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Disclosery

13F-HR filed by Wiser Wealth Management, Inc

Wiser Wealth Management, Inc filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-14, with 75 holding rows worth $522,736,251.

Accession
0001573263-26-000004
Filer
CIK 1573263
Filed
2026-07-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 75 entries on the cover page, a total value of $522,736,251 stated on the cover page (in dollars after the unit check, H1), rows summing to $522,736,251 with VALUE read as dollars as filed, 13F file number 028-20622. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM241,952$166,175,204dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF1,314,982$61,725,264dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS630,260$44,906,045dollars as filed
VGT92204A702SHS304,688$36,416,288dollars as filed
ISHARES TR46434V1000-5YR INVT GR CP510,292$25,703,397dollars as filed
PACER FDS TR69374H881US CASH COWS 100400,271$24,896,828dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS496,529$24,046,916dollars as filed
VANGUARD S&P SMALL-CAP 600 ETF921932828ETF153,116$21,059,551dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS26,722$20,011,523dollars as filed
Vanguard Short-Term Bond ETF921937827SHS250,382$19,507,286dollars as filed
Vanguard Total Bond Market ETF921937835SHS169,482$12,441,667dollars as filed
ISHARES TR46435G672CORE INTL AGGR128,884$6,521,529dollars as filed
Apple Inc037833100COM13,967$4,041,421dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS26,953$3,997,359dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM98,102$3,125,533dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF9,083$3,123,810dollars as filed
NVIDIA Corp67066G104COM14,029$2,807,063dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF23,276$2,478,169dollars as filed
VTI922908769COM6,501$2,405,798dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS22,747$2,196,884dollars as filed
SPY78462F103SHS2,692$2,010,625dollars as filed
Microsoft Corp594918104COM5,369$2,002,617dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,345$1,910,216dollars as filed
Home Depot, Inc437076102COM4,411$1,555,649dollars as filed
VANGUARD STAR FDS921909768COM17,265$1,475,957dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS5,093$1,454,459dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS6,033$1,427,528dollars as filed
Amazon.com, Inc023135106COM5,986$1,426,703dollars as filed
Bitwise Ethereum ETF091955104COM112,955$1,274,136dollars as filed
Southern Company842587107COM13,296$1,272,580dollars as filed
Johnson & Johnson478160104COM4,418$1,122,039dollars as filed
Broadcom Inc.11135F101COM2,613$987,061dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,402$848,769dollars as filed
META PLATFORMS INC CL A30303M102COM1,306$735,657dollars as filed
Micron Technology,Inc.595112103COM601$693,728dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM8,678$685,822dollars as filed
ISHARES TR464288414NATIONAL MUN ETF6,106$657,115dollars as filed
Tesla Motors, Inc88160R101COM1,560$656,136dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS12,580$642,201dollars as filed
Eli Lilly and Company532457108COM525$629,701dollars as filed
JPMorgan Chase & Co46625H100COM1,923$629,456dollars as filed
Visa Inc92826C839COM1,704$584,625dollars as filed
Berkshire Hathaway Inc084670702COM1,143$571,946dollars as filed
Walmart Inc.931142103COM5,022$568,792dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS6,559$549,334dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS5,784$525,129dollars as filed
Advanced Micro Devices,Inc.007903107COM887$515,267dollars as filed
Coca-Cola Company191216100COM5,373$436,632dollars as filed
Procter & Gamble Co742718109COM2,741$401,925dollars as filed
EXXON MOBIL CORP30231G102COM2,876$393,258dollars as filed
Applied Materials,Inc.038222105COM538$388,974dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,088$342,274dollars as filed
Intel Corp458140100COM2,450$342,094dollars as filed
INVESCO QQQ TR46090E103COM448$329,907dollars as filed
Philip Morris International Inc.718172109COM1,700$307,547dollars as filed
TECHNIPFMC PLC COMG87110105Stock4,572$303,124dollars as filed
UnitedHealth Group Inc91324P102COM718$298,422dollars as filed
Caterpillar Inc.149123101COM263$280,069dollars as filed
Cisco Systems,Inc.17275R102COM2,348$275,796dollars as filed
Lam Research Corporation512807306COM614$266,065dollars as filed
General Electric Company369604301COM696$260,116dollars as filed
Costco Wholesale Corporation22160K105COM269$251,641dollars as filed
AbbVie,Inc.00287Y109COM1,000$251,640dollars as filed
ISHARES TR464288612INTRM GOV CR ETF2,350$249,323dollars as filed
MasterCard, Inc57636Q104COM476$244,474dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM750$227,228dollars as filed
KLA CORP482480100COM737$222,360dollars as filed
Oracle Corporation68389X105COM1,464$214,549dollars as filed
Texas Instruments Incorporated882508104COM707$210,735dollars as filed
Netflix, Inc64110L106COM2,936$209,630dollars as filed
Fidelity Ethereum Fund31613E103COM13,278$208,994dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT8,646$206,985dollars as filed
TJX Companies Inc872540109COM1,358$205,737dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS1,240$203,695dollars as filed
Goldman Sachs Group,Inc.38141G104COM200$202,274dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001573263-26-000004this filing2026-07-14acceptance time not in the bulk data set