Wiser Wealth Management, Inc ETF holdings
Marietta, GA
Reported $492.7M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$492.7M
ETFs held
33
Change from prior quarter
+11.4%
With price moves
ETFs as a share of its 13F
94.2%
of $522.7M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $166.2M | 241,952 | −2,155 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $61.7M | 1,314,982 | +29,628 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $44.9M | 630,260 | +11,950 shares |
| VGT | Vanguard Information Technology ETF | $36.4M | 304,688 | +265,926 shares |
| SLQD | iShares 0-5 Year Investment Grade Corporate Bond ETF | $25.7M | 510,292 | +18,904 shares |
| COWZ | Pacer US Cash Cows 100 ETF | $24.9M | 400,271 | +12,244 shares |
| BNDX | Vanguard Total International Bond ETF | $24.0M | 496,529 | −8,815 shares |
| VIOO | Vanguard S&P Small-Cap 600 ETF | $21.1M | 153,116 | −1,247 shares |
| IVV | iShares Core S&P 500 ETF | $20.0M | 26,722 | −287 shares |
| BSV | Vanguard Short-Term Bond ETF | $19.5M | 250,382 | +6,914 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001573263. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wiser Wealth Management, Inc own?
Wiser Wealth Management, Inc reported 33 ETF positions worth $492.7M in its Form 13F for June 30, 2026. The largest was VOO, at $166.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.