Institutional Fund
Wiser Wealth Management, Inc
Marietta, GACIK 15732635 filings on record
Portfolio Value
$463.74M
Q1 2026
Holdings
58
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+3.1%
from $449.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds31.5%
- J P Morgan Exchange Traded F13.0%
- Vanguard Tax-Managed Fds8.5%
- Vanguard World Fd5.8%
- Ishares Tr5.4%
- Vanguard Charlotte Fds5.2%
- Other30.5%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 244.1K | $145.87M | 31.5% | +11.0K | Added |
| 2 | J P Morgan Exchange Traded F | 1.29M | $60.51M | 13.0% | +95.8K | Added |
| 3 | Vanguard Tax-Managed Fds | 618.3K | $39.62M | 8.5% | +7.0K | Added |
| 4 | Vanguard World Fd | 38.8K | $27.04M | 5.8% | +1.8K | Added |
| 5 | Ishares Tr | 491.4K | $24.81M | 5.4% | +28.4K | Added |
| 6 | Vanguard Charlotte Fds | 505.3K | $24.28M | 5.2% | +34.8K | Added |
| 7 | Pacer Fds Tr | 388.0K | $24.27M | 5.2% | +12.0K | Added |
| 8 | Vanguard Bd Index Fds | 243.5K | $19.09M | 4.1% | +16.1K | Added |
| 9 | Vanguard Admiral Fds Inc | 154.4K | $17.73M | 3.8% | +5.6K | Added |
| 10 | Ishares Tr | 27.0K | $17.64M | 3.8% | +224 | Added |
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