Wiser Wealth Management, Inc
CIK 0001573263 · MARIETTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$522.7M
2026 Q2
Positions
75
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
31.8%
JCPB
J P MORGAN EXCHANGE TRADED F
11.8%
VEA
VANGUARD TAX-MANAGED FDS
8.6%
VGT
VANGUARD WORLD FD
7.0%
SLQD
ISHARES TR
4.9%
COWZ
PACER FDS TR
4.8%
BNDX
VANGUARD CHARLOTTE FDS
4.6%
VIOO
VANGUARD ADMIRAL FDS INC
4.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.