Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wiser Wealth Management, Inc (CIK 1573263) reported $522.7M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($166.2M, 31.79%), JCPB ($61.7M, 11.81%), VEA ($44.9M, 8.59%), VGT ($36.4M, 6.97%), SLQD ($25.7M, 4.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $166.2M | 31.79% | 241,952 | Trimmed |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $61.7M | 11.81% | 1.3M | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $44.9M | 8.59% | 630,260 | Added |
| 4 | VGT | VANGUARD WORLD FD | $36.4M | 6.97% | 304,688 | Added |
| 5 | SLQD | ISHARES TR | $25.7M | 4.92% | 510,292 | Added |
| 6 | COWZ | PACER FDS TR | $24.9M | 4.76% | 400,271 | Added |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $24.0M | 4.60% | 496,529 | Trimmed |
| 8 | VIOO | VANGUARD ADMIRAL FDS INC | $21.1M | 4.03% | 153,116 | Trimmed |
| 9 | IVV | ISHARES TR | $20.0M | 3.83% | 26,722 | Trimmed |
| 10 | BSV | VANGUARD BD INDEX FDS | $19.5M | 3.73% | 250,382 | Added |
| 11 | BND | VANGUARD BD INDEX FDS | $12.4M | 2.38% | 169,482 | Added |
| 12 | IAGG | ISHARES TR | $6.5M | 1.25% | 128,884 | Added |
| 13 | AAPL | APPLE INC | $4.0M | 0.77% | 13,967 | Added |
| 14 | IJR | ISHARES TR | $4.0M | 0.76% | 26,953 | Trimmed |
| 15 | VV | VANGUARD INDEX FDS | $3.1M | 0.60% | 9,083 | Trimmed |
| 16 | BITB | BITWISE BITCOIN ETF TR | $3.1M | 0.60% | 98,102 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $2.8M | 0.54% | 14,029 | Added |
| 18 | SUB | ISHARES TR | $2.5M | 0.47% | 23,276 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $2.4M | 0.46% | 6,501 | Added |
| 20 | IEFA | ISHARES TR | $2.2M | 0.42% | 22,747 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $2.0M | 0.38% | 5,369 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.0M | 0.38% | 2,692 | Added |
| 23 | GOOGL | ALPHABET INC | $1.9M | 0.37% | 5,345 | Added |
| 24 | HD | HOME DEPOT INC | $1.6M | 0.30% | 4,411 | Trimmed |
| 25 | FTEC | FIDELITY COVINGTON TRUST | $1.5M | 0.28% | 5,093 | Added |
Source: SEC Form 13F filings · as of 2026-06-30