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Wiser Wealth Management, Inc

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13F filer, CIK 1573263, MARIETTA, GA

Wiser Wealth Management, Inc reported $437,359,672 across 54 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-07. Its ten largest share positions make up 86.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573263-25-000007

Period
2025-09-30
Reported value
$437M
Holdings
54
Top 10 weight
86.65%
New
4
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JCPBadded+135,398$6.44M
BNDXadded+53,944$2.67M
SLQDadded+47,088$2.39M
BSVadded+17,385$1.37M
VEAadded+22,296$1.34M

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
VGTreduced-4,068-$3.04M
IVVreduced-1,731-$1.16M
VXUSreduced-13,537-$994K
VOOreduced-562-$344K
IEFAreduced-2,605-$227K

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, Q3 2025

Share positions as resolved from 13F-HR 0001573263-25-000007, largest first. % of portfolio is the value over $437,359,672, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,884 shares; 2024Q4: 220,533 shares; 2025Q1: 220,752 shares; 2025Q2: 232,397 shares; 2025Q3: 231,835 shares 231,835$142M32.46%-562Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,987 shares; 2024Q4: 891,562 shares; 2025Q1: 949,295 shares; 2025Q2: 985,192 shares; 2025Q3: 1,120,590 shares 1,120,590$53.3M12.18%+135,398Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,112 shares; 2024Q4: 538,150 shares; 2025Q1: 559,193 shares; 2025Q2: 585,007 shares; 2025Q3: 607,303 shares 607,303$36.4M8.32%+22,296Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,679 shares; 2024Q4: 34,932 shares; 2025Q1: 36,103 shares; 2025Q2: 41,451 shares; 2025Q3: 37,383 shares 37,383$27.9M6.38%-4,068Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,672 shares; 2024Q4: 371,727 shares; 2025Q1: 389,788 shares; 2025Q2: 402,027 shares; 2025Q3: 449,115 shares 449,115$22.8M5.22%+47,088Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,812 shares; 2024Q4: 382,185 shares; 2025Q1: 375,519 shares; 2025Q2: 398,643 shares; 2025Q3: 452,587 shares 452,587$22.4M5.12%+53,944Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,926 shares; 2024Q4: 394,432 shares; 2025Q1: 378,878 shares; 2025Q2: 356,450 shares; 2025Q3: 369,827 shares 369,827$21.3M4.86%+13,377Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,708 shares; 2024Q4: 28,710 shares; 2025Q1: 31,273 shares; 2025Q2: 30,684 shares; 2025Q3: 28,953 shares 28,953$19.4M4.43%-1,731Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,289 shares; 2024Q4: 190,009 shares; 2025Q1: 198,314 shares; 2025Q2: 201,675 shares; 2025Q3: 219,060 shares 219,060$17.3M3.95%+17,385Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,443 shares; 2024Q4: 122,650 shares; 2025Q1: 126,303 shares; 2025Q2: 141,586 shares; 2025Q3: 147,385 shares 147,385$16.3M3.72%+5,799Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,390 shares; 2024Q4: 145,252 shares; 2025Q1: 149,336 shares; 2025Q2: 148,013 shares; 2025Q3: 151,543 shares 151,543$11.3M2.58%+3,530Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,839 shares; 2024Q4: 45,307 shares; 2025Q1: 78,360 shares; 2025Q2: 77,610 shares; 2025Q3: 83,211 shares 83,211$4.26M0.97%+5,601Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,875 shares; 2024Q4: 22,594 shares; 2025Q1: 24,412 shares; 2025Q2: 27,778 shares; 2025Q3: 27,332 shares 27,332$3.25M0.74%-446Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,333 shares; 2024Q4: 10,448 shares; 2025Q1: 10,833 shares; 2025Q2: 11,282 shares; 2025Q3: 11,794 shares 11,794$3M0.69%+512Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,160 shares; 2024Q4: 27,662 shares; 2025Q1: 34,968 shares; 2025Q2: 42,101 shares; 2025Q3: 45,516 shares 45,516$2.83M0.65%+3,415Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 9,398 shares; 2025Q1: 9,309 shares; 2025Q2: 9,275 shares; 2025Q3: 9,123 shares 9,123$2.81M0.64%-152Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 3,086 shares; 2025Q1: 3,190 shares; 2025Q2: 3,560 shares; 2025Q3: 4,178 shares 4,178$2.16M0.49%+618Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 9,052 shares; 2025Q1: 9,498 shares; 2025Q2: 10,751 shares; 2025Q3: 11,388 shares 11,388$2.12M0.49%+637Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,987 shares; 2024Q4: 16,490 shares; 2025Q1: 15,618 shares; 2025Q2: 15,476 shares; 2025Q3: 18,815 shares 18,815$2.01M0.46%+3,339Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,230 shares; 2024Q4: 24,021 shares; 2025Q1: 24,824 shares; 2025Q2: 24,774 shares; 2025Q3: 22,169 shares 22,169$1.94M0.44%-2,605Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,415 shares; 2025Q1: 4,528 shares; 2025Q2: 4,616 shares; 2025Q3: 4,442 shares 4,442$1.8M0.41%-174Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,615 shares; 2024Q4: 31,700 shares; 2025Q1: 32,630 shares; 2025Q2: 35,153 shares; 2025Q3: 21,616 shares 21,616$1.59M0.36%-13,537Timeline
