Wiser Wealth Management, Inc Portfolio Holdings

Wiser Wealth Management, Inc

  • $396 Million
  • Q2 2025

Wiser Wealth Management, Inc has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $396 Million distributed in 50 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 $132M, J P Morgan Exchange Traded Fd with a value of $46.4M, Vanguard Ftse Developed Market with a value of $33.4M, Vanguard Information Technolog with a value of $27.5M, and Ishares 0 5 Year Investment Gr with a value of $20.3M.

Examining the 13F form we can see an increase of $42.4M in the current position value, from $353M to 396M.

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

Portfolio value $396 Million
ETFs: $380 Million
Technology: $6.32 Million
Consumer Cyclical: $2.99 Million
Communication Services: $1.97 Million
Consumer Defensive: $1.46 Million
Financial Services: $1.38 Million
Industrials: $584,000
Utilities: $539,000
Other: $661,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$2.31 Million 0.58% of portfolio
11,282
Q2 2025 Added 4.14%
$3.95T
$1.77 Million 0.45% of portfolio
3,560
Q2 2025 Added 11.6%
$405B
$1.69 Million 0.43% of portfolio
4,616
Q2 2025 Added 1.94%
$456B
$1.7 Million 0.43% of portfolio
10,751
Q2 2025 Added 13.19%
$2.26T
$892,000 0.23% of portfolio
4,070
Q2 2025 Added 4.65%
$1.78T
$684,000 0.17% of portfolio
928
Q2 2025 Added 11.14%
$1.21T
$629,000 0.16% of portfolio
3,573
Q2 2025 Reduced 2.03%
$102B
$539,000 0.14% of portfolio
5,876
Q2 2025 Reduced 55.59%
$281B
$573,000 0.14% of portfolio
5,864
Q2 2025 Added 76.04%
$127B
$533,000 0.13% of portfolio
1,937
Q2 2025 Added 12.68%
$621B
$419,000 0.11% of portfolio
863
Q2 2025 Added 5.24%
$859B
$438,000 0.11% of portfolio
1,511
Q2 2025 Added 13.27%
$1.08T
$405,000 0.1% of portfolio
1,278
Q2 2025 Added 12.8%
$368B
$398,000 0.1% of portfolio
2,504
Q2 2025 Reduced 6.04%
$545B
$356,000 0.09% of portfolio
266
Q2 2025 Added 8.57%
$1.24T
$300,000 0.08% of portfolio
1,692
Q2 2025 Added 20.94%
$124B
$305,000 0.08% of portfolio
989
Q2 2025 Added 4.99%
$261B
$284,000 0.07% of portfolio
1,560
Q2 2025 New
$64.4B
$279,000 0.07% of portfolio
1,092
Q2 2025 Added 3.31%
$608B
$243,000 0.06% of portfolio
312
Q2 2025 Reduced 1.27%
$439B
$206,000 0.05% of portfolio
209
Q2 2025 New
$442B
$206,000 0.05% of portfolio
1,911
Q2 2025 Reduced 1.75%
$548B
$206,000 0.05% of portfolio
368
Q2 2025 New
$19B
$212,000 0.05% of portfolio
8,283
Q2 2025 Reduced 2.18%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $396 Million
  • Prior Value $353 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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