Wiser Wealth Management, Inc Portfolio Holdings

Wiser Wealth Management, Inc

  • $441 Million
  • Q4 2025

Wiser Wealth Management, Inc has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $441 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $144M, J P Morgan Exchange Traded Fd with a value of $56.4M, Vanguard Ftse Developed Market with a value of $37.5M, Vanguard Information Technolog with a value of $28M, and Ishares 0 5 Year Investment Gr with a value of $23.5M.

Examining the 13F form we can see an increase of $9.74M in the current position value, from $432M to 441M.

Below you can find more details about Wiser Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $441 Million
ETFs: $420 Million
Technology: $8.64 Million
Consumer Cyclical: $3.29 Million
Communication Services: $2.85 Million
Financial Services: $1.69 Million
Healthcare: $1.52 Million
Consumer Defensive: $1.46 Million
Utilities: $544,000
Other: $982,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$144 Million 32.63% of portfolio
233,095
Q4 2025 Added 0.54%
$0
$56.4 Million 12.77% of portfolio
1,189,548
Q4 2025 Added 6.15%
$0
$37.5 Million 8.49% of portfolio
611,360
Q4 2025 Added 0.67%
$0
$28 Million 6.34% of portfolio
36,989
Q4 2025 Reduced 1.05%
$0
$23.5 Million 5.31% of portfolio
462,972
Q4 2025 Added 3.09%
$0
$23.3 Million 5.27% of portfolio
470,587
Q4 2025 Added 3.98%
$0
$22 Million 4.99% of portfolio
376,069
Q4 2025 Added 1.69%
$0
$18.1 Million 4.1% of portfolio
26,785
Q4 2025 Reduced 7.49%
$0
$17.9 Million 4.06% of portfolio
227,356
Q4 2025 Added 3.79%
$0
$16.2 Million 3.67% of portfolio
148,795
Q4 2025 Added 0.96%
$0
$11.1 Million 2.5% of portfolio
149,031
Q4 2025 Reduced 1.66%
$0
$4.72 Million 1.07% of portfolio
91,437
Q4 2025 Added 9.89%
$0
$3.27 Million 0.74% of portfolio
28,027
Q4 2025 Added 2.54%
$0
$2.83 Million 0.64% of portfolio
9,115
Q4 2025 Reduced 0.09%
$0
$2.11 Million 0.48% of portfolio
19,810
Q4 2025 Added 5.29%
$0
$2.03 Million 0.46% of portfolio
22,837
Q4 2025 Added 3.01%
$0
$1.36 Million 0.31% of portfolio
2,036
Q4 2025 Reduced 0.44%
$0
$1.26 Million 0.29% of portfolio
3,815
Q4 2025 Reduced 7.09%
$0
$1.12 Million 0.25% of portfolio
4,987
Q4 2025 Reduced 2.12%
$0
$971,000 0.22% of portfolio
5,332
Q4 2025 Added 1.83%
$0
$629,000 0.14% of portfolio
5,885
Q4 2025 Reduced 1.14%
$0
$503,000 0.11% of portfolio
6,207
Q4 2025 Reduced 8.38%
$0
$288,000 0.07% of portfolio
3,625
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $441 Million
  • Prior Value $432 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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