Sponsored

The Analysis of Wiser Wealth Management, Inc's Holdings & P&L

Currently, Wiser Wealth Management, Inc holds 75 types of securities in its portfolio with a total value $522.7M. In the most recent quarter, they have increased their positions in VGT (+265.9K shares, valued at $31.8M), IAGG (+34.0K shares, valued at $1.7M), BND (+21.1K shares, valued at $1.6M); decreased their positions in VOO (-2.2K shares, valued at $1.5M), BNDX (-8.8K shares, valued at $426.9K), N/A (-2.6K shares, valued at $254.3K); initiated new positions in MU (+601 shares, valued at $693.7K), AMD (+887 shares, valued at $515.3K), N/A (+538 shares, valued at $389.0K).

1M P&L

+3.3M+0.68%

3M P&L

+16.5M+3.46%

HY P&L

-153.4M-23.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A466.0M

95.2%

2Semiconductors4.6M

0.9%

3Consumer Electronics4.0M

0.8%

Top Industries by Stock Count

1N/A29 stocks

50.9%

2Semiconductors5 stocks

8.8%

3Internet Content & Information2 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS242.0K shares-0.88%2026-06-302026-07-14

JCPB J P MORGAN EXCHANGE TRADED F1.3M shares2.31%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS630.3K shares1.93%2026-06-302026-07-14

VGT VANGUARD WORLD FD304.7K shares686.05%2026-06-302026-07-14

SLQD ISHARES TR510.3K shares3.85%2026-06-302026-07-14

COWZ PACER FDS TR400.3K shares3.16%2026-06-302026-07-14

BNDX VANGUARD CHARLOTTE FDS496.5K shares-1.74%2026-06-302026-07-14

VIOO VANGUARD ADMIRAL FDS INC153.1K shares-0.81%2026-06-302026-07-14

Sponsored

ISHARES TR ISHARES TR26.7K shares-1.06%2026-06-302026-07-14

BSV VANGUARD BD INDEX FDS250.4K shares2.84%2026-06-302026-07-14

BND VANGUARD BD INDEX FDS169.5K shares14.23%2026-06-302026-07-14

IAGG ISHARES TR128.9K shares35.86%2026-06-302026-07-14

AAPL APPLE INC14.0K shares13.53%2026-06-302026-07-14

IJR ISHARES TR27.0K shares-1.58%2026-06-302026-07-14

BITB BITWISE BITCOIN ETF TR98.1K shares0.58%2026-06-302026-07-14

VV VANGUARD INDEX FDS9.1K shares-0.37%2026-06-302026-07-14

Sponsored

NVDA NVIDIA CORPORATION14.0K shares9.23%2026-06-302026-07-14

SUB ISHARES TR23.3K shares16.54%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS6.5K shares2.86%2026-06-302026-07-14

ISHARES TR ISHARES TR22.7K shares-10.37%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.7K shares15.59%2026-06-302026-07-14

MSFT MICROSOFT CORP5.4K shares17.72%2026-06-302026-07-14

GOOGL ALPHABET INC5.3K shares5.59%2026-06-302026-07-14

HD HOME DEPOT INC4.4K shares-8.84%2026-06-302026-07-14

Sponsored

VXUS VANGUARD STAR FDS17.3K shares-4.31%2026-06-302026-07-14

FTEC FIDELITY COVINGTON TRUST5.1K shares2.13%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS6.0K shares-2.80%2026-06-302026-07-14

AMZN AMAZON COM INC6.0K shares7.30%2026-06-302026-07-14

ETHW BITWISE ETHEREUM ETF113.0K shares4.21%2026-06-302026-07-14

SOUTHERN CO SOUTHERN CO13.3K shares120.68%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON4.4K shares1.45%2026-06-302026-07-14

BROADCOM INC BROADCOM INC2.6K shares10.53%2026-06-302026-07-14

Sponsored

GOOG ALPHABET INC2.4K shares8.69%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC1.3K shares13.07%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC601 sharesnew addition2026-06-302026-07-14

