Wiser Wealth Management, Inc Top Holdings and 13F Report (2025) About Wiser Wealth Management, IncInvestment ActivityWiser Wealth Management, Inc has $356.43 million in total holdings as of March 31, 2025.Wiser Wealth Management, Inc owns shares of 49 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.46% of the portfolio was purchased this quarter.About 0.69% of the portfolio was sold this quarter.This quarter, Wiser Wealth Management, Inc has purchased 48 new stocks and bought additional shares in 37 stocks.Wiser Wealth Management, Inc sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $113,446,589JPMorgan Core Plus Bond ETF $44,654,849Vanguard FTSE Developed Markets ETF $28,423,796Pacer US Cash Cows 100 ETF $20,747,358iShares 0-5 Year Investment Grade Corporate Bond ETF $19,598,542 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $365,718 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 57,733 shares (about $2.72M)iShares Core International Aggregate Bond ETF 33,053 shares (about $1.65M)iShares Core S&P 500 ETF 2,563 shares (about $1.44M)Vanguard FTSE Developed Markets ETF 21,043 shares (about $1.07M)iShares 0-5 Year Investment Grade Corporate Bond ETF 18,061 shares (about $908.11K) Largest Sales this Quarter Vanguard Total Stock Market ETF 3,400 shares (about $934.51K)Pacer US Cash Cows 100 ETF 15,554 shares (about $851.74K)Vanguard Total International Bond ETF 6,666 shares (about $325.43K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 1,642 shares (about $111.67K)Fidelity MSCI Information Technology Index ETF 602 shares (about $97.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWiser Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$113,446,589$112,546 ▲0.1%220,75231.8%ETFJCPBJPMorgan Core Plus Bond ETF$44,654,849$2,715,761 ▲6.5%949,29512.5%ETFVEAVanguard FTSE Developed Markets ETF$28,423,796$1,069,616 ▲3.9%559,1938.0%ETFCOWZPacer US Cash Cows 100 ETF$20,747,358$851,737 ▼-3.9%378,8785.8%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$19,598,542$908,107 ▲4.9%389,7885.5%ManufacturingVGTVanguard Information Technology ETF$19,581,448$635,124 ▲3.4%36,1035.5%ETFBNDXVanguard Total International Bond ETF$18,332,835$325,434 ▼-1.7%375,5195.1%ETFIVViShares Core S&P 500 ETF$17,572,357$1,440,154 ▲8.9%31,2734.9%ETFBSVVanguard Short-Term Bond ETF$15,523,989$650,114 ▲4.4%198,3144.4%ETFVIOOVanguard S&P Small-Cap 600 ETF$12,189,527$352,552 ▲3.0%126,3033.4%ETFBNDVanguard Total Bond Market ETF$10,968,719$299,970 ▲2.8%149,3363.1%ETFIAGGiShares Core International Aggregate Bond ETF$3,917,198$1,652,312 ▲73.0%78,3601.1%ETFIJRiShares Core S&P Small-Cap ETF$2,552,767$190,109 ▲8.0%24,4120.7%ETFAAPLApple$2,406,280$85,518 ▲3.7%10,8330.7%Computer and TechnologyVVVanguard Large-Cap ETF$2,392,748$22,876 ▼-0.9%9,3090.7%ETFVXUSVanguard Total International Stock ETF$2,026,315$57,753 ▲2.9%32,6300.6%ETFIEFAiShares Core MSCI EAFE ETF$1,877,936$60,747 ▲3.3%24,8240.5%ETFHDHome Depot$1,659,333$41,410 ▲2.6%4,5280.5%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$1,649,234$92,082 ▼-5.3%15,6180.5%ETFBITWISE BITCOIN ETF TR$1,569,385$327,898 ▲26.4%34,9680.4%SHS BEN INTVTIVanguard Total Stock Market ETF$1,457,017$934,514 ▼-39.1%5,3010.4%ETFVIGVanguard Dividend Appreciation ETF$1,369,151$622,694 ▲83.4%7,0580.4%ETFSOSouthern$1,216,640$3,954 ▼-0.3%13,2320.3%UtilitiesMSFTMicrosoft$1,197,341$39,036 ▲3.4%3,1900.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,100,333$290,327 ▲35.8%1,9670.3%FinanceNVDANVIDIA$1,029,393$48,337 ▲4.9%9,4980.3%Computer and TechnologyAMZNAmazon.com$739,921$31,393 ▲4.4%3,8890.2%Retail/WholesaleGOOGLAlphabet$563,904$16,081 ▲2.9%3,6470.2%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$546,596$111,672 ▼-17.0%8,0370.2%ETFMETAMeta Platforms$481,261$40,345 ▲9.2%8350.1%Computer and TechnologyPGProcter & Gamble$454,152$1,704 ▼-0.4%2,6650.1%Consumer StaplesBRK.BBerkshire Hathaway$436,716$42,074 ▲10.7%8200.1%FinanceBITWISE ETHEREUM ETF$432,181$122,618 ▲39.6%32,9410.1%SHSAGGiShares Core U.S. Aggregate Bond ETF$365,718$365,718 ▲New Holding3,6970.1%FinanceJPMJPMorgan Chase & Co.$327,328$13,986 ▲4.5%1,3340.1%FinanceFTECFidelity MSCI Information Technology Index ETF$299,478$97,084 ▼-24.5%1,8570.1%ETFTSLATesla$293,628$4,924 ▲1.7%1,1330.1%Auto/Tires/TrucksWMTWalmart$292,428$1,844 ▲0.6%3,3310.1%Retail/WholesaleAVGOBroadcom$287,812$20,259 ▲7.6%1,7190.1%Computer and TechnologyADPAutomatic Data Processing$287,751$1,222 ▲0.4%9420.1%Business ServicesVVisa$275,111$24,182 ▲9.6%7850.1%Business ServicesLLYEli Lilly and Company$261,108$18,178 ▲7.5%3160.1%MedicalNSCNorfolk Southern$250,350$474 ▼-0.2%1,0570.1%TransportationWYWeyerhaeuser$247,943$1,259 ▲0.5%8,4680.1%ConstructionUNHUnitedHealth Group$245,639$6,809 ▼-2.7%4690.1%MedicalXOMExxon Mobil$231,298$5,351 ▲2.4%1,9450.1%EnergyNFLXNetflix$228,470$9,325 ▲4.3%2450.1%Consumer DiscretionaryGOOGAlphabet$218,497$13,900 ▲6.8%1,3990.1%Computer and TechnologyLOWLowe's Companies$203,244$3,033 ▲1.5%8710.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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