Wiser Wealth Management, Inc Portfolio Holdings

Wiser Wealth Management, Inc

  • $432 Million
  • Q3 2025

Wiser Wealth Management, Inc has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $432 Million distributed in 54 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 $142M, J P Morgan Exchange Traded Fd with a value of $53.3M, Vanguard Ftse Developed Market with a value of $36.4M, Vanguard Information Technolog with a value of $26.9M, and Ishares 0 5 Year Investment Gr with a value of $22.8M.

Examining the 13F form we can see an increase of $35.8M in the current position value, from $396M to 432M.

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

Portfolio value $432 Million
ETFs: $411 Million
Technology: $8.38 Million
Consumer Cyclical: $3.41 Million
Communication Services: $2.73 Million
Financial Services: $1.81 Million
Healthcare: $1.38 Million
Consumer Defensive: $1.31 Million
Utilities: $558,000
Other: $1.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$142 Million 32.89% of portfolio
231,835
Q3 2025 Reduced 0.24%
$0
$53.3 Million 12.34% of portfolio
1,120,590
Q3 2025 Added 13.74%
$0
$36.4 Million 8.43% of portfolio
607,303
Q3 2025 Added 3.81%
$0
$26.9 Million 6.23% of portfolio
37,383
Q3 2025 Reduced 9.81%
$0
$22.8 Million 5.29% of portfolio
449,115
Q3 2025 Added 11.71%
$0
$22.4 Million 5.19% of portfolio
452,587
Q3 2025 Added 13.53%
$0
$21.3 Million 4.92% of portfolio
369,827
Q3 2025 Added 3.75%
$0
$19.4 Million 4.49% of portfolio
28,953
Q3 2025 Reduced 5.64%
$0
$17.3 Million 4.0% of portfolio
219,060
Q3 2025 Added 8.62%
$0
$16.3 Million 3.77% of portfolio
147,385
Q3 2025 Added 4.1%
$0
$11.3 Million 2.61% of portfolio
151,543
Q3 2025 Added 2.38%
$0
$4.26 Million 0.99% of portfolio
83,211
Q3 2025 Added 7.22%
$0
$3.25 Million 0.75% of portfolio
27,332
Q3 2025 Reduced 1.61%
$4.35T
$3 Million 0.7% of portfolio
11,794
Q3 2025 Added 4.54%
$0
$2.81 Million 0.65% of portfolio
9,123
Q3 2025 Reduced 1.64%
$3.86T
$2.16 Million 0.5% of portfolio
4,178
Q3 2025 Added 17.36%
$0
$2.01 Million 0.47% of portfolio
18,815
Q3 2025 Added 21.58%
$0
$1.94 Million 0.45% of portfolio
22,169
Q3 2025 Reduced 10.52%
$389B
$1.8 Million 0.42% of portfolio
4,442
Q3 2025 Reduced 3.77%
$0
$1.59 Million 0.37% of portfolio
21,616
Q3 2025 Reduced 38.51%
$0
$1.36 Million 0.32% of portfolio
2,045
Q3 2025 Reduced 0.24%
$0
$1.35 Million 0.31% of portfolio
4,106
Q3 2025 Reduced 3.75%
$0
$1.13 Million 0.26% of portfolio
5,095
Q3 2025 Added 135.33%
$1.68T
$1.14 Million 0.26% of portfolio
4,686
Q3 2025 Added 31.15%
$2.49T
$1.05 Million 0.24% of portfolio
4,789
Q3 2025 Added 17.67%
$0
$953,000 0.22% of portfolio
5,236
Q3 2025 Reduced 5.14%
$1.46T
$796,000 0.18% of portfolio
1,084
Q3 2025 Added 16.81%
$494B
$782,000 0.18% of portfolio
4,220
Q3 2025 New
$150B
$727,000 0.17% of portfolio
2,204
Q3 2025 Added 13.78%
$0
$633,000 0.15% of portfolio
5,953
Q3 2025 Added 10.1%
$621B
$584,000 0.14% of portfolio
1,162
Q3 2025 Added 34.65%
$0
$546,000 0.13% of portfolio
6,775
Q3 2025 Reduced 9.15%
$1.44T
$556,000 0.13% of portfolio
1,251
Q3 2025 Reduced 2.11%
$102B
$558,000 0.13% of portfolio
5,897
Q3 2025 Added 0.36%
$913B
$537,000 0.12% of portfolio
1,705
Q3 2025 Added 12.84%
$1.72T
$462,000 0.11% of portfolio
1,897
Q3 2025 Added 12.12%
$275B
$474,000 0.11% of portfolio
4,604
Q3 2025 Reduced 21.49%
$557B
$423,000 0.1% of portfolio
1,241
Q3 2025 Added 37.43%
$356B
$369,000 0.09% of portfolio
2,407
Q3 2025 Reduced 3.87%
$498B
$334,000 0.08% of portfolio
279
Q3 2025 Added 4.89%
$820B
$362,000 0.08% of portfolio
475
Q3 2025 Added 52.24%
$708B
$359,000 0.08% of portfolio
1,277
Q3 2025 New
$65.6B
$319,000 0.07% of portfolio
1,064
Q3 2025 Reduced 2.56%
$526B
$267,000 0.06% of portfolio
471
Q3 2025 Added 27.99%
$477B
$262,000 0.06% of portfolio
2,326
Q3 2025 Added 21.72%
$108B
$238,000 0.06% of portfolio
812
Q3 2025 Reduced 17.9%
$224B
$259,000 0.06% of portfolio
1,600
Q3 2025 Added 2.56%
$403B
$209,000 0.05% of portfolio
226
Q3 2025 Added 8.13%
$17B
$208,000 0.05% of portfolio
8,420
Q3 2025 Added 1.65%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $432 Million
  • Prior Value $396 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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