AI Portfolio Summary
In 2025 Q4, Wiser Wealth Management, Inc maintained a portfolio of 57 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.5%. Conversely, Wiser Wealth Management, Inc completely exited their position in AUTOMATIC DATA PROCE.
Total Positions
57
Quarter
2025 Q4
Top Holding
VOO (32.5%)
Top 10 Concentration
86.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 57
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 32.50% | 32.46% |
#1
Prev: #1
|
10.0 | 1,260 | 0.5% |
P
S
|
233,095 | $146,180,602 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 12.52% | 12.18% |
#2
Prev: #2
|
7.0 | 68,958 | 6.2% |
P
S
|
1,189,548 | $56,325,093 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 8.49% | 8.32% |
#3
Prev: #3
|
5.4 | 4,057 | 0.7% |
P
S
|
611,360 | $38,191,633 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 6.20% | 6.38% |
#4
Prev: #4
|
2.5 | -394 | -1.1% |
P
S
|
36,989 | $27,881,433 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLQD
ISHARES TR
|
ETF | 5.22% | 5.22% |
#5
Prev: #5
|
4.1 | 13,857 | 3.1% |
P
S
|
462,972 | $23,472,669 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 5.06% | 5.12% |
#6
Prev: #6
|
4.0 | 18,000 | 4.0% |
P
S
|
470,587 | $22,738,745 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COWZ
PACER FDS TR
|
ETF | 5.03% | 4.86% |
#7
Prev: #7
|
4.0 | 6,242 | 1.7% |
P
S
|
376,069 | $22,628,070 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 4.08% | 4.43% |
#8
Prev: #8
|
1.7 | -2,168 | -7.5% |
P
S
|
26,785 | $18,345,878 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 3.98% | 3.95% |
#9
Prev: #9
|
3.6 | 8,296 | 3.8% |
P
S
|
227,356 | $17,917,894 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIOO
VANGUARD ADMIRA...
|
ETF | 3.67% | 3.72% |
#10
Prev: #10
|
3.5 | 1,410 | 1.0% |
P
S
|
148,795 | $16,510,318 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 2.45% | 2.58% |
#11
Prev: #11
|
1.0 | -2,512 | -1.7% |
P
S
|
149,031 | $11,038,762 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.02% | 0.97% |
#12
Prev: #12
|
2.4 | 8,226 | 9.9% |
P
S
|
91,437 | $4,572,742 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 0.75% | 0.74% |
#13
Prev: #13
|
2.3 | 695 | 2.5% |
P
S
|
28,027 | $3,368,316 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.72% | 0.69% |
#14
Prev: #14
|
2.3 | 186 | 1.6% |
P
S
|
11,980 | $3,256,816 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.64% | 0.64% |
#15
1
Prev: #16
|
0.3 | -8 | -0.1% |
P
S
|
9,115 | $2,869,471 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BITB
BITWISE BITCOIN...
|
Bond/Debt | 0.63% | 0.65% |
#16
1
Prev: #15
|
2.3 | 14,139 | 31.1% |
P
S
|
59,655 | $2,837,188 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.49% | 0.49% |
#17
1
Prev: #18
|
2.2 | 426 | 3.7% |
P
S
|
11,814 | $2,203,311 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUB
ISHARES TR
|
ETF | 0.47% | 0.46% |
#18
1
Prev: #19
|
2.2 | 995 | 5.3% |
P
S
|
19,810 | $2,113,700 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.47% | 0.49% |
#19
2
Prev: #17
|
2.2 | 175 | 4.2% |
P
S
|
4,353 | $2,105,086 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 0.45% | 0.44% |
#20
Prev: #20
|
2.2 | 668 | 3.0% |
P
S
|
22,837 | $2,043,028 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.34% | 0.41% |
#21
Prev: #21
|
0.1 | -45 | -1.0% |
P
S
|
4,397 | $1,513,046 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.33% | 0.26% |
#22
4
Prev: #26
|
2.1 | 109 | 2.3% |
P
S
|
4,795 | $1,500,834 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.33% | 0.36% |
#23
1
Prev: #22
|
0.2 | -1,846 | -8.5% |
P
S
|
19,770 | $1,491,419 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.31% | 0.31% |
#24
Prev: #24
|
0.1 | -9 | -0.4% |
P
S
|
2,036 | $1,388,055 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETHW
BITWISE ETHEREU...
|
ETF | 0.29% | 0.34% |
#25
2
Prev: #23
|
2.2 | 11,185 | 22.7% |
P
S
|
60,413 | $1,284,993 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.00% | 0.05% |
Sold All 😨
(Was: #50) |
0.3 | -812 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.00% | 0.05% |
Sold All 😨
(Was: #52) |
0.3 | -226 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 57 holdings