Wiser Wealth Management, Inc
CIK 1573263
13F filing for Q2 2026・No. 3,797
- Holdings
- US$522.74M
- Quarter change
- +US$59M
- Entries
- 75
- Net bought (estimate)
- +US$13.39M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 2
- Cut 15
- Added 41
- Corporate actions 0
- Unchanged 0
Largest holdings
75 stocks worth US$522.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 241,952 | US$166.18M | 31.79% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 1,314,982 | US$61.73M | 11.81% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 630,260 | US$44.91M | 8.59% |
| VANGUARD WORLD FDINF TECH ETF | CutSplit 8:1 | 304,688 | US$36.42M | 6.97% |
| ISHARES TR0-5YR INVT GR CP | Added | 510,292 | US$25.7M | 4.92% |
| PACER FDS TRUS CASH COWS 100 | Added | 400,271 | US$24.9M | 4.76% |
| VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | Cut | 496,529 | US$24.05M | 4.60% |
| VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX | Cut | 153,116 | US$21.06M | 4.03% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 26,722 | US$20.01M | 3.83% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Added | 250,382 | US$19.51M | 3.73% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.