Wiser Wealth Management, Inc
Wiser Wealth Management, Inc reported 75 positions worth $522.7M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: VOO (31.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $166.2M | 31.79% | 241,952 | — | — | |
| ▸ 2 | JCPB | SH | $61.7M | 11.81% | 1,314,982 | — | — | |
| ▸ 3 | VEA | SH | $44.9M | 8.59% | 630,260 | — | — | |
| ▸ 4 | VGT | SH | $36.4M | 6.97% | 304,688 | — | — | |
| ▸ 5 | SLQD | SH | $25.7M | 4.92% | 510,292 | — | — | |
| ▸ 6 | COWZ | SH | $24.9M | 4.76% | 400,271 | — | — | |
| ▸ 7 | BNDX | SH | $24.0M | 4.60% | 496,529 | — | — | |
| ▸ 8 | VIOO | SH | $21.1M | 4.03% | 153,116 | — | — | |
| ▸ 9 | IVV | SH | $20.0M | 3.83% | 26,722 | — | — | |
| ▸ 10 | BSV | SH | $19.5M | 3.73% | 250,382 | — | — |
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Frequently Asked Questions
What stocks does Wiser Wealth Management, Inc hold as of Q2 2026?
Wiser Wealth Management, Inc reported 75 positions worth $522.7M in its Q2 2026 13F filing. Largest positions: VOO (31.8%), JCPB (11.8%), VEA (8.6%), VGT (7.0%) and SLQD (4.9%).
What did Wiser Wealth Management, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wiser Wealth Management, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.