AI Portfolio Summary
In 2026 Q1, Wiser Wealth Management, Inc maintained a portfolio of 61 distinct positions. The most significant new addition to the portfolio was VANGUARD INTL EQUITY, which now represents 0.12% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 4.7%. The fund also reduced its exposure to VANGUARD STAR FDS by 8.7%.
Total Positions
61
Quarter
2026 Q1
Top Holding
VOO (31.5%)
Top 10 Concentration
86.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 61
| 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 | 31.45% | 32.50% |
#1
Prev: #1
|
6.5 | 11,012 | 4.7% |
P
S
|
244,107 | $145,865,910 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 13.05% | 12.52% |
#2
Prev: #2
|
7.5 | 95,806 | 8.1% |
P
S
|
1,285,354 | $60,514,464 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 8.54% | 8.49% |
#3
Prev: #3
|
4.9 | 6,950 | 1.1% |
P
S
|
618,310 | $39,621,286 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 5.83% | 6.20% |
#4
Prev: #4
|
3.3 | 1,773 | 4.8% |
P
S
|
38,762 | $27,044,897 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SLQD
ISHARES TR
|
ETF | 5.35% | 5.22% |
#5
Prev: #5
|
4.6 | 28,416 | 6.1% |
P
S
|
491,388 | $24,810,169 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 5.24% | 5.06% |
#6
Prev: #6
|
4.1 | 34,757 | 7.4% |
P
S
|
505,344 | $24,281,755 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
COWZ
PACER FDS TR
|
ETF | 5.23% | 5.03% |
#7
Prev: #7
|
2.6 | 11,958 | 3.2% |
P
S
|
388,027 | $24,274,972 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 4.12% | 3.98% |
#8
1
Prev: #9
|
3.6 | 16,112 | 7.1% |
P
S
|
243,468 | $19,090,318 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VIOO
VANGUARD ADMIRA...
|
ETF | 3.82% | 3.67% |
#9
1
Prev: #10
|
2.0 | 5,568 | 3.7% |
P
S
|
154,363 | $17,725,527 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IVV
ISHARES TR
|
ETF | 3.80% | 4.08% |
#10
2
Prev: #8
|
2.0 | 224 | 0.8% |
P
S
|
27,009 | $17,642,816 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BND
VANGUARD BD IND...
|
ETF | 2.36% | 2.45% |
#11
Prev: #11
|
1.4 | -664 | -0.4% |
P
S
|
148,367 | $10,925,769 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.02% | 1.02% |
#12
Prev: #12
|
0.9 | 3,429 | 3.8% |
P
S
|
94,866 | $4,747,078 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BITB
BITWISE BITCOIN...
|
Bond/Debt | 0.77% | 0.63% |
#13
3
Prev: #16
|
3.3 | 37,883 | 63.5% |
P
S
|
97,538 | $3,590,385 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IJR
ISHARES TR
|
ETF | 0.73% | 0.75% |
#14
1
Prev: #13
|
0.8 | -641 | -2.3% |
P
S
|
27,386 | $3,404,298 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 0.67% | 0.72% |
#15
1
Prev: #14
|
0.8 | 323 | 2.7% |
P
S
|
12,303 | $3,122,316 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.59% | 0.64% |
#16
1
Prev: #15
|
0.7 | 2 | 0.0% |
P
S
|
9,117 | $2,724,684 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IEFA
ISHARES TR
|
ETF | 0.50% | 0.45% |
#17
3
Prev: #20
|
2.2 | 2,543 | 11.1% |
P
S
|
25,380 | $2,297,667 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.48% | 0.49% |
#18
1
Prev: #17
|
2.2 | 1,030 | 8.7% |
P
S
|
12,844 | $2,239,994 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SUB
ISHARES TR
|
ETF | 0.46% | 0.47% |
#19
1
Prev: #18
|
0.7 | 163 | 0.8% |
P
S
|
19,973 | $2,127,097 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.44% | 0.28% |
#20
6
Prev: #26
|
3.2 | 2,505 | 65.7% |
P
S
|
6,320 | $2,027,433 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.36% | 0.47% |
#21
2
Prev: #19
|
0.6 | 208 | 4.8% |
P
S
|
4,561 | $1,688,234 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ETHW
BITWISE ETHEREU...
