Universe · entity

Wiser Wealth Management, Inc

Institutional manager (13F) · CIK 1573263
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $462M
#IssuerValueShares
1VANGUARD INDEX FDS$146M244,107
2J P MORGAN EXCHANGE TRADED F$61M1,285,354
3VANGUARD TAX-MANAGED FDS$40M618,310
4VANGUARD WORLD FD$27M38,762
5ISHARES TR$25M491,388
6VANGUARD CHARLOTTE FDS$24M505,344
7PACER FDS TR$24M388,027
8VANGUARD BD INDEX FDS$19M243,468
9VANGUARD ADMIRAL FDS INC$18M154,363
10ISHARES TR$18M27,009
11VANGUARD BD INDEX FDS$11M148,367
12ISHARES TR$5M94,866
13BITWISE BITCOIN ETF TR$4M97,538
14ISHARES TR$3M27,386
15APPLE INC$3M12,303
16VANGUARD INDEX FDS$3M9,117
17ISHARES TR$2M25,380
18NVIDIA CORPORATION$2M12,844
19ISHARES TR$2M19,973
20VANGUARD INDEX FDS$2M6,320
21MICROSOFT CORP$2M4,561
22BITWISE ETHEREUM ETF$2M108,395
23HOME DEPOT INC$2M4,839
24STATE STR SPDR S&P 500 ETF T$2M2,329
25ALPHABET INC$1M5,062
26VANGUARD STAR FDS$1M18,042
27VANGUARD SPECIALIZED FUNDS$1M6,207
28AMAZON COM INC$1M5,579
29JOHNSON & JOHNSON$1M4,355
30FIDELITY COVINGTON TRUST$1M4,987
31BROADCOM INC$732k2,364
32META PLATFORMS INC$661k1,155
33ISHARES TR$643k6,056
34ALPHABET INC$634k2,210
35WALMART INC$603k4,854
36SOUTHERN CO$582k6,025
37VANGUARD INTL EQUITY INDEX F$536k7,138
38TESLA INC$532k1,432
39BERKSHIRE HATHAWAY INC DEL$528k1,101
40SPDR SERIES TRUST$482k6,099
41JPMORGAN CHASE & CO$481k1,635
42VANGUARD SCOTTSDALE FDS$465k5,862
43ELI LILLY & CO$444k483
44EXXON MOBIL CORP$433k2,554
45PROCTER & GAMBLE CO$421k2,915
46COCA COLA CO$405k5,329
47VISA INC$382k1,263
48FIDELITY WISE ORIGIN BITCOIN$334k5,661
49NORFOLK SOUTHN CORP$317k1,106
50TECHNIPFMC PLC$314k4,541
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.