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Wiser Wealth Management, Inc.
CIK:0001573263
Investment Adviser
$405M AUM
54 holdings
Marietta, GA, USA
An investment advisory firm based in Marietta, GA, offering wealth management services.
Latest 13F Filing Activity
Wiser Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 54 equity positions with a total 13F market value of $437M. The fund increased holdings in Vanguard Index FDS, J P Morgan Exchange Traded F, Vanguard Tax-managed FDS among other positions. Wiser Wealth Management, Inc. reduced exposure to Vanguard Star FDS, Ishares TR, Walmart Inc. among others.
Top Buys
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 32.46% | $142.0M | 231,835 | $383.07 | $612.38 | +$10.0M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 12.18% | $53.3M | 1,120,590 | $46.42 | $47.55 | +$6.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.32% | $36.4M | 607,303 | $47.12 | $59.92 | +$3.0M |
V VGT | VANGUARD WORLD FD | 6.38% | $27.9M | 37,383 | $447.84 | $746.63 | +$417.6K |
S SLQD | ISHARES TR | 5.22% | $22.8M | 449,115 | $48.99 | $50.83 | +$2.5M |
Industry Allocation
ELECTRONIC COMPUTERS
+0.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.7%
SEMICONDUCTORS & RELATED DEVICES
+0.7%
COMMODITY CONTRACTS BROKERS & DEALERS
+0.6%
SERVICES-PREPACKAGED SOFTWARE
+0.6%
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