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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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