Wiser Wealth Management, Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 49Value: $356.4MLatest: 2025Q1

Wiser Wealth Management, Inc is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 49 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AVGO",
  "LOW",
  "BITB",
  "HD",
  "ETHW",
  "META",
  null,
  "MSFT",
  "IJR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "PG",
  null,
  null,
  "IEFA",
  "VV",
  "VIG",
  "WY",
  "AMZN",
  null,
  "VGT",
  "VEA",
  null,
  "VXUS",
  "BNDX",
  "BND",
  "BSV",
  "VOO",
  "V",
  "WMT",
  null,
  null,
  "NSC",
  "SO",
  null,
  "ADP",
  "BRK-B",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 49
Total Value: 356431614
Accession Number: 0001573263-25-000004
Form Type: 13F-HR
CIK: wiser-wealth-management
Manager Name: Wiser-Wealth-Management

Data Enrichment

82% identified

40 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $356.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:220.8K

Value:$113.4M

% of Portfolio:31.8% ($113.4M/$356.4M)

46641Q670

Shares:949.3K

Value:$44.7M

% of Portfolio:12.5% ($44.7M/$356.4M)

921943858

VEA|921943858

Shares:559.2K

Value:$28.4M

% of Portfolio:8.0% ($28.4M/$356.4M)

69374H881

Shares:378.9K

Value:$20.7M

% of Portfolio:5.8% ($20.7M/$356.4M)

46434V100

Shares:389.8K

Value:$19.6M

% of Portfolio:5.5% ($19.6M/$356.4M)

92204A702

VGT|92204A702

Shares:36.1K

Value:$19.6M

% of Portfolio:5.5% ($19.6M/$356.4M)

92203J407

BNDX|92203J407

Shares:375.5K

Value:$18.3M

% of Portfolio:5.1% ($18.3M/$356.4M)

464287200

IVV|464287200

Shares:31.3K

Value:$17.6M

% of Portfolio:4.9% ($17.6M/$356.4M)

921937827

BSV|921937827

Shares:198.3K

Value:$15.5M

% of Portfolio:4.4% ($15.5M/$356.4M)

921932828

Shares:126.3K

Value:$12.2M

% of Portfolio:3.4% ($12.2M/$356.4M)

921937835

BND|921937835

Shares:149.3K

Value:$11.0M

% of Portfolio:3.1% ($11.0M/$356.4M)

46435G672

Shares:78.4K

Value:$3.9M

% of Portfolio:1.1% ($3.9M/$356.4M)

464287804

IJR|464287804

Shares:24.4K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$356.4M)

Apple Inc.

AAPL|037833100

Shares:10.8K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$356.4M)

922908637

VV|922908637

Shares:9.3K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$356.4M)

921909768

VXUS|921909768

Shares:32.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$356.4M)

46432F842

IEFA|46432F842

Shares:24.8K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$356.4M)

HOME DEPOT, INC.

HD|437076102

Shares:4.5K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$356.4M)

