Wiser Wealth Management, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Wiser Wealth Management, Inc reported 58 stock positions worth $463.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 31.5% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 13.0%) and Vanguard Ftse Developed ETF (VEA, 8.5%). Compared with Q4 2025, it opened 6 new positions, sold out of 3, added to 43 and reduced 8. The biggest buy was JPMorgan Core Plus Bond ETF (JCPB, shares +8%) and the biggest sale Vanguard Total Bond Market (BND, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, GA
- CIK
- 0001573263
- Portfolio Value
- $463.7M (Q1 2026)
- SEC Filing
- 0001573263-26-000003 ↗ filed Apr 13, 2026
Holdings Value
Holdings 58 stocks · $463.7M
| VOO Vanguard S&P 500 ETF | 31.45% | 244,107 | $145.9M | Add +4.7% |
| JCPB JPMorgan Core Plus Bond ETF | 13.05% | 1,285,354 | $60.5M | Add +8.1% |
| VEA Vanguard Ftse Developed ETF | 8.54% | 618,310 | $39.6M | Add +1.1% |
| VGT Vanguard Info Tech ETF | 5.83% | 38,762 | $27.0M | Add +4.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 5.35% | 491,388 | $24.8M | Add +6.1% |
| BNDX Vanguard Total Intl Bond ETF | 5.24% | 505,344 | $24.3M | Add +7.4% |
| COWZ Pacer US Cash Cows 100 ETF | 5.23% | 388,027 | $24.3M | Add +3.2% |
| BSV Vanguard Short-Term Bond ETF | 4.12% | 243,468 | $19.1M | Add +7.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 3.82% | 154,363 | $17.7M | Add +3.7% |
| IVV iShares Core S&P 500 ETF | 3.80% | 27,009 | $17.6M | Add +0.8% |
| BND Vanguard Total Bond Market | 2.36% | 148,367 | $10.9M | Reduce -0.5% |
| IAGG iShares Intl Aggregate Bond | 1.02% | 94,866 | $4.7M | Add +3.8% |
| BITB Bitwise Bitcoin ETF | 0.77% | 97,538 | $3.6M | Add +63.5% |
| IJR iShares Core S&P Small-Cap E | 0.73% | 27,386 | $3.4M | Reduce -2.3% |
| AAPL Apple Inc. | 0.67% | 12,303 | $3.1M | Add +2.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.59% | 9,117 | $2.7M | Add +0.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.50% | 25,380 | $2.3M | Add +11.1% |
| NVDA Nvidia Corp. | 0.48% | 12,844 | $2.2M | Add +8.7% |
| SUB iShares Short-Term National | 0.46% | 19,973 | $2.1M | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 6,320 | $2.0M | Add +65.7% |
| MSFT Microsoft Corp. | 0.36% | 4,561 | $1.7M | Add +4.8% |
| ETHW Bitwise Ethereum ETF | 0.35% | 108,395 | $1.6M | Add +79.4% |
| HD Home Depot Inc. | 0.34% | 4,839 | $1.6M | Add +10.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 2,329 | $1.5M | Add +14.4% |
| GOOGL Alphabet Inc. Class A | 0.31% | 5,062 | $1.5M | Add +5.6% |
| VXUS Vanguard Total Intl Stock | 0.30% | 18,042 | $1.4M | Reduce -8.7% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 6,207 | $1.3M | Add +16.4% |
| AMZN Amazon.com Inc. | 0.25% | 5,579 | $1.2M | Add +11.4% |
| JNJ Johnson & Johnson | 0.23% | 4,355 | $1.1M | Add +1.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.22% | 4,987 | $1.0M | No change |
| AVGO Broadcom Inc. | 0.16% | 2,364 | $732K | Add +9.2% |
| META Meta Platforms Inc. Class A | 0.14% | 1,155 | $661K | Add +3.4% |
| MUB iShares National Muni Bond E | 0.14% | 6,056 | $643K | Add +2.9% |
| GOOG Alphabet Inc. Class C | 0.14% | 2,210 | $634K | Add +13.3% |
| WMT Walmart Inc. | 0.13% | 4,854 | $603K | Add +2.5% |
| SO The Southern Co. | 0.13% | 6,025 | $582K | Add +0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.12% | 7,138 | $536K | New |
| TSLA Tesla Inc. | 0.11% | 1,432 | $532K | Add +7.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,101 | $528K | Add +11.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.10% | 6,099 | $482K | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 0.10% | 1,635 | $481K | Reduce -6.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.10% | 5,862 | $465K | Add +61.7% |
| LLY Eli Lilly & Co. | 0.10% | 483 | $444K | Add +6.6% |
| XOM Exxon Mobil Corp. | 0.09% | 2,554 | $433K | Add +5.5% |
| PG The Procter & Gamble Co. | 0.09% | 2,915 | $421K | Add +7.2% |
| KO The Coca-Cola Co. | 0.09% | 5,329 | $405K | Add +18.9% |
| V Visa Inc. Class A | 0.08% | 1,263 | $382K | Reduce -0.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 5,661 | $334K | New |
| NSC Norfolk Southern Corp. | 0.07% | 1,106 | $317K | Add +0.7% |
