Wiser Wealth Management, Inc

CIK

1573263

Location

MARIETTA, GA

Portfolio Value

Micro $36,818,160

Diversification

Diversified

Filing Date

Global Rank

#7,272 / 8,517 ▼ 1128

Top Industry

Semiconductors 19.0%

3Y Alpha vs SPY

-9.7%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+36.2%

SPY

+75.3%

Annualised alpha

-9.7%

Max drawdown

−11.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

47 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.0%

−30.4 pts

Top 5

38.0%

−38.2 pts

Top 10

58.2%

−26.8 pts

HHI

455

Diversified−1,962

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.2%	$12,967,923	13
Unclassified	20.6%	$7,591,076	6
Consumer Cyclical	10.4%	$3,844,247	4
Communication Services	7.8%	$2,855,428	3
Healthcare	6.3%	$2,301,801	4
Financial Services	6.1%	$2,232,772	5
Consumer Defensive	5.3%	$1,966,582	5
Utilities	3.5%	$1,272,560	1
Industrials	2.4%	$882,457	3
Energy	1.9%	$696,329	2
Real Estate	0.6%	$206,985	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	+7,271	13,296	$1,272,560
FBTC	Fidelity Wise Origin Bitcoin Fund	+6,919	12,580	$642,209
ETHW	Bitwise Ethereum ETF	+4,560	112,955	$1,274,132
AAPL	Apple Inc.	+1,664	13,967	$4,041,491
NVDA	Nvidia Corp	+1,185	14,029	$2,807,062
MSFT	Microsoft Corp	+808	5,369	$2,002,744
BITB	Bitwise Bitcoin ETF	+564	98,102	$3,125,529
V	Visa Inc.	+441	1,704	$584,625
AMZN	Amazon Com Inc	+407	5,986	$1,426,703
SPY	Spdr S&P 500 ETF Trust	+363	2,692	$2,010,304
XOM	ExxonMobil Holdings Corp	+322	2,876	$393,206
JPM	Jpmorgan Chase & Co	+288	1,923	$629,455
AVGO	Broadcom Inc.	+249	2,613	$987,060
WMT	Walmart Inc.	+168	5,022	$568,791
META	Meta Platforms, Inc.	+151	1,306	$735,656
PM	Philip Morris International Inc.	+138	1,700	$307,547
TSLA	Tesla, Inc.	+128	1,560	$656,136
TJX	Tjx Companies Inc /De/	+102	1,358	$205,737
JNJ	Johnson & Johnson	+63	4,418	$1,122,039
KO	Coca Cola Co	+44	5,373	$436,663
BRK-B	Berkshire Hathaway Inc	+42	1,143	$571,945
LLY	ELI LILLY & Co	+42	525	$629,700
FTI	TechnipFMC plc	+31	4,572	$303,123
MA	Mastercard Inc	+24	476	$244,473
COST	Costco Wholesale Corp /New	+23	269	$251,641
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,927	5,345	$1,910,142
HD	Home Depot, Inc.	−428	4,411	$1,555,671
PG	PROCTER & GAMBLE Co	−174	2,741	$401,940
NSC	Norfolk Southern Corp	−18	1,088	$342,273
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	601	$693,728
AMD	Advanced Micro Devices Inc	887	$515,267
AMAT	Applied Materials Inc /De	538	$388,974
INTC	Intel Corp	2,450	$342,093
QQQ	Invesco Qqq Trust, Series 1	448	$329,907
UNH	Unitedhealth Group Inc	718	$298,422
CAT	Caterpillar Inc	263	$280,068
CSCO	Cisco Systems, Inc.	2,348	$275,796
LRCX	Lam Research Corp	614	$266,064
GE	General Electric Co	696	$260,116
ABBV	AbbVie Inc.	1,000	$251,640
KLAC	Kla Corp	737	$222,360
ORCL	Oracle Corp	1,464	$214,549
TXN	Texas Instruments Inc	707	$210,735
FETH	Fidelity Ethereum Fund	13,278	$208,995
GS	Goldman Sachs Group Inc	200	$202,274
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	618,310	$39,621,304
BNDX	Vanguard Total International Bond ETF	505,344	$24,281,779
VXUS	Vanguard Total International Stock ETF	18,042	$1,391,218
VIG	Vanguard Dividend Appreciation ETF	6,207	$1,334,877
VEU	Vanguard FTSE All-World Ex-US ETF	7,138	$536,063
T	At&T Inc.	8,139	$235,949
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 tracked positions · $36,818,160 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	13,967	+1,664	$4,041,491	+29.4%	10.98%
