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Wiser Wealth Management, Inc

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13F filer, CIK 1573263, MARIETTA, GA

Wiser Wealth Management, Inc reported $399,349,997 across 50 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-18. Its ten largest share positions make up 87.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573263-25-000005

Period
2025-06-30
Reported value
$399M
Holdings
50
Top 10 weight
87.19%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+11,645$6.61M
VGTadded+5,348$3.55M
JCPBadded+35,897$1.69M
VIOOadded+15,283$1.55M
VEAadded+25,814$1.47M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
COWZreduced-22,428-$1.24M
SOreduced-7,356-$675K
AGGexited-3,697-$366K
IVVreduced-589-$366K
VIGreduced-1,538-$315K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001573263-25-000005, largest first. % of portfolio is the value over $399,349,997, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,884 shares; 2024Q4: 220,533 shares; 2025Q1: 220,752 shares; 2025Q2: 232,397 shares 232,397$132M33.06%+11,645Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,987 shares; 2024Q4: 891,562 shares; 2025Q1: 949,295 shares; 2025Q2: 985,192 shares 985,192$46.4M11.61%+35,897Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,112 shares; 2024Q4: 538,150 shares; 2025Q1: 559,193 shares; 2025Q2: 585,007 shares 585,007$33.4M8.35%+25,814Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,679 shares; 2024Q4: 34,932 shares; 2025Q1: 36,103 shares; 2025Q2: 41,451 shares 41,451$27.5M6.88%+5,348Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,672 shares; 2024Q4: 371,727 shares; 2025Q1: 389,788 shares; 2025Q2: 402,027 shares 402,027$20.3M5.09%+12,239Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,812 shares; 2024Q4: 382,185 shares; 2025Q1: 375,519 shares; 2025Q2: 398,643 shares 398,643$19.7M4.94%+23,124Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,926 shares; 2024Q4: 394,432 shares; 2025Q1: 378,878 shares; 2025Q2: 356,450 shares 356,450$19.6M4.92%-22,428Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,708 shares; 2024Q4: 28,710 shares; 2025Q1: 31,273 shares; 2025Q2: 30,684 shares 30,684$19.1M4.77%-589Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,289 shares; 2024Q4: 190,009 shares; 2025Q1: 198,314 shares; 2025Q2: 201,675 shares 201,675$15.9M3.97%+3,361Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,443 shares; 2024Q4: 122,650 shares; 2025Q1: 126,303 shares; 2025Q2: 141,586 shares 141,586$14.3M3.59%+15,283Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,390 shares; 2024Q4: 145,252 shares; 2025Q1: 149,336 shares; 2025Q2: 148,013 shares 148,013$10.9M2.73%-1,323Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,839 shares; 2024Q4: 45,307 shares; 2025Q1: 78,360 shares; 2025Q2: 77,610 shares 77,610$3.97M0.99%-750Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,875 shares; 2024Q4: 22,594 shares; 2025Q1: 24,412 shares; 2025Q2: 27,778 shares 27,778$3.04M0.76%+3,366Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 9,398 shares; 2025Q1: 9,309 shares; 2025Q2: 9,275 shares 9,275$2.65M0.66%-34Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,160 shares; 2024Q4: 27,662 shares; 2025Q1: 34,968 shares; 2025Q2: 42,101 shares 42,101$2.47M0.62%+7,133Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,615 shares; 2024Q4: 31,700 shares; 2025Q1: 32,630 shares; 2025Q2: 35,153 shares 35,153$2.43M0.61%+2,523Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,333 shares; 2024Q4: 10,448 shares; 2025Q1: 10,833 shares; 2025Q2: 11,282 shares 11,282$2.31M0.58%+449Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,230 shares; 2024Q4: 24,021 shares; 2025Q1: 24,824 shares; 2025Q2: 24,774 shares 24,774$2.07M0.52%-50Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 3,086 shares; 2025Q1: 3,190 shares; 2025Q2: 3,560 shares 3,560$1.77M0.44%+370Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 9,052 shares; 2025Q1: 9,498 shares; 2025Q2: 