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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
+11.49%
1 Year Est. Return
+17.1%
3 Year Est. Return
+46.72%
5 Year Est. Return
+40.58%
10 Year Est. Return
–
AUM
$523M
AUM Growth
+$59M
(+13%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
85.02%
Holding
77
New
19
Increased
41
Reduced
15
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$1.7M |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.55M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.39M |
| 4 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$952K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$832K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.44M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$592K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$424K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$253K |
| 5 |
AT&T
T
|
+$236K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.48% |
| 2 | Consumer Discretionary | 0.74% |
| 3 | Communication Services | 0.71% |
| 4 | Healthcare | 0.44% |
| 5 | Financials | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
AT&T
T
$153B
| – | – |
-8,139
| Closed | -$236K |
|
77
Vanguard Growth ETF
VUG
$221B
| – | – |
-2,880
| Closed | -$210K |
|
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Wiser Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Wiser Wealth Management held 77 positions worth $523M, up 13% from $464M the previous quarter. Its ten largest holdings account for 85% of the portfolio.
Wiser Wealth Management's Q2 2026 filing shows 19 new, 41 increased, 15 reduced and 2 closed positions. Its largest new stake was Micron Technology: 601 shares worth $694K. The largest sale was Vanguard S&P 500 ETF, an estimated $1.44M.
By sector, the portfolio is most concentrated in Technology at 2.5% of assets, up from 1.7% a quarter earlier, followed by Consumer Discretionary and Communication Services.
- Wiser Wealth Management's largest Q2 2026 buy was Micron Technology: 601 shares worth $694K.
- Wiser Wealth Management added most to iShares Core International Aggregate Bond Fund in Q2 2026, an estimated $1.7M increase.
- Wiser Wealth Management's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $1.44M.
- Wiser Wealth Management fully exited AT&T in Q2 2026, selling an estimated $236K.
- Wiser Wealth Management's ten largest holdings make up 85% of its $523M portfolio in Q2 2026.
- Wiser Wealth Management opened 19 new positions and closed 2 in Q2 2026.
- Wiser Wealth Management's portfolio value rose 13% quarter-over-quarter to $523M.
Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.