Wiser Wealth Management, Inc
All 13F Filings
- Location
- Marietta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 449,748
- 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 |
|---|---|---|---|---|---|
| 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 | 150.2 K | 33.4% | 4.889 K | 0 | 4.889 K |
| ETFs | 281.6 K | 62.6% | 6.866 K | 0 | 6.866 K |
| Debt | 17.92 K | 4.0% | 632 | 0 | 632 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
449,748
Holdings
55
QoQ value change ($000)
12,388
(2.8%)
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.