VCSH VANGUARD SCOTTSDALE FDS8.7K shares48.04%2026-06-302026-07-14

MUB ISHARES TR6.1K shares0.83%2026-06-302026-07-14

TSLA TESLA INC1.6K shares8.94%2026-06-302026-07-14

FBTC FIDELITY WISE ORIGIN BITCOIN12.6K shares122.22%2026-06-302026-07-14

LLY ELI LILLY & CO525 shares8.70%2026-06-302026-07-14

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.9K shares17.61%2026-06-302026-07-14

VISA INC VISA INC1.7K shares34.92%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares3.81%2026-06-302026-07-14

WMT WALMART INC5.0K shares3.46%2026-06-302026-07-14

VEU VANGUARD INTL EQUITY INDEX F6.6K shares-8.11%2026-06-302026-07-14

SPTM SPDR SERIES TRUST5.8K shares-5.16%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC887 sharesnew addition2026-06-302026-07-14

KO COCA COLA CO5.4K shares0.83%2026-06-302026-07-14

Sponsored

PG PROCTER & GAMBLE CO2.7K shares-5.97%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP2.9K shares12.61%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC538 sharesnew addition2026-06-302026-07-14

NSC NORFOLK SOUTHN CORP1.1K shares-1.63%2026-06-302026-07-14

INTC INTEL CORP2.5K sharesnew addition2026-06-302026-07-14

QQQ INVESCO QQQ TR448 sharesnew addition2026-06-302026-07-14

PM PHILIP MORRIS INTL INC1.7K shares8.83%2026-06-302026-07-14

FTI TECHNIPFMC PLC4.6K shares0.68%2026-06-302026-07-14

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC718 sharesnew addition2026-06-302026-07-14

CAT CATERPILLAR INC263 sharesnew addition2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC2.3K sharesnew addition2026-06-302026-07-14

LRCX LAM RESEARCH CORP614 sharesnew addition2026-06-302026-07-14

GE GE AEROSPACE696 sharesnew addition2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION269 shares9.35%2026-06-302026-07-14

ABBVIE INC ABBVIE INC1.0K sharesnew addition2026-06-302026-07-14

GVI ISHARES TR2.4K sharesnew addition2026-06-302026-07-14

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED476 shares5.31%2026-06-302026-07-14

QQQM INVESCO EXCH TRADED FD TR II750 sharesnew addition2026-06-302026-07-14

KLAC KLA CORP737 sharesnew addition2026-06-302026-07-14

ORACLE CORP ORACLE CORP1.5K sharesnew addition2026-06-302026-07-14

TXN TEXAS INSTRS INC707 sharesnew addition2026-06-302026-07-14

NETFLIX INC. NETFLIX INC.2.9K shares0.72%2026-06-302026-07-14

FETH FIDELITY ETHEREUM FD13.3K sharesnew addition2026-06-302026-07-14

WY WEYERHAEUSER CO8.6K shares0.07%2026-06-302026-07-14

Sponsored

TJX TJX COS INC NEW1.4K shares8.12%2026-06-302026-07-14

ITOT ISHARES TR1.2K sharesnew addition2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC200 sharesnew addition2026-06-302026-07-14

