§ 13F · FUND PROFILE
Wiser Wealth Management, Inc.
AUM · $523M (13F)Positions · 75Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 242K | $166M | 31.8% | −1% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.31M | $62M | 11.8% | +2% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 630K | $45M | 8.6% | +2% |
| 4 | VGT | VANGUARD WORLD FD | 305K | $36M | 7.0% | +686% |
| 5 | SLQD | ISHARES TR | 510K | $26M | 4.9% | +4% |
| 6 | COWZ | PACER FDS TR | 400K | $25M | 4.8% | +3% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 497K | $24M | 4.6% | −2% |
| 8 | VIOO | VANGUARD ADMIRAL FDS INC | 153K | $21M | 4.0% | −1% |
| 9 | IVV | ISHARES TR | 27K | $20M | 3.8% | −1% |
| 10 | BSV | VANGUARD BD INDEX FDS | 250K | $20M | 3.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WISER SIGNAL
AC read
Wiser Wealth Management, Inc is a Other fund managing $523 million in assets. The fund runs a portfolio of 75 positions.
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