Wiser Wealth Management, Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), Wiser Wealth Management, Inc reported 50 stock positions worth $399.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 33.1% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 11.6%) and Vanguard Ftse Developed ETF (VEA, 8.4%). Compared with Q1 2025, it opened 4 new positions, sold out of 3, added to 30 and reduced 16. The biggest buy was Vanguard Info Tech ETF (VGT, shares +15%) and the biggest sale Pacer US Cash Cows 100 ETF (COWZ, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, GA
- CIK
- 0001573263
- Portfolio Value
- $399.3M (Q2 2025)
- SEC Filing
- 0001573263-25-000005 ↗ filed Jul 18, 2025
Holdings Value
Holdings 50 stocks · $399.3M
| VOO Vanguard S&P 500 ETF | 33.06% | 232,397 | $132.0M | Add +5.3% |
| JCPB JPMorgan Core Plus Bond ETF | 11.61% | 985,192 | $46.4M | Add +3.8% |
| VEA Vanguard Ftse Developed ETF | 8.35% | 585,007 | $33.4M | Add +4.6% |
| VGT Vanguard Info Tech ETF | 6.88% | 41,451 | $27.5M | Add +14.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 5.09% | 402,027 | $20.3M | Add +3.1% |
| BNDX Vanguard Total Intl Bond ETF | 4.94% | 398,643 | $19.7M | Add +6.2% |
| COWZ Pacer US Cash Cows 100 ETF | 4.92% | 356,450 | $19.6M | Reduce -5.9% |
| IVV iShares Core S&P 500 ETF | 4.77% | 30,684 | $19.1M | Reduce -1.9% |
| BSV Vanguard Short-Term Bond ETF | 3.97% | 201,675 | $15.9M | Add +1.7% |
| VIOO Vanguard S&P Small-Cap 600 E | 3.59% | 141,586 | $14.3M | Add +12.1% |
| BND Vanguard Total Bond Market | 2.73% | 148,013 | $10.9M | Reduce -0.9% |
| IAGG iShares Intl Aggregate Bond | 0.99% | 77,610 | $4.0M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 0.76% | 27,778 | $3.0M | Add +13.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.66% | 9,275 | $2.6M | Reduce -0.4% |
| BITB Bitwise Bitcoin ETF | 0.62% | 42,101 | $2.5M | Add +20.4% |
| VXUS Vanguard Total Intl Stock | 0.61% | 35,153 | $2.4M | Add +7.7% |
| AAPL Apple Inc. | 0.58% | 11,282 | $2.3M | Add +4.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.52% | 24,774 | $2.1M | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.44% | 3,560 | $1.8M | Add +11.6% |
| NVDA Nvidia Corp. | 0.43% | 10,751 | $1.7M | Add +13.2% |
| HD Home Depot Inc. | 0.42% | 4,616 | $1.7M | Add +1.9% |
| SUB iShares Short-Term National | 0.41% | 15,476 | $1.6M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 4,266 | $1.3M | Reduce -19.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 2,050 | $1.3M | Add +4.2% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 5,520 | $1.1M | Reduce -21.8% |
| AMZN Amazon.com Inc. | 0.22% | 4,070 | $893K | Add +4.7% |
| ETHW Bitwise Ethereum ETF | 0.21% | 47,062 | $850K | Add +42.9% |
| META Meta Platforms Inc. Class A | 0.17% | 928 | $685K | Add +11.1% |
| GOOGL Alphabet Inc. Class A | 0.16% | 3,573 | $630K | Reduce -2.0% |
| WMT Walmart Inc. | 0.14% | 5,864 | $573K | Add +76.0% |
| MUB iShares National Muni Bond E | 0.14% | 5,407 | $565K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.14% | 7,457 | $558K | Reduce -7.2% |
| SO The Southern Co. | 0.14% | 5,876 | $540K | Reduce -55.6% |
| AVGO Broadcom Inc. | 0.13% | 1,937 | $534K | Add +12.7% |
| JPM JPMorgan Chase & Co. | 0.11% | 1,511 | $438K | Add +13.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.11% | 2,165 | $427K | Add +16.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 863 | $419K | Add +5.2% |
| TSLA Tesla Inc. | 0.10% | 1,278 | $406K | Add +12.8% |
| PG The Procter & Gamble Co. | 0.10% | 2,504 | $399K | Reduce -6.0% |
| NFLX Netflix Inc. | 0.09% | 266 | $356K | Add +8.6% |
| V Visa Inc. Class A | 0.08% | 903 | $321K | Add +15.0% |
| ADP Automatic Data Processing | 0.08% | 989 | $305K | Add +5.0% |
| GOOG Alphabet Inc. Class C | 0.08% | 1,692 | $300K | Add +20.9% |