VOO

VANGUARD INDEX FDS

-0.88%

Shares242.0K

Event2026-06-30

Filed2026-07-14

JCPB

J P MORGAN EXCHANGE TRADED F

2.31%

Shares1.3M

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

1.93%

Shares630.3K

Event2026-06-30

Filed2026-07-14

VGT

VANGUARD WORLD FD

686.05%

Shares304.7K

Event2026-06-30

Filed2026-07-14

SLQD

ISHARES TR

3.85%

Shares510.3K

Event2026-06-30

Filed2026-07-14

COWZ

PACER FDS TR

3.16%

Shares400.3K

Event2026-06-30

Filed2026-07-14

BNDX

VANGUARD CHARLOTTE FDS

-1.74%

Shares496.5K

Event2026-06-30

Filed2026-07-14

VIOO

VANGUARD ADMIRAL FDS INC

-0.81%

Shares153.1K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-1.06%

Shares26.7K

Event2026-06-30

Filed2026-07-14

BSV

VANGUARD BD INDEX FDS

2.84%

Shares250.4K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

14.23%

Shares169.5K

Event2026-06-30

Filed2026-07-14

IAGG

ISHARES TR

35.86%

Shares128.9K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

13.53%

Shares14.0K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

-1.58%

Shares27.0K

Event2026-06-30

Filed2026-07-14

BITB

BITWISE BITCOIN ETF TR

0.58%

Shares98.1K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-0.37%

Shares9.1K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

9.23%

Shares14.0K

Event2026-06-30

Filed2026-07-14

SUB

ISHARES TR

16.54%

Shares23.3K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

2.86%

Shares6.5K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-10.37%

Shares22.7K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

15.59%

Shares2.7K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

17.72%

Shares5.4K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

5.59%

Shares5.3K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

-8.84%

Shares4.4K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

-4.31%

Shares17.3K

Event2026-06-30

Filed2026-07-14

FTEC

FIDELITY COVINGTON TRUST

2.13%

Shares5.1K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

-2.80%

Shares6.0K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

7.30%

Shares6.0K

Event2026-06-30

Filed2026-07-14

ETHW

BITWISE ETHEREUM ETF

4.21%

Shares113.0K

Event2026-06-30

Filed2026-07-14

SOUTHERN CO

120.68%

Shares13.3K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

1.45%

Shares4.4K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

10.53%

Shares2.6K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

8.69%

Shares2.4K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

13.07%

Shares1.3K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

New

Shares601

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SCOTTSDALE FDS

48.04%

Shares8.7K

Event2026-06-30

Filed2026-07-14

MUB

ISHARES TR

0.83%

Shares6.1K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

8.94%

Shares1.6K

Event2026-06-30

Filed2026-07-14

FBTC

FIDELITY WISE ORIGIN BITCOIN

122.22%

Shares12.6K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

8.70%

Shares525

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

17.61%

Shares1.9K

Event2026-06-30

Filed2026-07-14

VISA INC

34.92%

Shares1.7K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.81%

Shares1.1K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

3.46%

Shares5.0K

Event2026-06-30

Filed2026-07-14

VEU

VANGUARD INTL EQUITY INDEX F

-8.11%

Shares6.6K

Event2026-06-30

Filed2026-07-14

SPTM

SPDR SERIES TRUST

-5.16%

Shares5.8K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

New

Shares887

Event2026-06-30

Filed2026-07-14

COCA COLA CO

0.83%

Shares5.4K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

-5.97%

Shares2.7K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

12.61%

Shares2.9K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

New

Shares538

Event2026-06-30

Filed2026-07-14

NSC

NORFOLK SOUTHN CORP

-1.63%

Shares1.1K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

New

Shares448

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

8.83%

Shares1.7K

Event2026-06-30

Filed2026-07-14

FTI

TECHNIPFMC PLC

0.68%

Shares4.6K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

New

Shares718

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

New

Shares263

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-14

LRCX

LAM RESEARCH CORP

New

Shares614

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

New

Shares696

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

9.35%

Shares269

Event2026-06-30

Filed2026-07-14

ABBVIE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-14

GVI

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-14

MASTERCARD INCORPORATED

5.31%

Shares476

Event2026-06-30

Filed2026-07-14

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares750

Event2026-06-30

Filed2026-07-14

KLAC

KLA CORP

New

Shares737

Event2026-06-30

Filed2026-07-14

ORACLE CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-14

TXN

TEXAS INSTRS INC

New

Shares707

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

0.72%

Shares2.9K

Event2026-06-30

Filed2026-07-14

FETH

FIDELITY ETHEREUM FD

New

Shares13.3K

Event2026-06-30

Filed2026-07-14

WEYERHAEUSER CO

0.07%

Shares8.6K

Event2026-06-30

Filed2026-07-14

TJX

TJX COS INC NEW

8.12%

Shares1.4K

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

New

Shares200

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available