Loading…
CIK 0001573263 • 7 13F filings • Apr 14, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("wiser-wealth-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.1M | 0.3%Prev: 0.4% | 4,686 SH | Decreased-659 SH |
| ALPHABET INC | CAP STK CL C | $462K | 0.1%Prev: 0.2% | 1,897 SH | Decreased-505 SH |
| AMAZON COM INC | COM | $1.1M | 0.2%Prev: 0.3% | 4,789 SH | Decreased-1,197 SH |
| APPLE INC | COM | $3.0M | 0.7%Prev: 0.8% | 11,794 SH | Decreased-2,173 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $238K | 0.1% | 812 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $584K | 0.1%Prev: 0.1% | 1,162 SH | Increased+19 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $2.8M | 0.6%Prev: 0.6% | 45,516 SH | Decreased-52,586 SH |
| BITWISE ETHEREUM ETF | SHS | $1.5M | 0.3%Prev: 0.2% | 49,228 SH | Increased-63,727 SH |
| BROADCOM INC | COM | $727K | 0.2%Prev: 0.2% | 2,204 SH | Decreased-409 SH |
| COSTCO WHSL CORP NEW | COM | $209K | 0.0% | 226 SH | New |
| ELI LILLY & CO | COM | $362K | 0.1%Prev: 0.1% | 475 SH | Decreased-50 SH |
| EXXON MOBIL CORP | COM | $262K | 0.1%Prev: 0.1% | 2,326 SH | Decreased-550 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $1.1M | 0.3%Prev: 0.3% | 5,095 SH | Decreased+2 SH |
| FIDELITY ETHEREUM FD | SHS | $207K | 0.0%Prev: 0.0% | 4,984 SH | Decreased-8,294 SH |
| HOME DEPOT INC | COM | $1.8M | 0.4%Prev: 0.3% | 4,442 SH | Increased+31 SH |
| ISHARES TR | 0-5YR INVT GR CP | $22.8M | 5.2%Prev: 4.9% | 449,115 SH | Decreased-61,177 SH |
| ISHARES TR | CORE INTL AGGR | $4.3M | 1.0%Prev: 1.2% | 83,211 SH | Decreased-45,673 SH |
| ISHARES TR | CORE MSCI EAFE | $1.9M | 0.4%Prev: 0.4% | 22,169 SH | Decreased-578 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.2M | 0.7%Prev: 0.8% | 27,332 SH | Decreased+379 SH |
| ISHARES TR | CORE S&P500 ETF | $19.4M | 4.4%Prev: 3.8% | 28,953 SH | Decreased+2,231 SH |
| ISHARES TR | NATIONAL MUN ETF | $634K | 0.1%Prev: 0.1% | 5,953 SH | Decreased-153 SH |
| ISHARES TR | SHRT NAT MUN ETF | $2.0M | 0.5%Prev: 0.5% | 18,815 SH | Decreased-4,461 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $53.3M | 12.2%Prev: 11.8% | 1,120,590 SH | Decreased-194,392 SH |
| JOHNSON & JOHNSON | COM | $782K | 0.2%Prev: 0.2% | 4,220 SH | Decreased-198 SH |
| JPMORGAN CHASE & CO. | COM | $538K | 0.1% | 1,705 SH | New |
| MASTERCARD INCORPORATED | CL A | $268K | 0.1%Prev: 0.0% | 471 SH | Increased-5 SH |
| META PLATFORMS INC | CL A | $796K | 0.2%Prev: 0.1% | 1,084 SH | Increased-222 SH |
| MICROSOFT CORP | COM | $2.2M | 0.5%Prev: 0.4% | 4,178 SH | Increased-1,191 SH |
| NETFLIX INC | COM | $334K | 0.1% | 279 SH | New |
| NORFOLK SOUTHN CORP | COM | $320K | 0.1%Prev: 0.1% | 1,064 SH | Decreased-24 SH |
| NVIDIA CORPORATION | COM | $2.1M | 0.5%Prev: 0.5% | 11,388 SH | Decreased-2,641 SH |
| ORACLE CORP | COM | $359K | 0.1%Prev: 0.0% | 1,277 SH | Increased-187 SH |
| PACER FDS TR | US CASH COWS 100 | $21.3M | 4.9%Prev: 4.8% | 369,827 SH | Decreased-30,444 SH |
| PHILIP MORRIS INTL INC | COM | $260K | 0.1%Prev: 0.1% | 1,600 SH | Decreased-100 SH |
| PROCTER AND GAMBLE CO | COM | $370K | 0.1% | 2,407 SH | New |
| SOUTHERN CO | COM | $559K | 0.1%Prev: 0.2% | 5,897 SH | Decreased-7,399 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 0.3% | 2,045 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $546K | 0.1% | 6,775 SH | New |
| TESLA INC | COM | $556K | 0.1%Prev: 0.1% | 1,251 SH | Decreased-309 SH |
| UNITEDHEALTH GROUP INC | COM | $232K | 0.1%Prev: 0.1% | 673 SH | Decreased-45 SH |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $16.3M | 3.7%Prev: 4.0% | 147,385 SH | Decreased-5,731 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $17.3M | 4.0%Prev: 3.7% | 219,060 SH | Decreased-31,322 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $11.3M | 2.6%Prev: 2.4% | 151,543 SH | Decreased-17,939 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $22.4M | 5.1%Prev: 4.6% | 452,587 SH | Decreased-43,942 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.8M | 0.6%Prev: 0.6% | 9,123 SH | Decreased+40 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $142.0M | 32.5%Prev: 31.8% | 231,835 SH | Decreased-10,117 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3M | 0.3%Prev: 0.5% | 4,106 SH | Decreased-2,395 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 0.3%Prev: 0.3% | 5,236 SH | Decreased-797 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.6M | 0.4%Prev: 0.3% | 21,616 SH | Increased+4,351 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $36.4M | 8.3%Prev: 8.6% | 607,303 SH | Decreased-22,957 SH |
| VANGUARD WORLD FD | INF TECH ETF | $27.9M | 6.4%Prev: 7.0% | 37,383 SH | Decreased-267,305 SH |
| VISA INC | COM CL A | $424K | 0.1%Prev: 0.1% | 1,241 SH | Decreased-463 SH |
| WALMART INC | COM | $474K | 0.1%Prev: 0.1% | 4,604 SH | Decreased-418 SH |
| WEYERHAEUSER CO MTN BE | COM NEW | $209K | 0.0% | 8,420 SH | New |
| 13F-HR |
| 0001573263-25-000007 |
| $437.4M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001573263-26-000004 | $522.7M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001573263-25-000005 | $399.3M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001573263-26-000003 | $463.7M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001573263-25-000004 | $356.4M | View |