Wiser Wealth Management, Inc
CIK
1573263
Location
MARIETTA, GA
Portfolio Value
Small
$522,736,022
Diversification
Moderately concentrated
Filing Date
Global Rank
#3,724
/ 8,794
▲ 150
· as of Jun 2026
Top Industry
Semiconductors
18.3%
Period ended 3 months ago
Filed Jul 14, 2026 · 3mo
23 quarters · since Dec 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
64 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
32.8%
−6.4 pts
Top 5
72.0%
−7.4 pts
Top 10
92.3%
−0.7 pts
HHI
1,580
Moderately concentrated−478
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 94.2% | $492,433,013 |
| Technology | 2.5% | $12,967,923 |
| Consumer Cyclical | 0.7% | $3,844,247 |
| Communication Services | 0.7% | $3,704,126 |
| Financial Services | 0.5% | $2,459,999 |
| Healthcare | 0.4% | $2,301,801 |
| Consumer Defensive | 0.4% | $1,966,582 |
| Utilities | 0.2% | $1,272,560 |
| Industrials | 0.2% | $882,457 |
| Energy | 0.1% | $696,329 |
| Real Estate | 0.0% | $206,985 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EDV | Vanguard World Funds Extended Duration ETF | +265,926 | 304,688 | $36,416,309 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +54,162 | 746,220 | $61,770,096 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +29,628 | 1,314,982 | $61,725,255 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +28,029 | 419,864 | $31,948,934 | |
| AAAP | Pacer Barings CLO Market Flex ETF | +12,244 | 400,271 | $24,896,856 | |
| VEA | Vanguard FTSE Developed Markets ETF | +11,950 | 630,260 | $44,906,025 | |
| 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 | |
| BNDW | Vanguard Total World Bond ETF | +2,816 | 8,678 | $685,822 | |
| 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 | |
| GOOGL | Alphabet Inc. | +475 | 7,747 | $2,758,840 | |
| 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 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | −8,815 | 496,529 | $24,046,899 | |
| VB | Vanguard Morningstar Small-Cap ETF | −2,488 | 257,536 | $171,704,417 | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | −1,247 | 153,116 | $21,059,574 | |
| VXUS | Vanguard Total International Stock ETF | −777 | 17,265 | $1,475,984 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | −579 | 6,559 | $549,316 | |
| HD | Home Depot, Inc. | −428 | 4,411 | $1,555,671 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | −315 | 5,784 | $525,129 | |
| VIG | Vanguard Dividend Appreciation ETF | −174 | 6,033 | $1,427,528 | |
| 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
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| — | 2,350 | $249,335 | ||
| IVZ | Invesco Ltd. | 750 | $227,227 | |
| 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
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| T | At&T Inc. | 8,139 | $235,949 | |
| No positions match the current search. | ||||
64 tracked positions ·
$522,736,022 total
· filing declares
75 positions · $522,736,251
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 64 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 257,536 | $171,704,417 | 32.85% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 746,220 | $61,770,096 | 11.82% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 1,314,982 | $61,725,255 | 11.81% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 630,260 | $44,906,025 | 8.59% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 304,688 | $36,416,309 | 6.97% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 419,864 | $31,948,934 | 6.11% | |
| AAAP |
Pacer Barings CLO Market Flex ETF
|
Added | 400,271 | $24,896,856 | 4.76% | |
| BNDX |
Vanguard Total International Bond ETF
|
Reduced | 496,529 | $24,046,899 | 4.60% | |
| IVOG |
Vanguard S&P Mid-Cap 400 Growth ETF
|
Reduced | 153,116 | $21,059,574 | 4.03% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,967 | $4,041,491 | 0.77% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 98,102 | $3,125,529 | 0.60% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 14,029 | $2,807,062 | 0.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 7,747 | $2,758,840 | 0.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,692 | $2,010,304 | 0.38% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,369 | $2,002,744 | 0.38% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 4,411 | $1,555,671 | 0.30% | |
| VXUS |
Vanguard Total International Stock ETF
|
Reduced | 17,265 | $1,475,984 | 0.28% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Added | 5,093 | $1,454,458 | 0.28% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 6,033 | $1,427,528 | 0.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,986 | $1,426,703 | 0.27% | |
| ETHW |
Bitwise Ethereum ETF
|
Added | 112,955 | $1,274,132 | 0.24% | |
| SO |
Southern Co
Utilities
|
Added | 13,296 | $1,272,560 | 0.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,418 | $1,122,039 | 0.21% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,613 | $987,060 | 0.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,306 | $735,656 | 0.14% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 601 | $693,728 | 0.13% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 8,678 | $685,822 | 0.13% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,560 | $656,136 | 0.13% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 12,580 | $642,209 | 0.12% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 525 | $629,700 | 0.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,923 | $629,455 | 0.12% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,704 | $584,625 | 0.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,143 | $571,945 | 0.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,022 | $568,791 | 0.11% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Reduced | 6,559 | $549,316 | 0.11% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Reduced | 5,784 | $525,129 | 0.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 887 | $515,267 | 0.10% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 5,373 | $436,663 | 0.08% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,741 | $401,940 | 0.08% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,876 | $393,206 | 0.08% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 538 | $388,974 | 0.07% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 1,088 | $342,273 | 0.07% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,450 | $342,093 | 0.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 448 | $329,907 | 0.06% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 1,700 | $307,547 | 0.06% | |
| FTI |
TechnipFMC plc
Energy
|
Added | 4,572 | $303,123 | 0.06% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 718 | $298,422 | 0.06% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 263 | $280,068 | 0.05% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,348 | $275,796 | 0.05% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 614 | $266,064 | 0.05% |
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.