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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 2026-09-30, accepted by EDGAR 2026-10-13 21:58:08 UTC, with 73 holding rows worth $550,334,815.

Accession
0001573263-26-000006
Filer
CIK 1573263
Filed
2026-10-14
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q3 2026

A holdings report, 73 entries on the cover page, a total value of $550,334,815 stated on the cover page (in dollars after the unit check, H1), rows summing to $550,334,815 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 ETF922908363COM244,429$171,310,628dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF1,519,365$68,037,143dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS654,321$46,201,614dollars as filed
VGT92204A702SHS294,326$36,987,926dollars as filed
ISHARES TR46434V1000-5YR INVT GR CP585,596$28,972,527dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS593,429$27,814,034dollars as filed
PACER FDS TR69374H881US CASH COWS 100409,386$27,330,600dollars as filed
Vanguard Short-Term Bond ETF921937827SHS284,610$21,744,202dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS26,765$20,497,811dollars as filed
VANGUARD S&P SMALL-CAP 600 ETF921932828ETF150,903$19,092,293dollars as filed
Vanguard Total Bond Market ETF921937835SHS143,337$10,055,114dollars as filed
ISHARES TR46435G672CORE INTL AGGR120,629$5,934,968dollars as filed
Apple Inc037833100COM15,316$5,100,644dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM109,473$4,965,686dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS27,699$3,768,124dollars as filed
NVIDIA Corp67066G104COM15,696$3,584,652dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF9,095$3,200,153dollars as filed
Microsoft Corp594918104COM6,009$3,082,235dollars as filed
VTI922908769COM6,478$2,424,428dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF22,829$2,386,517dollars as filed
Bitwise Ethereum ETF091955104COM124,813$2,378,926dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS23,665$2,292,704dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF45,399$2,160,084dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,573$1,917,664dollars as filed
SPY78462F103SHS2,457$1,873,448dollars as filed
Amazon.com, Inc023135106COM6,431$1,602,284dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS6,392$1,491,318dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS4,920$1,476,295dollars as filed
Johnson & Johnson478160104COM4,860$1,286,636dollars as filed
VANGUARD STAR FDS921909768COM13,792$1,171,810dollars as filed
Home Depot, Inc437076102COM4,055$1,153,628dollars as filed
Southern Company842587107COM13,417$1,112,116dollars as filed
META PLATFORMS INC CL A30303M102COM1,403$1,017,428dollars as filed
Broadcom Inc.11135F101COM2,808$986,142dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS12,312$894,308dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,496$850,590dollars as filed
Micron Technology,Inc.595112103COM653$695,517dollars as filed
Eli Lilly and Company532457108COM573$663,007dollars as filed
JPMorgan Chase & Co46625H100COM1,995$660,006dollars as filed
Visa Inc92826C839COM1,694$608,705dollars as filed
Berkshire Hathaway Inc084670702COM1,218$606,503dollars as filed
Tesla Motors, Inc88160R101COM1,696$601,758dollars as filed
PIMCO ETF TR72201R874SHTRM MUN BD ACT12,013$593,562dollars as filed
Advanced Micro Devices,Inc.007903107COM965$590,348dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM6,704$517,884dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS5,599$515,388dollars as filed
Walmart Inc.931142103COM4,952$514,612dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS5,772$478,911dollars as filed
EXXON MOBIL CORP30231G102COM2,933$477,407dollars as filed
Procter & Gamble Co742718109COM2,897$420,861dollars as filed
Coca-Cola Company191216100COM4,589$395,048dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,182$365,238dollars as filed
Fidelity Ethereum Fund31613E103COM13,279$352,819dollars as filed
Philip Morris International Inc.718172109COM1,822$347,674dollars as filed
Intel Corp458140100COM2,700$324,621dollars as filed
TECHNIPFMC PLC COMG87110105Stock4,584$311,345dollars as filed
MasterCard, Inc57636Q104COM552$304,411dollars as filed
AbbVie,Inc.00287Y109COM1,078$281,994dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,051$278,252dollars as filed
Merck & Co.,Inc.58933Y105COM1,896$275,508dollars as filed
Applied Materials,Inc.038222105COM532$272,054dollars as filed
Cisco Systems,Inc.17275R102COM2,478$266,707dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,408$263,366dollars as filed
Costco Wholesale Corporation22160K105COM268$243,971dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM750$228,480dollars as filed
General Electric Company369604301COM731$228,284dollars as filed
Caterpillar Inc.149123101COM281$227,832dollars as filed
Lam Research Corporation512807306COM690$226,672dollars as filed
UnitedHealth Group Inc91324P102COM598$219,514dollars as filed
Oracle Corporation68389X105COM1,511$207,460dollars as filed
Netflix, Inc64110L106COM2,963$206,166dollars as filed
AT&T Inc00206R102COM8,394$204,814dollars as filed
PALO ALTO NETWORKS INC697435105COM507$201,436dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001573263-26-000006this filing2026-10-14