Investor
Wiser Wealth Management, Inc
CIK 0001573263 · filed 2026-04-13 · SEC filing
13F book
$463.7M
Positions
58
6 new · 3 sold
Largest name
31.5%
Vanguard Index Fds
Est. mark
−$10.5M
Price effect on 52 names still held. Flow $24.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 244.1K | $145.9M | 31.5% | −$6.89M | Added−$314.7K |
| J P Morgan Exchange Traded F | — | 1.29M | $60.5M | 13.0% | −$321.2K | Added$4.19M |
| Vanguard Tax-Managed Fds | — | 618.3K | $39.6M | 8.5% | $984.3K | Added$1.43M |
| Vanguard World Fd | — | 38.8K | $27M | 5.8% | −$2.07M | Added−$836.5K |
| Ishares Tr | — | 491.4K | $24.8M | 5.3% | −$97.2K | Added$1.34M |
| Vanguard Charlotte Fds | — | 505.3K | $24.3M | 5.2% | −$127.1K | Added$1.54M |
| Pacer Fds Tr | — | 388K | $24.3M | 5.2% | $898.8K | Added$1.65M |
| Vanguard Bd Index Fds | — | 243.5K | $19.1M | 4.1% | −$90.9K | Added$1.17M |
| Vanguard Admiral Fds Inc | — | 154.4K | $17.7M | 3.8% | $575.8K | Added$1.22M |
| Ishares Tr | — | 27K | $17.6M | 3.8% | −$849.4K | Added−$703.1K |
| Vanguard Bd Index Fds | — | 148.4K | $10.9M | 2.4% | −$63.8K | Cut−$113K |
| Ishares Tr | — | 94.9K | $4.75M | 1.0% | $2.75K | Added$174.3K |
| Bitwise Bitcoin Etf Tr | — | 97.5K | $3.59M | 0.8% | −$641.3K | Added$753.2K |
| Ishares Tr | — | 27.4K | $3.4M | 0.7% | $113K | Cut$36K |
| Apple Inc. | AAPL | 12.3K | $3.12M | 0.7% | −$216.5K | Added−$134.5K |
| Vanguard Index Fds | — | 9.12K | $2.72M | 0.6% | −$145.4K | Added−$144.8K |
| Ishares Tr | — | 25.4K | $2.3M | 0.5% | $24.4K | Added$254.6K |
| Nvidia Corp | NVDA | 12.8K | $2.24M | 0.5% | −$142.9K | Added$36.7K |
| Ishares Tr | — | 20K | $2.13M | 0.5% | −$3.96K | Added$13.4K |
| Vanguard Index Fds | — | 6.32K | $2.03M | 0.4% | −$55.2K | Added$748.4K |
| Microsoft Corp | MSFT | 4.56K | $1.69M | 0.4% | −$493.8K | Added−$416.9K |
| Bitwise Ethereum Etf | ETHW | 108.4K | $1.63M | 0.4% | −$378.8K | Added$340.9K |
| Home Depot, Inc. | HD | 4.84K | $1.59M | 0.3% | −$67K | Added$78.3K |
| Spdr S&P 500 Etf Tr | — | 2.33K | $1.51M | 0.3% | −$63.8K | Added$126.8K |
| Alphabet Inc | — | 5.06K | $1.46M | 0.3% | −$122K | Added−$45.2K |
| Vanguard Star Fds | — | 18K | $1.39M | 0.3% | $30.1K | Cut−$100.2K |
| Vanguard Specialized Funds | — | 6.21K | $1.33M | 0.3% | −$25.2K | Added$163K |
| Amazon Com Inc | AMZN | 5.58K | $1.16M | 0.3% | −$113K | Added$5.76K |
| Johnson & Johnson | JNJ | 4.36K | $1.06M | 0.2% | $161.1K | Added$174.5K |
| Fidelity Covington Trust | — | 4.99K | $1.04M | 0.2% | −$82.9K | Held |
| Broadcom Inc. | AVGO | 2.36K | $731.7K | 0.2% | −$79.2K | Added−$17.6K |
| Meta Platforms, Inc. | META | 1.16K | $660.8K | 0.1% | −$98.3K | Added−$76.5K |
| Ishares Tr | — | 6.06K | $642.9K | 0.1% | −$5.59K | Added$12.6K |
| Alphabet Inc | — | 2.21K | $634K | 0.1% | −$52.5K | Added$21.8K |
| Walmart Inc. | WMT | 4.85K | $603.3K | 0.1% | $60.9K | Added$75.7K |
| Southern Co | — | 6.03K | $581.5K | 0.1% | $56K | Added$57.5K |
| Vanguard Intl Equity Index F | — | 7.14K | $536K | 0.1% | — | New |
| Tesla, Inc. | TSLA | 1.43K | $532.3K | 0.1% | −$103.8K | Added−$66.2K |
| Berkshire Hathaway Inc Del | — | 1.1K | $527.6K | 0.1% | −$23.2K | Added$29.5K |
| Spdr Series Trust | — | 6.1K | $482.2K | 0.1% | −$21K | Cut−$29.9K |
| Jpmorgan Chase & Co. | — | 1.64K | $481K | 0.1% | −$46K | Cut−$80.8K |
| Vanguard Scottsdale Fds | — | 5.86K | $464.7K | 0.1% | −$1.67K | Added$175.7K |
| Eli Lilly & Co | LLY | 483 | $444.2K | 0.1% | −$70.2K | Added−$42.6K |
| Exxon Mobil Corp | — | 2.55K | $433.4K | 0.1% | $119.5K | Added$142.1K |
| Procter And Gamble Co | PG | 2.92K | $421K | 0.1% | $3.07K | Added$31.4K |
| Coca Cola Co | KO | 5.33K | $405.3K | 0.1% | $27.5K | Added$92.1K |
| Visa Inc. | V | 1.26K | $381.7K | 0.1% | −$61.2K | Cut−$62.6K |
| Fidelity Wise Origin Bitcoin | — | 5.66K | $334.2K | 0.1% | — | New |
| Norfolk Southn Corp | — | 1.11K | $317.4K | 0.1% | −$1.89K | Added$407 |
| TechnipFMC PLC | FTI | 4.54K | $313.9K | 0.1% | $111.3K | Added$112.1K |
| Netflix Inc | NFLX | 2.92K | $280.3K | 0.1% | $6.33K | Added$31.9K |
| Philip Morris Intl Inc | — | 1.56K | $258.3K | 0.1% | $7.72K | Cut−$15.5K |
| Costco Whsl Corp New | — | 246 | $245.1K | 0.1% | — | New |
| At&T Inc | — | 8.14K | $235.9K | 0.1% | — | New |
| Mastercard Inc | MA | 452 | $225.8K | 0.0% | −$32.2K | Cut−$41.9K |
| Weyerhaeuser Co Mtn Be | WY | 8.64K | $211.1K | 0.0% | $6.36K | Added$7.53K |
| Vanguard Growth Etf | — | 480 | $209.7K | 0.0% | — | New |
| Tjx Cos Inc New | — | 1.26K | $200.6K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.