Wiser Wealth Management, Inc
CIK: 1573263SEC EDGAR →
Portfolio Value
$221.3B
Holdings
58
As of
Q1 2026
New Positions
58
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 1,285,354 | $60.5B | 27.35% |
| 2 | VANGUARD TAX-MANAGED FDS | 618,310 | $39.6B | 17.91% |
| 3 | ISHARES TR | 491,388 | $24.8B | 11.21% |
| 4 | VANGUARD CHARLOTTE FDS | 505,344 | $24.3B | 10.97% |
| 5 | PACER FDS TR | 388,027 | $24.3B | 10.97% |
| 6 | VANGUARD BD INDEX FDS | 243,468 | $19.1B | 8.63% |
| 7 | VANGUARD BD INDEX FDS | 148,367 | $10.9B | 4.94% |
| 8 | ISHARES TR | 94,866 | $4.7B | 2.15% |
| 9 | BITWISE BITCOIN ETF TR | 97,538 | $3.6B | 1.62% |
| 10 | ISHARES TR | 25,380 | $2.3B | 1.04% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $211.7B | 95.7% |
| Technology | 6 | $5.2B | 2.4% |
| Unknown | 3 | $2.3B | 1.0% |
| Utilities | 1 | $581.5M | 0.3% |
| Communication Services | 5 | $519.0M | 0.2% |
| Consumer Defensive | 4 | $406.6M | 0.2% |
| Energy | 2 | $314.4M | 0.1% |
| Real Estate | 1 | $211.1M | 0.1% |
| Consumer Cyclical | 4 | $3.5M | 0.0% |
| Healthcare | 2 | $1.5M | 0.0% |
| Industrials | 1 | $317K | 0.0% |