Wiser Wealth Management, Inc

13F filer · CIK 0001573263

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$523MU.S. long equity reported on 13F

Positions4916 new · 1 closed

Net flow last quarter+$8.33MBuys minus sells

Top 10 positions weight7.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202649 positions
BSVNBank7 Corp.	$19.5M	3.73%	2.63%	+2.8%	Q4 2020
AAPLApple Inc.	$4.04M	0.77%	0.00%	+13.5%	Q4 2020
BITBBitwise Bitcoin ETF	$3.13M	0.60%	0.15%	+0.6%	Q2 2024
NVDANvidia Corp	$2.81M	0.54%	0.00%	+9.2%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$2.01M	0.38%	Not reported	+15.6%	Q4 2020
MSFTMicrosoft Corp	$2M	0.38%	0.00%	+17.7%	Q2 2023
GOOGLAlphabet Inc.	$1.91M	0.37%	0.00%	+5.6%	Q1 2024
HDHome Depot, Inc.	$1.56M	0.30%	0.00%	-8.8%	Q4 2020
AMZNAmazon Com Inc	$1.43M	0.27%	0.00%	+7.3%	Q1 2024
ETHWBitwise Ethereum ETF	$1.27M	0.24%	0.76%	+4.2%	Q3 2024
SOSouthern Co	$1.27M	0.24%	0.00%	+120.7%	Q4 2020
JNJJohnson & Johnson	$1.12M	0.21%	0.00%	+1.5%	Q3 2024
AVGOBroadcom Inc.	$987K	0.19%	0.00%	+10.5%	Q3 2024
GOOGAlphabet Inc.	$849K	0.16%	Not reported	+8.7%	Q4 2024
METAMeta Platforms, Inc.	$736K	0.14%	Not reported	+13.1%	Q2 2024
MUMicron Technology Inc	$694K	0.13%	0.00%	New	Q2 2026
TSLATesla, Inc.	$656K	0.13%	0.00%	+8.9%	Q3 2024
FBTCFidelity Wise Origin Bitcoin Fund	$642K	0.12%	0.01%	+122.2%	Q1 2026
LLYELI LILLY & Co	$630K	0.12%	0.00%	+8.7%	Q3 2024
JPMJPMorgan Chase & Co	$629K	0.12%	0.00%	+17.6%	Q2 2024
VVisa Inc.	$585K	0.11%	0.00%	+34.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$572K	0.11%	Not reported	+3.8%	Q4 2021
WMTWalmart Inc.	$569K	0.11%	0.00%	+3.5%	Q3 2024
AMDAdvanced Micro Devices Inc	$515K	0.10%	0.00%	New	Q2 2026
KOCoca Cola Co	$437K	0.08%	0.00%	+0.8%	Q4 2025
PGPROCTER & GAMBLE Co	$402K	0.08%	0.00%	-6.0%	Q4 2023
XOMExxonMobil Holdings Corp	$393K	0.08%	0.00%	+12.6%	Q4 2024
AMATApplied Materials Inc	$389K	0.07%	0.00%	New	Q2 2026
NSCNorfolk Southern Corp	$342K	0.07%	0.00%	-1.6%	Q1 2022
INTCIntel Corp	$342K	0.07%	0.00%	New	Q2 2026
QQQInvesco QQQ Trust, Series 1	$330K	0.06%	Not reported	New	Q2 2026
PMPhilip Morris International Inc.	$308K	0.06%	0.00%	+8.8%	Q2 2025
FTITechnipFMC plc	$303K	0.06%	0.00%	+0.7%	Q4 2025
UNHUnitedhealth Group Inc	$298K	0.06%	0.00%	Not reported	Q3 2024
CATCaterpillar Inc	$280K	0.05%	0.00%	New	Q2 2026
CSCOCisco Systems, Inc.	$276K	0.05%	0.00%	New	Q2 2026
LRCXLam Research Corp	$266K	0.05%	0.00%	New	Q2 2026
GEGeneral Electric Co	$260K	0.05%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$252K	0.05%	0.00%	+9.4%	Q2 2025
ABBVAbbVie Inc.	$252K	0.05%	0.00%	New	Q2 2026
MAMastercard Inc	$244K	0.05%	0.00%	+5.3%	Q2 2025
KLACKla Corp	$222K	0.04%	0.00%	New	Q2 2026
ORCLOracle Corp	$215K	0.04%	0.00%	Not reported	Q3 2025
TXNTexas Instruments Inc	$211K	0.04%	0.00%	New	Q2 2026
NFLXNetflix Inc	$210K	0.04%	0.00%	+0.7%	Q4 2024
FETHFidelity Ethereum Fund	$209K	0.04%	0.03%	Not reported	Q3 2025
