Wiser Wealth Management
Wiser Wealth Management reported 73 stocks worth $550M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VOO (31.1%), JCPB (12.4%) and VEA (8.4%). Compared with Q2 2026, the fund opened new positions in JMUB, SMMU and CRWD, added to VOO, JCPB and VEA, trimmed VGT, VIOO and BND and sold out of MUB, QQQ and GVI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $171M | 31.1% | 244K | +2,477 (+1%) | 8 of 8 | |
| 2 |  JCPB J P Morgan Exchange Traded F | $68M | 12.4% | 1.5M | +204K (+16%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $46.2M | 8.4% | 654K | +24K (+4%) | 8 of 8 | |
| 4 |  VGT Vanguard World FD | $37M | 6.7% | 294K | −10K (−3%) | 8 of 8 | |
| 5 |  SLQD Ishares TR | $29M | 5.3% | 586K | +75K (+15%) | 8 of 8 | |
| 6 |  BNDX Vanguard Total | $27.8M | 5.0% | 593K | +97K (+20%) | 8 of 8 | |
| 7 |  COWZ Pacer Fds TR | $27.3M | 5.0% | 409K | +9,115 (+2%) | 8 of 8 | |
| 8 |  BSV Vanguard Short-Term Bond ETF | $21.7M | 4.0% | 285K | +34K (+14%) | 8 of 8 | |
| 9 |  IVV Ishares TR | $20.5M | 3.7% | 27K | +43 (+0%) | 8 of 8 | |
| 10 |  VIOO Vanguard S&P Small Cap | $19.1M | 3.5% | 151K | −2,213 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MUB Ishares TR | $657K | 6,106 |
 QQQ Invesco Qqq TR | $330K | 448 |
 GVI Blackrock, Inc. | $249K | 2,350 |
 KLAC Kla Corp | $222K | 737 |
 TXN Texas Instrs Inc | $211K | 707 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wiser Wealth Management 13F FAQ
What does Wiser Wealth Management own?
Wiser Wealth Management reported 73 stocks worth $550M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VOO (31.1%), JCPB (12.4%) and VEA (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Wiser Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 44 added to, 20 trimmed and 9 sold out. New positions include JMUB, SMMU and CRWD. It sold all of MUB, QQQ and GVI.
When will Wiser Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wiser Wealth Management's portfolio worth?
The Q3 2026 filing reports $550M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.