Latest Wiser Wealth Management, Inc Stock Portfolio

Wiser Wealth Management, Inc Performance:

2026 Q1: -2.34%YTD: -2.34%2025: 11.43%

Performance for 2026 Q1 is -2.34%, and YTD is -2.34%, and 2025 is 11.43%.

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

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wiser Wealth Management, Inc reported an equity portfolio of $463.7 Millions as of 31 Mar, 2026.

The top stock holdings of Wiser Wealth Management, Inc are VB, BBAX, VEA. The fund has invested 31.4% of it's portfolio in VANGUARD INDEX FDS and 13.1% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off ORACLE CORP (ORCL), FIDELITY ETHEREUM FD and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in VANGUARD STAR FDS (VXUS), PHILIP MORRIS INTL INC (PM) and JPMORGAN CHASE & CO (JPM). Wiser Wealth Management, Inc opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU), FIDELITY WISE ORIGIN BITCOIN and COSTCO WHOLESALE CORPORATION (COST). The fund showed a lot of confidence in some stocks as they added substantially to BITWISE ETHEREUM ETF, VANGUARD INDEX FDS (VB) and VANGUARD SCOTTSDALE FDS (BNDW).

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

Our best estimate is that Wiser Wealth Management, Inc made a return of -2.34% in the last quarter. In trailing 12 months, it's portfolio return was 11.79%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard intl equity index f	536,044
fidelity wise origin bitcoin	334,197
costco wholesale corporation	245,122
at&t inc	235,950
vanguard index fds	209,659
tjx cos inc new	200,583

New stocks bought by Wiser Wealth Management, Inc

Additions

Ticker	% Inc.
bitwise ethereum etf	79.42
vanguard index fds	65.66
bitwise bitcoin etf tr	63.5
vanguard scottsdale fds	61.71
coca cola co	18.95
vanguard specialized funds	16.41
state str spdr s&p 500 etf t	14.39
alphabet inc	13.28

Additions to existing portfolio by Wiser Wealth Management, Inc

Reductions

Ticker	% Reduced
vanguard star fds	-8.74
philip morris intl inc	-8.49
jpmorgan chase & co	-6.2
mastercard incorporated	-3.62
ishares tr	-2.29
spdr series trust	-1.74
vanguard bd index fds	-0.45
visa inc	-0.32

Wiser Wealth Management, Inc reduced stake in above stock

Sold off

Ticker	$ Sold
fidelity ethereum fd	-219,439
oracle corp	-248,900
unitedhealth group inc	-204,998

Wiser Wealth Management, Inc got rid off the above stocks

Sector Distribution

Wiser Wealth Management, Inc has about 95.5% of it's holdings in Others sector.

Sector	%
Others	95.5
Technology	1.7

Market Cap. Distribution

Wiser Wealth Management, Inc has about 4.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	95.5
MEGA-CAP	4.2

Stocks belong to which Index?

About 4.4% of the stocks held by Wiser Wealth Management, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.6
S&P 500	4.4

Top 5 Winners (%)		%
FTI	technipfmc plc	55.0 %
XOM	exxon mobil corp	39.5 %
JNJ	johnson & johnson	18.0 %
WMT	walmart inc	11.4 %
SO	southern co	10.7 %

Top 5 Winners ($)		$
VEA	vanguard tax-managed fds	1.0 M
AFTY	pacer fds tr	0.9 M
IVOG	vanguard admiral fds inc	0.6 M
JNJ	johnson & johnson	0.2 M
XOM	exxon mobil corp	0.1 M

Top 5 Losers (%)		%
	bitwise ethereum etf	-24.6 %
MSFT	microsoft corp	-23.1 %
	bitwise bitcoin etf tr	-19.1 %
TSLA	tesla inc	-16.8 %
LLY	eli lilly & co	-14.0 %

Top 5 Losers ($)		$
VB	vanguard index fds	-7.1 M
VAW	vanguard world fd	-2.1 M
IJR	ishares tr	-0.9 M
	bitwise bitcoin etf tr	-0.8 M
	bitwise ethereum etf	-0.5 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 58 stocks in it's portfolio. About 86.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Wiser Wealth Management, Inc last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.67	12,303	3,122,320	added	2.7

AAXJ	ishares tr	0.46	19,973	2,127,100	added	0.82

AAXJ	ishares tr	0.14	6,056	642,876	added	2.91

ACWF	ishares tr	5.35	491,388	24,810,200	added	6.14

AFTY	pacer fds tr	5.24	388,027	24,275,000	added	3.18

AGT	ishares tr	1.02	94,866	4,747,080	added	3.75

AMZN	amazon com inc	0.25	5,579	1,161,940	added	11.38

AVGO	broadcom inc	0.16	2,364	731,682	added	9.19

BBAX	j p morgan exchange traded f	13.05	1,285,350	60,514,500	added	8.05

BIL	spdr series trust	0.10	6,099	482,187	reduced	-1.74

BIV	vanguard bd index fds	4.12	243,468	19,090,300	added	7.09

BIV	vanguard bd index fds	2.36	148,367	10,925,800	reduced	-0.45

BNDW	vanguard scottsdale fds	0.10	5,862	464,681	added	61.71

BNDX	vanguard charlotte fds	5.24	505,344	24,281,800	added	7.39

COST	costco wholesale corporation	0.05	246	245,122	new

FBCG	fidelity covington trust	0.22	4,987	1,037,540	unchanged	0.00

FTI	technipfmc plc	0.07	4,541	313,919	added	0.26

GOOG	alphabet inc	0.31	5,062	1,455,660	added	5.57

GOOG	alphabet inc	0.14	2,210	633,990	added	13.28

HD	home depot inc	0.34	4,839	1,591,370	added	10.05