ETHWBITWISE ETHEREUM ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,285 shares; 2024Q4: 23,595 shares; 2025Q1: 32,941 shares; 2025Q2: 47,062 shares; 2025Q3: 49,228 shares 49,228$1.47M0.34%+2,166Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,448 shares; 2025Q1: 1,967 shares; 2025Q2: 2,050 shares; 2025Q3: 2,045 shares 2,045$1.36M0.31%-5Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,701 shares; 2025Q1: 5,301 shares; 2025Q2: 4,266 shares; 2025Q3: 4,106 shares 4,106$1.35M0.31%-160Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 3,543 shares; 2025Q1: 3,647 shares; 2025Q2: 3,573 shares; 2025Q3: 4,686 shares 4,686$1.14M0.26%+1,113Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,459 shares; 2025Q1: 1,857 shares; 2025Q2: 2,165 shares; 2025Q3: 5,095 shares 5,095$1.13M0.26%+2,930Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 3,848 shares; 2025Q1: 7,058 shares; 2025Q2: 5,520 shares; 2025Q3: 5,236 shares 5,236$1.13M0.26%-284Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,724 shares; 2025Q1: 3,889 shares; 2025Q2: 4,070 shares; 2025Q3: 4,789 shares 4,789$1.05M0.24%+719Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 765 shares; 2025Q1: 835 shares; 2025Q2: 928 shares; 2025Q3: 1,084 shares 1,084$796K0.18%+156Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,220 shares 4,220$782K0.18%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,598 shares; 2025Q1: 1,719 shares; 2025Q2: 1,937 shares; 2025Q3: 2,204 shares 2,204$727K0.17%+267Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,407 shares; 2025Q3: 5,953 shares 5,953$634K0.14%+546Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 741 shares; 2025Q1: 820 shares; 2025Q2: 863 shares; 2025Q3: 1,162 shares 1,162$584K0.13%+299Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,123 shares; 2024Q4: 13,275 shares; 2025Q1: 13,232 shares; 2025Q2: 5,876 shares; 2025Q3: 5,897 shares 5,897$559K0.13%+21Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 1,114 shares; 2025Q1: 1,133 shares; 2025Q2: 1,278 shares; 2025Q3: 1,251 shares 1,251$556K0.13%-27Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,944 shares; 2024Q4: 9,679 shares; 2025Q1: 8,037 shares; 2025Q2: 7,457 shares; 2025Q3: 6,775 shares 6,775$546K0.12%-682Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,277 shares; 2025Q1: 1,334 shares; 2025Q2: 1,511 shares; 2025Q3: 1,705 shares 1,705$538K0.12%+194Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,310 shares; 2025Q1: 3,331 shares; 2025Q2: 5,864 shares; 2025Q3: 4,604 shares 4,604$474K0.11%-1,260Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,399 shares; 2025Q2: 1,692 shares; 2025Q3: 1,897 shares 1,897$462K0.11%+205Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: 785 shares; 2025Q2: 903 shares; 2025Q3: 1,241 shares 1,241$424K0.1%+338Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,675 shares; 2025Q1: 2,665 shares; 2025Q2: 2,504 shares; 2025Q3: 2,407 shares 2,407$370K0.08%-97Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 294 shares; 2025Q1: 316 shares; 2025Q2: 312 shares; 2025Q3: 475 shares 475$362K0.08%+163Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,277 shares 1,277$359K0.08%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 245 shares; 2025Q2: 266 shares; 2025Q3: 279 shares 279$334K0.08%+13Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,059 shares; 2025Q1: 1,057 shares; 2025Q2: 1,092 shares; 2025Q3: 1,064 shares 1,064$320K0.07%-28Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 471 shares 471$268K0.06%+103Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,900 shares; 2025Q1: 1,945 shares; 2025Q2: 1,911 shares; 2025Q3: 2,326 shares 2,326$262K0.06%+415Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,600 shares 1,600$260K0.06%+40Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 938 shares; 2025Q1: 942 shares; 2025Q2: 989 shares; 2025Q3: 812 shares 812$238K0.05%-177Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 482 shares; 2025Q1: 469 shares; 2025Q2: not reported; 2025Q3: 673 shares 673$232K0.05%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 226 shares 226$209K0.05%+17Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 8,425 shares; 2025Q1: 8,468 shares; 2025Q2: 8,283 shares; 2025Q3: 8,420 shares 8,420$209K0.05%+137Timeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,984 shares 4,984$207K0.05%newTimeline

How Q3 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 0001573263-25-000007 base2025-10-07acceptance time not in the bulk data set