Wiser Wealth Management, Inc
All 13F Filings
- Location
- Marietta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 522,736
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 75 | 522,736 | 13F-HR | Wiser Wealth Management, Inc |
| Q1 2026 | 4/13/2026 | 58 | 463,741 | 13F-HR | Wiser Wealth Management, Inc |
| Q4 2025 | 1/12/2026 | 55 | 449,748 | 13F-HR | Wiser Wealth Management, Inc |
| Q3 2025 | 10/7/2025 | 54 | 437,360 | 13F-HR | Wiser Wealth Management, Inc |
| Q2 2025 | 7/18/2025 | 50 | 399,350 | 13F-HR | Wiser Wealth Management, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 57.28 K | 11.0% | 10.18 K | 0 | 10.18 K |
| ETFs | 446 K | 85.3% | 48.4 K | 0 | 48.4 K |
| Debt | 19.51 K | 3.7% | 417 | 0 | 417 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
522,736
Holdings
75
QoQ value change ($000)
58,995
(12.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.