WYWeyerhaeuser Co	$207K	0.04%	0.00%	+0.1%	Q4 2020
TJXTJX Companies Inc	$206K	0.04%	0.00%	+8.1%	Q1 2026
GSGoldman Sachs Group Inc	$202K	0.04%	0.00%	New	Q2 2026
Q1 2026Reported Apr 13, 202634 positions
BSVNBank7 Corp.	$19.1M	4.12%	2.56%	+7.1%	Q4 2020
BITBBitwise Bitcoin ETF	$3.59M	0.77%	0.14%	+63.5%	Q2 2024
AAPLApple Inc.	$3.12M	0.67%	0.00%	+2.7%	Q4 2020
NVDANvidia Corp	$2.24M	0.48%	0.00%	+8.7%	Q2 2024
MSFTMicrosoft Corp	$1.69M	0.36%	0.00%	+4.8%	Q2 2023
ETHWBitwise Ethereum ETF	$1.63M	0.35%	0.74%	+79.4%	Q3 2024
HDHome Depot, Inc.	$1.59M	0.34%	0.00%	+10.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.51M	0.33%	Not reported	+14.4%	Q4 2020
GOOGLAlphabet Inc.	$1.46M	0.31%	0.00%	+5.6%	Q1 2024
AMZNAmazon Com Inc	$1.16M	0.25%	0.00%	+11.4%	Q1 2024
JNJJohnson & Johnson	$1.06M	0.23%	0.00%	+1.3%	Q3 2024
AVGOBroadcom Inc.	$732K	0.16%	0.00%	+9.2%	Q3 2024
METAMeta Platforms, Inc.	$661K	0.14%	Not reported	+3.4%	Q2 2024
GOOGAlphabet Inc.	$634K	0.14%	Not reported	+13.3%	Q4 2024
WMTWalmart Inc.	$603K	0.13%	0.00%	+2.5%	Q3 2024
SOSouthern Co	$582K	0.13%	0.00%	+0.3%	Q4 2020
TSLATesla, Inc.	$532K	0.11%	0.00%	+7.6%	Q3 2024
BRK.BBerkshire Hathaway Inc	$528K	0.11%	Not reported	+11.1%	Q4 2021
JPMJPMorgan Chase & Co	$481K	0.10%	0.00%	-6.2%	Q2 2024
LLYELI LILLY & Co	$444K	0.10%	0.00%	+6.6%	Q3 2024
XOMExxonMobil Holdings Corp	$433K	0.09%	0.00%	+5.5%	Q4 2024
PGPROCTER & GAMBLE Co	$421K	0.09%	0.00%	+7.2%	Q4 2023
KOCoca Cola Co	$405K	0.09%	0.00%	+19.0%	Q4 2025
VVisa Inc.	$382K	0.08%	0.00%	-0.3%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$334K	0.07%	0.00%	New	Q1 2026
NSCNorfolk Southern Corp	$317K	0.07%	0.00%	+0.7%	Q1 2022
FTITechnipFMC plc	$314K	0.07%	0.00%	+0.3%	Q4 2025
NFLXNetflix Inc	$280K	0.06%	0.00%	+10.0%	Q4 2024
PMPhilip Morris International Inc.	$258K	0.06%	0.00%	-8.5%	Q2 2025
COSTCostco Wholesale Corp	$245K	0.05%	0.00%	Not reported	Q2 2025
TAt&T Inc.	$236K	0.05%	0.00%	New	Q1 2026
MAMastercard Inc	$226K	0.05%	0.00%	-3.6%	Q2 2025
WYWeyerhaeuser Co	$211K	0.05%	0.00%	+0.6%	Q4 2020
TJXTJX Companies Inc	$201K	0.04%	0.00%	New	Q1 2026
Q4 2025Reported Jan 12, 202633 positions
BSVNBank7 Corp.	$17.9M	3.98%	2.40%	+3.8%	Q4 2020
AAPLApple Inc.	$3.26M	0.72%	0.00%	+1.6%	Q4 2020
BITBBitwise Bitcoin ETF	$2.84M	0.63%	0.08%	+31.1%	Q2 2024
NVDANvidia Corp	$2.2M	0.49%	0.00%	+3.7%	Q2 2024
MSFTMicrosoft Corp	$2.11M	0.47%	0.00%	+4.2%	Q2 2023
HDHome Depot, Inc.	$1.51M	0.34%	0.00%	-1.0%	Q4 2020
GOOGLAlphabet Inc.	$1.5M	0.33%	0.00%	+2.3%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$1.39M	0.31%	Not reported	-0.4%	Q4 2020
ETHWBitwise Ethereum ETF	$1.28M	0.29%	0.37%	+22.7%	Q3 2024
AMZNAmazon Com Inc	$1.16M	0.26%	0.00%	+4.6%	Q1 2024
JNJJohnson & Johnson	$890K	0.20%	0.00%	+1.9%	Q3 2024
AVGOBroadcom Inc.	$749K	0.17%	0.00%	-1.8%	Q3 2024
METAMeta Platforms, Inc.	$737K	0.16%	Not reported	+3.0%	Q2 2024
GOOGAlphabet Inc.	$612K	0.14%	Not reported	+2.9%	Q4 2024
TSLATesla, Inc.	$599K	0.13%	0.00%	+6.4%	Q3 2024
