Wiser Wealth Management, Inc
CIK: 1573263SEC EDGAR →
Portfolio Value
$233.2B
Holdings
75
As of
Q2 2026
New Positions
19
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 1,314,982 | $61.7B | 26.47% |
| 2 | VANGUARD TAX-MANAGED FDS | 630,260 | $44.9B | 19.26% |
| 3 | ISHARES TR | 510,292 | $25.7B | 11.02% |
| 4 | PACER FDS TR | 400,271 | $24.9B | 10.68% |
| 5 | VANGUARD CHARLOTTE FDS | 496,529 | $24.0B | 10.31% |
| 6 | VANGUARD BD INDEX FDS | 250,382 | $19.5B | 8.37% |
| 7 | VANGUARD BD INDEX FDS | 169,482 | $12.4B | 5.34% |
| 8 | ISHARES TR | 128,884 | $6.5B | 2.80% |
| 9 | BITWISE BITCOIN ETF TR | 98,102 | $3.1B | 1.34% |
| 10 | ISHARES TR | 22,747 | $2.2B | 0.94% |
Quarterly Changes
Top Buys
New Positions (19)
$209.0M · 13K shares
$694K · 601 shares
$515K · 887 shares
$389K · 538 shares
$342K · 2K shares
$330K · 448 shares
$298K · 718 shares
$280K · 263 shares
$276K · 2K shares
$266K · 614 shares
$260K · 696 shares
$252K · 1K shares
$249K · 2K shares
$227K · 750 shares
$222K · 737 shares
$215K · 1K shares
$211K · 707 shares
$204K · 1K shares
$202K · 200 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $224.1B | 96.1% |
| Technology | 15 | $4.4B | 1.9% |
| Unknown | 4 | $2.2B | 0.9% |
| Utilities | 1 | $1.3B | 0.5% |
| Consumer Defensive | 4 | $437.9M | 0.2% |
| Energy | 2 | $303.5M | 0.1% |
| Communication Services | 4 | $213.1M | 0.1% |
| Real Estate | 1 | $207.0M | 0.1% |
| Consumer Cyclical | 4 | $3.8M | 0.0% |
| Healthcare | 4 | $2.3M | 0.0% |
| Industrials | 3 | $882K | 0.0% |