§ 13F · FUND PROFILE
Wiser Wealth Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $437M (13F)Positions · 54Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 244K | $146M | 31.5% | +5% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.29M | $61M | 13.0% | +8% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 618K | $40M | 8.5% | +1% |
| 4 | VGT | VANGUARD WORLD FD | 39K | $27M | 5.8% | +5% |
| 5 | SLQD | ISHARES TR | 491K | $25M | 5.3% | +6% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 505K | $24M | 5.2% | +7% |
| 7 | COWZ | PACER FDS TR | 388K | $24M | 5.2% | +3% |
| 8 | BSV | VANGUARD BD INDEX FDS | 243K | $19M | 4.1% | +7% |
| 9 | VIOO | VANGUARD ADMIRAL FDS INC | 154K | $18M | 3.8% | +4% |
| 10 | IVV | ISHARES TR | 27K | $18M | 3.8% | +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 $437 million in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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