Wiser Wealth Management, Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 7, 2025), Wiser Wealth Management, Inc reported 54 stock positions worth $437.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 32.5% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 12.2%) and Vanguard Ftse Developed ETF (VEA, 8.3%). Compared with Q2 2025, it opened 4 new positions, added to 33 and reduced 17. The biggest buy was JPMorgan Core Plus Bond ETF (JCPB, shares +14%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, GA
- CIK
- 0001573263
- Portfolio Value
- $437.4M (Q3 2025)
- SEC Filing
- 0001573263-25-000007 ↗ filed Oct 7, 2025
Holdings Value
Holdings 54 stocks · $437.4M
| VOO Vanguard S&P 500 ETF | 32.46% | 231,835 | $142.0M | Reduce -0.2% |
| JCPB JPMorgan Core Plus Bond ETF | 12.18% | 1,120,590 | $53.3M | Add +13.7% |
| VEA Vanguard Ftse Developed ETF | 8.32% | 607,303 | $36.4M | Add +3.8% |
| VGT Vanguard Info Tech ETF | 6.38% | 37,383 | $27.9M | Reduce -9.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 5.22% | 449,115 | $22.8M | Add +11.7% |
| BNDX Vanguard Total Intl Bond ETF | 5.12% | 452,587 | $22.4M | Add +13.5% |
| COWZ Pacer US Cash Cows 100 ETF | 4.86% | 369,827 | $21.3M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 4.43% | 28,953 | $19.4M | Reduce -5.6% |
| BSV Vanguard Short-Term Bond ETF | 3.95% | 219,060 | $17.3M | Add +8.6% |
| VIOO Vanguard S&P Small-Cap 600 E | 3.72% | 147,385 | $16.3M | Add +4.1% |
| BND Vanguard Total Bond Market | 2.58% | 151,543 | $11.3M | Add +2.4% |
| IAGG iShares Intl Aggregate Bond | 0.97% | 83,211 | $4.3M | Add +7.2% |
| IJR iShares Core S&P Small-Cap E | 0.74% | 27,332 | $3.2M | Reduce -1.6% |
| AAPL Apple Inc. | 0.69% | 11,794 | $3.0M | Add +4.5% |
| BITB Bitwise Bitcoin ETF | 0.65% | 45,516 | $2.8M | Add +8.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.64% | 9,123 | $2.8M | Reduce -1.6% |
| MSFT Microsoft Corp. | 0.49% | 4,178 | $2.2M | Add +17.4% |
| NVDA Nvidia Corp. | 0.49% | 11,388 | $2.1M | Add +5.9% |
| SUB iShares Short-Term National | 0.46% | 18,815 | $2.0M | Add +21.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 22,169 | $1.9M | Reduce -10.5% |
| HD Home Depot Inc. | 0.41% | 4,442 | $1.8M | Reduce -3.8% |
| VXUS Vanguard Total Intl Stock | 0.36% | 21,616 | $1.6M | Reduce -38.5% |
| ETHW Bitwise Ethereum ETF | 0.34% | 49,228 | $1.5M | Add +4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 2,045 | $1.4M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 4,106 | $1.3M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 0.26% | 4,686 | $1.1M | Add +31.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.26% | 5,095 | $1.1M | Add +135.3% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 5,236 | $1.1M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 0.24% | 4,789 | $1.1M | Add +17.7% |
| META Meta Platforms Inc. Class A | 0.18% | 1,084 | $796K | Add +16.8% |
| JNJ Johnson & Johnson | 0.18% | 4,220 | $782K | New |
| AVGO Broadcom Inc. | 0.17% | 2,204 | $727K | Add +13.8% |
| MUB iShares National Muni Bond E | 0.14% | 5,953 | $634K | Add +10.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,162 | $584K | Add +34.6% |
| SO The Southern Co. | 0.13% | 5,897 | $559K | Add +0.4% |
| TSLA Tesla Inc. | 0.13% | 1,251 | $556K | Reduce -2.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.12% | 6,775 | $546K | Reduce -9.2% |
| JPM JPMorgan Chase & Co. | 0.12% | 1,705 | $538K | Add +12.8% |
| WMT Walmart Inc. | 0.11% | 4,604 | $474K | Reduce -21.5% |
| GOOG Alphabet Inc. Class C | 0.11% | 1,897 | $462K | Add +12.1% |
| V Visa Inc. Class A | 0.10% | 1,241 | $424K | Add +37.4% |
| PG The Procter & Gamble Co. | 0.08% | 2,407 | $370K | Reduce -3.9% |
| LLY Eli Lilly & Co. | 0.08% | 475 | $362K | Add +52.2% |
| ORCL Oracle Corp. | 0.08% | 1,277 | $359K | New |
| NFLX Netflix Inc. | 0.08% | 279 | $334K | Add +4.9% |
| NSC Norfolk Southern Corp. | 0.07% | 1,064 | $320K | Reduce -2.6% |
