§ 13F · FUND PROFILE
Wiser Wealth Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $399.3T (13F)Positions · 50Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$804.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 233K | $146.2T | 32.5% | +1% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.19M | $56.3T | 12.5% | +6% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 611K | $38.2T | 8.5% | +1% |
| 4 | VGT | VANGUARD WORLD FD | 37K | $27.9T | 6.2% | −1% |
| 5 | SLQD | ISHARES TR | 463K | $23.5T | 5.2% | +3% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 471K | $22.7T | 5.1% | +4% |
| 7 | COWZ | PACER FDS TR | 376K | $22.6T | 5.0% | +2% |
| 8 | IVV | ISHARES TR | 27K | $18.3T | 4.1% | −7% |
| 9 | BSV | VANGUARD BD INDEX FDS | 227K | $17.9T | 4.0% | +4% |
| 10 | VIOO | VANGUARD ADMIRAL FDS INC | 149K | $16.5T | 3.7% | +1% |
§ 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 $399350.0 trillion in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed