Wiser Wealth Management, Inc Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$449.7B
Holdings
55
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 233,095 | $146.2B | 32.50% | |
| 2 | JCPBJ P MORGAN EXCHANGE TRADED F | 1,189,548 | $56.3B | 12.52% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 611,360 | $38.2B | 8.49% | |
| 4 | VGTVANGUARD WORLD FD | 36,989 | $27.9B | 6.20% | |
| 5 | SLQDISHARES TR | 462,972 | $23.5B | 5.22% | |
| 6 | BNDXVANGUARD CHARLOTTE FDS | 470,587 | $22.7B | 5.06% | |
| 7 | COWZPACER FDS TR | 376,069 | $22.6B | 5.03% | |
| 8 | IVVISHARES TR | 26,785 | $18.3B | 4.08% | |
| 9 | BSVVANGUARD BD INDEX FDS | 227,356 | $17.9B | 3.98% | |
| 10 | VIOOVANGUARD ADMIRAL FDS INC | 148,795 | $16.5B | 3.67% | |
| 11 | BNDVANGUARD BD INDEX FDS | 149,031 | $11.0B | 2.45% | |
| 12 | IAGGISHARES TR | 91,437 | $4.6B | 1.02% | |
| 13 | IJRISHARES TR | 28,027 | $3.4B | 0.75% | |
| 14 | AAPLAPPLE INC | 11,980 | $3.3B | 0.72% | |
| 15 | VVVANGUARD INDEX FDS | 9,115 | $2.9B | 0.64% | |
| 16 | BITBBITWISE BITCOIN ETF TR | 59,655 | $2.8B | 0.63% | |
| 17 | NVDANVIDIA CORPORATION | 11,814 | $2.2B | 0.49% | |
| 18 | SUBISHARES TR | 19,810 | $2.1B | 0.47% | |
| 19 | MSFTMICROSOFT CORP | 4,353 | $2.1B | 0.47% | |
| 20 | AQLTISHARES TR | 22,837 | $2.0B | 0.45% | |
| 21 | HDHOME DEPOT INC | 4,397 | $1.5B | 0.34% | |
| 22 | GOOGLALPHABET INC | 4,795 | $1.5B | 0.33% | |
| 23 | VXUSVANGUARD STAR FDS | 19,770 | $1.5B | 0.33% | |
| 24 | SPYSPDR S&P 500 ETF TR | 2,036 | $1.4B | 0.31% | |
| 25 | ETHWBITWISE ETHEREUM ETF | 60,413 | $1.3B | 0.29% | |
| 26 | VTIVANGUARD INDEX FDS | 3,815 | $1.3B | 0.28% | |
| 27 | VIGVANGUARD SPECIALIZED FUNDS | 5,332 | $1.2B | 0.26% | |
| 28 | AMZNAMAZON COM INC | 5,009 | $1.2B | 0.26% | |
| 29 | FTECFIDELITY COVINGTON TRUST | 4,987 | $1.1B | 0.25% | |
| 30 | JNJJOHNSON & JOHNSON | 4,300 | $889.0M | 0.20% | |
| 31 | AVGOBROADCOM INC | 2,165 | $749.0M | 0.17% | |
| 32 | METAMETA PLATFORMS INC | 1,117 | $737.0M | 0.16% | |
| 33 | MUBISHARES TR | 5,885 | $630.0M | 0.14% | |
| 34 | GOOGALPHABET INC | 1,951 | $612.0M | 0.14% | |
| 35 | TSLATESLA INC | 1,331 | $598.0M | 0.13% | |
| 36 | JPMJPMORGAN CHASE & CO. | 1,743 | $561.0M | 0.12% | |
| 37 | WMTWALMART INC | 4,735 | $527.0M | 0.12% | |
| 38 | SOSOUTHERN CO | 6,010 | $524.0M | 0.12% | |
| 39 | SPTMSPDR SERIES TRUST | 6,207 | $512.0M | 0.11% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 991 | $498.0M | 0.11% | |
| 41 | LLYELI LILLY & CO | 453 | $486.0M | 0.11% | |
| 42 | VVISA INC | 1,267 | $444.0M | 0.10% | |
| 43 | PGPROCTER AND GAMBLE CO | 2,719 | $389.0M | 0.09% | |
| 44 | NSCNORFOLK SOUTHN CORP | 1,098 | $317.0M | 0.07% | |
| 45 | KOCOCA COLA CO | 4,480 | $313.0M | 0.07% | |
| 46 | XOMEXXON MOBIL CORP | 2,421 | $291.0M | 0.06% | |
| 47 | VCSHVANGUARD SCOTTSDALE FDS | 3,625 | $289.0M | 0.06% | |
| 48 | 4I1PHILIP MORRIS INTL INC | 1,707 | $273.0M | 0.06% | |
| 49 | MAMASTERCARD INCORPORATED | 469 | $267.0M | 0.06% | |
| 50 | ORCLORACLE CORP | 1,277 | $248.0M | 0.06% | |
| 51 | NFLXNETFLIX INC | 2,649 | $248.0M | 0.06% | |
| 52 | FETHFIDELITY ETHEREUM FD | 7,411 | $219.0M | 0.05% | |
| 53 | UNHUNITEDHEALTH GROUP INC | 621 | $204.0M | 0.05% | |
| 54 | WYWEYERHAEUSER CO MTN BE | 8,592 | $203.0M | 0.05% | |
| 55 | FTITECHNIPFMC PLC | 4,529 | $201.0M | 0.04% |