Wiser Wealth Management, Inc

Q3 2026 13F-HR Holdings

Location
Marietta, GA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$550,335
Net value change ($000)
+27,599 (5.3%)
New positions
7
Sold out positions
9
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JCPB 6,312 10.2%
VOO 5,136 3.1%
BNDX 3,767 15.7%
SLQD 3,270 12.7%
COWZ 2,434 9.8%
JMUB 2,160 NEW
BITB 1,840 58.9%
VEA 1,296 2.9%
ETHW 1,105 86.7%
MSFT 1,079 53.9%
Top Reduces (Value $000, Stocks/ETFs)
BND -2,387 -19.2%
VIOO -1,968 -9.3%
MUB -657 -100.0%
IAGG -587 -9.0%
HD -402 -25.8%
QQQ -330 -100.0%
VXUS -304 -20.6%
GVI -249 -100.0%
IJR -229 -5.7%
KLAC -222 -100.0%
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.
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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