1y return+14.9%S&P 500 +20.9%
3y return+40.9%S&P 500 +68.5%
5y return+33.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $144 against $200 in the S&P 500.2
Wiser Wealth Management, IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $166.2M | 31.8% | |
| JCPBJ P Morgan Exchange Traded F | $61.7M | 11.8% | +2.3% |
| VEAVanguard Tax-managed Fds | $44.9M | 8.6% | +1.9% |
| VGTVanguard World Fd | $36.4M | 7.0% | −1.7% |
| SLQDIshares Tr | $25.7M | 4.9% | +3.8% |
| COWZPacer Fds Tr | $24.9M | 4.8% | +3.2% |
| BNDXVanguard Charlotte Fds | $24.0M | 4.6% | −1.7% |
| VIOOVanguard Admiral Fds Inc | $21.1M | 4.0% | |
| IVVIshares Tr | $20.0M | 3.8% | −1.1% |
| BSVVanguard Bd Index Fds | $19.5M | 3.7% | +2.8% |
| BNDVanguard Bd Index Fds | $12.4M | 2.4% | +14.2% |
| IAGGIshares Tr | $6.5M | 1.2% | +35.9% |
| AAPLApple Inc | $4.0M | 0.8% | +13.5% |
| IJRIshares Tr | $4.0M | 0.8% | −1.6% |
| BITBBitwise Bitcoin Etf Tr | $3.1M | 0.6% | |
| VVVanguard Index Fds | $3.1M | 0.6% | |
| NVDANvidia Corporation | $2.8M | 0.5% | +9.2% |
| SUBIshares Tr | $2.5M | 0.5% | +16.5% |
| VTIVanguard Index Fds | $2.4M | 0.5% | +2.9% |
| IEFAIshares Tr | $2.2M | 0.4% | −10.4% |
| SPYState Str Spdr S&p 500 Etf T | $2.0M | 0.4% | +15.6% |
| MSFTMicrosoft Corp | $2.0M | 0.4% | +17.7% |
| GOOGLAlphabet Inc | $1.9M | 0.4% | +5.6% |
| HDHome Depot Inc | $1.6M | 0.3% | −8.8% |
| VXUSVanguard Star Fds | $1.5M | 0.3% | −4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VGTVanguard World Fd | December 31, 2020 | +170.3% | $36.4M |
| GOOGLAlphabet Inc | March 31, 2024 | +136.8% | $1.9M |
| AVGOBroadcom Inc | September 30, 2024 | +119.0% | $987K |
| AAPLApple Inc | December 31, 2020 | +118.1% | $4.0M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2020 | +99.7% | $2.0M |
| IVVIshares Tr | December 31, 2020 | +99.5% | $20.0M |
| VOOVanguard Index Fds | June 30, 2022 | +98.0% | $166.2M |
| VVVanguard Index Fds | December 31, 2020 | +95.7% | $3.1M |
| VTIVanguard Index Fds | December 31, 2020 | +90.1% | $2.4M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $849K |
Sold off last quarter
- TAt&t Inc was $236K
- VUGVanguard Index Fds was $210K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.8% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +5.7% | +10.0% |
| December 31, 2023 | +8.5% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −11.3% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +4.5% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wiser Wealth Management, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1573263&type=13F-HR&dateb=&owner=include&count=40CIK 1573263
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1573263/000157326326000004/Filed July 14, 2026 · accession 0001573263-26-000004