| MA Mastercard Inc. Class A | 0.06% | 471 | $268K | Add +28.0% |
| XOM Exxon Mobil Corp. | 0.06% | 2,326 | $262K | Add +21.7% |
| PM Philip Morris International | 0.06% | 1,600 | $260K | Add +2.6% |
| ADP Automatic Data Processing | 0.05% | 812 | $238K | Reduce -17.9% |
| UNH Unitedhealth Group Inc. | 0.05% | 673 | $232K | New |
| COST Costco Wholesale Corp. | 0.05% | 226 | $209K | Add +8.1% |
| WY Weyerhaeuser Co. | 0.05% | 8,420 | $209K | Add +1.6% |
| FETH Fidelity Ethereum Fund | 0.05% | 4,984 | $207K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 32.46% | −0.59 |
| VGT Vanguard Info Tech ETF | Reduce -9.8% | 6.38% | −0.50 |
| IVV iShares Core S&P 500 ETF | Reduce -5.6% | 4.43% | −0.34 |
| VXUS Vanguard Total Intl Stock | Reduce -38.5% | 0.36% | −0.25 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.5% | 0.44% | −0.08 |
| WMT Walmart Inc. | Reduce -21.5% | 0.11% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.1% | 0.26% | −0.02 |
| ADP Automatic Data Processing | Reduce -17.9% | 0.05% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.6% | 0.64% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.6% | 0.74% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.8% | 0.31% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.9% | 0.08% | −0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -9.2% | 0.12% | −0.01 |
| HD Home Depot Inc. | Reduce -3.8% | 0.41% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.31% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -2.6% | 0.07% | +0.00 |
| TSLA Tesla Inc. | Reduce -2.1% | 0.13% | +0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| JCPB JPMorgan Core Plus Bond ETF | Add +13.7% | 12.18% | +0.57 |
| JNJ Johnson & Johnson | New | 0.18% | +0.18 |
| BNDX Vanguard Total Intl Bond ETF | Add +13.5% | 5.12% | +0.18 |
| FTEC Fidelity MSCI Info Tech Indx | Add +135.3% | 0.26% | +0.15 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +4.1% | 3.72% | +0.13 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +11.7% | 5.22% | +0.13 |
| ETHW Bitwise Ethereum ETF | Add +4.6% | 0.34% | +0.12 |
| AAPL Apple Inc. | Add +4.5% | 0.69% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +31.1% | 0.26% | +0.10 |
| ORCL Oracle Corp. | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +5.9% | 0.49% | +0.06 |
| UNH Unitedhealth Group Inc. | New | 0.05% | +0.05 |
| MSFT Microsoft Corp. | Add +17.4% | 0.49% | +0.05 |
| FETH Fidelity Ethereum Fund | New | 0.05% | +0.05 |
| SUB iShares Short-Term National | Add +21.6% | 0.46% | +0.05 |
| AVGO Broadcom Inc. | Add +13.8% | 0.17% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +12.1% | 0.11% | +0.03 |
| BITB Bitwise Bitcoin ETF | Add +8.1% | 0.65% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +34.6% | 0.13% | +0.03 |
| LLY Eli Lilly & Co. | Add +52.2% | 0.08% | +0.02 |
| AMZN Amazon.com Inc. | Add +17.7% | 0.24% | +0.02 |
| V Visa Inc. Class A | Add +37.4% | 0.10% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +12.8% | 0.12% | +0.01 |
| META Meta Platforms Inc. Class A | Add +16.8% | 0.18% | +0.01 |
| MA Mastercard Inc. Class A | Add +28.0% | 0.06% | +0.01 |
| XOM Exxon Mobil Corp. | Add +21.7% | 0.06% | +0.01 |
| MUB iShares National Muni Bond E | Add +10.1% | 0.14% | +0.00 |
| COST Costco Wholesale Corp. | Add +8.1% | 0.05% | −0.00 |
| WY Weyerhaeuser Co. | Add +1.6% | 0.05% | −0.01 |
| SO The Southern Co. | Add +0.4% | 0.13% | −0.01 |
| PM Philip Morris International | Add +2.6% | 0.06% | −0.01 |
| NFLX Netflix Inc. | Add +4.9% | 0.08% | −0.01 |
| IAGG iShares Intl Aggregate Bond | Add +7.2% | 0.97% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +8.6% | 3.95% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Add +3.8% | 8.32% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Add +3.8% | 4.86% | −0.06 |
| BND Vanguard Total Bond Market | Add +2.4% | 2.58% | −0.15 |
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 |