Data as of Q4 2025 (Dec 31, 2025)

Wiser Wealth Management, Inc

•CIK: 1573263•Filing: Q4 2025

**Wiser Wealth Management, Inc.** manages $450M across a diversified portfolio of 55 positions. The strategy exhibits a significant allocation to core U.S. equity exposure, anchored by VOO at $146.2M. Notable secondary concentrations include JCPB ($56.3M) and international exposure via VEA ($38.2M). The portfolio further diversifies into sector-specific and fixed-income mandates, including VGT ($27.9M) and BNDX ($22.7M).

Total AUM
$449.7M
QoQ Performance
+2.8%
Positions
45
Top 10 Concentration
86.8%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
JCPB
VEA
VGT
SLQD
BNDX
COWZ
VOO32.5%
JCPB12.5%
VEA8.5%
VGT6.2%
SLQD5.2%
BNDX5.1%
COWZ5.0%
IVV4.1%

📈 Biggest Buys

JCPB
J P MORGAN EXCHANGE TRADED F
+6.2%
12.5% of portfolio
BNDX
VANGUARD CHARLOTTE FDS
+4.0%
5.1% of portfolio
VOO
VANGUARD INDEX FDS
+0.5%
32.5% of portfolio
SLQD
ISHARES TR
+3.1%
5.2% of portfolio
BITB
BITWISE BITCOIN ETF TR
+31.1%
0.6% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-7.5%
4.1% of portfolio
VGT
VANGUARD WORLD FD
-1.1%
6.2% of portfolio
BND
VANGUARD BD INDEX FDS
-1.7%
2.5% of portfolio
VXUS
VANGUARD STAR FDS
-8.5%
0.3% of portfolio
VTI
VANGUARD INDEX FDS
-7.1%
0.3% of portfolio

Sector Breakdown

Other58.7%
ETF36.9%
Technology2.5%
Consumer0.8%
Financial0.4%
Healthcare0.4%
Utilities0.1%
Consumer Staples0.1%

🚪 Exited Positionssold since Q3 2025

ADP
AUTOMATIC DATA PROCESSING IN
SOLD
$238.3K
COST
COSTCO WHSL CORP NEW
SOLD
$209.2K

Changes from Q3 2025

NEW3 new positions
↑35 increased
↓16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO32.5%
VANGUARD INDEX FDS
$146.2M
JCPB12.5%
J P MORGAN EXCHANGE TRADED F
$56.3M
VEA8.5%
VANGUARD TAX-MANAGED FDS
$38.2M
VGT6.2%
VANGUARD WORLD FD
$27.9M
SLQD5.2%
ISHARES TR
$23.5M

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