Wiser Wealth Management, Inc
CIK: 0001573263SEC EDGAR →
Portfolio Value
$449.7M
Holdings
55
As of
Q4 2025
New Positions
4
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 233,095 | $146.2M | 32.50% |
| 2 | J P MORGAN EXCHANGE TRADED F | 1,189,548 | $56.3M | 12.52% |
| 3 | VANGUARD TAX-MANAGED FDS | 611,360 | $38.2M | 8.49% |
| 4 | VANGUARD WORLD FD | 36,989 | $27.9M | 6.20% |
| 5 | ISHARES TR | 462,972 | $23.5M | 5.22% |
| 6 | VANGUARD CHARLOTTE FDS | 470,587 | $22.7M | 5.06% |
| 7 | PACER FDS TR | 376,069 | $22.6M | 5.03% |
| 8 | ISHARES TR | 26,785 | $18.3M | 4.08% |
| 9 | VANGUARD BD INDEX FDS | 227,356 | $17.9M | 3.98% |
| 10 | VANGUARD ADMIRAL FDS INC | 148,795 | $16.5M | 3.67% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $423.5M | 94.2% |
| Technology | 7 | $12.7M | 2.8% |
| Consumer Cyclical | 3 | $3.3M | 0.7% |
| Communication Services | 4 | $3.1M | 0.7% |
| Unknown | 3 | $2.8M | 0.6% |
| Healthcare | 3 | $1.6M | 0.4% |
| Consumer Defensive | 3 | $1.2M | 0.3% |
| Utilities | 1 | $524K | 0.1% |
| Energy | 2 | $492K | 0.1% |
| Industrials | 1 | $317K | 0.1% |
| Real Estate | 1 | $203K | 0.0% |