JPMJPMorgan Chase & Co	$562K	0.12%	0.00%	+2.2%	Q2 2024
WMTWalmart Inc.	$528K	0.12%	0.00%	+2.9%	Q3 2024
SOSouthern Co	$524K	0.12%	0.00%	+1.9%	Q4 2020
BRK.BBerkshire Hathaway Inc	$498K	0.11%	Not reported	-14.7%	Q4 2021
LLYELI LILLY & Co	$487K	0.11%	0.00%	-4.6%	Q3 2024
VVisa Inc.	$444K	0.10%	0.00%	+2.1%	Q4 2024
PGPROCTER & GAMBLE Co	$390K	0.09%	0.00%	+13.0%	Q4 2023
NSCNorfolk Southern Corp	$317K	0.07%	0.00%	+3.2%	Q1 2022
KOCoca Cola Co	$313K	0.07%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$291K	0.06%	0.00%	+4.1%	Q4 2024
PMPhilip Morris International Inc.	$274K	0.06%	0.00%	+6.7%	Q2 2025
MAMastercard Inc	$268K	0.06%	0.00%	-0.4%	Q2 2025
ORCLOracle Corp	$249K	0.06%	0.00%	Not reported	Q3 2025
NFLXNetflix Inc	$248K	0.06%	0.00%	-5.1%	Q4 2024
FETHFidelity Ethereum Fund	$219K	0.05%	0.01%	+48.7%	Q3 2025
UNHUnitedhealth Group Inc	$205K	0.05%	0.00%	-7.7%	Q3 2024
WYWeyerhaeuser Co	$204K	0.05%	0.00%	+2.0%	Q4 2020
FTITechnipFMC plc	$202K	0.04%	0.00%	New	Q4 2025
Q3 2025Reported Oct 7, 202533 positions
BSVNBank7 Corp.	$17.3M	3.95%	2.32%	+8.6%	Q4 2020
AAPLApple Inc.	$3M	0.69%	0.00%	+4.5%	Q4 2020
BITBBitwise Bitcoin ETF	$2.83M	0.65%	0.06%	+8.1%	Q2 2024
MSFTMicrosoft Corp	$2.16M	0.49%	0.00%	+17.4%	Q2 2023
NVDANvidia Corp	$2.12M	0.49%	0.00%	+5.9%	Q2 2024
HDHome Depot, Inc.	$1.8M	0.41%	0.00%	-3.8%	Q4 2020
ETHWBitwise Ethereum ETF	$1.47M	0.34%	0.29%	+4.6%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$1.36M	0.31%	Not reported	-0.2%	Q4 2020
GOOGLAlphabet Inc.	$1.14M	0.26%	0.00%	+31.2%	Q1 2024
AMZNAmazon Com Inc	$1.05M	0.24%	0.00%	+17.7%	Q1 2024
METAMeta Platforms, Inc.	$796K	0.18%	Not reported	+16.8%	Q2 2024
JNJJohnson & Johnson	$782K	0.18%	0.00%	Not reported	Q3 2024
AVGOBroadcom Inc.	$727K	0.17%	0.00%	+13.8%	Q3 2024
BRK.BBerkshire Hathaway Inc	$584K	0.13%	Not reported	+34.7%	Q4 2021
SOSouthern Co	$559K	0.13%	0.00%	+0.4%	Q4 2020
TSLATesla, Inc.	$556K	0.13%	0.00%	-2.1%	Q3 2024
JPMJPMorgan Chase & Co	$538K	0.12%	0.00%	+12.8%	Q2 2024
WMTWalmart Inc.	$474K	0.11%	0.00%	-21.5%	Q3 2024
GOOGAlphabet Inc.	$462K	0.11%	Not reported	+12.1%	Q4 2024
VVisa Inc.	$424K	0.10%	0.00%	+37.4%	Q4 2024
PGPROCTER & GAMBLE Co	$370K	0.08%	0.00%	-3.9%	Q4 2023
LLYELI LILLY & Co	$362K	0.08%	0.00%	+52.2%	Q3 2024
ORCLOracle Corp	$359K	0.08%	0.00%	New	Q3 2025
NFLXNetflix Inc	$334K	0.08%	0.00%	+4.9%	Q4 2024
NSCNorfolk Southern Corp	$320K	0.07%	0.00%	-2.6%	Q1 2022
MAMastercard Inc	$268K	0.06%	0.00%	+28.0%	Q2 2025
XOMExxonMobil Holdings Corp	$262K	0.06%	0.00%	+21.7%	Q4 2024
PMPhilip Morris International Inc.	$260K	0.06%	0.00%	+2.6%	Q2 2025
ADPAutomatic Data Processing Inc	$238K	0.05%	0.00%	-17.9%	Q3 2024
UNHUnitedhealth Group Inc	$232K	0.05%	0.00%	Not reported	Q3 2024
COSTCostco Wholesale Corp	$209K	0.05%	0.00%	+8.1%	Q2 2025
WYWeyerhaeuser Co	$209K	0.05%	0.00%	+1.7%	Q4 2020
FETHFidelity Ethereum Fund	$207K	0.05%	0.01%	New	Q3 2025

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