Wiser Wealth Management, Inc

Q2 2026 13F-HR Holdings

Location
Marietta, GA
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$522,736
Net value change ($000)
+58,995 (12.7%)
New positions
19
Sold out positions
2
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 20,309 13.9%
VGT 9,371 34.6%
VEA 5,285 13.3%
VIOO 3,334 18.8%
IVV 2,369 13.4%
IAGG 1,775 37.4%
BND 1,516 13.9%
JCPB 1,211 2.0%
AAPL 919 29.4%
SLQD 893 3.6%
Top Reduces (Value $000, Stocks/ETFs)
BITB -464 -12.9%
ETHW -352 -21.6%
T -236 -100.0%
BNDX -235 -1.0%
VUG -210 -100.0%
IEFA -101 -4.4%
NFLX -70 -25.0%
XOM -40 -9.2%
HD -35 -2.2%
WMT -34 -5.6%
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