10,751 shares 10,751$1.7M0.43%+1,253Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,415 shares; 2025Q1: 4,528 shares; 2025Q2: 4,616 shares 4,616$1.69M0.42%+88Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,987 shares; 2024Q4: 16,490 shares; 2025Q1: 15,618 shares; 2025Q2: 15,476 shares 15,476$1.65M0.41%-142Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,701 shares; 2025Q1: 5,301 shares; 2025Q2: 4,266 shares 4,266$1.3M0.32%-1,035Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,448 shares; 2025Q1: 1,967 shares; 2025Q2: 2,050 shares 2,050$1.27M0.32%+83Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 3,848 shares; 2025Q1: 7,058 shares; 2025Q2: 5,520 shares 5,520$1.13M0.28%-1,538Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,724 shares; 2025Q1: 3,889 shares; 2025Q2: 4,070 shares 4,070$893K0.22%+181Timeline
ETHWBITWISE ETHEREUM ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,285 shares; 2024Q4: 23,595 shares; 2025Q1: 32,941 shares; 2025Q2: 47,062 shares 47,062$850K0.21%+14,121Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 765 shares; 2025Q1: 835 shares; 2025Q2: 928 shares 928$685K0.17%+93Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 3,543 shares; 2025Q1: 3,647 shares; 2025Q2: 3,573 shares 3,573$630K0.16%-74Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,310 shares; 2025Q1: 3,331 shares; 2025Q2: 5,864 shares 5,864$573K0.14%+2,533Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,407 shares 5,407$565K0.14%newTimeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,944 shares; 2024Q4: 9,679 shares; 2025Q1: 8,037 shares; 2025Q2: 7,457 shares 7,457$558K0.14%-580Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,123 shares; 2024Q4: 13,275 shares; 2025Q1: 13,232 shares; 2025Q2: 5,876 shares 5,876$540K0.14%-7,356Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,598 shares; 2025Q1: 1,719 shares; 2025Q2: 1,937 shares 1,937$534K0.13%+218Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,277 shares; 2025Q1: 1,334 shares; 2025Q2: 1,511 shares 1,511$438K0.11%+177Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,459 shares; 2025Q1: 1,857 shares; 2025Q2: 2,165 shares 2,165$427K0.11%+308Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 741 shares; 2025Q1: 820 shares; 2025Q2: 863 shares 863$419K0.1%+43Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 1,114 shares; 2025Q1: 1,133 shares; 2025Q2: 1,278 shares 1,278$406K0.1%+145Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,675 shares; 2025Q1: 2,665 shares; 2025Q2: 2,504 shares 2,504$399K0.1%-161Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 245 shares; 2025Q2: 266 shares 266$356K0.09%+21Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: 785 shares; 2025Q2: 903 shares 903$321K0.08%+118Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 938 shares; 2025Q1: 942 shares; 2025Q2: 989 shares 989$305K0.08%+47Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,399 shares; 2025Q2: 1,692 shares 1,692$300K0.08%+293Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,560 shares 1,560$284K0.07%newTimeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,059 shares; 2025Q1: 1,057 shares; 2025Q2: 1,092 shares 1,092$280K0.07%+35Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 294 shares; 2025Q1: 316 shares; 2025Q2: 312 shares 312$243K0.06%-4Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 8,425 shares; 2025Q1: 8,468 shares; 2025Q2: 8,283 shares 8,283$213K0.05%-185Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares 209$207K0.05%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares 368$207K0.05%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,900 shares; 2025Q1: 1,945 shares; 2025Q2: 1,911 shares 1,911$206K0.05%-34Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AGGISHARES TR3,697$366Kshares
UNHUNITEDHEALTH GROUP INC469$246Kshares
LOWLOWES COS INC871$203Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001573263-25-000005 base2025-07-18acceptance time not in the bulk data set