StockDriftsStockDriftsTop 50 Wiser Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 31.79% | 242.0K | $166.2M | -0.88%(-2.15K) | $409.28(+74.13%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 11.81% | 1.31M | $61.7M | +2.31%(+29.63K) | $46.95(-1.57%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.59% | 630.3K | $44.9M | +1.93%(+11.95K) | $46.79(+58.18%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 6.97% | 304.7K | $36.4M | -1.74%(-5.41K) | $55.26(+121.82%) | 2026-06-30 | |
| SLQD | ISHARES TR | 4.92% | 510.3K | $25.7M | +3.85%(+18.90K) | $49.52(+1.32%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 4.76% | 400.3K | $24.9M | +3.16%(+12.24K) | $48.65(+43.73%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.6% | 496.5K | $24.0M | -1.74%(-8.81K) | $51.95(-8.20%) | 2026-06-30 | |
| VIOO | VANGUARD ADMIRAL FDS INC | 4.03% | 153.1K | $21.1M | -0.81%(-1.25K) | $94.50(+47.60%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.83% | 26.7K | $20.0M | -1.06%(-287) | $425.40(+83.11%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.73% | 250.4K | $19.5M | +2.84%(+6.91K) | $80.06(-3.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.16% | +41.11% | +6.02% | +33.98% |
| Top 20 Holdings Unweighted | +9.70% | +32.01% | +3.99% | +21.62% |
Wiser Wealth Management, Inc reports $522.74M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are VOO (31.8%), JCPB (11.8%) and VEA (8.6%). The top 20 holdings account for 93.28% of reported assets. Its disclosed equity book has returned +41.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wiser Wealth Management, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1573263). View Wiser Wealth Management, Inc’s 13F filings on SEC