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WWM

Wiser Wealth Management Portfolio holdings

AUM $523M
1-Year Est. Return 17.1%
This Fund
S&P 500
This Quarter Est. Return
-2.21%
1 Year Est. Return
+17.1%
3 Year Est. Return
+46.72%
5 Year Est. Return
+40.58%
10 Year Est. Return
–
AUM
$464M
AUM Growth
+$14M
Cap. Flow
+$25.4M
Cap. Flow %
5.47%
Top 10 Hldgs %
86.44%
Holding
61
New
6
Increased
43
Reduced
8
Closed
3

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.89M
2
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.55M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.69M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$1.57M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.44M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$249K
2
FETH
Fidelity Ethereum Fund
FETH
+$219K
3
UNH icon
UnitedHealth
UNH
+$205K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$137K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$81.4K

Sector Composition

Rank Sector Weight
1 Technology 1.68%
2 Consumer Discretionary 0.75%
3 Communication Services 0.7%
4 Consumer Staples 0.42%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
26
Vanguard Total International Stock ETF
VXUS
$153B
$1.39M 0.3%
18,042
-1,728
-9% -$137K
VIG icon
27
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.33M 0.29%
6,207
+875
+16% +$195K
AMZN icon
28
Amazon
AMZN
$2.5T
$1.16M 0.25%
5,579
+570
+11% +$125K
JNJ icon
29
Johnson & Johnson
JNJ
$635B
$1.06M 0.23%
4,355
+55
+1% +$12.8K
FTEC icon
30
Fidelity MSCI Information Technology Index ETF
FTEC
$19.9B
$1.04M 0.22%
4,987
– –
AVGO icon
31
Broadcom
AVGO
$1.82T
$732K 0.16%
2,364
+199
+9% +$65.5K
META icon
32
Meta Platforms (Facebook)
META
$1.51T
$661K 0.14%
1,155
+38
+3% +$24.4K
MUB icon
33
iShares National Muni Bond ETF
MUB
$45.1B
$643K 0.14%
6,056
+171
+3% +$18.4K
GOOG icon
34
Alphabet (Google) Class C
GOOG
$3.9T
$634K 0.14%
2,210
+259
+13% +$81.4K
WMT icon
35
Walmart Inc
WMT
$871B
$603K 0.13%
4,854
+119
+3% +$14.6K
SO icon
36
Southern Company
SO
$110B
$582K 0.13%
6,025
+15
+0.2% +$1.39K
VEU icon
37
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$536K 0.12%
+7,138
New +$553K
TSLA icon
38
Tesla
TSLA
$1.24T
$532K 0.11%
1,432
+101
+8% +$41.6K
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.07T
$528K 0.11%
1,101
+110
+11% +$54K
SPTM icon
40
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$482K 0.1%
6,099
-108
-2% -$8.92K
JPM icon
41
JPMorgan Chase
JPM
$939B
$481K 0.1%
1,635
-108
-6% -$32.8K
VCSH icon
42
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$465K 0.1%
5,862
+2,237
+62% +$178K
LLY icon
43
Eli Lilly
LLY
$1.07T
$444K 0.1%
483
+30
+7% +$30.4K
XOM icon
44
ExxonMobil
XOM
$651B
$433K 0.09%
2,554
+133
+5% +$19.4K
PG icon
45
Procter & Gamble
PG
$343B
$421K 0.09%
2,915
+196
+7% +$29.7K
KO icon
46
Coca-Cola
KO
$354B
$405K 0.09%
5,329
+849
+19% +$64.2K
V icon
47
Visa
V
$677B
$382K 0.08%
1,263
-4
-0.3% -$1.29K
FBTC icon
48
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$334K 0.07%
+5,661
New +$377K
NSC icon
49
Norfolk Southern
NSC
$78.8B
$317K 0.07%
1,106
+8
+0.7% +$2.38K
FTI icon
50
TechnipFMC
FTI
$30.6B
$314K 0.07%
4,541
+12
+0.3% +$721
1
2
3

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Wiser Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Wiser Wealth Management held 61 positions worth $464M, up 3.1% from $450M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Wiser Wealth Management deployed $25.4M of net new capital in Q1 2026, opening 6 new positions and adding to 43 existing holdings. Its largest new stake was Vanguard FTSE All-World ex-US ETF: 7,138 shares worth $536K.

By sector, the portfolio is most concentrated in Technology at 1.7% of assets, down from 1.9% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Vanguard Total International Stock ETF, an estimated $137K trimmed.

  • Wiser Wealth Management's largest Q1 2026 buy was Vanguard FTSE All-World ex-US ETF: 7,138 shares worth $536K.
  • Wiser Wealth Management added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $6.89M increase.
  • Wiser Wealth Management's biggest Q1 2026 reduction was Vanguard Total International Stock ETF, cutting an estimated $137K.
  • Wiser Wealth Management fully exited Oracle in Q1 2026, selling an estimated $249K.
  • Wiser Wealth Management's ten largest holdings make up 86% of its $464M portfolio in Q1 2026.
  • Wiser Wealth Management opened 6 new positions and closed 3 in Q1 2026.
  • Wiser Wealth Management's portfolio value rose 3.1% quarter-over-quarter to $464M.

Based on Wiser Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.