Wiser Wealth Management, Inc

Q4 2025 13F-HR Holdings

Location
Marietta, GA
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$449,748
Net value change ($000)
+12,388 (2.8%)
New positions
3
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/7/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 4,210 3.0%
JCPB 3,041 5.7%
VEA 1,802 5.0%
COWZ 1,374 6.5%
SLQD 644 2.8%
GOOGL 362 31.8%
BNDX 354 1.6%
KO 313 NEW
IAGG 310 7.3%
VCSH 289 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,032 -5.3%
HD -287 -15.9%
ADP -238 -100.0%
BND -231 -2.0%
COST -209 -100.0%
ETHW -183 -12.5%
ORCL -110 -30.6%
VXUS -97 -6.1%
BRK-B -86 -14.7%
NFLX -86 -25.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type