corp. | Add +2.4% | 0.06% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +4.5% | 0.09% | +0.01 |
| NFLX Netflix Inc. | Add +4.3% | 0.06% | +0.01 |
| ADP Automatic Data Processing | Add +0.4% | 0.08% | +0.00 |
| WY Weyerhaeuser Co. | Add +0.5% | 0.07% | +0.00 |
| WMT Walmart Inc. | Add +0.6% | 0.08% | −0.00 |
| LOW Lowe's Cos Inc. | Add +1.5% | 0.06% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +6.8% | 0.06% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +8.1% | 0.72% | −0.01 |
| HD Home Depot Inc. | Add +2.6% | 0.47% | −0.02 |
| AMZN Amazon.com Inc. | Add +4.4% | 0.21% | −0.02 |
| AVGO Broadcom Inc. | Add +7.6% | 0.08% | −0.02 |
| MSFT Microsoft Corp. | Add +3.4% | 0.34% | −0.03 |
| GOOGL Alphabet Inc. Class A | Add +2.9% | 0.16% | −0.03 |
| ETHW Bitwise Ethereum ETF | Add +39.6% | 0.12% | −0.04 |
| TSLA Tesla Inc. | Add +1.7% | 0.08% | −0.04 |
| NVDA Nvidia Corp. | Add +4.9% | 0.29% | −0.05 |
| AAPL Apple Inc. | Add +3.7% | 0.68% | −0.06 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +3.0% | 3.42% | −0.23 |
| VGT Vanguard Info Tech ETF | Add +3.4% | 5.49% | −0.60 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 31.83% | −1.53 |
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 |