Wiser Wealth Management, Inc

Q3 2025 13F-HR Holdings

Location
Marietta, GA
Holdings as of
9/30/2025
Date filed
10/7/2025
Form type
13F-HR
Num holdings
54
Total value ($000)
$437,360
Net value change ($000)
+38,010 (9.5%)
New positions
4
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 9,963 7.5%
JCPB 6,921 14.9%
VEA 3,039 9.1%
BNDX 2,648 13.4%
SLQD 2,490 12.2%
VIOO 1,949 13.6%
COWZ 1,614 8.2%
JNJ 782 NEW
FTEC 705 165.1%
AAPL 688 29.7%
Top Reduces (Value $000, Stocks/ETFs)
VXUS -841 -34.6%
IEFA -132 -6.4%
WMT -99 -17.3%
ADP -67 -22.0%
PG -29 -7.3%
PM -24 -8.5%
NFLX -22 -6.2%
SPTM -12 -2.2%
WY -4 -1.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type