|
ETF | 0.35% | 0.29% |
#22
3
Prev: #25
|
3.1 | 47,982 | 79.4% |
P
S
|
108,395 | $1,625,928 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.34% | 0.34% |
#23
2
Prev: #21
|
2.1 | 442 | 10.1% |
P
S
|
4,839 | $1,591,366 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.33% | 0.31% |
#24
Prev: #24
|
2.1 | 293 | 14.4% |
P
S
|
2,329 | $1,514,873 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.31% | 0.33% |
#25
3
Prev: #22
|
2.1 | 267 | 5.6% |
P
S
|
5,062 | $1,455,660 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.30% | 0.33% |
#26
3
Prev: #23
|
0.6 | -1,728 | -8.7% |
P
S
|
18,042 | $1,391,208 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.29% | 0.26% |
#27
Prev: #27
|
2.1 | 875 | 16.4% |
P
S
|
6,207 | $1,334,877 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.25% | 0.26% |
#28
Prev: #28
|
2.1 | 570 | 11.4% |
P
S
|
5,579 | $1,161,938 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.23% | 0.20% |
#29
1
Prev: #30
|
0.6 | 55 | 1.3% |
P
S
|
4,355 | $1,064,464 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 0.22% | 0.25% |
#30
1
Prev: #29
|
1.1 | no change | no change |
P
S
|
4,987 | $1,037,545 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.16% | 0.17% |
#31
Prev: #31
|
2.1 | 199 | 9.2% |
P
S
|
2,364 | $731,682 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.14% | 0.16% |
#32
Prev: #32
|
0.6 | 38 | 3.4% |
P
S
|
1,155 | $660,810 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MUB
ISHARES TR
|
ETF | 0.14% | 0.14% |
#33
Prev: #33
|
0.6 | 171 | 2.9% |
P
S
|
6,056 | $642,876 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.14% | 0.14% |
#34
Prev: #34
|
2.1 | 259 | 13.3% |
P
S
|
2,210 | $633,990 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.13% | 0.12% |
#35
2
Prev: #37
|
0.6 | 119 | 2.5% |
P
S
|
4,854 | $603,255 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SO
SOUTHERN CO
|
Utilities | 0.13% | 0.12% |
#36
2
Prev: #38
|
0.6 | 15 | 0.2% |
P
S
|
6,025 | $581,514 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.12% | — |
#37
Prev: #—
|
3.5 | 7,138 | no change |
NEW
|
7,138 | $536,044 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.11% | 0.13% |
#38
3
Prev: #35
|
2.0 | 101 | 7.6% |
P
S
|
1,432 | $532,346 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.11% | 0.11% |
#39
1
Prev: #40
|
2.0 | 110 | 11.1% |
P
S
|
1,101 | $527,599 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.10% | 0.11% |
#40
1
Prev: #39
|
0.5 | -108 | -1.7% |
P
S
|
6,099 | $482,187 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.10% | 0.12% |
#41
5
Prev: #36
|
0.5 | -108 | -6.2% |
P
S
|
1,635 | $480,952 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.10% | 0.06% |
#42
5
Prev: #47
|
3.0 | 2,237 | 61.7% |
P
S
|
5,862 | $464,681 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.10% | 0.11% |
#43
2
Prev: #41
|
2.0 | 30 | 6.6% |
P
S
|
483 | $444,249 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.09% | 0.06% |
#44
2
Prev: #46
|
2.0 | 133 | 5.5% |
P
S
|
2,554 | $433,375 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.09% | 0.09% |
#45
2
Prev: #43
|
2.0 | 196 | 7.2% |
P
S
|
2,915 | $421,028 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.09% | 0.07% |
#46
1
Prev: #45
|
2.0 | 849 | 19.0% |
P
S
|
5,329 | $405,282 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
V
VISA INC
|
Financial Services | 0.08% | 0.10% |
#47
5
Prev: #42
|
0.5 | -4 | -0.3% |
P
S
|
1,263 | $381,729 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.07% | — |
#48
Prev: #—
|
3.5 | 5,661 | no change |
NEW
|
5,661 | $334,197 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.07% | 0.07% |
#49
5
Prev: #44
|
0.5 | 8 | 0.7% |
P
S
|
1,106 | $317,422 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FTI
TECHNIPFMC PLC
|
Energy | 0.07% | 0.04% |
#50
5
Prev: #55
|
0.5 | 12 | 0.3% |
P
S
|
4,541 | $313,919 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-50 of 61 holdings