BITB	Bitwise Bitcoin ETF	Added	98,102	+564	$3,125,529	−12.9%	8.49%
NVDA	Nvidia Corp Technology	Added	14,029	+1,185	$2,807,062	+25.3%	7.62%
SPY	Spdr S&P 500 ETF Trust	Added	2,692	+363	$2,010,304	+32.7%	5.46%
MSFT	Microsoft Corp Technology	Added	5,369	+808	$2,002,744	+18.6%	5.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,345	-1,927	$1,910,142	−8.6%	5.19%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,411	-428	$1,555,671	−2.3%	4.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,986	+407	$1,426,703	+22.8%	3.87%
ETHW	Bitwise Ethereum ETF	Added	112,955	+4,560	$1,274,132	−21.6%	3.46%
SO	Southern Co Utilities	Added	13,296	+7,271	$1,272,560	+118.8%	3.46%
JNJ	Johnson & Johnson Healthcare	Added	4,418	+63	$1,122,039	+5.4%	3.05%
AVGO	Broadcom Inc. Technology	Added	2,613	+249	$987,060	+34.9%	2.68%
META	Meta Platforms, Inc. Communication Services	Added	1,306	+151	$735,656	+11.3%	2.00%
MU	Micron Technology Inc Technology	NEW	601	NEW	$693,728	NEW	1.88%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,560	+128	$656,136	+23.3%	1.78%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	12,580	+6,919	$642,209	+92.2%	1.74%
LLY	ELI LILLY & Co Healthcare	Added	525	+42	$629,700	+41.7%	1.71%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,923	+288	$629,455	+30.9%	1.71%
V	Visa Inc. Financial Services	Added	1,704	+441	$584,625	+53.2%	1.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,143	+42	$571,945	+8.4%	1.55%
WMT	Walmart Inc. Consumer Defensive	Added	5,022	+168	$568,791	−5.7%	1.54%
AMD	Advanced Micro Devices Inc Technology	NEW	887	NEW	$515,267	NEW	1.40%
KO	Coca Cola Co Consumer Defensive	Added	5,373	+44	$436,663	+7.7%	1.19%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,741	-174	$401,940	−4.5%	1.09%
XOM	ExxonMobil Holdings Corp Energy	Added	2,876	+322	$393,206	−9.3%	1.07%
AMAT	Applied Materials Inc /De Technology	NEW	538	NEW	$388,974	NEW	1.06%
NSC	Norfolk Southern Corp Industrials	Reduced	1,088	-18	$342,273	+7.8%	0.93%
INTC	Intel Corp Technology	NEW	2,450	NEW	$342,093	NEW	0.93%
QQQ	Invesco Qqq Trust, Series 1	NEW	448	NEW	$329,907	NEW	0.90%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,700	+138	$307,547	+19.1%	0.84%
FTI	TechnipFMC plc Energy	Added	4,572	+31	$303,123	−3.4%	0.82%
UNH	Unitedhealth Group Inc Healthcare	NEW	718	NEW	$298,422	NEW	0.81%
CAT	Caterpillar Inc Industrials	NEW	263	NEW	$280,068	NEW	0.76%
CSCO	Cisco Systems, Inc. Technology	NEW	2,348	NEW	$275,796	NEW	0.75%
LRCX	Lam Research Corp Technology	NEW	614	NEW	$266,064	NEW	0.72%
GE	General Electric Co Industrials	NEW	696	NEW	$260,116	NEW	0.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	269	+23	$251,641	+2.7%	0.68%
ABBV	AbbVie Inc. Healthcare	NEW	1,000	NEW	$251,640	NEW	0.68%
MA	Mastercard Inc Financial Services	Added	476	+24	$244,473	+8.2%	0.66%
KLAC	Kla Corp Technology	NEW	737	NEW	$222,360	NEW	0.60%
ORCL	Oracle Corp Technology	NEW	1,464	NEW	$214,549	NEW	0.58%
TXN	Texas Instruments Inc Technology	NEW	707	NEW	$210,735	NEW	0.57%
NFLX	Netflix Inc Communication Services	Added	2,936	+21	$209,630	−25.2%	0.57%
FETH	Fidelity Ethereum Fund	NEW	13,278	NEW	$208,995	NEW	0.57%
WY	Weyerhaeuser Co Real Estate	Added	8,646	+6	$206,985	−1.9%	0.56%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,358	+102	$205,737	+2.6%	0.56%
GS	Goldman Sachs Group Inc Financial Services	NEW	200	NEW	$202,274	NEW	0.55%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.