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