Wiser Wealth Management, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Wiser Wealth Management, Inc reported 55 stock positions worth $449.7 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, 12.5%) and Vanguard Ftse Developed ETF (VEA, 8.5%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 34 and reduced 17. The biggest buy was JPMorgan Core Plus Bond ETF (JCPB, shares +6%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, GA
- CIK
- 0001573263
- Portfolio Value
- $449.7M (Q4 2025)
- SEC Filing
- 0001573263-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 55 stocks · $449.7M
| VOO Vanguard S&P 500 ETF | 32.50% | 233,095 | $146.2M | Add +0.5% |
| JCPB JPMorgan Core Plus Bond ETF | 12.52% | 1,189,548 | $56.3M | Add +6.2% |
| VEA Vanguard Ftse Developed ETF | 8.49% | 611,360 | $38.2M | Add +0.7% |
| VGT Vanguard Info Tech ETF | 6.20% | 36,989 | $27.9M | Reduce -1.1% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 5.22% | 462,972 | $23.5M | Add +3.1% |
| BNDX Vanguard Total Intl Bond ETF | 5.06% | 470,587 | $22.7M | Add +4.0% |
| COWZ Pacer US Cash Cows 100 ETF | 5.03% | 376,069 | $22.6M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 4.08% | 26,785 | $18.3M | Reduce -7.5% |
| BSV Vanguard Short-Term Bond ETF | 3.98% | 227,356 | $17.9M | Add +3.8% |
| VIOO Vanguard S&P Small-Cap 600 E | 3.67% | 148,795 | $16.5M | Add +1.0% |
| BND Vanguard Total Bond Market | 2.45% | 149,031 | $11.0M | Reduce -1.7% |
| IAGG iShares Intl Aggregate Bond | 1.02% | 91,437 | $4.6M | Add +9.9% |
| IJR iShares Core S&P Small-Cap E | 0.75% | 28,027 | $3.4M | Add +2.5% |
| AAPL Apple Inc. | 0.72% | 11,980 | $3.3M | Add +1.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.64% | 9,115 | $2.9M | Reduce -0.1% |
| BITB Bitwise Bitcoin ETF | 0.63% | 59,655 | $2.8M | Add +31.1% |
| NVDA Nvidia Corp. | 0.49% | 11,814 | $2.2M | Add +3.7% |
| SUB iShares Short-Term National | 0.47% | 19,810 | $2.1M | Add +5.3% |
| MSFT Microsoft Corp. | 0.47% | 4,353 | $2.1M | Add +4.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.45% | 22,837 | $2.0M | Add +3.0% |
| HD Home Depot Inc. | 0.34% | 4,397 | $1.5M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.33% | 4,795 | $1.5M | Add +2.3% |
| VXUS Vanguard Total Intl Stock | 0.33% | 19,770 | $1.5M | Reduce -8.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 2,036 | $1.4M | Reduce -0.4% |
| ETHW Bitwise Ethereum ETF | 0.29% | 60,413 | $1.3M | Add +22.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 3,815 | $1.3M | Reduce -7.1% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 5,332 | $1.2M | Add +1.8% |
| AMZN Amazon.com Inc. | 0.26% | 5,009 | $1.2M | Add +4.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.25% | 4,987 | $1.1M | Reduce -2.1% |
| JNJ Johnson & Johnson | 0.20% | 4,300 | $890K | Add +1.9% |
| AVGO Broadcom Inc. | 0.17% | 2,165 | $749K | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.16% | 1,117 | $737K | Add +3.0% |
| MUB iShares National Muni Bond E | 0.14% | 5,885 | $630K | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.14% | 1,951 | $612K | Add +2.9% |
| TSLA Tesla Inc. | 0.13% | 1,331 | $599K | Add +6.4% |
| JPM JPMorgan Chase & Co. | 0.12% | 1,743 | $562K | Add +2.2% |
| WMT Walmart Inc. | 0.12% | 4,735 | $528K | Add +2.9% |
| SO The Southern Co. | 0.12% | 6,010 | $524K | Add +1.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.11% | 6,207 | $512K | Reduce -8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 991 | $498K | Reduce -14.7% |
| LLY Eli Lilly & Co. | 0.11% | 453 | $487K | Reduce -4.6% |
| V Visa Inc. Class A | 0.10% | 1,267 | $444K | Add +2.1% |
| PG The Procter & Gamble Co. | 0.09% | 2,719 | $390K | Add +13.0% |
| NSC Norfolk Southern Corp. | 0.07% | 1,098 | $317K | Add +3.2% |
| KO The Coca-Cola Co. | 0.07% | 4,480 | $313K | New |
| XOM Exxon Mobil Corp. | 0.06% | 2,421 | $291K | Add +4.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 3,625 | $289K | New |