| PM Philip Morris International | 0.07% | 1,560 | $284K | New |
| NSC Norfolk Southern Corp. | 0.07% | 1,092 | $280K | Add +3.3% |
| LLY Eli Lilly & Co. | 0.06% | 312 | $243K | Reduce -1.3% |
| WY Weyerhaeuser Co. | 0.05% | 8,283 | $213K | Reduce -2.2% |
| COST Costco Wholesale Corp. | 0.05% | 209 | $207K | New |
| MA Mastercard Inc. Class A | 0.05% | 368 | $207K | New |
| XOM Exxon Mobil Corp. | 0.05% | 1,911 | $206K | Reduce -1.8% |
Portfolio Sells Q1 2025 → Q2 2025
| COWZ Pacer US Cash Cows 100 ETF | Reduce -5.9% | 4.92% | −0.90 |
| BND Vanguard Total Bond Market | Reduce -0.9% | 2.73% | −0.35 |
| SO The Southern Co. | Reduce -55.6% | 0.14% | −0.21 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 4.77% | −0.16 |
| IAGG iShares Intl Aggregate Bond | Reduce -1.0% | 0.99% | −0.11 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Reduce -21.8% | 0.28% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -19.5% | 0.32% | −0.08 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.07 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.06 |
| SUB iShares Short-Term National | Reduce -0.9% | 0.41% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -6.0% | 0.10% | −0.03 |
| WY Weyerhaeuser Co. | Reduce -2.2% | 0.05% | −0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -7.2% | 0.14% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.05% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 0.06% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.2% | 0.52% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.4% | 0.66% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -2.0% | 0.16% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| VGT Vanguard Info Tech ETF | Add +14.8% | 6.88% | +1.39 |
| VOO Vanguard S&P 500 ETF | Add +5.3% | 33.06% | +1.23 |
| VEA Vanguard Ftse Developed ETF | Add +4.6% | 8.35% | +0.38 |
| BITB Bitwise Bitcoin ETF | Add +20.4% | 0.62% | +0.18 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +12.1% | 3.59% | +0.17 |
| MUB iShares National Muni Bond E | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +13.2% | 0.43% | +0.14 |
| MSFT Microsoft Corp. | Add +11.6% | 0.44% | +0.11 |
| ETHW Bitwise Ethereum ETF | Add +42.9% | 0.21% | +0.09 |
| PM Philip Morris International | New | 0.07% | +0.07 |
| WMT Walmart Inc. | Add +76.0% | 0.14% | +0.06 |
| AVGO Broadcom Inc. | Add +12.7% | 0.13% | +0.05 |
| COST Costco Wholesale Corp. | New | 0.05% | +0.05 |
| MA Mastercard Inc. Class A | New | 0.05% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +13.8% | 0.76% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +7.7% | 0.61% | +0.04 |
| META Meta Platforms Inc. Class A | Add +11.1% | 0.17% | +0.04 |
| NFLX Netflix Inc. | Add +8.6% | 0.09% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Add +16.6% | 0.11% | +0.02 |
| TSLA Tesla Inc. | Add +12.8% | 0.10% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +13.3% | 0.11% | +0.02 |
| AMZN Amazon.com Inc. | Add +4.7% | 0.22% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +20.9% | 0.08% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.2% | 0.32% | +0.01 |
| V Visa Inc. Class A | Add +15.0% | 0.08% | +0.00 |
| NSC Norfolk Southern Corp. | Add +3.3% | 0.07% | −0.00 |
| ADP Automatic Data Processing | Add +5.0% | 0.08% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.2% | 0.10% | −0.02 |
| HD Home Depot Inc. | Add +1.9% | 0.42% | −0.04 |
| AAPL Apple Inc. | Add +4.1% | 0.58% | −0.10 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.2% | 4.94% | −0.20 |
| BSV Vanguard Short-Term Bond ETF | Add +1.7% | 3.97% | −0.38 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +3.1% | 5.09% | −0.41 |
| JCPB JPMorgan Core Plus Bond ETF | Add +3.8% | 11.61% | −0.92 |
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 |