Wiser Wealth Management, Inc
Filing Date
Global Rank
#7,117
/ 8,232
▲ 278
Top Industry
Consumer Electronics
15.0%
3Y Alpha vs SPY
-7.2%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.1%
SPY
+76.5%
Annualised alpha
-7.1%
Max drawdown
−21.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.9%
+0.6 pts
Top 5
44.0%
−1.1 pts
Top 10
68.3%
−0.2 pts
HHI
600
Diversified−2
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.9% | $7,782,397 |
| Unclassified | 25.3% | $7,065,107 |
| Consumer Cyclical | 12.5% | $3,486,365 |
| Communication Services | 9.4% | $2,632,664 |
| Consumer Defensive | 6.9% | $1,932,949 |
| Financial Services | 5.8% | $1,616,125 |
| Healthcare | 5.4% | $1,508,784 |
| Energy | 2.7% | $747,230 |
| Utilities | 2.1% | $581,533 |
| Industrials | 1.1% | $317,422 |
| Real Estate | 0.8% | $211,075 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETHW | Bitwise Ethereum ETF | +47,982 | 108,395 | $1,625,925 | |
| BITB | Bitwise Bitcoin ETF | +37,883 | 97,538 | $3,590,373 | |
| NVDA | Nvidia Corp | +1,030 | 12,844 | $2,239,993 | |
| KO | Coca Cola Co | +849 | 5,329 | $405,270 | |
| AMZN | Amazon Com Inc | +570 | 5,579 | $1,161,938 | |
| HD | Home Depot, Inc. | +442 | 4,839 | $1,591,498 | |
| AAPL | Apple Inc. | +323 | 12,303 | $3,122,378 | |
| SPY | Spdr S&P 500 ETF Trust | +293 | 2,329 | $1,514,641 | |
| GOOGL | Alphabet Inc. | +267 | 5,062 | $1,455,628 | |
| NFLX | Netflix Inc | +266 | 2,915 | $280,277 | |
| MSFT | Microsoft Corp | +208 | 4,561 | $1,688,345 | |
| AVGO | Broadcom Inc. | +199 | 2,364 | $731,681 | |
| PG | PROCTER & GAMBLE Co | +196 | 2,915 | $421,042 | |
| XOM | Exxon Mobil Corp | +133 | 2,554 | $433,311 | |
| WMT | Walmart Inc. | +119 | 4,854 | $603,255 | |
| BRK-B | Berkshire Hathaway Inc | +110 | 1,101 | $527,599 | |
| TSLA | Tesla, Inc. | +101 | 1,432 | $532,346 | |
| JNJ | Johnson & Johnson | +55 | 4,355 | $1,064,536 | |
| WY | Weyerhaeuser Co | +48 | 8,640 | $211,075 | |
| META | Meta Platforms, Inc. | +38 | 1,155 | $660,810 | |
| LLY | ELI LILLY & Co | +30 | 483 | $444,248 | |
| SO | Southern Co | +15 | 6,025 | $581,533 | |
| FTI | TechnipFMC plc | +12 | 4,541 | $313,919 | |
| NSC | Norfolk Southern Corp | +8 | 1,106 | $317,422 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
2 positions ·
$747,230 total
· Energy only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
Added | 2,554 | $433,311 | 57.99% | |
| FTI |
TechnipFMC plc
Energy
|
Added | 4,541 | $313,919 | 42.01% |