| FTI Technipfmc PLC | 0.07% | 4,541 | $314K | Add +0.3% |
| NFLX Netflix Inc. | 0.06% | 2,915 | $280K | Add +10.0% |
| PM Philip Morris International | 0.06% | 1,562 | $258K | Reduce -8.5% |
| COST Costco Wholesale Corp. | 0.05% | 246 | $245K | New |
| T AT&T Inc. | 0.05% | 8,139 | $236K | New |
| MA Mastercard Inc. Class A | 0.05% | 452 | $226K | Reduce -3.6% |
| WY Weyerhaeuser Co. | 0.05% | 8,640 | $211K | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 480 | $210K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 1,256 | $201K | New |
Portfolio Sells Q4 2025 → Q1 2026
| BND Vanguard Total Bond Market | Reduce -0.5% | 2.36% | −0.10 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.06 |
| FETH Fidelity Ethereum Fund | Sold out | 0.00% | −0.05 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.05 |
| VXUS Vanguard Total Intl Stock | Reduce -8.7% | 0.30% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -6.2% | 0.10% | −0.02 |
| V Visa Inc. Class A | Reduce -0.3% | 0.08% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.3% | 0.73% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -3.6% | 0.05% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.7% | 0.10% | −0.01 |
| PM Philip Morris International | Reduce -8.5% | 0.06% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| JCPB JPMorgan Core Plus Bond ETF | Add +8.1% | 13.05% | +0.53 |
| COWZ Pacer US Cash Cows 100 ETF | Add +3.2% | 5.23% | +0.20 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.4% | 5.24% | +0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +65.7% | 0.44% | +0.15 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +3.7% | 3.82% | +0.15 |
| BITB Bitwise Bitcoin ETF | Add +63.5% | 0.77% | +0.14 |
| BSV Vanguard Short-Term Bond ETF | Add +7.1% | 4.12% | +0.13 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +6.1% | 5.35% | +0.13 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.12% | +0.12 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.07% | +0.07 |
| ETHW Bitwise Ethereum ETF | Add +79.4% | 0.35% | +0.06 |
| COST Costco Wholesale Corp. | New | 0.05% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 8.54% | +0.05 |
| T AT&T Inc. | New | 0.05% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.05% | +0.05 |
| TJX TJX Companies Inc. | New | 0.04% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.1% | 0.50% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +61.7% | 0.10% | +0.04 |
| JNJ Johnson & Johnson | Add +1.3% | 0.23% | +0.03 |
| XOM Exxon Mobil Corp. | Add +5.5% | 0.09% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +16.4% | 0.29% | +0.03 |
| FTI Technipfmc PLC | Add +0.3% | 0.07% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.4% | 0.33% | +0.02 |
| KO The Coca-Cola Co. | Add +18.9% | 0.09% | +0.02 |
| WMT Walmart Inc. | Add +2.5% | 0.13% | +0.01 |
| SO The Southern Co. | Add +0.3% | 0.13% | +0.01 |
| IAGG iShares Intl Aggregate Bond | Add +3.8% | 1.02% | +0.01 |
| HD Home Depot Inc. | Add +10.1% | 0.34% | +0.01 |
| NFLX Netflix Inc. | Add +10.0% | 0.06% | +0.01 |
| PG The Procter & Gamble Co. | Add +7.2% | 0.09% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.1% | 0.11% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +13.3% | 0.14% | +0.00 |
| WY Weyerhaeuser Co. | Add +0.6% | 0.05% | +0.00 |
| MUB iShares National Muni Bond E | Add +2.9% | 0.14% | −0.00 |
| NSC Norfolk Southern Corp. | Add +0.7% | 0.07% | −0.00 |
| AMZN Amazon.com Inc. | Add +11.4% | 0.25% | −0.01 |
| NVDA Nvidia Corp. | Add +8.7% | 0.48% | −0.01 |
| AVGO Broadcom Inc. | Add +9.2% | 0.16% | −0.01 |
| SUB iShares Short-Term National | Add +0.8% | 0.46% | −0.01 |
| LLY Eli Lilly & Co. | Add +6.6% | 0.10% | −0.01 |
| TSLA Tesla Inc. | Add +7.6% | 0.11% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +5.6% | 0.31% | −0.02 |
| META Meta Platforms Inc. Class A | Add +3.4% | 0.14% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.0% | 0.59% | −0.05 |
| AAPL Apple Inc. | Add +2.7% | 0.67% | −0.05 |
| MSFT Microsoft Corp. | Add +4.8% | 0.36% | −0.10 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 3.80% | −0.27 |
| VGT Vanguard Info Tech ETF | Add +4.8% | 5.83% | −0.37 |
| VOO Vanguard S&P 500 ETF | Add +4.7% | 31.45% | −1.05 |
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 |