Latest Wiser Wealth Management, Inc Stock Portfolio

Wiser Wealth Management, Inc Performance:

2025 Q2: 1%YTD: 0.33%2024: 0.21%

Performance for 2025 Q2 is 1%, and YTD is 0.33%, and 2024 is 0.21%.

About Wiser Wealth Management, Inc and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Wiser Wealth Management, Inc reported an equity portfolio of $399.4 Millions as of 30 Jun, 2025.

The top stock holdings of Wiser Wealth Management, Inc are VB, BBAX, VEA. The fund has invested 33.1% of it's portfolio in VANGUARD INDEX FDS and 11.6% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off ISHARES TR (IJR), UNITEDHEALTH GROUP INC (UNH) and LOWES COS INC (LOW) stocks. They significantly reduced their stock positions in SOUTHERN CO (SO), VANGUARD SPECIALIZED FUNDS (VIG) and VANGUARD INDEX FDS (VB). Wiser Wealth Management, Inc opened new stock positions in ISHARES TR (AAXJ), PHILIP MORRIS INTL INC (PM) and COSTCO WHSL CORP NEW (COST). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), BITWISE ETHEREUM ETF and ALPHABET INC (GOOG).

Wiser Wealth Management, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Wiser Wealth Management, Inc made a return of 1% in the last quarter. In trailing 12 months, it's portfolio return was 1.06%.

New Buys

Ticker	$ Bought
ishares tr	564,885
philip morris intl inc	284,123
costco whsl corp new	206,897
mastercard incorporated	206,794

New stocks bought by Wiser Wealth Management, Inc

Additions

Ticker	% Inc.
walmart inc	76.04
bitwise ethereum etf	42.87
alphabet inc	20.94
bitwise bitcoin etf tr	20.4
fidelity covington trust	16.59
visa inc	15.03
vanguard world fd	14.81
ishares tr	13.79

Additions to existing portfolio by Wiser Wealth Management, Inc

Reductions

Ticker	% Reduced
southern co	-55.59
vanguard specialized funds	-21.79
vanguard index fds	-19.52
spdr ser tr	-7.22
procter and gamble co	-6.04
pacer fds tr	-5.92
weyerhaeuser co mtn be	-2.18
alphabet inc	-2.03

Wiser Wealth Management, Inc reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-365,718
lowes cos inc	-203,244
unitedhealth group inc	-245,639

Wiser Wealth Management, Inc got rid off the above stocks

Sector Distribution

Wiser Wealth Management, Inc has about 96.1% of it's holdings in Others sector.

Sector	%
Others	96.1
Technology	1.6

Market Cap. Distribution

Wiser Wealth Management, Inc has about 3.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	96.1
MEGA-CAP	3.5

Stocks belong to which Index?

About 3.9% of the stocks held by Wiser Wealth Management, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	96.1
S&P 500	3.9

Top 5 Winners (%)		%
AVGO	broadcom inc	58.1 %
NVDA	nvidia corporation	42.3 %
NFLX	netflix inc	40.6 %
MSFT	microsoft corp	29.8 %
META	meta platforms inc	26.9 %

Top 5 Winners ($)		$
IJR	ishares tr	1.8 M
NVDA	nvidia corporation	0.5 M
MSFT	microsoft corp	0.4 M
AVGO	broadcom inc	0.2 M
META	meta platforms inc	0.1 M

Top 5 Losers (%)		%
WY	weyerhaeuser co mtn be	-12.2 %
XOM	exxon mobil corp	-9.4 %
AAPL	apple inc	-7.3 %
PG	procter and gamble co	-6.4 %
LLY	eli lilly & co	-5.7 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.2 M
WY	weyerhaeuser co mtn be	0.0 M
PG	procter and gamble co	0.0 M
XOM	exxon mobil corp	0.0 M
LLY	eli lilly & co	0.0 M

Wiser Wealth Management, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wiser Wealth Management, Inc

Wiser Wealth Management, Inc has 50 stocks in it's portfolio. About 87.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Wiser Wealth Management, Inc last quarter.

Last Reported on: 18 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	33.06	232,397	132,008,000	added	5.28
Historical Trend of VANGUARD INDEX FDS Position Held By Wiser Wealth Management, Inc What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	BBAX	j p morgan exchange traded f	11.61	985,192	46,363,100	added	3.78

	VEA	vanguard tax-managed fds	8.35	585,007	33,351,300	added	4.62

	VAW	vanguard world fd	6.88	41,451	27,493,500	added	14.81

	ACWF	ishares tr	5.09	402,027	20,338,500	added	3.14

	BNDX	vanguard charlotte fds	4.94	398,643	19,736,800	added	6.16

	AFTY	pacer fds tr	4.92	356,450	19,640,400	reduced	-5.92

	IJR	ishares tr	4.77	30,684	19,051,600	reduced	-1.88

	BIV	vanguard bd index fds	3.97	201,675	15,871,800	added	1.69

	IVOG	vanguard admiral fds inc	3.59	141,586	14,332,700	added	12.1

	BIV	vanguard bd index fds	2.73	148,013	10,898,200	reduced	-0.89

	AGT	ishares tr	0.99	77,610	3,965,080	reduced	-0.96

	IJR	ishares tr	0.76	27,778	3,035,860	added	13.79

	VB	vanguard index fds	0.66	9,275	2,646,220	reduced	-0.37

		bitwise bitcoin etf tr	0.62	42,101	2,466,710	added	20.4

	VXUS	vanguard star fds	0.61	35,153	2,428,700	added	7.73

	AAPL	apple inc	0.58	11,282	2,314,680	added	4.14

	IBCE	ishares tr	0.52	24,774	2,068,130	reduced	-0.2

	MSFT	microsoft corp	0.44	3,560	1,770,930	added	11.6

	NVDA	nvidia corporation	0.42	10,751	1,698,550	added	13.19