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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$132 Million 33.35% of portfolio	232,397	Q2 2025 Added 5.28%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$46.4 Million 11.71% of portfolio	985,192	Q2 2025 Added 3.78%
VEA Vanguard Ftse Developed Market ETFs	$0	$33.4 Million 8.42% of portfolio	585,007	Q2 2025 Added 4.62%
VGT Vanguard Information Technolog ETFs	$0	$27.5 Million 6.94% of portfolio	41,451	Q2 2025 Added 14.81%
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$20.3 Million 5.14% of portfolio	402,027	Q2 2025 Added 3.14%
BNDX Vanguard Total International B ETFs	$0	$19.7 Million 4.99% of portfolio	398,643	Q2 2025 Added 6.16%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$19.6 Million 4.96% of portfolio	356,450	Q2 2025 Reduced 5.92%
IVV Ishares Core S&P 500 ETF ETFs	$0	$19.1 Million 4.81% of portfolio	30,684	Q2 2025 Reduced 1.88%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$15.9 Million 4.01% of portfolio	201,675	Q2 2025 Added 1.69%
VIOO Vanguard S&P Small Cap 600 ETF ETFs	$0	$14.3 Million 3.62% of portfolio	141,586	Q2 2025 Added 12.1%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$10.9 Million 2.75% of portfolio	148,013	Q2 2025 Reduced 0.89%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$3.97 Million 1.0% of portfolio	77,610	Q2 2025 Reduced 0.96%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.04 Million 0.77% of portfolio	27,778	Q2 2025 Added 13.79%
VV Vanguard Large Cap ETF ETFs	$0	$2.65 Million 0.67% of portfolio	9,275	Q2 2025 Reduced 0.37%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$2.43 Million 0.61% of portfolio	35,153	Q2 2025 Added 7.73%
IEFA Ishares Tr ETFs	$0	$2.07 Million 0.52% of portfolio	24,774	Q2 2025 Reduced 0.2%
SUB Ishares Short Term National Mu ETFs	$0	$1.65 Million 0.42% of portfolio	15,476	Q2 2025 Reduced 0.91%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.3 Million 0.33% of portfolio	4,266	Q2 2025 Reduced 19.52%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.27 Million 0.32% of portfolio	2,050	Q2 2025 Added 4.22%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.01 Million 0.25% of portfolio	5,520	Q2 2025 Reduced 21.79%
MUB Ishares National Muni Bond ETF ETFs	$0	$564,000 0.14% of portfolio	5,407	Q2 2025 New
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$558,000 0.14% of portfolio	7,457	Q2 2025 Reduced 7.22%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$426,000 0.11% of portfolio	2,165	Q2 2025 Added 16.59%

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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Wiser Wealth Management, Inc Portfolio Holdings