| PM Philip Morris International | 0.06% | 1,707 | $274K | Add +6.7% |
| MA Mastercard Inc. Class A | 0.06% | 469 | $268K | Reduce -0.4% |
| ORCL Oracle Corp. | 0.06% | 1,277 | $249K | No change |
| NFLX Netflix Inc. | 0.06% | 2,649 | $248K | Reduce -5.0% |
| FETH Fidelity Ethereum Fund | 0.05% | 7,411 | $219K | Add +48.7% |
| UNH Unitedhealth Group Inc. | 0.05% | 621 | $205K | Reduce -7.7% |
| WY Weyerhaeuser Co. | 0.05% | 8,592 | $204K | Add +2.0% |
| FTI Technipfmc PLC | 0.04% | 4,529 | $202K | New |
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -7.5% | 4.08% | −0.35 |
| VGT Vanguard Info Tech ETF | Reduce -1.1% | 6.20% | −0.18 |
| BND Vanguard Total Bond Market | Reduce -1.7% | 2.45% | −0.12 |
| HD Home Depot Inc. | Reduce -1.0% | 0.34% | −0.08 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.05 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.05 |
| VXUS Vanguard Total Intl Stock | Reduce -8.5% | 0.33% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.1% | 0.28% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.7% | 0.11% | −0.02 |
| NFLX Netflix Inc. | Reduce -5.0% | 0.06% | −0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -8.4% | 0.11% | −0.01 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -2.1% | 0.25% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -7.7% | 0.05% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -1.1% | 0.14% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.1% | 0.64% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 0.31% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 0.06% | −0.00 |
| AVGO Broadcom Inc. | Reduce -1.8% | 0.17% | +0.00 |
| LLY Eli Lilly & Co. | Reduce -4.6% | 0.11% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| JCPB JPMorgan Core Plus Bond ETF | Add +6.2% | 12.52% | +0.34 |
| COWZ Pacer US Cash Cows 100 ETF | Add +1.7% | 5.03% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +0.7% | 8.49% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.33% | +0.07 |
| KO The Coca-Cola Co. | New | 0.07% | +0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.06% | +0.06 |
| FTI Technipfmc PLC | New | 0.04% | +0.04 |
| IAGG iShares Intl Aggregate Bond | Add +9.9% | 1.02% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 32.50% | +0.04 |
| AAPL Apple Inc. | Add +1.6% | 0.72% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +3.8% | 3.98% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +2.9% | 0.14% | +0.03 |
| JNJ Johnson & Johnson | Add +1.9% | 0.20% | +0.02 |
| AMZN Amazon.com Inc. | Add +4.6% | 0.26% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.0% | 0.45% | +0.01 |
| SUB iShares Short-Term National | Add +5.3% | 0.47% | +0.01 |
| WMT Walmart Inc. | Add +2.9% | 0.12% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +2.5% | 0.75% | +0.01 |
| TSLA Tesla Inc. | Add +6.4% | 0.13% | +0.01 |
| XOM Exxon Mobil Corp. | Add +4.1% | 0.06% | +0.00 |
| NVDA Nvidia Corp. | Add +3.7% | 0.49% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +1.8% | 0.26% | +0.00 |
| PG The Procter & Gamble Co. | Add +13.0% | 0.09% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +2.2% | 0.12% | +0.00 |
| V Visa Inc. Class A | Add +2.1% | 0.10% | +0.00 |
| PM Philip Morris International | Add +6.7% | 0.06% | +0.00 |
| FETH Fidelity Ethereum Fund | Add +48.7% | 0.05% | +0.00 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +3.1% | 5.22% | −0.00 |
| WY Weyerhaeuser Co. | Add +2.0% | 0.05% | −0.00 |
| NSC Norfolk Southern Corp. | Add +3.2% | 0.07% | −0.00 |
| SO The Southern Co. | Add +1.9% | 0.12% | −0.01 |
| BITB Bitwise Bitcoin ETF | Add +31.1% | 0.63% | −0.02 |
| META Meta Platforms Inc. Class A | Add +3.0% | 0.16% | −0.02 |
| MSFT Microsoft Corp. | Add +4.2% | 0.47% | −0.03 |
| ETHW Bitwise Ethereum ETF | Add +22.7% | 0.29% | −0.05 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +1.0% | 3.67% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.0% | 5.06% | −0.06 |
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 |