Wiser Wealth Management, Inc

Q1 2026 13F-HR Holdings

Location
Marietta, GA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$463,741
Net value change ($000)
+13,993 (3.1%)
New positions
6
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JCPB 4,189 7.4%
COWZ 1,647 7.3%
BNDX 1,543 6.8%
VEA 1,429 3.7%
SLQD 1,337 5.7%
VIOO 1,216 7.4%
BITB 753 26.5%
VTI 748 58.5%
VEU 536 NEW
ETHW 341 26.5%
Top Reduces (Value $000, Stocks/ETFs)
VGT -836 -3.0%
IVV -703 -3.8%
MSFT -417 -19.8%
VOO -315 -0.2%
ORCL -249 -100.0%
FETH -219 -100.0%
UNH -205 -100.0%
VV -144 -5.0%
AAPL -135 -4.1%
BND -113 -1.0%
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