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 $463.7M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($145.9M, 31.45%), JCPB ($60.5M, 13.05%), VEA ($39.6M, 8.54%), VGT ($27.0M, 5.83%), SLQD ($24.8M, 5.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $145.9M | 31.45% | 244,107 | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $60.5M | 13.05% | 1.3M | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $39.6M | 8.54% | 618,310 | Added |
| 4 | VGT | VANGUARD WORLD FD | $27.0M | 5.83% | 38,762 | Added |
| 5 | SLQD | ISHARES TR | $24.8M | 5.35% | 491,388 | Added |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $24.3M | 5.24% | 505,344 | Added |
| 7 | COWZ | PACER FDS TR | $24.3M | 5.23% | 388,027 | Added |
| 8 | BSV | VANGUARD BD INDEX FDS | $19.1M | 4.12% | 243,468 | Added |
| 9 | VIOO | VANGUARD ADMIRAL FDS INC | $17.7M | 3.82% | 154,363 | Added |
| 10 | IVV | ISHARES TR | $17.6M | 3.80% | 27,009 | Added |
| 11 | BND | VANGUARD BD INDEX FDS | $10.9M | 2.36% | 148,367 | Trimmed |
| 12 | IAGG | ISHARES TR | $4.7M | 1.02% | 94,866 | Added |
| 13 | BITB | BITWISE BITCOIN ETF TR | $3.6M | 0.77% | 97,538 | Added |
| 14 | IJR | ISHARES TR | $3.4M | 0.73% | 27,386 | Trimmed |
| 15 | AAPL | APPLE INC | $3.1M | 0.67% | 12,303 | Added |
| 16 | VV | VANGUARD INDEX FDS | $2.7M | 0.59% | 9,117 | Added |
| 17 | IEFA | ISHARES TR | $2.3M | 0.50% | 25,380 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $2.2M | 0.48% | 12,844 | Added |
| 19 | SUB | ISHARES TR | $2.1M | 0.46% | 19,973 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $2.0M | 0.44% | 6,320 | Added |
| 21 | MSFT | MICROSOFT CORP | $1.7M | 0.36% | 4,561 | Added |
| 22 | ETHW | BITWISE ETHEREUM ETF | $1.6M | 0.35% | 108,395 | Added |
| 23 | HD | HOME DEPOT INC | $1.6M | 0.34% | 4,839 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $1.5M | 0.33% | 2,329 | Added |
| 25 | GOOGL | ALPHABET INC | $1.5M | 0.31% | 5,062 | Added |
Source: SEC Form 13F filings · as of 2026-03-31