464288158

Shares:15.6K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$356.4M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:35.0K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$356.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	220.8K	QoQ +0.09% (-219) YoY +1.62% (+3.5K)	All Managers (Combined)	$113.4M	31.8% ($113.4M/$356.4M)	QoQ -4.52% (-$5.4M) YoY +8.64% (+$9.0M)
(cusip46641Q670)✕	949.3K	QoQ +6.47% (+57.7K) YoY +9.47% (+82.2K)	All Managers (Combined)	$44.7M	12.5% ($44.7M/$356.4M)	QoQ +8.71% (+$3.6M) YoY +10.40% (+$4.2M)
(VEAcusip921943858)	559.2K	QoQ +3.91% (+21.0K) YoY +17.23% (+82.2K)	All Managers (Combined)	$28.4M	8.0% ($28.4M/$356.4M)	QoQ +10.45% (+$2.7M) YoY +18.77% (+$4.5M)
(cusip69374H881)✕	378.9K	QoQ -3.94% (-15.6K) YoY -18.26% (-84.7K)	All Managers (Combined)	$20.7M	5.8% ($20.7M/$356.4M)	QoQ -6.86% (-$1.5M) YoY -22.97% (-$6.2M)
(cusip46434V100)✕	389.8K	QoQ +4.85% (+18.1K) YoY +18.08% (+59.7K)	All Managers (Combined)	$19.6M	5.5% ($19.6M/$356.4M)	QoQ +5.99% (+$1.1M) YoY +20.63% (+$3.4M)
(VGTcusip92204A702)	36.1K	QoQ +3.35% (-1.2K) YoY +21.65% (+6.4K)	All Managers (Combined)	$19.6M	5.5% ($19.6M/$356.4M)	QoQ -9.84% (-$2.1M) YoY +25.84% (+$4.0M)
(BNDXcusip92203J407)	375.5K	QoQ -1.74% (-6.7K) YoY +8.35% (+29.0K)	All Managers (Combined)	$18.3M	5.1% ($18.3M/$356.4M)	QoQ -2.20% (-$413.3K) YoY +7.54% (+$1.3M)
(IVVcusip464287200)	31.3K	QoQ +8.92% (+2.6K) YoY +13.07% (+3.6K)	All Managers (Combined)	$17.6M	4.9% ($17.6M/$356.4M)	QoQ +3.97% (+$671.3K) YoY +20.85% (+$3.0M)
(BSVcusip921937827)	198.3K	QoQ +4.37% (+8.3K) YoY +5.90% (+11.1K)	All Managers (Combined)	$15.5M	4.4% ($15.5M/$356.4M)	QoQ +5.73% (+$842.0K) YoY +8.12% (+$1.2M)
(cusip921932828)✕	126.3K	QoQ +2.97% (-3.7K) YoY +8.73% (+10.1K)	All Managers (Combined)	$12.2M	3.4% ($12.2M/$356.4M)	QoQ -6.27% (-$816.2K) YoY +3.38% (+$399.2K)
(BNDcusip921937835)	149.3K	QoQ +2.81% (+4.1K) YoY +3086.85% (+144.7K)	All Managers (Combined)	$11.0M	3.1% ($11.0M/$356.4M)	QoQ +5.01% (+$523.7K) YoY +3122.55% (+$10.6M)
(cusip46435G672)✕	78.4K	QoQ +72.95% (+33.1K) YoY +209.99% (+53.1K)	All Managers (Combined)	$3.9M	1.1% ($3.9M/$356.4M)	QoQ +73.19% (+$1.7M) YoY +210.24% (+$2.7M)
(IJRcusip464287804)	24.4K	QoQ +8.04% (-1.8K) YoY +16.95% (+3.5K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$356.4M)	QoQ -1.94% (-$50.5K) YoY +10.65% (+$245.9K)
Apple Inc.(AAPLcusip037833100)	10.8K	QoQ +3.68% (-385) YoY +13.44% (+1.3K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$356.4M)	QoQ -8.02% (-$210.0K) YoY +46.95% (+$768.9K)
(VVcusip922908637)	9.3K	QoQ -0.94% (-89) YoY -1.20% (-114)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$356.4M)	QoQ -5.60% (-$142.0K) YoY +5.90% (-$133.4K)
(VXUScusip921909768)	32.6K	QoQ +2.93% (+930) YoY +21.29% (+5.7K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$356.4M)	QoQ +8.47% (+$158.2K) YoY +24.91% (+$404.2K)
(IEFAcusip46432F842)	24.8K	QoQ +3.34% (+803) YoY +186.98% (+16.2K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$356.4M)	QoQ +11.23% (+$189.7K) YoY +192.51% (+$1.2M)
HOME DEPOT, INC.(HDcusip437076102)	4.5K	QoQ +2.55% (-113) YoY +5.54% (+238)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$356.4M)	QoQ -3.37% (-$58.0K) YoY +0.82% (+$13.6K)
(cusip464288158)✕	15.6K	QoQ -5.28% (-872) YoY -30.27% (-6.8K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$356.4M)	QoQ -5.18% (-$90.1K) YoY -29.69% (-$696.5K)
Bitwise Bitcoin ETF(BITBcusip09174C104)	35.0K	QoQ +26.41% (+7.3K) YoY NEW(+35.0K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$356.4M)	QoQ +11.57% (+$162.8K) YoY NEW(+$1.6M)